software industry
3 statements across 3 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Dec 5, 2022 by Benedict Evans · across every show →
Everything said about software industry, oldest first
Dec 5, 2022 bullish
Evans: AI has become universal across software and major enterprises
“And now, of course, I'd be surprised if there's any company in tech that doesn't have 200 AI projects. Or that isn't based on AI. This has basically just become a universal thing throughout the whole software, the software industry, and most other big companie…”
Dec 17, 2023 bullish
Evans: Generative AI Shift Is Faster and Broader Than 2013 ML Wave
“We are certainly having at least one clear major platform shift is now underway around how we think about what generative machine learning is, just as in a sense, at a kind of a bare minimum, we also had that 10 years ago, as we thought, what is this machine l…”
Feb 23, 2026 negative
Evans: The delusion that AI will turn non-coders into programmers is wrong
“There's a recurring delusion throughout the history of software that firstly, people always think there's going to be a general purpose abstraction layer that will just do everything. And secondly, people always think that everyone who doesn't write code will …”