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Benedict Evans   @benedictevans

Trying to work out what's going on, and what happens next. Mostly tech. Past lives in equity research, strategy and venture capital. Yes, I have a newsletter.
benedictevans 62.4


  Tweets by Benedict Evans  

Benedict Evans    @benedictevans   ·   9/16/2021
Rather a lot of people in tech wonder if crypto, or large parts of it, is an emperor with no clothes and don’t want to say so publicly. That’s not to say that it is, but there is a real reluctance to be publicly skeptical regardless of private sentiment.
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Benedict Evans    @benedictevans   ·   9/14/2021
Cameras are still the one place where you can really see a difference in a new high-end smartphone each year, between the hardware and the computational photography. Night mode, depth of field, macro...
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Benedict Evans    @benedictevans   ·   9/14/2021
Fascinating to watch London’s lockdown experiment with ‘low traffic neighbourhoods’ - which function entirely by concentrating traffic from some quiet residential streets onto other quiet residential streets, and make every journey take twice as long. 🤷🏻‍♂️ htt
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Benedict Evans    @benedictevans   ·   9/8/2021
If there's a feature that the new models have, and the old ones don't, then you can make a business selling after-market add-ons. But the people who care and yet haven't bought a new model anyway are a shrinking market, and your segment will just... disappear
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Benedict Evans    @benedictevans   ·   9/5/2021
Every five years people have to learn again that satellite comms doesn’t work indoors and mesh networks don’t work as well as cellular.
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Benedict Evans    @benedictevans   ·   8/31/2021
I wrote something about mainframes, machine learning and 'digital transformation'. It sounds like meaningless marketing bullshit. It isn't. https://t.co/SmjQMXO92t
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Benedict Evans    @benedictevans   ·   8/28/2021
I've said this before, but if you write about Theranos as a 'Silicon Valley startup that raised from VCs' you will not understand what you're looking at. The fact that it didn't follow the SV model and didn't raise from VCs was an important part of the story.
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