Welcome to the A16Z podcast. I'm Michael Copeland and here with Benedict Evans. Benedict. Welcome. Hello.

So it's been a busy week in the mobile world. It's always a busy week in the mobile world, but there's plenty to cover on both a micro and a macro level. So I want to, I want you to suss it out for us. And maybe let's start with Apple and its App Store revenue.

Yes. So there's two things that I thought were interesting in Apple's quarterly results.

One is the tablets, which you'll come on to in a bit. But the other was that, as they've done

quite often before, they gave a number for money paid out to developers

on the app store. And at Google I.O., Google for the first time, also gave a number, which was

a couple of weeks ago. Right. And so you can do a sort of like-for-like comparison.

Which we've never been able to do. Which we've not been able to do because at I.O., that was

the first time Google, I'd ever give a number through revenue on the App Store.

And so Google said they'd paid out $5 billion to developers in, I think, the 13 months since the previous Google I.O.

And they said that they have a billion monthly active users of Android.

Both of those are kind of slightly, they're round numbers at schedule events.

So they're probably not very precise. And Apple said that they paid out, well, they said they paid out 20 billion to developers in total.

And a year ago, they said they paid out 10 billion.

So the arithmetic is quite simple even for a history graduate like me.

And so you have doubled the revenue. In the

meanwhile, Apple have not given a number for active users of iOS, but if you take trading 24-month

sales, you get to about 500 million. If you stretch it out a bit longer, you might get to 600 million,

maybe even a little bit more. But essentially, you have double the revenue on iOS for half the users.

And so very roughly four times the spend.

And as you look at those two graphs or those two lines between Android and iOS, where did

they meet or do that?

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