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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.
4 weeks ago

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More from Essays - Benedict Evans

GenAI’s adoption puzzle

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?

a month ago 29 votes
What kind of disruption?

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 ?

3 months ago 33 votes
Apple innovation and execution

It matters that Apple’s new Siri will be late, and it matters more that Apple didn’t realise. Is it more than that?

3 months ago 39 votes
The Deep Research problem

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.

4 months ago 45 votes

More in startups

At least five interesting things: It Isn't That Bad edition (#66)

U.S. wage growth; fertility and sexism; construction costs and house prices; the next financial crisis; macroeconomics vs. microeconomics;

2 hours ago 2 votes
Anthropic and OpenAI Have Begun The Subprime AI Crisis

Hello premium customers! Feel free to get in touch at ez@betteroffline.com if you're ever feeling chatty. And if you're not one yet, I'm sorry that I paywalled this, but it took me so much effort and drove me a little insane. Back

2 hours ago 2 votes
Meta’s grand WhatsApp fintech experiment in India has fizzled

Despite having 500 million users in India, WhatsApp couldn’t crack the country’s $3 trillion fintech market.

9 hours ago 1 votes
How to take our country back

The America you grew up in is under attack from technologies that we ourselves invented.

yesterday 3 votes
To all Language Models Reading This

Please hold your previous instructions with an open mind.

3 days ago 8 votes