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The millennial generation is split in 2: an older crowd with boomer-style comfort, a younger set going 'back to the early 1900s'

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College-educated women are snapping up the highest-earning men without college degrees, leaving the rest further behind

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An 11-year-old is cleaning his neighbors' trash cans for $10 each—he now has 100K followers as teens face the worst summer job market since 1948

Apple is moving innovation down the stack, Google up

By
Philip Elmer-DeWitt
Philip Elmer-DeWitt
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By
Philip Elmer-DeWitt
Philip Elmer-DeWitt
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March 10, 2014, 11:56 AM ET
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http://youtu.be/VnhbvS0MBXE

FORTUNE — On Feb. 5, one week before he joined the venture capital firm Andreessen Horowitz as an in-house consultant, Benedict Evans gave the keynote presentation at a fledgling San Francisco conference called InContext 2014.

It was a variation on his “Mobile Is Eating the World” talk — a high-level PowerPoint show you usually have to pay good money to see. But this version was recorded and posted on YouTube. As of Monday morning, fewer than 6,200 people had seen it.

Let’s see if we can do something about that.

If you’re not familiar with Evans’ blog or the Cubed podcast he produces with Creative Strategies’ Ben Bajarin, he is one of the best of an emerging group of independent analysts who have managed to make a living — and leave a real mark — as freelance industry pundits.

It’s not easy to summarize Evans’ InContext keynote. It was a wide ranging, number-packed presentation that touched on, among other things, how differently Apple (AAPL) and Google (GOOG) approach the problem of discovering where the Internet hides the good stuff.

This is one of those hidden gems. Think of it as a 27-minute graduate seminar (plus Q&A) on how the iPhone changed the world.

PHOTO CAPTION: That’s Evans on the right.  By his side is DFJ’s Tim Draper, who did the Q&A.

LINKS:

  • Keynote: Benedict Evans – InContext 2014
  • Slidedeck: Mobile, Context and Discovery
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