“So the Vision is a device pulled forward from years into the future, at a price that reflects that. It’s as though Apple had decided to sell the 2007 iPhone in 2002 – what would the price have been?” ~ earn more
Two inventions might start out looking like toys. One might become hugely impactful and change the world, while the other might not. Benedict Evans argues that the argument “well, lots of important things look like toys” is not technically wrong, […]
From Benedict Evans. “Amazon’s ad business is bigger than YouTube and more profitable than AWS. Shein is the biggest fast-fashion retailer in the US, with no stores. US pay TV subscribers have fallen by a third. Where do ad budgets […]
While I wasn’t paying attention, “FTC ordered Google, Apple, Facebook, Amazon and Microsoft to provide data on every single acquisition they made from 2010 to 2019, and published some aggregate data as a report in September.” Benedict Evans analyzes the […]
By Benedict Evans: “Once upon a time, Apple was the iPod company. iPods were a much bigger business than the Mac, and they also made Apple a dominant force in the music industry. Then, as we all know, Apple jumped […]
Benedict Evans muses on what happens next. “Walmart was built on trucking and freeways (and computers), but Walmart is a retailer, not a trucking company: it used trucks to change retail. Now people do the same with software.” | learn more
Benedict Evans: “The bigger Amazon gets, the more it’s worth reading the accounts. Does AWS subsidise the whole thing? Is the revenue $250bn – or $450bn? And is that ad business just a footnote, or is it bringing in more […]
From Benedict Evans: “What’s going to happen in ecommerce and retail? TV? TV ads? Retail? Brands? Online advertising? There are half a dozen huge industries where all of the cards are being thrown up in the air, and no-one really […]
Another insightful analysis from Benedict Evans. “Events are a bundle of content, networking and meetings, and aggregate people in one place at one time. When you try to take this online, half of it breaks and most of it makes […]
Benedict Evans discusses prediction-making, touching on the subject near and dear to science: falsification. His point is that, “that a theory might be right or wrong, but first it has to rise to the level of being a theory at […]