Recent quotes:

A mile wide, an inch deep — Medium

So is Instagram larger than Twitter? No — it’s different than Twitter. One is largely private, the other largely public. One focuses on photos, the other on ideas. They’re both very large, and they’re both growing

Forget about the mobile internet — Benedict Evans

Mobile is not a subset of the internet anymore, that you use only if you're waiting for a coffee or don't have a PC in front of you - it's becoming the main way that people use the internet. […] It's time to invert that mental model - there is not the 'mobile internet' and the internet. Rather, if anything, it's the internet and the 'desktop internet'