From writer and investor Ben Evans. “ChatGPT and generative AI will change how we work, but how different is this to all the other waves of automation of the last 200 years?” ~ learn more
Ben Evans reminds us, with data and charts, that it’s not quite fair to have a problem with Amazon for their private label strategy. This is tried & true retail strategy for over a hundred years and Amazon isn’t even […]
From Ben Evans: “This June, I updated my macro trends deck, with a condensed version of where we were in January and some thoughts on where we are in June: forced experimentation and years of progress in weeks.” | learn more
Is it 35% or 5%? “Amazon is a big company, but what does that mean? How big is ‘big’? What does ‘dominant’ or ‘scale’ or ‘huge’ mean when US retail is $6 trillion every year?” Written by VC Ben Evans. | learn […]
When I’m thinking about giant tech companies, it’s easy for me to conflate all the giants together. Ben Evans (a16z) relieves me of this misconception by highlighting the massive scale difference between past tech giants (i.e. IBM and Wintel) and […]