Apple is moving innovation down the stack, Google upBenedict Evans views the mobile Internet from 30,000 feet.
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<p>FORTUNE -- On Feb. 5, one week before he joined the venture capital firm Andreessen Horowitz as an in-house consultant, Benedict Evans gave the keynote presentation at a fledgling San Francisco conference called InContext 2014. </p>
<p>It was a variation on his "Mobile Is Eating the World" talk -- a high-level PowerPoint show you usually have to pay good money to see. But this version
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Apple is moving innovation down the stack, Google up
