Benedict Evans: LinkedIn Content Strategy & Writing Style

I am hearing disturbing rumours that somebody who in their 20s who has only ever worked in tech thinks that it’s really easy to automate any other job in any other industry

OpenAI has some big questions. It doesn’t have unique tech. It has a big user base, but with limited engagement and stickiness and no network effect. The incumbents have matched the tech and are lever…

Two interesting stories in the FT today. First, private equity firms are regretting buying enterprise software companies now that they think AI might change the model. Second, private equity firms ar…

It took a decade or two before PCs could actually replace mainframes. It took a decade or two before you could build desktop class software on the web. And today an LLM cannot improvise software tha…

People who think easy to disrupt Bloomberg have never used it People who think it’s easy to disrupt McKinsey have never hired them People who think it’s easy to replace a SaaS product have never bough…

One of my strongest memories from the dotcom bubble was the sense of euphoria and the pressure to capitulate. Let go! Everything is amazing, everything works, and it will all happen tomorrow! Stop say…