Frame.io

4 statements across 3 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jul 5, 2021 by Benedict Evans · said 21 times in 7 episodes since 2021 · across every show →

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brought up most by Benedict Evans (21)

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2026 6 mentions in 2 episodes 3 per episode
2022 10 mentions in 2 episodes 5 per episode
2021 5 mentions in 3 episodes 2 per episode

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Everything said about Frame.io, oldest first

Jul 5, 2021 positive
Insight
Evans: Work software is migrating from horizontal files to integrated workflows
“One of them is that you go from sort of horizontal model of I've got files stored in some way, and they may be files in a folder on There may be an Excel file, or there may be a Google Sheet document, but it's still a file, basically, and email, and links to e…”
Benedict Evans Jul 5, 2021 ▶ 11:12 'Digital transformation' - beyond the silly slogan
Apr 11, 2022
Insight
Evans: Big tech will not build narrow vertical SaaS because of scale limits
“When you're a company the size of Google or Apple or something there are things that are probably a perfectly good business, but they're just way too small as a proportion of that company for it to be worth, worth you donate it devoting the kind of effort that…”
Benedict Evans Apr 11, 2022 ▶ 28:25 Are you a seal?
Sep 19, 2022 positive
Insight
Evans: Video collaboration TAM is much larger than video editing TAM
“The TAM for the collaboration around the video edit was actually much bigger than the TAM for the video edit.”
Benedict Evans Sep 19, 2022 ▶ 20:58 Figma, unbundling and $20bn of antitrust
Sep 19, 2022 neutral
Assertion Supported
Evans: Adobe bought Frame.io for $1.25B, matching Avid's entire market cap
“Adobe bought that for like one and a quarter from memory. Which interestingly was roughly the same as Avid's market cap and Avid is the leader in pro video editing.”
Benedict Evans Sep 19, 2022 ▶ 20:47 Figma, unbundling and $20bn of antitrust
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