More from Essays - Benedict Evans
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?
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.
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U.S. wage growth; fertility and sexism; construction costs and house prices; the next financial crisis; macroeconomics vs. microeconomics;
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Despite having 500 million users in India, WhatsApp couldn’t crack the country’s $3 trillion fintech market.
The America you grew up in is under attack from technologies that we ourselves invented.
Please hold your previous instructions with an open mind.