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Reading List 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 ?
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.
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
There are real problems with trade deficits, but Trump doesn't understand what they are.
Prior to WWII the U.S was a distant second in science and engineering. By the time the war was over, U.S. science and engineering had blown past the British, and led the world for 85 years. With the cutbacks of U.S. government support and the Chinese investing heavily for the last three decades to surpass […]
As Adam Smith said, "there is a great deal of ruin in a nation."
VinFast follows its Vietnam playbook in Asia and targets the luxury market in the Gulf.
Not an actual blog post, just an invitation.
