Here is a video of my presentation at Mobilism 2012 on the story of mobile phone disruption. Thanks to Peter-Paul Koch (aka PPK) for organizing a great event and allowing me to present to such a smart and knowledgeable audience.
Asymmetric competition | Horace Dediu | Mobilism 2012 on Vimeo
Nearly one third of the time is spent in Q&A, which, even if I do say so myself, is the best part.
Also note the exclusive use of a custom iPad app for wireless presentation (pre-release version of the Perspective App.)