Silicon Valley

20 statements across 15 episodes · 5 bullish · 5 bearish · 3 people on the record · first statement Oct 11, 2020 by Benedict Evans · said 143 times in 49 episodes since 2020 · across every show →

Mentions by year

brought up most by Benedict Evans (111), Toni Cowan-Brown (22), Bernadette Kevins (8), Jay Goldberg (1), Benedict Catton (1)

tap a year for its mentions
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010202020202120222023202420252026episodes it came up in
002.5105202020202120222023202420252026episodesmentions per episode
2026 2 mentions in 2 episodes 1 per episode
2025 7 mentions in 2 episodes 4 per episode
2024 5 mentions in 3 episodes 2 per episode
2023 15 mentions in 5 episodes 3 per episode
2022 27 mentions in 12 episodes 2 per episode
2021 49 mentions in 17 episodes 3 per episode
2020 38 mentions in 8 episodes 5 per episode

every mention, scene by scene, with the transcript →

Everything said about Silicon Valley, oldest first

Oct 11, 2020 positive
Insight
Evans: Tech events outside Silicon Valley act like 'gay pride' for founders
“I sometimes describe things like web summit and four years from now, it's being like gay pride. Which is to say if you live in Stanford, you don't need an event to tell you. If you grew up in Berkeley or Stanford, you don't need an event to tell you about star…”
Benedict Evans Oct 11, 2020 ▶ 35:38 Is Europe a market?
Oct 11, 2020 positive
Prediction Not checkable as stated
Brown: Global software development will yield more diverse, opinionated products
“I think we're going to get a more, more opinionated, more diverse software as a result of that, if more people create it.”
Toni Cowan-Brown Oct 11, 2020 ▶ 43:49 Is Europe a market?
Dec 7, 2020 positive
Assertion Not checkable as stated
Kevins: Outside Silicon Valley, everyone uses Microsoft Office
“Outside Silicon Valley, everybody uses Office, and actually a lot of people use those features, or everyone uses some of those features.”
Bernadette Kevins Dec 7, 2020 ▶ 16:33 Slack, Salesforce and the future of work
Jan 17, 2021 negative
Insight
Evans: Silicon Valley's monopoly on tech innovation is over
“The world in which all the ideas came from within 50 miles of Silicon Valley, well, that's kind of over.”
Benedict Evans Jan 17, 2021 ▶ 17:55 Two Europeans talk about China
Jun 14, 2021 negative
Opinion
Evans: Silicon Valley's anti-advertising sentiment is 'really fucking childish'
“There's a kind of person in Silicon Valley that thinks that advertising is evil, and advertisers shouldn't want to know anything about us, and I never bought anything from advertising either, and I think this is really fucking childish.”
Benedict Evans Jun 14, 2021 ▶ 17:18 Paying attention to Apple again
Jun 14, 2021 neutral
Insight
Evans: Privacy is a strategic asset because Apple lacks an ad business
“Privacy is a strategic asset. You know, there's an old line in Silicon Valley that everyone is giving somebody else's business model away for free. Apple doesn't have, it doesn't have a social network, doesn't have a search engine, doesn't really have a, it do…”
Benedict Evans Jun 14, 2021 ▶ 14:00 Paying attention to Apple again
Jun 29, 2021 neutral
Insight
Evans: Silicon Valley Holds a Narrow, Selective Taboo Against Copying
“There is that sort of slightly interesting sort of actually quite narrow view in Silicon Valley of what you can and can't copy. And also it's only goes on some axes, even in Silicon Valley. So no one would say like, you know, if you're doing a two-sided market…”
Benedict Evans Jun 29, 2021 ▶ 22:59 Tech in china, from inside and outside
Aug 15, 2021 neutral
Insight
Evans: Superior Software Rarely Guarantees Strategic Leverage Over Legacy Industries
“There's a very standard presumption in Silicon Valley that software companies can learn other industries faster than those other industries can learn software. And that's generally true, but. Well, it's generally true, but it might not matter. I think that's…”
Benedict Evans Aug 15, 2021 ▶ 39:00 Telcos and Tesla
Sep 20, 2021 neutral
Opinion
Evans: Apple launch events are the Met Gala of Silicon Valley
“It was, it's basically the Met the Met Gala of Silicon Valley.”
Benedict Evans Sep 20, 2021 ▶ 1:13 Apple's metronome
Oct 18, 2021 positive
Opinion
Evans: Top tech talent builds crypto for creative potential, not just money
“And a lot of them are working on crypto, and some of them Are working on it for the money, but most of them aren't just working on it for the money, or they're working on it because they think, here is this substrate.”
Benedict Evans Oct 18, 2021 ▶ 38:15 Metaverse - beyond the buzzword
Nov 8, 2021 neutral
Insight
Evans: Tech regulation is just an operating cost, not structural disruption
“Google has to have a bunch of compliance people. Okay. That doesn't change anything for anyone in Silicon Valley. It's just compliance people. It's just cost. It's just money on the EPS.”
Benedict Evans Nov 8, 2021 ▶ 20:47 How to think about tech
Apr 11, 2022 bullish
Prediction Not checkable as stated
Evans: Bloomberg will never be disrupted because tech engineers cannot access it
“Well, the thing that occurred to me sometimes is that, you know, Bloomberg, for example, will never be disrupted because the only people who could disrupt it can't see it because it's 24,000 dollars a year. So nobody who knows what it is or really understands …”
Benedict Evans Apr 11, 2022 ▶ 26:32 Are you a seal?
Aug 15, 2022
Assertion Not checkable as stated
Evans: Chinese manufacturers captured the enterprise IP connected camera market
“And so what's actually happened with IP connected cameras for enterprise is it's all the Chinese manufacturers. Because from their perspective, all the Silicon Valley company was doing was branding and marketing. They weren't actually, there was no network com…”
Benedict Evans Aug 15, 2022 ▶ 16:38 Lighting and tech diffusion
Aug 15, 2022 neutral
Insight
Evans: Battery and LED components have diffused completely into standard lighting
“And what sort of interested me about this was that this isn't technology anymore. It's not software, it's not Silicon Valley, it's not even, I mean, it's probably coming out of Shenzhen in some form, but it's no longer the tech industry, it's the lighting indu…”
Benedict Evans Aug 15, 2022 ▶ 3:05 Lighting and tech diffusion
Mar 20, 2023 neutral
Insight
Evans: Silicon Valley initially overlooked Pinterest because its userbase was mostly female.
“There was an observation for a long time that Pinterest was sort of like invisible in Silicon Valley, because basically like 80 or 90% of the user pay, it's in New York. Is it New York? I think it's in New York. Yeah. 90% of the users are women. And so like, a…”
Benedict Evans Mar 20, 2023 ▶ 16:39 The right questions to ask about TikTok
Jul 21, 2023 negative
Opinion
Evans: Twitter was massively dysfunctional and product-stagnant since 2010
“For Twitter it's because it's just massively dysfunctional and badly managed for sort of 15 years. And it was kind of a byword in Silicon Valley as a place where good people would go and be unable to get anything done. And so the product sort of stagnated sinc…”
Benedict Evans Jul 21, 2023 ▶ 3:01 Threads
Dec 20, 2025 neutral
Insight
Evans: Heavy LLM users are atypical, creating a paradox for AI developers
“If you're using this all day, every day, you're not a typical user. It's like the paradox. Normally you would say if you're only using this once a week, you don't, you shouldn't be working on it. You should only be working on it if you're using it every day. T…”
Benedict Evans Dec 20, 2025 ▶ 9:44 How does OpenAI compete?
Dec 20, 2025 neutral
Insight
Evans: Building first-party AI apps means competing with all of Silicon Valley
“So if you're going to make your own experiences, then you are competing with the whole of Silicon Valley and the entire tech industry in trying to invent new experiences on this technology.”
Benedict Evans Dec 20, 2025 ▶ 5:17 How does OpenAI compete?
Dec 20, 2025 bearish
Opinion
Brown: Silicon Valley is building incredible AI capabilities that nobody needs
“And maybe this is the first time that the disconnect is just so obvious that we have this insane capability of building these things that are incredible and yet no one actually needs it right now.”
Toni Cowan-Brown Dec 20, 2025 ▶ 12:13 How does OpenAI compete?
Jul 24, 2026 bearish
Insight
Evans: Bottom-up sales only reach 5% of the enterprise market
“There was this whole story, kind of, 1015 years ago in the Valley, that like, Enterprise software will become grassroots. It'll be bottom up enterprise, bottom up sales. You won't have to go through the sales process. You won't go to CIO. You won't have to wai…”
Benedict Evans Jul 24, 2026 ▶ 9:24 Most people and companies aren't tool-builders
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