FORTUNE -- On Feb. 5, one week before he joined the venture capital firm Andreessen Horowitz as an in-house consultant, Benedict Evans gave the keynote presentation at a fledgling San Francisco conference called InContext 2014.
It was a variation on his "Mobile Is Eating the World" talk -- a high-level PowerPoint show you usually have to pay good money to see. But this version was recorded and posted on YouTube. As of Monday morning, fewer than 6,200 people had seen it.
Let's see if we can do something about that.
If you're not familiar with Evans' blog or the Cubed podcast he produces with Creative Strategies' Ben Bajarin, he is one of the best of an emerging group of independent analysts who have managed to make a living -- and leave a real mark -- as freelance industry pundits.
It's not easy to summarize Evans' InContext keynote. It was a wide ranging, number-packed presentation that touched on, among other things, how differently Apple (AAPL) and Google (GOOG) approach the problem of discovering where the Internet hides the good stuff.
This is one of those hidden gems. Think of it as a 27-minute graduate seminar (plus Q&A) on how the iPhone changed the world.
PHOTO CAPTION: That's Evans on the right. By his side is DFJ's Tim Draper, who did the Q&A.
The big orange circle is Google's Motorola. The big blue one is Facebook's WhatsApp.
FORTUNE -- I can't vouch for the accuracy of the data in this infographic, created by business insurance provider Simply Business and posted Friday on TechCrunch, but even if it's a little off it gives you a good feel for how Apple's (AAPL) relatively small, targeted acquisitions compare with such multibillion dollar deals as Google (GOOG) buying Motorola ($12.5 MOREPhilip Elmer-DeWitt - Mar 7, 2014 11:37 AM ET
Another study found 42% of Chinese buyers want iPhones vs. 32% for Samsung.
FORTUNE -- "We may have underestimated Apple Inc.'s (AAPL) progress in China."
So begins a story in the International Business Times Friday reporting on the numbers in the first attached chart.
They come from an Upstream survey of 4,505 smartphone customers in five emerging markets in which respondents were asked what brand they hoped to buy next. Apple edged out Samsung MOREPhilip Elmer-DeWitt - Mar 7, 2014 7:10 AM ET
A new study estimates that Apple paid taxes of $193 million on sales of $26.7 billion.
FORTUNE -- The Australian Financial Review added some local color Wednesday to the Apple (AAPL) tax haven story that was such big news in the U.S. one day last May. (The smartest take on it, for my money, was the one Jon Stewart delivered on the The Daily Show the next night.)
A lot of the detail in the documents MOREPhilip Elmer-DeWitt - Mar 6, 2014 8:38 AM ET
Judge Denise Cote, they write, doesn't understand markets. Or antitrust law.
FORTUNE -- I don't know how much weight friends of the court carry in the U.S. Court of Appeals for the Second Circuit.
But the pro-Apple (AAPL) amici curiae brief filed Wednesday by two economists lays out clearly -- more clearly perhaps than Apple's own trial lawyers -- the economic and legal issues the company tried and failed to get across to Judge MOREPhilip Elmer-DeWitt - Mar 5, 2014 4:58 PM ET
From the floor of the Geneva International Motor Show.
FORTUNE -- Of all the demo videos of Apple's (AAPL) new CarPlay system -- and there are several here and here, letting you see how carefully scripted these presentations are -- the one I've attached is my favorite.
I'm not crazy about reporters who feel obliged to say "okay" every time an interviewee complete a thought, but I liked that the correspondent from Mac4Ever, identified MOREPhilip Elmer-DeWitt - Mar 5, 2014 11:38 AM ET
While its competitors' average selling prices were falling, Apple's were rising.
FORTUNE --Apple (AAPL) bucked another industry trend last quarter, according to new research Fortune has obtained from Consumer Intelligence Research Partners.
Taking a deeper look at a closely monitored smartphone metric, the average selling price (ASP), CIRP researchers found that while Apple's competitors' U.S. prices were falling last quarter, iPhone prices were rising.
ASPs for smartphones -- including Apple's -- tend to fall over time as MOREPhilip Elmer-DeWitt - Mar 5, 2014 7:34 AM ET
During Peter Oppenheimer's tenure, Apple's revenue increased more than 20-fold.
FORTUNE -- You can't say Peter Oppenheimer didn't earn his keep. During his tenure as Apple's (AAPL) chief financial officer, the company's annual revenue grew from $8 billion in 2004 to $171 billion in 2013.
But he's not leaving empty handed. He earned $2.6 million in 2013, and we still remember the day four years ago that 200,000 of his Apple restricted MOREPhilip Elmer-DeWitt - Mar 4, 2014 10:22 AM ET
How ABC, Twitter and Samsung stage-managed the world's most re-tweeted snapshot.
FORTUNE -- The photo had everything. Lights. Action. That sparkle of spontaneity. And subjects who really know how to smile for a camera.
But the moment that turned into the world's most-retweeted post -- 3.1 million and counting -- wasn't 100% spontaneous. Rather, it was the fortuitous product of a carefully planned multimillion-dollar business arrangement that served the mutual interests of MOREPhilip Elmer-DeWitt - Mar 4, 2014 7:57 AM ET
The big one -- the world's most-retweeted post -- was shot with a Samsung Galaxy Note 3.
FORTUNE -- When your only tool is a computer, to butcher Maslow's hammer law, the whole world looks like a platform war. So it was Monday, as the tech press sifted through the morning-after debris of Oscar 2014.
Exhibit No. 1: The attached photo.
It was posted on Ellen DeGeneres' Twitter account at 10:06 p.m. Sunday MOREPhilip Elmer-DeWitt - Mar 3, 2014 10:18 AM ET
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