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Big Tech

2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 11, 2022 by Benedict Evans · across every show →

Everything said about Big Tech, oldest first

Apr 11, 2022 negative
Insight
Evans: Big Tech inadvertently maims adjacent industries before getting bored and leaving
“And of course you might be a surfer and they might come and bite your leg off and then wander off and get bored. And there you are missing a leg, which is of course something that has happened to a bunch of tech, a bunch of industries outside of technology.”
Benedict Evans Apr 11, 2022 ▶ 30:44 Are you a seal?
Jul 25, 2022
Insight
Evans: Big Tech only enters industries it can convert to zero-marginal-cost software
“They won't do your industry unless they can just kind of turn it into a trivial marginal, no marginal cost piece of software that bolts onto their industry.”
Benedict Evans Jul 25, 2022 ▶ 1:07 When the point of leverage changes
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