"I have to say I agree Fred -  the part of the speech highlighted here (post-social and enterprise) are the least interesting and the least insightful.  However the earlier stuff - the post-pc view that places Facebook and Google as losers and Apple as the winner (so far) is really interesting to me. It begs a lot of questions about the role of Apps and the changing role of the cloud. By positing Android as a client to Google's cloud, and arguing that Apple's ecosystem is more aligned with powerful edge devices and a different cloud vision (storage, message delivery, glue between users and apps) I think he is on to something." - Keith Teare