The short version

David Levy predicted on July 5, 2011: “Soon everyone will have a smart phone with a data plan… 80% of the 70% that don't have data plans get plans. That means over 130 million new data plans — at $30/month that's almost $50 billion in incremental revenue per year to the carriers.” Verdict: Called it. Called Jul 5, 2011 with…

Prediction by

David Levy

On July 5, 2011

“Soon everyone will have a smart phone with a data plan… 80% of the 70% that don't have data plans get plans. That means over 130 million new data plans — at $30/month that's almost $50 billion in incremental revenue per year to the carriers.”

Follow-up

Called Jul 5, 2011 with US smartphone penetration ~30%. Pew put US smartphone ownership at 81% by 2019 and ~90% by 2024; effectively all activated US lines now carry data plans, and US wireless service revenue rose roughly $40–50B over the decade — squarely in the order of magnitude Levy modeled.

From the High Caliber AI network — see the AI for PR module in the course.