tech industry

11 statements across 9 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Dec 22, 2020 by Benedict Evans · across every show →

Everything said about tech industry, oldest first

Dec 22, 2020 neutral
Insight
Tech Operates on 15-Year Paradigm Shift Cycles
“The tech industry has sort of had one of these central agendas sort of every 15 years or so for the last, you know, probably since the sixties. So mainframes are the center of the tech industry from the sixties through to the seventies, then the PC from the mi…”
Benedict Evans Dec 22, 2020 ▶ 1:41 What comes next?
Dec 22, 2020 bearish
Insight
Tech Can No Longer Rely on Expanding the Total User Base
“The trouble is, as I mentioned, we've kind of run out of people now. So there's not like another step change to come in that kind of process.”
Benedict Evans Dec 22, 2020 ▶ 2:50 What comes next?
Feb 28, 2021 bearish
Insight
Evans: The tech industry compulsively shouts buzzwords like Tourette's syndrome
“I sometimes say that the tech industry has Tourette's and instead of people chatting swear words, they shout like bots or voice or Autonomous cars. Yes. Clubhouse. Clubhouse. Clubhouse. and certainly that's the word of the moment.”
Benedict Evans Feb 28, 2021 ▶ 11:54 Who's in the office? Notes on a year of remote work.
Sep 28, 2021 neutral
Assertion Not checkable as stated
Brown: Global efforts to limit tech power are at an unprecedented high
“Never before has more been done across all the different markets, including Europe, Australia, China, USA, to try and limit the power of the tech industry”
Toni Cowan-Brown Sep 28, 2021 ▶ 0:21 Regulation - Who will notice?
Nov 8, 2021 neutral
Insight
Evans: The entire global recorded music industry is a tech rounding error
“The entire global recorded music industry is what, 16, seventeen billion dollars. Global online advertising is three hundred billion dollars. You know, Apple has, what, a hundred and fifty billion dollars of cash? Like, music is just a rounding error for the t…”
Benedict Evans Nov 8, 2021 ▶ 31:38 How to think about tech
Nov 15, 2021 neutral
Insight
Evans: Tech deployment operates on a 10-to-20-year lag from initial obsession
“There's tech being obsessed with what will happen in 10 years. There's what's actually happening now, which is what tech was obsessed by 10 years ago. And then there's everything that's happening in retail and TV and advertising, which is basically like stream…”
Benedict Evans Nov 15, 2021 ▶ 37:12 What we know about web 3 so far
Nov 15, 2021 neutral
Prediction Not checkable as stated
Evans: Metaverse and Web3 will compete as parallel visions for 10-20 years
“And they're both kind of competing and in some ways parallel visions for the future of large parts of the tech industry in the next 1015, 20 years.”
Benedict Evans Nov 15, 2021 ▶ 0:46 What we know about web 3 so far
Mar 1, 2022 neutral
Insight
Evans: Five-to-ten-year tech timelines are the edge of science fiction
“And in tech, when people say five to 10 years, that's sort of the edge of science fiction. It's like, yeah, this is really interesting. But we don't know yet.”
Benedict Evans Mar 1, 2022 ▶ 39:20 Talking about crypto
Apr 11, 2022 neutral
Insight
Evans: Legacy industries are disrupted by tech from decades past, not present
“What's happening in tech now, what, so tech today is spending a lot of time thinking about what happens in 2030, and meanwhile, like the retail industry is messed up by stuff that tech was obsessed by in 1995 or 2000, like broadband networks.”
Benedict Evans Apr 11, 2022 ▶ 5:20 Are you a seal?
Apr 25, 2022 neutral
Insight
Evans: Tech failed to turn TV into a single Spotify-like library
“What the tech industry always wanted to do was to turn TV into YouTube or Spotify. That is to say, or what YouTube or Spotify then became, which is you've got this single universal library of everything, and you pay one fee, that's a reasonable amount of money…”
Benedict Evans Apr 25, 2022 ▶ 16:34 Netflix isn't a tech company
Dec 11, 2022
Insight
Evans: Tech paradigm shifts occur every 5 to 10 years
“The point is, the new thing that looks completely different happens every five or 10 years, not every 50 years, the way it does in other industries.”
Benedict Evans Dec 11, 2022 ▶ 32:27 No Soup for You! Regulating tech M&A
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