This is an excellent deck, why have not seen this before! Was this on HN? I agree with almost all his points, insiders are very bullish on Apple, the feeling's

This is an excellent deck, why have not seen this before! Was this on HN? I agree with almost all his points, insiders are very bullish on Apple, the feeling's that %600 is nowhere near the peak, it'll be more like $1K. On the other hand, Google has started to give off the "has-peaked" vibe: the silly badmouthing of rivals, huge reorgs, half-thought out failed projects, not being clear of where to go next and milking the usual cow, etc. One important point that he makes that I think is important to reiterate is how open the mobile area is, since non of the big guys currently have good extensions. So I think we'll see more of the Instagram-type successes (probably not on the $1B level, though). Takeaways if you're an up and coming, young (or otherwise) developer: Learn the Apple stack (70% of your time) and learn HTML5/JS (20%).