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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
The strategy behind how SharkNinja operates in 37 categories and has seen sales grow 24x from $250m in 2008 to ~$6B in 2025.
Adopting foreign technologies is scary, but it's what makes a society rich.
Thanks to Manu for featuring me on his series People & Blogs. I wrote a bit about the history of this blog and how (and why) I write online…
OpenAI, Google, and Perplexity create partnerships and free offers for a steady stream of consumer data that can't be scraped from the internet.
Winning elections is important. But so is serving the people.
