Why the Mobile Opportunity is Different and Bigger than the Web

Comparing mobile internet "growth" to desktop internet growth is a little misleading. It's like comparing DVD player growth to VCR growth. Obviously DVD players grew much faster because the infrastructure (having a TV set) and comfortability with the technology was already there.

Desktop internet growth was closely tied to the overall growth of the internet-- as the net became more useful, more people started using it. A lot of what makes mobile internet useful, on the other hand, was already created.