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Asking the wrong questions (2017)

The VR Winter Continues

The AI Summer

Why Amazon Has No Profits (2014)

Leaving Twitter

Unbundling AI

When tech says ‘no’

What comes after Zoom? (2020)

AI and the Automation of Work

Vision Pro

Retail, search and Amazon’s $40B ‘advertising’ business

The New Gatekeepers in Tech

Search, Discovery and Marketing (2015)

Three Steps to the Future

Netflix is not a tech company

Apple, FedEx and the Cookie Apocalypse

Can Apple Change Ads?

Boxes, trucks and bikes

Resetting the App Store

Is content moderation a dead end?

Outgrowing Software

Does Amazon make more from ads than AWS?

The Great Unbundling – Benedict Evans

“Platforms, bundling, and kill zones”

The Death of the Newsfeed (2018)

What Comes After Smartphones?

The End of the American Internet

The Ecommerce Surge

App stores, trust and anti-trust

Regulating Technology

More →