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Benedict Evans
What matters in tech? Newsletter, essays and presentations by Benedict Evans.
- Posts
- 710 from 1 Dec 2011 to 3 Sep 2026
- Posting
- monthly (6 in the last year)
- Kind
- personal blog
2026 5
2025 7
2024 12
- Competing in search — Benedict Evans
- The AI summer — Benedict Evans
- The VR winter continues — Benedict Evans
- Apple intelligence and AI maximalism — Benedict Evans
- Building AI products — Benedict Evans
- Ways to think about AGI — Benedict Evans
- AI and problems of scale — Benedict Evans
- Looking for AI use-cases — Benedict Evans
- The problem of AI ethics — Benedict Evans
- Who cares about tech regulation? — Benedict Evans
- A month of the Vision Pro — Benedict Evans
- Remaking the app store — Benedict Evans
2023 8
2022 8
- ChatGPT and the Imagenet moment — Benedict Evans
- Ways to think about a metaverse — Benedict Evans
- Rocket ships and tractors — Benedict Evans
- The FTC versus tech M&A — Benedict Evans
- Back to the trend line? — Benedict Evans
- There’s no such thing as data — Benedict Evans
- TV, merchant media and the unbundling of advertising — Benedict Evans
- Tech questions for 2022 — Benedict Evans
2021 24
- Notes on newsletters — Benedict Evans
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- Metabrand — Benedict Evans
- Stepping out of the firehose — Benedict Evans
- Metaverse! Metaverse? Metaverse!! — Benedict Evans
- A decade of the Tim Cook machine — Benedict Evans
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- Do App Store Rules Matter? — Benedict Evans
- Antitrust posturing — Benedict Evans
- Boxes, trucks and bikes — Benedict Evans
- Apple, Fedex and the cookie apocalypse — Benedict Evans
- Can Apple change ads? — Benedict Evans
- Does Amazon know what it sells? — Benedict Evans
- Resetting the App Store — Benedict Evans
- Step changes in ecommerce — Benedict Evans
- Is content moderation a dead end? — Benedict Evans
- Amazon’s private labels — Benedict Evans
- Outgrowing software — Benedict Evans
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- Paying for news — Benedict Evans
- Shopify — Benedict Evans
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- Speech and publishing — Benedict Evans
2020 21
- Platforms, bundling and kill zones — Benedict Evans
- What comes after smartphones? — Benedict Evans
- The regulator’s puzzle — Benedict Evans
- Lockdown takes ecommerce to 40% — Benedict Evans
- Are you a seal? — Benedict Evans
- Market definitions and tech monopolies — Benedict Evans
- Resetting online commerce — Benedict Evans
- The end of the American internet — Benedict Evans
- Amazon's profits, AWS and advertising — Benedict Evans
- The ecommerce surge — Benedict Evans
- Would breaking up ‘big tech’ work? What would? — Benedict Evans
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- What comes after Zoom? — Benedict Evans
- News by the ton: 75 years of US advertising — Benedict Evans
- Solving online events — Benedict Evans
- The future of work: social, pop culture and wood stain — Benedict Evans
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- The VR winter — Benedict Evans
- COVID and cascading collapses — Benedict Evans
- COVID and forced experiments — Benedict Evans
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2019 17
- What's Amazon's market share? 35% or 5%? — Benedict Evans
- The deployment phase of machine learning — Benedict Evans
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- Apple, services and moats — Benedict Evans
- Face recognition and AI ethics — Benedict Evans
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- Amazon is a boring retailer — Benedict Evans
- Computers that can see — Benedict Evans
- The end of mobile — Benedict Evans
- Notes on AI Bias — Benedict Evans
- Humans in the loop — Benedict Evans
- Apple as the new Disney — Benedict Evans
- Smart home, machine learning and discovery — Benedict Evans
- Facebook, Microsoft, and malware — Benedict Evans
- Cameras that understand: portrait mode and Google Lens — Benedict Evans
- Is Alexa working? — Benedict Evans
- Should you care about 5G? — Benedict Evans
2018 9
- Does AI make strong tech companies stronger? — Benedict Evans
- Presentation: The End of the Beginning — Benedict Evans
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- The death of the newsfeed — Benedict Evans
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- Bridges and LIDAR — Benedict Evans
- Smart homes and vegetable peelers — Benedict Evans
- TV, retail, advertising and cascading collapses — Benedict Evans
2017 18
- The Amazon machine — Benedict Evans
- Presentation: Ten Year Futures — Benedict Evans
- Does Facebook control the Newsfeed? — Benedict Evans
- The scale of tech winners — Benedict Evans
- Winner-takes-all effects in autonomous cars — Benedict Evans
- GAFA's org structures as a platform for growth. — Benedict Evans
- Content isn’t king — Benedict Evans
- Creation and consumption — Benedict Evans
- Not even wrong - ways to dismiss technology — Benedict Evans
- Ten Year Futures — Benedict Evans
- The first decade of augmented reality — Benedict Evans
- Cars and second order consequences — Benedict Evans
- The end of smartphone innovation — Benedict Evans
- Voice and the uncanny valley of AI — Benedict Evans
- Facebook and Snapchat: metrics versus creation — Benedict Evans
- Mobile 2.0 — Benedict Evans
- Asking the wrong questions — Benedict Evans
- Cars as feature-phones — Benedict Evans
2016 23
- Mobile is eating the world — Benedict Evans
- Cameras, ecommerce and machine learning — Benedict Evans
- From mobile first to mobile native — Benedict Evans
- Echo, interfaces and friction — Benedict Evans
- Imaging, Snapchat and mobile — Benedict Evans
- In praise of failure — Benedict Evans
- Videos of the future — Benedict Evans
- Platform wars: the final score — Benedict Evans
- The hedgehog and the fox — Benedict Evans
- The Facebook of ecommerce — Benedict Evans
- AI, Apple and Google — Benedict Evans
- Video is the new HTML — Benedict Evans
- Notes for the summer: now and next — Benedict Evans
- Inevitability in technology — Benedict Evans
- The end of a mobile wave; the Dell of mobile — Benedict Evans
- The best is the last — Benedict Evans
- The VR idea maze — Benedict Evans
- Chat bots, conversation and AI as an interface — Benedict Evans
- Presentation: Mobile is eating the world — Benedict Evans
- Learning machine learning — Benedict Evans
- Disrupting mobile — Benedict Evans
- Mobile, smartphones and hindsight — Benedict Evans
- Lists are the new search — Benedict Evans
2015 19
- 16 mobile theses — Benedict Evans
- TV, mobile and the living room — Benedict Evans
- Bay Area problems — Benedict Evans
- Living in different worlds — Benedict Evans
- Mobile, ecosystems and the death of PCs — Benedict Evans
- Mobile is not a neutral platform — Benedict Evans
- Platforms, distribution and audience — Benedict Evans
- Subscription iPhones — Benedict Evans
- Is Twitter Excel or Photoshop? — Benedict Evans
- Podcast: iPhones, iPads Pro and Apple TVs — Benedict Evans
- Cars, newspapers and permissionless innovation — Benedict Evans
- Forget about the mobile internet — Benedict Evans
- How many pictures? — Benedict Evans
- Podcast: Ways to think about cars — Benedict Evans
- Ways to think about cars — Benedict Evans
- How is the Apple Watch doing? — Benedict Evans
- 35 years of US tech funding — Benedict Evans
- What would you miss? — Benedict Evans
- The smartphone is the new sun — Benedict Evans
2014 12
- Podcast new questions in mobile
- Ofcoms media and communications report
- Mobile platforms and technical debt
- How many people really care about google services
- Time for new questions in mobile
- Presentation at bloombergs the year ahead event
- Podcast tech is selling to everyone
- Apple pay partnerships and software as disruption
- Presentation mobile is eating the world
- How many ecosystems
- The industrial internet
- Voice is the next big thing in mobile
2013 29
- Affordable data pricing
- The ghost of mobile phones past
- Traffic
- What does mobile scale mean
- Who buys the iphone 5c
- Drone footage from bangkok
- The limits of online video
- Second hand
- Mifi and tablets
- Mobile interaction models
- Three games
- The meaning of really cheap android
- The 50 smartphone christmas
- Bloomberg tv re instagram facebook
- A note on the high end
- Messaging and sms
- Instagram and youtube
- Mobile is eating the world autumn 2013 edition
- Scale and polarisation in mobile
- Twitter as a blank canvas
- Mobile stocks and investment surges
- Apple q4
- Simplicity
- Ipads and self selection
- Foursquare traction
- Chinese app platforms
- Children and devices
- Podcast
- On demand tv viewing in the uk
2012 32
- Reliable
- The end of the beginning
- Android
- Chinese algebra
- Apple sales of old phones and tablets guidance of 9m
- The end of ft deutschland
- Colour
- Tv and tablets
- Orange vision
- Iplayerpassestv
- Podcast
- Game title releases by year
- Android china and addressable markets
- The handset business is a barbell
- Bull and bear case for amazon
- Scale
- Amazon phone
- Us q3 handset market
- 3g around the world
- Understanding hkbn
- Ipad mini queues
- Apple capital 26bn in the supply chain
- Smart devices versus broadband lines
- Opera
- Windows 8 launch
- Polarisation continued
- A note on ipad mini pricing
- Iphone usa
- 25bnmobilesocial
- Ponderingwhatsapp
- The continuing decline of htc
- How many tablets are in the usa and does it matter
2011 1
Undated 465
- Capitulation
- Apples victory laps
- Google now maps and apple music
- Office messaging and verbs
- Search discovery and marketing
- Presentation mobile is eating the world
- Us tech funding
- What are you afraid of
- The lack of app store metrics
- Podcast wwdc
- Podcast apple watch
- 12 tablet apps
- Podcast google io
- The future is mobile and apps except that it isnt
- Apps versus the web
- Mobile first
- What does google need on mobile
- Podcast messaging and mobile platforms
- The state of messaging
- Android taxonomies
- Why is apple making a gold watch
- Podcast apple watches
- Why do we care about xiaomi
- Notes on cars
- Market size
- App store revenue and selling to the world
- In mobile disruption comes from above
- Podcast slack messaging and institutional memory
- In search of objects
- Privacy security and identity
- Podcast apple and mobile
- Home and the mobile supply chain
- Chart dump apples monster quarter
- Mobile numbers and the getting of them
- Resetting the score
- Whatsapp sails past sms but where does messaging go next
- 20 questions for 2015
- Ways to think about watches
- Iphone6
- Podcast apple day
- Podcast amazon
- Why amazon has no profits and why it works
- Connecting the world
- Podcast bundling and unbundling
- Chartflood
- Note on cheap iphones
- App unbundling search and discovery
- Android tablets
- Android replacement
- Podcast micro and macro
- App store revenue
- 8 apple charts for the june quarter
- Leverage
- Unbundling innovation
- The conversation
- The next phase of smartphones
- Imaging
- Phases in mobile
- Google io podcast
- Market shares
- Amazon and forks
- Digital news
- Podcast cross platform development
- Digesting wwdc cloudy
- Beats content is king
- The internet of things
- Mass market use cases
- Android fragmentation redux
- Unfair but relevant
- A16z podcast when your pc expires
- Media attitudes and use
- Video on tablets
- Ipad growth
- A16z podcast valuations
- Unfairness or getting something for nothing
- A16z podcast tv
- Glass b2b applications
- A16z podcast productivity
- In mobile everything is still wide open
- Railways and whatsapp
- A16z podcast china
- Notes on tv
- Throwing sheep
- A16z podcast searching for mobile pagerank
- Cards code and wearables
- Sunday morning charts
- Social messaging consolidation
- A16z podcast the end of the platforms wars
- Iphone 5s and 5c in china
- 700m smartphones tablets in china
- Scale
- Planes landing in beijing video from space
- Tablets pcs and office
- Three phases of messaging
- Bloomberg tv re whatsapp
- Ways of thinking about google
- Whatsapp and 19bn
- Apple passes microsoft
- The amazon rorschach blot
- Whatsapp and skype
- Instability
- Interaction canvases and ecosystems
- Market share
- Ecosystem maths
- Apples quarter
- The limits of knowledge
- Smartphones and pcs
- A16z
- Whatsapp ceo update
- The spread of glass
- Amazons pr genius
- Dead social networks and the value of history
- Skus cyclicality and prepayments
- Platform updates and the rate of innovation
- Atomisation and bundling
- Atomisation
- Airdrop and app discovery
- Tim cook on price
- Tracking messaging
- Iphone price and positioning
- Cubed
- Apple and android product ramps
- Iphone 5cs discussion
- Windows mobile one more push
- Androids route to 1bn
- The price of the 5c
- Microsoft and nokia
- Nokia then and now
- Is google fighting a platform war
- Pcs and smartphones the long view
- Steve ballmers failure
- Nexus phones are ringers
- Ipod asp
- App stores portals and discovery
- Defending ios
- Amazons profits
- Us iphone share
- Notes on a cheap iphone
- Ipod eclipsed
- Facebook mobile
- Umeng on mobile in china
- The state of mobile q2 2013
- Polarisation continued
- Amazon is not a media company
- Cheap android
- Android tablet numbers
- Apple cyclicality
- Triangulating china
- Iphone usa
- The irrelevance of microsoft
- China mobile
- My god its full of charts
- Glass home and solipsism
- Tech innovation in tv
- Lumia and bb10
- Apple tvs
- Sao paolo socio eonomics as seen in smartphone choices
- Twitter as a window into smartphone distribution
- Canvases
- Ios7
- Counting geeks who cares that android is open
- Local advertising
- Mobile water companies
- Facebook and alternatives on mobile
- On market share
- Google io
- Mobile is eating the world
- How many apps do android and ios users download
- Bbm and the rest
- Falling interest in kindle and nook the decline of ereaders
- Addressable markets for the iphone
- Polarisation continued
- Htc and samsung
- Apple open and learning from history
- Final thoughts on apples q2
- Talby
- Q1 2013 us smartphone share
- Four apple charts
- Apple tipping points up or down
- Japanese phone oems pain
- Bear markets
- Us smart sales
- Nexus tablet sales not many
- A note on install bases
- Heres jonny
- Mobile explosion
- News on the move
- Mobile messaging consolidation
- Facebook home maths
- Twitter in bloomberg
- Almost finished
- How john lewis sees the tablet market
- Facebook mobile
- Price
- Google plus
- Googles penetration of android
- Focus
- Android china
- How samsung talks to female customers
- Market share apple samsung and the seven dwarves
- Forecasting and tablets
- The sad decline of htc
- The end of bw
- Amazon mobile advertising api
- Android activations
- Motorola china
- Slogans
- On bias 1
- Firefox mobile
- The ft and html5
- Nexus 7 maths
- Us social networks
- 37 tablets
- Metadata
- Apple in china
- Retail as advertising
- The cheap apple phone problem
- Mobile vc funding
- Value creation
- Market share
- Us smartphones at 90 of contract sales
- Galaxy versus android
- Device prices self selection and a catch 22
- Iphone launch
- Rim a numbers game
- Samsung brand creep
- Fcf is evil
- Polarisation continued
- Apple closing on microsoft
- The apple paradox
- Beijing as blade runner
- Wanted better marketing
- Angry birds versus whatsapp
- Verizon iphones
- What does google need from android
- Rim in the usa
- Samsungs china problem
- What platform do blackberry users go to
- Volatility
- A note on apples guidance
- On market share
- Telecoms pricing
- Better to be a guru than a ninja
- Siri docomo style
- Traffic analysis
- Job trends in tech
- Facebooks 545m mobile app users
- Mobileuncertainty
- J1RoZS15ZWFyLW9m
- Iphonenano
- U2Ftc3VuZy1tYXJr
- Maps
- Htcsproblem
- Lteanddchspa
- Usatod
- Iphone 5
- Mark zuckerbergs interview at techcrunch disrupt
- Estimating apple and android us market share
- Thinking that the yellow line is more interesting
- Amazons new kindle fire advertising remains very
- Ios and android pushing towards 1bn devices
- Platform wars
- Nokiatablets
- Why hasnt yelp worked outside the usa
- Announcement season amazon nokia apple and moto
- Amazon hints at fire numbers 1 9m a quarter
- Competition in 263 slides
- Apple in china
- Scale and polarisation
- Ice cream sandwich ramping slower than 2 3 or faster
- Us q2 smartphone share
- The mobile internet in china
- A first look at samsungs us android business
- Handset revenue
- Android refresh rates ics passes 2 1 3m nexus units
- Microsofts wasted decades
- Social networking and messaging on south african
- The measure of any tech product is how it handles
- Three charts
- Email 1912 style
- Ipod history
- Best financial news headline ever ee is the
- Iphone in the usa
- Ofcom 45 of uk e readers were gifts
- Uk tablet demographics from ofcom
- The genius of amazon recommendations
- 3 year market share
- Two rims
- 50 android
- Nokia has two problems not one
- Localisation in apple advertising apple runs
- 75 inch lcd from samsung on sale notionally for
- Apples hk store doubles as a great billboard
- Us iphone revenue is now over 8 times us rim revenue
- 800m smart devices
- Secondary market for kindle fires looks like a
- Fragmentation and segmentation
- Evernote monetisation by platform from slides
- Sonys new google tv product nice photo shame
- Nice promotion from hachette australia
- Microsofts launch event for the flagship
- Frog designs reskin of android for sharp
- Iphone pricing and us market share
- Googles recent overview of what theyve done in
- Iphone impact on verizon
- Ice cream sandwich
- Whatsapp versus bbm
- Kindle fire petering out
- A lovely chart from ericsson global data use by
- Launch ad for orange 1993 hard to realise how
- Cant accuse samsung of not trying i dread to
- Average selling prices
- Ugandan mobile money ad from mtn no i have no
- Chinese android share
- Great data from baidu on the state of the chinese
- Bt is using street corner cabinets to promote its
- Iphone share of smartphone sales in the usa
- Hbo on why theyre not going to unbundle from
- Iphone market share 1
- Richardturley facebook the 98 billion hack
- Tablets and magazines
- A very simple reason why apple doesnt need to
- The cost of developing on android qa testing on
- Piratebay is now blocked by the major uk isps
- Estimating android tablet market share 30 40 10
- Pretty versus design
- March 2012 global smartphone market share apple
- Google search trends for tumblr twitter and
- Instagram 35m 40m users 3 back end engineers
- Watch an ipad get made from the foxconn factory
- We cant send to random house it needs an
- How to install instagram on your android phone in
- Anthony rose zeebox and ralph kunz catagonia
- This is an actual email that google sent me to try
- The current global google trends chart for
- Most of our competitors are interested in doing
- Ive been playing with the consumer preview of
- 70 list price a konka android phone running a
- David remmick editor of the new yorker
- Upgrades
- Alex on blackberries in banks
- Platform wars app stores and ecosystems
- Does android fragmentation matter to google not much
- Sony and samsung in one image sad really sony
- The global handset business in one chart very
- The apple tv product is doing actually very well
- Meet the saviour of rim sell
- Windows phone
- The b o beolit airplay is one of those unsung
- They built microsoft tv they demoed it for us
- Nokia lumia 900 the same as the 800 but for the
- Interview samsungs david steel on apple the
- Upgrade paths
- Couch commerce ebay mobile vp steve
- Ice cream sandwich1
- Uk search data for kindle looks like the
- A fascinating google trends chart for the usa
- Engagement
- Facebooks 300m app users
- The death of symbian near death of rim and growth
- How many playbooks 400k sold 1m unsold
- Q3 2011 handsets and smartphones the dominance of
- Apple and china
- The nokia lumia app lock in and google plus
- Apple retail
- Dropbox 240m run rate rev and turned down an
- Google trends for the iphone always interesting
- Android malware
- Iphone app store and google mobile revenue
- To this baby a magazine is a broken ipad
- App store revenue
- Iphone 3gs algebra
- Amazon cto werner vogels amazon and the lean
- Iphone release cycles
- Siri great concepts versus shipping product
- Honeycomb
- First ever release of something resembling data on
- Iphone international
- Marko ahtisaari head of nokia design talking
- If we give it away how can we benefit from it
- How many android tablets
- Touchpad firesale
- 64m ipod touches
- Tim cooks commencement address
- Confidence
- Chief executive of harpercollins uk victoria barnsley
- Hello android fragmentation this is the vizio
- Andrew wylie on ebooks
- Facebooks acquisition of push pop press got a lot
- Android fragmentation in one image
- Dennis on foursquare
- C3 recently bought by an undisclosed purchaser
- User experience panel discusses ios and
- Getjar facebook and failed downloads
- Facebooks mobile users
- Roger mcnamee on the state of tech
- Nokia drops to third place in smartphones
- Apple kills off the optical disk 13 years after
- Overtaking speeds
- Jim coudal on bootstrapped entrepreneurialism
- Apple android and tablet market share
- Very clever qr code campaign from tesco in south
- L o apotheker on webos and the touchpad
- Impressive use of html5 epub3 to do
- Pew reports 12 penetration of ereaders in the
- Lytro a startup claiming to have a new camera
- Meego and swipe on the nokia n9 maybe nokia
- The compass app on his iphone has also proved
- Opening every single app on a new imac with ssd
- Operators reaction to imessage
- We build products that we want for ourselves too
- Apple backs down on in app purchase
- Games over airplay
- Pc free enables the iphone nano
- The ft switches to web apps
- Announcement overload
- A revealing illustration from google trends of the
- First look at windows 8 very interesting and
- The uk press in one image
- Apple superlative fatigue
- The infobar a beautiful phone for kddi the
- Ebook stats from kobo
- Time lapse of the making of an issue of
- Yet another approach to ipad books this one from
- Themediabriefing com interviews barry mcilheney of
- The ebooks explosion
- On an apple television
- Fascinating documentary on the mediatek enabled
- How the ny times is pitching its freemium offer on
- Bill nguyen founder of color and a few other
- Logistics
- Android openness and missing the point
- Mike kruzeniski from microsoft talks about windows
- Engadget interview which i missed in january
- One day the ipad will be forgotten too
- Peel another attempt to reboot the tv interface
- These smart covers will benefit apple as much by
- The daily cloud
- This isnt really news but the chart above is
- Sir martin sorrell on apps and mobile
- Lgs attempt to differentiate their new android
- On the back of the prerelease motorola xoom tablet
- Android becomes a featurephone os
- Stephen elop on windows phone
- Rupert murdoch on media and the ipad best line
- Idea apple will license airplay to tv manufacturers
- Wired and the ipad
- On apple android and openness
- Ibooks brings proper layout control to ebooks reduces
- Ideo on the future of the book
- News concept live from bonnier
- Airplay as an end run around channel conflict
- Ari emanuel on digital content rights and
- A small observation on the times paywall
- Nokia and apple
- Dopplr
- Googles failures
- On buying newspapers
- https://www.ben-evans.com/404
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