A look at the fundamental questions facing OpenAI: its models have a very large user base but very narrow engagement, incumbents are matching its tech, and more
“Jakub and Mark set the research direction for the long run. Then after months of work, something incredible emerges …
A look at the fundamental questions facing OpenAI: its models have a very large user base but very narrow engagement, incumbents are matching its tech, and more
“Jakub and Mark set the research direction for the long run. Then after months of work, something incredible emerges …
An overview of macro tech trends for 2026, as “AI eats the world”: bubbles, the AI platform shift, Big Tech has FOMO, capex, Nvidia, US power backlogs, and more
What happens in a platform shift? The New Thing! All tech innovation, investment and company creation switches …
Apple stumbling with the Vision Pro and then falling flat on its face with AI suggest that it is slipping into a Vista-like drift of systemically poor execution
It matters that Apple's new Siri will be late, and it matters more that Apple didn't realise. Is it more than that?
An overview of macro tech trends for 2025, focusing on generative AI, LLMs, scaling challenges with training ever bigger AI models, the capex surge, and more
Presentations Every year, I produce a big presentation exploring macro and strategic trends in the tech industry. For 2025, ‘AI eats the world’.
What comes after Google's antitrust loss is not clear, besides the court ordering Google to stop or reduce its TAC payments; Apple could build a search engine
A search engine is a vast mechanical Turk - a reinforcement learning engine that uses human activity to understand the web.
A look at Apple Intelligence, an umbrella for dozens of models running on device or in carbon-neutral data centers, and why the Vision Pro is not getting it yet
An oft-told story is that back in 2009 — two years after Dropbox debuted, two years before Apple unveiled iCloud …
A look at the problems of building AI products, like inaccurate answers, and potential solutions, like focusing on narrow domains and abstracting the outputs
I will fly to India on Monday for a brief trip, and so I just spent an hour struggling through a very buggy online visa application process.
A Twitter user since 2007 reflects on leaving due to Elon Musk swapping stasis at the company for chaos, his constant bullshitting, and spreading toxic content
Twitter always used to look a lot like Craigslist. It stumbled into something that a lot of people found very useful …
A look at the ethical and legal issues around generative AI, which makes things that were previously only possible on a small scale practical at a massive scale
We've been talking about intellectual property in one way or another for at least the last five hundred years …
An analysis of whether AI will destroy, displace, create, and accelerate jobs in the coming years like other waves of automation, or if this time is different
Pretty much everyone in tech agrees that generative AI, Large Language Models and ChatGPT are a generational change …
Apple Vision Pro shows that current AR/VR devices, like Meta's Quests, aren't good enough to break out of the gaming market and need a step change in capability
Apple Vision Pro Vlad Savov / Bloomberg : Apple's Growth Vision Is Getting Hard for Some to See Robert X. Cringely / I, Cringely : Apple's Vision Pro headset is a hobby. Why won't Tim Cook say that? D...
Apple Vision Pro shows that current AR/VR devices, like Meta's Quest, aren't good enough to break out of the gaming market and need a step change in capability
The narrative for VR and AR has been pretty static for years. We have a dream of AR devices that look like a pair of glasses … LinkedIn: Benedict Evans and Gurdeep Pall Tweets: @twizzles7 , @bernardl...
Analysis: Amazon had $38B in 2022 ad revenue, more than the entire global newspaper industry and likely more than the revenue Prime generated from subscriptions
Analysis: Amazon had $38B in 2022 ad revenue, more than the entire global newspaper industry and likely above Prime, leading to questions over ads and marketing
Benedict Evans :
A 2023 overview of macro tech trends, focusing on the e-commerce slowdown, layoffs, Amazon, advertising, and generative AI opportunities beyond text and images
Presentations Every year, I produce a big presentation exploring macro and strategic trends in the tech industry. This year, ‘The New Gatekeepers’.
An overview of macro tech trends, with a focus on the e-commerce slowdown, Amazon, layoffs, advertising, and generative AI opportunities beyond text and images
Presentations Every year, I produce a big presentation exploring macro and strategic trends in the tech industry. This year, ‘The New Gatekeepers’.
ChatGPT and other generative ML systems represent a step change in AI use cases, prompting questions on content for pattern generation and tolerances for error
A decade or so ago, systems based on something called ‘machine learning’ started producing really good results in Imagenet, a contest for computer vision researchers. Tweets: @benedictevans , @damianb...
As Amazon's ad revenue passes YouTube's and US pay TV subscriptions drop, ad budgets will shift further to targetable spots and other customer-acquisition tools
Benedict Evans : Tweets: @tomroach , @hkanji , @mrstephendeng , @durgaraghunath , @jeffjarvis , @nairsameer , @rahulwelde , and @damianburns See also Mediagazer Tweets: Tom Roach / @tomroach : A simp...
Overview of macro tech trends, with a focus on Web3, metaverse, and the move to the cloud, which is just beginning as on-prem IT spend still dwarfs cloud spend
The most exciting themes in technology today are transformative visions for 2025 or 2030: crypto, web3, VR, metaverse... and then everything else.