Woah there. This is the kinda stuff we saw in the early dot-com days. Mobile will be big, but there are some huge hurdles to get over...just off the top of my head:<p>1-Bandwidth limitations. Have you tried using AT&T in San Francisco?<p>2-Divergent platforms: I write mobile software for a living and I'd say about 60% of my time is spent making the same software work on a different device. This is ruthlessly inefficient and I've yet to see anything (aside from the single resolution iPhone) to address this issue.<p>3- User Interface: Small screens, small keyboards.<p>Mobile will be big, but it's got problems, and if too much VC is poured in now we'll build up a market that can't be sustained. It's already happened, in some ways, with the iPhone marketplace.<p>Easy does it.
Overall an interesting slide-show, though it contains some silly points, such as:<p>o "New Computing Cycles Supported by 10X More Devices"<p>[The graph is extremely artificial. An extrapolation based on 4 made up points. And really, the growth in units of computers can be better explained by increasing market potential (i.e. cheaper, smaller => more users), not just more devices multiplying like so many rabbits gone rampant.]<p>o "Apple market share / impact should surprise on the upside for at least the next 1-2 years."<p>["should surprise"---what does that even mean? What if it doesn't surprise? Would that also be a surprise?]