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.
Here's a five-minute podcast that explains it in plain English (and in an English accent).
FORTUNE -- If you're not familiar with Ben Bajarin and Benedict Evans' weekly Cubed podcast, their latest episode -- What a Week in Tech! -- is a great place to start.
The two analysts have a lot on their plate: Google's (GOOG) sale of Motorola to Lenovo, reports of a Samsung-Google nonaggression pact, Facebook's (FB) new Paper app for IOS, and MOREPhilip Elmer-DeWitt - Feb 1, 2014 11:41 AM ET
Conventional wisdom says the chances of Apple laying a sixth are zero.
FORTUNE -- In the fable, the cottagers are too impatient to wait for the goose to lay its golden eggs one at a time. So they open it up, thinking that way they'll get all the gold at once.
Apple (AAPL) is a little like that goose, says Asymco's Horace Dediu.
"Here's the problem," he wrote last summer in The Innovator's Curse. MOREPhilip Elmer-DeWitt - Nov 25, 2013 12:25 PM ET
Even in the iPhone's slowest quarter, Apple grabbed 51% of Verizon's activations.
FORTUNE -- Apple (AAPL) got some good news Thursday from Verizon (VZ), the first of the big four U.S. carriers to report its Q3 2013 results.
Of the 7.6 million smartphones Verizon activated in the quarter, 3.9 million (51%) were iPhones. That's up from the same quarter last year, when the iPhone accounted for only 46% of 6.8 million.
Given that the third MOREPhilip Elmer-DeWitt - Oct 17, 2013 3:15 PM ET
The market share vs. profit share debate rages on.
FORTUNE -- Android's Market Share Is Literally a Joke, John Kirk's provocative analysis of the smartphone wars, has caused quite a stir since it was posted Thursday on Tech.pinions.
"Scoring by market share alone and ignoring profit," he writes in one of several sports analogies, "is like saying that a baseball team won because it had more hits when the other team scored more runs."
Lines like MOREPhilip Elmer-DeWitt - May 25, 2013 8:04 AM ET
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