Originally posted on Gigaom:
Apparently, I’m using the wrong device. According to a guest article on Re/Code, “our love for the tablet is dying.”
The thesis comes from Zal Bilimoria, a partner at Andreessen Horowitz. Simply looking at the tablet sales trend, which is up but with a slowing growth rate, it’s easy to suggest we’ve hit “peak tablet.”
But I don’t buy that for several reasons.
1. Unless there’s disruption ahead, we’re early in the product life-cycle
Any time you have a popular new product class, you can expect fast growth at first. It’s what I’d call the “easy growth,” and it’s what the tablet market has enjoyed since 2010. This is the result of early adopters and product buzz.
Additional growth is going to…
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