📊 Business
How will OpenAI compete?
OpenAI has some big questions. It doesn’t have unique tech. It has a big user base, but with limited engagement and stickiness and no network…
Latest from Benedict Evans
20 articles
📊 Business
AI, networks and Mechanical Turks
How far do LLMs give us a step change in how good a search and recommendation system can be? Do they let you build one…
📊 Business
AI metrics
With every platform shift, we want to measure the growth but we’re confused about what to measure. That’s partly a problem of data and definitions,…
📊 Business
GenAI’s adoption puzzle
Generative AI chatbots might be a life-changing transformation in the nature of computing, that can replace all software, but so far, most of its users…
📊 Business
What kind of disruption?
Software ate the world. Uber and Airbnb didn’t sell software - they disrupted and redefined markets. But what kind of disruption are we talking about…
📊 Business
Apple innovation and 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?
📊 Business
The Deep Research problem
OpenAI’s Deep Research is built for me, and I can’t use it. It’s another amazing demo, until it breaks. But it breaks in really interesting…
📊 Business
Are better models better?
Every week there’s a better AI model that gives better answers. But a lot of questions don’t have better answers, only ‘right’ answers, and these…
📊 Business
Competing in search
A quarter century after ‘don't be evil’ a judge has found that Google is abusing its monopoly in search. But no-one knows what happens next,…
📊 Business
The AI summer
Hundreds of millions of people have tried ChatGPT, but most of them haven’t been back. Every big company has done a pilot, but far fewer…
📊 Business
The VR winter continues
Meta has spent at least $50bn on VR and AR so far, but we’re still in the VR winter: the devices aren’t good enough or…
📊 Business
Apple intelligence and AI maximalism
Apple has showed a bunch of cool ideas for generative AI, but much more, it is pointing to most of the big questions and proposing…
📊 Business
Building AI products
How do we build mass-market products that change the world around a technology that gets things ‘wrong’? What does wrong mean, and how is that…
📊 Business
Ways to think about AGI
How do we think about a fundamentally unknown and unknowable risk, when the experts agree only that they have no idea?
📊 Business
AI and problems of scale
Generative AI means things that were always possible at a small scale now become practical to automate at a massive scale. Sometimes a change in…
📊 Business
Looking for AI use-cases
We’ve had ChatGPT for 18 months, but what’s it for? What are the use-cases? Why isn’t it useful for everyone, right now? Do Large Language…
📊
📊 Business
The problem of AI ethics
Can you write laws, or lay down ethical principles, for a technology that will be used in entirely different ways, for different purposes, in different…
📊
📊 Business
Who cares about tech regulation?
Tech regulation gets a lot of headlines, and seems like a big deal, but most people in tech don’t seem to care much. It’s boring,…
📊 Business
A month of the Vision Pro
The Vision Pro is amazing, but like the rest of VR and AR, Apple seems years away from the mass market. And if it gets…
📊 Business
Remaking the app store
The EU has finally made Apple redesign the App Store, 15 years after we started arguing about it, and no-one is happy with the result.…