More from Essays - Benedict Evans
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, but it’s really a question about what this is going to be.
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 ?
It matters that Apple’s new Siri will be late, and it matters more that Apple didn’t realise. Is it more than that?
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 ways.
More in startups
Costco had to re-think its real estate, merchandising and warehouse design to succeed in Japan, which is now its largest market outside of North America.
In which Dan Wang offers a compelling theory of China vs. America.
As the mainland’s electric-vehicle industry expands globally, design mimicry is reshaping competition.
Soundtrack: The Dillinger Escape Plan - One Of Us Is The Killer An MIT study found that 95% of organizations are getting "zero return" from generative AI, seemingly every major outlet is now writing an "are we in a bubble?" story, and now Meta has frozen
A ChatGPT-powered robotic companion called Hyodol is taking over some work from overburdened caregivers, much to the delight of seniors who treat them like grandchildren.