ongoing by Tim Bray · Mobile Counter-theses
www.tbray.org/ongoing/When/201x/2015/12/28/Mobile-Theses
From the page
Saved with the link. Notes from 2007 to 2016 are mostly the page's own words, so this is probably an excerpt.
This is in response to 16 mobile theses by Benedict Evans of Andreesen Horowitz, a firm that’s central to Bay Area VC culture. I think the theses are about half wrong.