I haven’t had time to listen all the way through, but BusinessInsider was kind enough to recap many of his key points.
- Microsoft’s share of internet-connected devices has gone from 95% to under 50% in 3 years.
- Apple will sell a hundred million internet-connected devices this year. That’s two thirds of the PC market.
- The iPad is the training wheels for HTML5. iPad apps show us what we need to beat in terms of creating a better experience on HTML5.
- Don’t try to be “social”: the big social platforms are created. You can’t create a social company, it’s just a checkbox. “The last 500 social companies funded by the VC community are all worthless.
This is a guy who puts his money where his mouth is, so even if you don’t agree with all that he’s saying, his point of view might help make you money.