Benedict Evans:

Mobile is not a subset of the internet anymore, that you use only if you’re waiting for a coffee or don’t have a PC in front of you - it’s becoming the main way that people use the internet. It’s not mobile that’s limited to a certain set of locations and use cases - it’s the PC, that can only do the web (and yes, legacy desktop apps, if you care, and consumers don’t) and only be used sitting down. It’s time to invert that mental model - there is not the ‘mobile internet’ and the internet. Rather, if anything, it’s the internet and the ‘desktop internet’