Andreessen Horowitz' Benedict Evans reflects on mobile, Google / Apple / Facebook / Amazon, innovation, machine learning, computer vision, autonomous cars, mixed reality and crypto-currencies - and more, in this keynote delivered at the most recent annual a16z Summit (November 2017 in Las Vegas).

The personal computer S-curve gave us 1.5 billion PCs and 3 billion people online, and now the smartphone S-curve is giving a computer to everyone on earth.

So today, we have two innovation conversations: First, what can we build on the billion-scale platforms we have, what new models can we create, and do the internet giants leave any room? And second, what are the next S-curves -- the next transformative technology waves?