Fred Wilson on how web growth is somewhat plateauing and mobile is growing like a weed:
All of this is good news for entrepreneurs since they are in the best position to take advantage of all of these changing dynamics. It is not as good news for those who find themselves operating a big Internet business started more than five years ago. You are going to need to make a hard right turn super fast without flipping over the car.
In the past fifteen years, we have seen Microsoft go from being an unstoppable force to being a non-factor in many important new markets, we have seen Google go from being an unstoppable force to being a non-factor in many important new markets, and I suspect we are going to see Facebook struggle with the same thing. RIM is dying quickly now. Yahoo! is a question mark.
I also loved this observation:
Mobile does not reward feature richness. It rewards small, application specific, feature light services. I have said this before but I will say it again. The phone is the equivalent of the web application and the mobile apps you have on your home screen(s) are the features.
I remember seeing a lot of tweets during John Gruber’s surprise talk at Úll, and how he said something along the lines of iOS being like a game where users build their own levels via the apps they install.