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United Kingdom

also referred to as: uk

17 statements across 11 episodes · 3 bullish · 2 bearish · 2 people on the record · first statement Oct 11, 2020 by Benedict Evans · said 210 times in 56 episodes since 2020 · across every show →

Mentions by year

brought up most by Benedict Evans (174), Toni Cowan-Brown (27), Lillian Li (6), Leonard Brody (2), Jeremy White (1)

tap a year for its mentions
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010202020202120222023202420252026episodes it came up in
004108202020202120222023202420252026episodesmentions per episode
2026 2 mentions in 2 episodes 1 per episode
2025 2 mentions in 1 episode
2024 12 mentions in 4 episodes 3 per episode
2023 7 mentions in 6 episodes 1 per episode
2022 57 mentions in 15 episodes 4 per episode
2021 56 mentions in 18 episodes 3 per episode
2020 74 mentions in 10 episodes 7 per episode

every mention, scene by scene, with the transcript →

Everything said about United Kingdom, oldest first

Oct 11, 2020 negative
Assertion Contradicted
Evans: Yelp launched in the UK with 'guns and sporting goods' category
“When the Yelp launched in the UK, probably 10 years ago, they had guns and sporting goods as a top level category for retailers.”
Benedict Evans Oct 11, 2020 ▶ 3:58 Is Europe a market?
Oct 11, 2020 neutral
What-if
Evans: PayPal wouldn't have been founded in the UK due to instant bank transfers
“You wouldn't have created PayPal if you lived in the UK because crappiest most high band bank lets you do instant money transfers online.”
Benedict Evans Oct 11, 2020 ▶ 44:17 Is Europe a market?
Oct 11, 2020 neutral
Assertion Supported
Evans: UK political TV ads are allocated slots, not purchasable
“In the UK, TV advertising is regulated and political parties are allocated slots. They don't get to just buy advertising.”
Benedict Evans Oct 11, 2020 ▶ 6:47 Is Europe a market?
Oct 11, 2020 bullish
Prediction Not checkable as stated
Brown: Brexit Will Cause Tech Hubs to Boom in Berlin and France
“I think you're going to start seeing a boom of the tech hubs in Berlin, in France, even though they're already present, but they're going to become even more so like the hubs of the tech startup world.”
Toni Cowan-Brown Oct 11, 2020 ▶ 30:33 Is Europe a market?
Oct 11, 2020 positive
Assertion Partly supported
Evans: UK is two to three years ahead of US in tech adoption
“The UK is probably two or three years ahead of the USA on average in adoption of technology in things like adoption of smartphones, adoption of social media, particular adoption of e-commerce. Now that's the USA as an, it may not be ahead of California, but it…”
Benedict Evans Oct 11, 2020 ▶ 15:09 Is Europe a market?
Oct 26, 2020 neutral
Assertion Supported
Evans: US e-commerce was roughly 15% of retail in early 2020
“Because of course e-commerce in the USA at the beginning of the year, we're still only sort of 15% of retail. Closer to 20% of retail in the UK.”
Benedict Evans Oct 26, 2020 ▶ 8:06 Amazon and eCommerce
Oct 26, 2020 positive
Assertion Supported
Evans: Independent bookshop numbers have grown in the US and UK recently
“The number of independent bookshops has grown in the U S and the UK in recent years, because you're actually filling that other side of that.”
Benedict Evans Oct 26, 2020 ▶ 39:39 Amazon and eCommerce
Nov 2, 2020 neutral
Insight
Evans: American cultural dominance over global internet regulation is over
“The first 25 years of the consumer internet was basically American, and the big companies, you know, the agenda, and therefore the kind of the cultural attitudes and the legal attitudes to how they should work were all American. And you can, again, you can gen…”
Benedict Evans Nov 2, 2020 ▶ 33:58 How do you destroy a tech monopoly?
Nov 23, 2020
Assertion Supported
Evans: UK E-Commerce Settled at 27-28% of Retail Post-Lockdown
“E-commerce as a percentage of addressable retail was at 20% at the beginning of the year. It went up to 20 to 35%. Low thirties in lockdown has now stabilized at high twenties. It's like 27, 28% of retail.”
Benedict Evans Nov 23, 2020 ▶ 5:03 The acceleration of ecommerce habits
Nov 23, 2020
Assertion Supported
Evans: UK e-commerce penetration at 80% outpaces Italy and Greece
“And so Eurostat, the, like the UK is over 80% of people bought something online last year. But in Italy, it's only 38 or 39%. In Greece, it's the same.”
Benedict Evans Nov 23, 2020 ▶ 3:38 The acceleration of ecommerce habits
Jan 10, 2021 neutral
Assertion Contradicted
Cowan-Brown: UK Has More CCTV Cameras Than Rest of Europe Combined
“The UK, the utter refusal of having ID cards and yet it's the country with the most CCTV cameras by far, I think you, if you put together all of the CCTV cameras of everyone else in Europe, the UK still has more.”
Toni Cowan-Brown Jan 10, 2021 ▶ 24:46 There's no such thing as data
Jun 21, 2021 neutral
Assertion Contradicted
Evans: The Telegraph was once the UK's largest bed linen retailer
“About 20 years ago, The Telegraph was the UK's largest retailer of, like, bed linen or towels or something.”
Benedict Evans Jun 21, 2021 ▶ 8:49 The Business of publishing
Feb 21, 2022
Assertion Supported
Evans: UK Non-Grocery Retail Is 40% Online
“Particularly in the UK, physical, retail, excluding groceries, so stuff that doesn't need to come to you in a truck, stuff that can come through the mail, is now 40% online.”
Benedict Evans Feb 21, 2022 ▶ 4:24 The retail reset
Jul 25, 2022 negative
Assertion Not checkable as stated
Evans: US banking regulation makes launching challenger banks harder than in UK
“The US regulation makes it much harder to do a new bank than the UK does.”
Benedict Evans Jul 25, 2022 ▶ 34:58 When the point of leverage changes
Sep 5, 2022 neutral
Assertion Supported
Evans: DTC neobanks see greater adoption in the UK than US
“DTC banking has happened a lot more in the UK than in the US, for example so-called neobanks.”
Benedict Evans Sep 5, 2022 ▶ 21:26 TV after software
Dec 11, 2022
Assertion Not checkable as stated
Evans: EU and UK competition law always looked beyond consumer prices
“Which, frankly, the rest of the world has always thought like that. It was in kind of the US that got narrowly focused on price in the EU and the UK have always kind of looked at the broader kind of context of what outcomes we want.”
Benedict Evans Dec 11, 2022 ▶ 1:58 No Soup for You! Regulating tech M&A
Mar 13, 2024
Insight
Evans: EU and UK moderation laws force global compliance everywhere
“The UK and the EU now have laws requiring, that basically require you to have what most people would consider like best practice content moderation, which is basically you've got to do what Facebook is kind of doing anyway. And applying it to country companies…”
Benedict Evans Mar 13, 2024 ▶ 17:08 Tiktok, Apple and Temu
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