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Welcome to the A16Z podcast. I'm michael copland and we have here today with us

kurt macmaster CEO and co-founder of cyanogen kurt welcome hey good to see you and uh from a 16 z

z alba bellamoria hey how's it going good uh so we're here today today to talk about mobile and the potential for a third mobile OS.

And we've been chasing this for a long time and the sort of main players have shifted over the years.

But now things seem fairly locked into the Android iOS state of being.

But that said, I want to sort of set the tone then

and get your opinions then, and maybe we can start with you, Kurt, on who benefits from a third

mobile OS and why is it, why is it something that we should all be caring about?

Well, I think the assumption is such that all of the innovation that can't occur in mobile

computing has occurred with Apple and Google leading the charge, right?

Nobody else is creating an OS, only Apple and Google.

In China, everybody's making iterative versions of Android in some ways.

There's a few others that are trying.

They're doing a really bad job at doing so.

But at the end of the day, we think there's a lot more innovation to occur in mobile computing.

And we think that as mobile computing goes from a couple of billion users to well over six billion users,

there's an opportunity

on the global platform for definitely a third, maybe even a fourth.

Right.

Well, but let's talk about that.

I mean, Apple just came off a record-setting quarter.

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