The presentation touches on smartphone penetration and communication behaviors of teens but really doesn't grapple with that phenomenon with any novel amount of

The presentation touches on smartphone penetration and communication behaviors of teens but really doesn't grapple with that phenomenon with any novel amount of rigor. The talk is aimed at making us believe in (i.e. want to invest in) tech. The argument is that the opportunity is so big, even fools who just throw money in the pot stand to make money. The trouble is that we're mostly aware of how awesome mobile penetration is and how vital social networks are. I'd much rather see the preso that brings new evidence and rigor to the table than the last ditched effort to pick up conservatives who have been ignoring tech for the past 7 years. If a16z wants to chart progress, would love to see some of these graphs posted online and live-updated daily/monthly.