technology
6 statements across 5 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 28, 2021 by Benedict Evans · across every show →
Everything said about technology, oldest first
Sep 28, 2021 neutral
Feb 21, 2022 neutral
Aug 15, 2022 neutral
Evans: As software commoditizes, value shifts to the domain product itself
“Sometimes what happens is that the software is just a commodity, and it's the other part of the product that's the thing. It's the clothes, or the TV, or the light, that's the thing. The product is no longer technology, the technology is just some part buried …”
Dec 17, 2023
Evans: As tech matures, defining questions become domain-specific, not software-focused
“It's all about understanding how the car industry works. It's not really a software question. And that's what happens once technology has kind of matured, and it's kind of passed on the torch to the industries that it's overturned.”
Jul 15, 2026 bearish
Jul 15, 2026 neutral
Evans: Early Tech S-Curves Make Scale Obvious but Mechanics Unknowable
“There is a stage in the S-curve in the development of a new, big new technology Where, like, at the early part of the curve, like, it's suddenly very obvious that this is going to be huge, and everyone's very excited, but you don't know how any of it's going t…”