a16z Board Partner Steven Sinofsky and Box CEO and co-founder Aaron Levie discuss findings from a study of the information economy that has been built on cloud and mobile. The findings were based on workflow data collected anonymously from a subset of 25 million users, 225,000 businesses, and five industries (you can see the report here: http://blog.box.com/2014/06/mapping-the-information-economy-a-tale-of-five-industries/). It all amounts to big shifts in enterprise IT. But what are the implications of these findings for everyone’s business ... beyond Silicon Valley and the software industry? And finally -- shared in a live brainstorm at the end -- what’s the future of the cloud?

Benedict Evans is a veteran of Apple’s big events and puts all the announcements and demos into one of three categories: 1) all the cool incremental improvements to the Apple operating systems; 2) the tent-pole features that Apple likes to build marketing campaigns around; 3) and finally, the fundamental strategic moves by Apple that serve to push the company ahead of the competition. With help from Andreessen Horowitz technical talent partner Dave Jagoda, this segment picks apart all three categories.