telecoms industry

2 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 2, 2019 by Benedict Evans · across every show →

Everything said about telecoms industry, oldest first

Jan 2, 2019
Assertion Supported
Evans: Global telecoms is a $1.2T industry, 10x online advertising
“Telcos, which is about a 1.2 trillion dollar industry, so over double the size of the entire online, and the entire advertising industry for context, and something like 10 times the size of the online advertising industry.”
Benedict Evans Jan 2, 2019 ▶ 0:29 a16z Podcast | Mobile Falls Hard for Virtual Reality
Jun 8, 2026
Assertion Supported
Evans: Big Tech produces more profits than the entire telecoms industry
“You have a pretty safe bet that Google, Meta, Amazon Microsoft, Apple produce more profits than the entire telecoms industry.”
Benedict Evans Jun 8, 2026 ▶ 56:37 The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
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