As Android, iPhone and other mobile platforms grow, we are moving away from the page-based Internet. The new Internet is app centric and often message-centric.
Sentiment: POSITIVE
Our role is to be a platform for making all of these apps more social, and it's kind of an extension of what we see happening on the web, with the exception of mobile, which I think will be even more important than the web in a few years - maybe even sooner.
The mobile Internet is growing, fueled by increasing smartphone penetration and better networks.
There's a shift to mobile apps; I'd like to see a more pervasive communications experience, and I think Skype can contribute to that.
As users replace usage of the web with a mobile, app-centric ecosystem, the phone becomes the center of gravity. In this mobile world, Facebook is just one app on the phone.
The interesting thing is when you look at what people want to do on their phone, it's mail, weather, check stock quotes and news. That's Yahoo's business. This is a huge opportunity for us because we have the content and all the information people want on their phones.
We can't ever forget that the Internet now is just a staid utility. The exciting platforms are software applications that are very, very simple.
We initially targeted pager networks, which have been suffering for the last decade due to cell phone sales.
Look at electricity in human history - it took a few decades for electricity to really revolutionize the American economy. And the Internet will be the same. At some point in the future, we will arrive at a new era of low-hanging fruit.
I live on my phone: I have a bunch of news and informational apps on there.
Location is the sole difference between mobile and traditional Web.
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