An overview of macro tech trends: a capex explosion, unprecedented chip demand growth, supply chain bottlenecks, model commoditization, AI automation, and more

Twice a year, I produce a big presentation exploring macro and strategic trends in the tech industry. — New in May 2026, ‘AI eats the world’.

Benedict Evans 2026-05-19

@stevesi Steven Sinofsky on x
“AI Eats the World” @benedictevans digs deep into the platform shift we are all living with AI. He asks questions, provides context, and offers a structure for how to think realistically about where we are heading without trying to be psychic. https://www.ben-evans.com/...
@alexmacgregor__ Alex MacGregor on x
Wake up babe a new Benedict Evans presentation just dropped https://www.ben-evans.com/... [image]
@anquetil Martin Anquetil on x
this is going to be an instant classic iykyk
@saasletter Matt Harney on x
👀 New “AI Is Eating The World” 79-slide deck from @benedictevans https://www.ben-evans.com/... [image]
@thebenedictevans Benedict Evans on bluesky
Twice a year, I produce a big presentation exploring macro and strategic trends in the tech industry. New in November 2025, ‘AI eats the world’. — www.ben-evans.com/presentations
@jeffjarvis @jeffjarvis on bluesky
In my youth, fall heralded the arrival of new sitcoms and Chevrolets. Now it brings a new Benedict Evans presentation: AI eats the world — www.ben-evans.com/presentations

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