iPadについての考え

I think the iPad is stuck in a difficult place between the smartphone and the laptop and it's not nearly as convenient as a phone or as powerful as a laptop. That's based on all of four hours playing with it. The device will get more powerful and lighter and less expensive. Over time it may turn into a mainstream computing platform but I don't think it is there yet and I don't think Apple has the kind of hit on its hands that it had with the iPhone.
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(From the "A VC" blog post. Thanks to Fred Wilson.)