But he's not talking about the masses in the industrialized world, he's talking about the masses everywhere else. Where the cell phone is already the dominant

But he's not talking about the masses in the industrialized world, he's talking about the masses everywhere else. Where the cell phone is already the dominant platform, they'll just get smarter phones and more internet access now. This may or may not affect a particular business/website, but it's a trend that's worth being aware of.