Mobile dominance moves past early innings, but what’s next for our Connected Society?

With smartphones nearly ubiquitous in more mature economies, we are only starting to scratch the surface of what their impact will be. Over the coming years, faster mobile networks, Connected Cars, Connected Homes, the Internet of Things and odds are several million to a few billion sensors will further transform how we go about our daily lives. It used to be we would wake up and go grab the paper to “the day’s news” from the front porch or the end of the driveway. No longer as what’s news is updated constantly at the click of a button or two.

We see such a transformation coming to how people shop and transact, with further changes in how they communicate and interact. We expect to see several new aspects to our Connected Society investing theme emerge in the process. Will the early winners — Apple, Amazon, Facebook, and Google — be the winners of tomorrow?

The questions of what will they look like and who will control them are now answered.

The next two decades, predicts Benedict Evans, a partner at venture-capital firm Andreessen Horowitz, will be how smartphones redefine myriad industries from automobiles to ecommerce.

“The platform wars are over,” says Evans in an interview. Google’s Android and Apple’s iOS run on roughly 2.4 billion phones and 700 million tablets.

Source: The second stage of mobile dominance is beginning says Andreessen Horowitz’ Benedict Evans — Quartz

About the Author

Chris Versace, Chief Investment Officer
I'm the Chief Investment Officer of Tematica Research and editor of Tematica Investing newsletter. All of that capitalizes on my near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks. In that time, I've been ranked an All Star Analyst by Zacks Investment Research and my efforts in analyzing industries, companies and equities have been recognized by both Institutional Investor and Thomson Reuters’ StarMine Monitor. In my travels, I've covered cyclicals, tech and more, which gives me a different vantage point, one that uses not only an ecosystem or food chain perspective, but one that also examines demographics, economics, psychographics and more when formulating my investment views. The question I most often get is "Are you related to…."

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