More from Essays - Benedict Evans
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 ?
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.
Every week there’s a better AI model that gives better answers. But a lot of questions don’t have better answers, only ‘right’ answers, and these models can’t do that. So what does ‘better’ mean, how do we manage these things, and should we change what we expect from computers?
A quarter century after 'don't be evil', a judge has found that Google is abusing its monopoly in search. But no-one knows what happens next, and whether this ruling will change anything. Will Apple build a search engine? Will ChatGPT change search? Does it matter?
More in startups
The $270B+ French firm is at the top of the luxury world (worth the same as LVMH on 1/6th of the sales)...and apparently not worried about tariffs.
The Southeast Asian nation has emerged as a promising alternative for tech suppliers diversifying from China, but that comes with risks.
I'm disappointed and frustrated by this. I don't know what else to say to him.
The $2.5 billion “Project Elephant” will be the company’s second-largest factory outside China and create 40,000 jobs.
Probably yes, though that may not mean what people expect.