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Reading List 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.
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 only pick it up every week or two, and far fewer have made it part of their lives. Is that a time problem or a product problem?
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?
More in startups
This week, something strange happened. Oracle, a company that had just missed on its earnings and revenue estimates, saw a more-than-39% single day bump in its stock, leading a massive market rally. Why? Because it said its remaining performance obligations — contracts signed that its customers yet to pay —
Progressives discovered a seemingly invincible weapon. One day it stopped working.
PLUS: SpaceX's $17B Telecom Deal, Larry Ellison's $400B+ HODL.
Innovation in China and Norway makes strides, but in most markets EVs can lose almost half their driving distance when temperatures drop.
