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
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…”
Dec 22, 2020 bearish
Feb 28, 2021 bearish
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.”
Sep 28, 2021 neutral
Nov 8, 2021 neutral
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…”
Nov 15, 2021 neutral
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…”
Nov 15, 2021 neutral
Mar 1, 2022 neutral
Apr 11, 2022 neutral
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.”
Apr 25, 2022 neutral
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…”