Benedict Evans was like this and has since joined A16Z. His focus is mostly mobile, so you end up with a lot of overlap between the other people covering Google

Benedict Evans was like this and has since joined A16Z. His focus is mostly mobile, so you end up with a lot of overlap between the other people covering Google / Apple / MSFT, but he definitely has an interesting perspective (He formerly worked in research for an investment bank, so he knows the ins/outs of global telecom very well): http://ben-evans.com/ http://ben-evans.com/ His annual mobile deck is usually really good; http://ben-evans.com/benedictevans/2016/3/29/presentation-mobile-ate-the-world http://ben-evans.com/benedictevans/2016/3/29/presentation-mo...