I enjoyed this article by Benedict Evans, particularly this bit:
In the enterprise, new technology tends to solve existing problems in new ways (or of course solve the new problems created by the new tech). In consumer products, it’s more common to seem to be proposing a change in human behaviour, and so in human desires. You may in some underlying way ‘really’ be replacing an existing behavior in a different way, as Word replaced typewriters and email replaced Word, but that line of reasoning can easily lead you to unfalsifiable assertions when you move up Maslow’s Hierarchy. ‘Millennials care less about driving because smartphones give them their freedom now’ certainly sounds good, but I have no idea how you could tell if it’s true, far less predict it. This is not a falsifiable analysis. All that you can hold in your hands is that you’re proposing a new human desire, and that’s a subjective view, not the objective analysis one could do of the roadmap for flight in 1903 – worse, it requires a change in your subjective view. You don’t think that you want to listen to music walking down the street, and you don’t think that you want to be able to call anyone from anywhere you might be. The argument for progress here is effectively false consciousness – ‘you think you don’t want this, but you are wrong, and one day you will realise the truth of your own feelings’. But you can’t ever know this – again, you can’t falsify it.