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Benedict's
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This is a weekly newsletter of what I've seen in tech and mobile and thought was interesting. It now has 32,500 subscribers. I work at Andreessen Horowitz. See more or subscribe at www.ben-evans.com.
My blog posts

Why is Apple making a gold watch? Link

Podcast: the Apple watch. Link

Android Taxonomies. Link

Industry news

Apple revealed the pricing of the watch: starting at $350, the lowest entry point of any new Apple product, up to $1,000 for the polished stainless steel version - and $10,000 to $17,000 for the gold versions. A high price for gold was expected and, also as expected, it startled a lot of people. I suspect the main motivation for Apple is marketing rather than actual sales at $17,000, but Apple is clearly breaking lots of rules in both tech and luxury goods for this product. Most interesting to me is how much the watch has ceased to be a technology product per se, instead being sold on delight and experience, not on the 'feeds and speeds'. This is part of technology outgrowing the tech industry. See my blog post here on pricing, and here from last autumn on the watch. 

Huge buzz (in the Valley at least) for Meerkat, an app that lets you live-stream video to your Twitter followers. Twitter shut off access to the social graph by the end of the week and bought Periscope, a similar app. Underlying points: mobile social is far from over, with new pieces of psychology able to drive huge and explosive growth, and if mobile operators think the bandwidth crunch is bad now, it's going to get a lot worse. Link

HBO is finally launching a direct-to-consumer offer, beginning with a three month exclusive on Apple devices. The US pay TV market is slowly unlocking. Link

DJI is on track to sell $1bn of consumer drones this year. Link 

Baidu gave up (again) on its custom version of Android. Link 

Blog posts

The age of context. Link

How Apple manufacturers the watch. Link

News media should abandon native apps. Link

The a16z go-to-market course for startups. Link

How Leica survived camera phones. Link

Slack, the app that might finally replace office email. Link

Statistics

Buzzfeed videos are now getting a billion monthly views. Link

WhatsApp passed 1bn Android downloads. Link
This is issue 103, sent on March 15, 2015.
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