I think this exactly proves his theory (or at least my understanding of it). He says: "technology matures and becomes good enough..." But phones before iPhone

I think this exactly proves his theory (or at least my understanding of it). He says: "technology matures and becomes good enough..." But phones before iPhone were definitely not "good enough". Honestly, they all sucked. And Android phones are still kinda plastic and clumsy with bad support (upgrades, etc.) - definitely not "good enough" for me. Also iPhone and iPads are disruptive to PC market. In short, it is nearly impossible to predict disruptive technology. First, it is really hard to measure what is "good enough" at which "price points". And sometimes it is even impossible to figure out which market is being disrupted.