Outtake:
Today it seems natural for, say, an iOS developer to follow Apple’s company affairs in the same vein that he stays abreast of the company’s latest SDKs or APIs. But 10 or 20 years ago, it was fairly uncommon for anyone outside the investment community to seek out this kind of information.
The mobile revolution has changed that: Smartphones and tablets are intimate technologies that both consumers and tech professionals take interest in. These devices are “very meaningful objects that impact people’s lives…[and are] very approachable from a price perspective,” analyst Ben Thompson of Stratechery says. So “the explosion of interest” in the mobile business “isn’t a surprise at all.”
Thompson, along with Benedict Evans and Horace Dediu, are among the new class of analysts supplying a historically atypical audience with a new brand of business and industry analysis. This new class of professional — the developer as vendor — still requires business intelligence and acumen. Traditional outlets for business content — The Wall Street Journal, CNBC, research firms like Gartner — are ill-suited for their needs. Evans, Dediu and Thompson serve, in part, to unbundle content and distribute analysis through more accessible means.
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