"hi everyone welcome to the a6 and Z podcast today is another one of our hallway conversations and no seriously this actually started off as a conversation in the hallway between Benedict Evans and a 6..."

"of s-curves and innovation covering everything from the x86 to ARM processor shift to ecosystem fragmentation to the role of touch and interface and finally how it all changes work well we were talkin..."

"design even talking about did Microsoft do better ads for their devices than Apple did for their devices even though Apple sort of created the metaphor for doing the sleek ID walkthroughs what's on yo..."

"you've got these ecosystems and you've got these operating system providers moving into a hardware ecosystem then you've also got the state of the PC ecosystem the state of the smartphone you can syst..."

"huge and very vibrant ecosystem for making Android phones at the high end it struggles to compete with the iPhone there were some companies that do okay against the iPhone but Apple's got 650 million ..."

"actually competing with out there we are OMS who you could argue don't have anywhere else to go because Windows Phone is now kind of shrunk away but Google is kind of going out into the phone business..."

"was a thing that I had to navigate and so the the problem is is that ecosystems are fundamentally about a relationship and it goes all the way up and down the chain because you start with developers a..."

"is you can always drive the top-line revenue because the devices are expensive it's $900 and you multiply that by a few million and whoa it's a big number but the margins are very very difficult and w..."

"look at the surface studio which starts at $3,000 and for basically something with laptops it like with mobile chips in it and then it goes up to is it four or even five thousand dollars two hundred w..."

"maybe it's the fragmentation and the fragmentation is a problem for VR and that's they're trying to get ahead of that but that's a bit more speculative yeah to me I think and like now I'm speaking per..."

"even internally like where the people use iPhones and stuff and particularly as you like spread out beyond the core Googleplex people and you just go to the subsidiaries and all around the world iMess..."

"reason to be cheap yeah so the s-curve I mean this is an interesting conversation as well and I the thing that I got a lot of flack for on Twitter was was actually just talking about s-curves and so w..."

"because you've basically done as much as you can do and you can't think of anything else to do I wrote a blog post about this in the summer talking about propeller planes and jets and say looking like..."

"and say therefore the sort of the point I was making is that basically what we've seen is Apple with the new MacBooks basically moving a little bit along further along that flattened s-curve I'm sayin..."

"there are PCs sold yep but that's one of the many companies on the arm curve versus all of them yeah exactly and you know people quibble about this about the replacement cycle but that's not really th..."

"phones anymore and so Microsoft quite sensibly turned around and said okay what do we do about this well we've got to try and add some of this stuff to the old platform so we add touch and we we try a..."

"look at iOS like the thing that was most innovative to me about iOS is that they I sat there in the launch of the first iPhone and jobs strategy says the beautiful thing about this is it's really just..."

"change like the question always became what we should have just done a whole separate thing yeah well so this is like an innovators dilemma a problem well this is the question now is what Apple should..."

"when does a mouse and you can't get data between like these confusing states they exist and and you hear that and just to be super clear about it you're all the same things if you use like a Mac and y..."

"getting at is that the the arm touch in things starts in a little phone right and said but it's not about a little phone just as the PC thing exactly starts as is little thing on a desk and you like b..."

"never gonna get tired of just analyzing it and thinking about it because I I do think it's a very a very interesting thing but the thing that we have to make sure folks understand that we're coming fr..."

"of the curve and so it sort of makes me love Apple has had I've been able to draw on my iPad for what a year not with a pen whereas for Microsoft because Microsoft didn't have that thing that was goin..."

"innovation Apple is things doesn't think that the Mac is the place where all the grace is going to come from well it's about the phone and the tablet hey let's let's we have to talk about for yes cuz ..."

"laptop it doesn't have haptic feedback so it doesn't click when you touch it which I would imagine will come next but it it look does look like part of the keyboard so it's not like glowing or glaring..."

"computer it works it works super well in that regard for a key ecosystem reason which is basically you know the idea that people the cynical people are saying oh this is Apple like their last-ditch ef..."

"they're so cognizant of the fact that this is sort of an inner incremental innovation that they actually tell you not to try to replace the UI of your app don't do anything revolutionary with it but t..."

"show me that what they showed me is if I'm a professional illustrator and I've been drawing since I'm 10 and I can put produce beautiful drawings this is a great new tool for me great there's only 7 m..."

"interesting thing is is that like if you're a company like Salesforce building software for twenty five million people you know ten years ago those twenty five million people would bunch up all their ..."

"done on this device yet but then there's everyone else and what L would have all these other people doing on there people like in the way to think about it is back to the ecosystem and where innovatio..."

"you know like the Multiple Listing Service for real estate agents here in the US was you know it was very much like a PC based thing and then it moved to the web and then all of a sudden you have redf..."