| 5% | “five percent” | Evans: Bottom-up sales only reach 5% of the enterprise market | Benedict Evans | Jul 24, 2026 | — |
| 50% | “50%” | Evans: AI Model Inference Alone Generates 40% to 50% Gross Margins | Benedict Evans | Jul 15, 2026 | Supported |
| 5% | “five percent” | Evans: Anthropic Leads AI Frontier, OpenAI and Gemini Trail by 5% | Benedict Evans | Jul 15, 2026 | — |
| $200B | “two hundred billion dollars” | Evans: Telco stocks were flat for 20 years while apps captured value | Benedict Evans | Jul 15, 2026 | Supported |
| 10× | “10 times” | Evans: AI code generation found PMF, driving 10x compute surge | Benedict Evans | Jun 5, 2026 | — |
| 15% | “15%” | Evans: Non-coding generative AI apps show stagnating daily active user ratios | Benedict Evans | Jun 5, 2026 | — |
| 60% | “60%” | Evans: Non-coding generative AI apps show stagnating daily active user ratios | Benedict Evans | Jun 5, 2026 | — |
| $50B | “fifty billion dollars” | Evans: External customers will spend $100B–$150B on AI coding this year | Benedict Evans | Jun 5, 2026 | Didn’t hold up |
| 5× | “five X” | Evans: Barcode adoption grew US supermarket SKUs fivefold over a decade | Benedict Evans | Jun 5, 2026 | Contradicted |
| 900M | “nine hundred million” | Evans: Amazon cannot provide true recommendation due to massive catalog size | Benedict Evans | Apr 16, 2026 | — |
| $100M | “a hundred million dollars” | Cameron Brown: Enterprise Clients Won't Pay $100M for Software Without Human Consultancy | Toni Cowan-Brown | Apr 16, 2026 | — |
| $400B | “Four hundred billion dollars” | Evans: Big four platforms spent $400B CapEx last year, targeting $650B+ | Benedict Evans | Feb 28, 2026 | Supported |
| $50B | “fifty billion dollars” | Evans: Big four platforms spent $400B CapEx last year, targeting $650B+ | Benedict Evans | Feb 28, 2026 | Supported |
| 1% | “one percent” | Evans: Survey data shows Claude holds between 0% and 1% consumer usage | Benedict Evans | Feb 28, 2026 | Partly supported |
| $400B | “four hundred billion dollars” | Evans: Big Four tech capex will jump from $400B to $650B | Benedict Evans | Feb 23, 2026 | Partly supported |
| 1.5B | “half a billion” | Evans: Private equity holds $500B in debt from software buyouts | Benedict Evans | Feb 23, 2026 | Partly supported |
| $1.5T | “half a trillion dollars” | Evans: Private equity holds $500B in debt from software buyouts | Benedict Evans | Feb 23, 2026 | Partly supported |
| $50B | “fifty billion dollars” | Evans: Oracle raised $50 billion in bonds this year for cloud | Benedict Evans | Feb 23, 2026 | Partly supported |
| 50% | “50%” | Evans: AI foundation models lack network effects and sustainable moats | Benedict Evans | Dec 20, 2025 | — |
| $400B | “four hundred billion dollars” | Evans: Tech companies will spend over $400B on AI infrastructure | Benedict Evans | Nov 16, 2025 | — |
| 100% | “hundred percent” | Evans: Big Tech funds AI capex out of cash flow, unlike OpenAI | Benedict Evans | Nov 16, 2025 | Supported |
| 1M | “a million” | Evans: Waymo is delivering close to 1 million rides per day | Benedict Evans | Nov 16, 2025 | Contradicted |
| 60% | “60%” | Evans: Online dating now accounts for around 60% of new relationships | Benedict Evans | Nov 16, 2025 | Supported |
| 5% | “five percent” | Evans: No competing AI app has more than 5% of ChatGPT's usage | Benedict Evans | Aug 21, 2025 | Contradicted |
| 3% | “three percent” | Evans: Mainstream users have never heard of Claude despite Silicon Valley hype | Benedict Evans | Aug 21, 2025 | — |
| 95M | “ninety-five million” | Catton-Brown: ESPN pays $85M–$95M annually for US F1 rights through 2025 | Toni Cowan-Brown | Aug 21, 2025 | Supported |
| 111M | “a 110 Million” | Catton-Brown: New US F1 rights deal will likely close at $100M–$110M | Toni Cowan-Brown | Aug 21, 2025 | Didn’t hold up |
| 20% | “20%” | Evans: Streaming Services Cut Content Budgets by 10% to 20% Recently | Benedict Evans | Aug 21, 2025 | Partly supported |
| 20× | “20 times” | Evans: Streaming Services Cut Content Budgets by 10% to 20% Recently | Benedict Evans | Aug 21, 2025 | Partly supported |
| 90% | “90%” | Evans: 90% of Y Combinator startups build enterprise SaaS AI | Benedict Evans | Apr 5, 2025 | Partly supported |
| 20% | “20%” | Evans: Developers will trade 20% model quality loss for 95% cost cut | Benedict Evans | Apr 5, 2025 | — |
| 95% | “95%” | Evans: Developers will trade 20% model quality loss for 95% cost cut | Benedict Evans | Apr 5, 2025 | — |
| 10× | “10 X” | Brown: Generative AI companies face massive marketing push to gain users | Toni Cowan-Brown | Apr 5, 2025 | — |
| 56B | “a fifty-five billion” | Evans: Amazon generates $55 billion in annual advertising revenue | Benedict Evans | Dec 8, 2024 | Supported |
| 4% | “four percent” | Evans: Only 2% to 4% of developed-world consumers use generative AI daily | Benedict Evans | Dec 8, 2024 | — |
| $200B | “two hundred billion dollars” | Evans: Top four cloud platforms will spend over $200B on data centers this year | Benedict Evans | Dec 8, 2024 | Supported |
| $90B | “ninety billion dollars” | Evans: Top four cloud platforms will spend over $200B on data centers this year | Benedict Evans | Dec 8, 2024 | Supported |
| $1B | “a billion dollars” | Evans: Accenture generates $1 billion per quarter in generative AI bookings | Benedict Evans | Dec 8, 2024 | Supported |
| 30% | “30%” | Evans: Cloud computing accounts for only 30% of enterprise workflows | Benedict Evans | Dec 8, 2024 | Supported |
| 5% | “five percent” | Evans: Bottom-up software sales only captures 5% of enterprise users | Benedict Evans | Dec 8, 2024 | — |
| 1% | “one percent” | Only 1% of Formula 1 fans attend races in person | Toni Cowan-Brown | Oct 11, 2024 | Supported |
| 99% | “99%” | Only 1% of Formula 1 fans attend races in person | Toni Cowan-Brown | Oct 11, 2024 | Supported |
| 41% | “41%” | Catton-Brown: Formula 1 audience averages age 32 and 41% female | Toni Cowan-Brown | Oct 11, 2024 | Supported |
| 100% | “100%” | Catton-Brown: Two or three current F1 drivers are pay drivers | Toni Cowan-Brown | Oct 11, 2024 | — |
| $100B | “a hundred billion dollars” | Microsoft invested $100 billion in Bing over 20 years for 5-10% share | Benedict Evans | Aug 19, 2024 | Supported |
| 10% | “10%” | Microsoft invested $100 billion in Bing over 20 years for 5-10% share | Benedict Evans | Aug 19, 2024 | Supported |
| $25B | “twenty-five billion dollars” | Google paid $25 billion last year in device revenue share | Benedict Evans | Aug 19, 2024 | Supported |
| 35% | “35%” | Google paid $25 billion last year in device revenue share | Benedict Evans | Aug 19, 2024 | Supported |
| 70% | “70%” | 70% of US search happens on Google default placements | Benedict Evans | Aug 19, 2024 | Supported |
| $1B | “a billion dollars” | Competitors cannot afford to match Google's default search distribution payments | Benedict Evans | Aug 19, 2024 | — |
| $20B | “twenty billion dollars” | Google pays Apple $20 billion annually to prevent vertical query routing | Benedict Evans | Aug 19, 2024 | — |
| 75% | “75%” | Building a search index 75% as good as Google costs billions | Benedict Evans | Aug 19, 2024 | — |
| 10% | “10%” | Programmatic display advertising accounts for only 10% of Google's total revenue | Benedict Evans | Aug 19, 2024 | Supported |
| 100M | “a hundred million” | Evans: High inference costs prevent free 100-million-user consumer AI apps | Benedict Evans | Jul 1, 2024 | — |
| 5% | “five percent” | Evans: 33% to 50% tried ChatGPT, but daily active users are 1% to 5% | Benedict Evans | Jul 1, 2024 | Supported |
| 5B | “a four billion” | Evans: Accenture reached nearly $4B run rate in generative AI work | Benedict Evans | Jul 1, 2024 | Supported |
| $1M | “a million dollars” | Evans: $1M enterprise consulting spend buys GenAI development, not deployment | Benedict Evans | Jul 1, 2024 | — |
| 99% | “99%” | Evans: 99% of crypto and NFTs were useless scams | Benedict Evans | Jul 1, 2024 | — |
| 18% | “18%” | Evans: Pew data shows 18% of US adults have used ChatGPT | Benedict Evans | Apr 1, 2024 | Supported |
| 33% | “33%” | Evans: Pew data shows 18% of US adults have used ChatGPT | Benedict Evans | Apr 1, 2024 | Supported |
| 43% | “43%” | Evans: Pew data shows 18% of US adults have used ChatGPT | Benedict Evans | Apr 1, 2024 | Supported |
| 3% | “three percent” | Evans: Only 2% to 3% of Americans trust ChatGPT output | Benedict Evans | Apr 1, 2024 | Partly supported |
| 1M | “a million” | Brown: Generative AI Cuts Movie Trailer Production to Weeks | Toni Cowan-Brown | Apr 1, 2024 | — |
| 100% | “hundred percent” | Evans: Generative AI requires error tolerance or easily verifiable mistakes | Benedict Evans | Apr 1, 2024 | — |
| 10% | “10%” | Evans: Bottom-up software adoption caps at 5-10% TAM before needing enterprise sales | Benedict Evans | Apr 1, 2024 | — |
| $100M | “a hundred million dollars” | Evans: Accenture Booked $1.4B From Generative AI Over Past Year | Benedict Evans | Apr 1, 2024 | Partly supported |
| $200M | “two hundred million dollars” | Evans: Accenture Booked $1.4B From Generative AI Over Past Year | Benedict Evans | Apr 1, 2024 | Partly supported |
| 1.4B | “1.4 billion” | Evans: Accenture Booked $1.4B From Generative AI Over Past Year | Benedict Evans | Apr 1, 2024 | Partly supported |
| 1.1B | “1.1 billion” | Evans: Accenture Booked $1.4B From Generative AI Over Past Year | Benedict Evans | Apr 1, 2024 | Partly supported |
| 2B | “Two billion” | Evans: The EU Issued Apple a €2 Billion Fine Over Spotify | Benedict Evans | Mar 13, 2024 | Partly supported |
| $4B | “four billion dollars” | Evans: Temu and Shein Accounted for $4 Billion of Meta's Revenue | Benedict Evans | Mar 13, 2024 | Supported |
| 10% | “10%” | Evans: Temu and Shein Accounted for $4 Billion of Meta's Revenue | Benedict Evans | Mar 13, 2024 | Supported |
| 5% | “five percent” | Evans: Temu and Shein Accounted for $4 Billion of Meta's Revenue | Benedict Evans | Mar 13, 2024 | Supported |
| $50B | “fifty billion dollars” | Evans: Amazon generated $50 billion in ad revenue last year | Benedict Evans | Mar 13, 2024 | Partly supported |
| 39% | “39%” | Brown: Stable Diffusion generated 7% female doctors, compared to 39% in reality | Toni Cowan-Brown | Mar 3, 2024 | Supported |
| 7% | “seven percent” | Brown: Stable Diffusion generated 7% female doctors, compared to 39% in reality | Toni Cowan-Brown | Mar 3, 2024 | Supported |
| 1B | “a billion” | Evans: Generative AI Infers Patterns Rather Than Storing Training Data | Benedict Evans | Mar 3, 2024 | — |
| 100% | “hundred percent” | Devins: Users Will Not Wear Vision Pro All Day Like Glasses | Benedict Evans | Feb 8, 2024 | — |
| 200M | “two hundred million” | Devins: Console gaming base is only 500M versus 5B smartphone users | Benedict Evans | Feb 8, 2024 | Supported |
| 500M | “five hundred million” | Devins: Console gaming base is only 500M versus 5B smartphone users | Benedict Evans | Feb 8, 2024 | Supported |
| 5B | “five billion” | Devins: Console gaming base is only 500M versus 5B smartphone users | Benedict Evans | Feb 8, 2024 | Supported |
| 100M | “hundred million” | Devins: Bull case for Apple Vision headsets is 200 million users | Benedict Evans | Feb 8, 2024 | — |
| $15B | “fifteen billion dollars” | Evans: Nvidia Sold $15B in GPUs Last Quarter, Up From $2B-$3B | Benedict Evans | Dec 17, 2023 | Partly supported |
| $100B | “a hundred billion dollars” | Evans: Google, AWS, and Microsoft Cloud Capex Will Near $100B in 2023 | Benedict Evans | Dec 17, 2023 | Held up |
| 90% | “90%” | Evans: McKinsey finds 90% of managers tried AI, but few use it | Benedict Evans | Dec 17, 2023 | Partly supported |
| 10% | “10%” | Evans: McKinsey finds 90% of managers tried AI, but few use it | Benedict Evans | Dec 17, 2023 | Partly supported |
| $40B | “forty billion dollars” | Evans: Shein will do $40 billion in clothing sales this year | Benedict Evans | Dec 17, 2023 | Contradicted |
| 40% | “40%” | Evans: Over 50% of new US heterosexual relationships formed online in 2021 | Benedict Evans | Oct 15, 2023 | Supported |
| 50% | “50%” | Evans: Over 50% of new US heterosexual relationships formed online in 2021 | Benedict Evans | Oct 15, 2023 | Supported |
| 50% | “50%” | Brody: US high school senior dating rates fell 50% in 15 years | Leonard Brody | Oct 15, 2023 | Contradicted |
| 99% | “99%” | Cowan-Brown: 99% of Formula 1 Fans Never Attend a Live Race | Toni Cowan-Brown | Oct 15, 2023 | Supported |
| 20% | “20%” | Brody: Engaging a 15-20% core audience creates category leaders | Leonard Brody | Oct 15, 2023 | — |
| 3× | “three X” | Evans: Science lacks a theoretical model for LLMs and AGI | Benedict Evans | Aug 17, 2023 | — |
| 4× | “four X” | Evans: Science lacks a theoretical model for LLMs and AGI | Benedict Evans | Aug 17, 2023 | — |
| 50M | “fifty million” | Evans: Threads reached 150 million signups within two weeks | Benedict Evans | Jul 21, 2023 | Supported |
| 80% | “80%” | Evans: Twitter cut 80% of staff and withheld contractual severance | Benedict Evans | Jul 21, 2023 | Supported |
| 10% | “10%” | Network-effect winners are threatened by unbundling, not direct clones | Benedict Evans | Jul 21, 2023 | — |
| 1K | “a thousand” | Twitter needed an 80% to 90% staff reduction and cultural reset | Benedict Evans | Jul 21, 2023 | — |
| 90% | “90%” | Twitter needed an 80% to 90% staff reduction and cultural reset | Benedict Evans | Jul 21, 2023 | — |
| 52M | “two fifty million” | Catering to power users kept Twitter capped at 250 million users | Benedict Evans | Jul 21, 2023 | — |
| 250M | “two hundred fifty million” | Evans: Twitter is a failure compared to Meta's multi-billion user apps | Benedict Evans | Jul 21, 2023 | — |
| 3B | “three billion” | Evans: Twitter is a failure compared to Meta's multi-billion user apps | Benedict Evans | Jul 21, 2023 | — |
| $1.5B | “half a billion dollars” | Musk's controversial tweets destroy half a billion dollars in value each | Benedict Evans | Jul 21, 2023 | — |
| $500M | “half billion dollars” | Musk's controversial tweets destroy half a billion dollars in value each | Benedict Evans | Jul 21, 2023 | — |
| 20M | “twenty million” | Benedict Evans: Meta Quest has only single-digit millions of regular users | Benedict Evans | Jun 18, 2023 | Supported |
| 20% | “20%” | Benedict Evans: Meta Quest has only single-digit millions of regular users | Benedict Evans | Jun 18, 2023 | Supported |
| 1.5M | “half a million” | Benedict Evans: Vision Pro mirrors the 1984 Mac's uncertain utility and price | Benedict Evans | Jun 18, 2023 | — |
| $35B | “thirty five billion dollars” | Benedict Evans: Meta has spent at least $35 billion on Reality Labs | Benedict Evans | Jun 18, 2023 | Supported |
| $30B | “thirty billion dollars” | Benedict Evans: Meta has spent at least $35 billion on Reality Labs | Benedict Evans | Jun 18, 2023 | Supported |
| $40B | “forty billion dollars” | Benedict Evans: Meta has spent at least $35 billion on Reality Labs | Benedict Evans | Jun 18, 2023 | Supported |
| 5B | “five billion” | Benedict Evans: Vision Pro's absolute upside is iPad scale, not smartphone scale | Benedict Evans | Jun 18, 2023 | — |
| 50M | “fifty million” | Evans: Apple will sell 200,000 Vision Pro units in 2024 | Benedict Evans | Jun 5, 2023 | Held up |
| 1.5B | “half a billion” | Evans: Uber has a $500M advertising business | Benedict Evans | Apr 16, 2023 | Supported |
| 200M | “two hundred million” | Evans: Gaming consoles capped at around 200 million active devices globally | Benedict Evans | Apr 16, 2023 | Partly supported |
| 40M | “forty million” | Evans: Only 20M to 40M consumer PCs existed before mid-90s internet boom | Benedict Evans | Apr 16, 2023 | Supported |
| 1K | “a thousand” | Evans: Generative AI scaled instantly by inheriting mature cloud infrastructure | Benedict Evans | Apr 16, 2023 | — |
| 1B | “a billion” | Evans: 90% of metaverse hype was dumb, but AR and Web3 matter | Benedict Evans | Apr 16, 2023 | — |
| 90% | “90%” | Evans: 90% of metaverse hype was dumb, but AR and Web3 matter | Benedict Evans | Apr 16, 2023 | — |
| $1.5B | “half a billion dollars” | Evans: Streaming eliminates syndication lottery tickets for creators | Benedict Evans | Apr 2, 2023 | — |
| 99.98% | “99.98%” | Evans: Near-zero AI error rates render semantic understanding questions practically irrelevant | Benedict Evans | Mar 27, 2023 | — |
| 100× | “hundred X” | Evans: Near-zero AI error rates render semantic understanding questions practically irrelevant | Benedict Evans | Mar 27, 2023 | — |
| 200× | “200 X” | Evans: Near-zero AI error rates render semantic understanding questions practically irrelevant | Benedict Evans | Mar 27, 2023 | — |
| 90× | “90 X” | Evans: Near-zero AI error rates render semantic understanding questions practically irrelevant | Benedict Evans | Mar 27, 2023 | — |
| 90% | “90%” | Evans: US, Japan, and South Korea now comprise only a quarter of traffic. | Benedict Evans | Mar 20, 2023 | Partly supported |
| 90% | “90%” | Evans: Silicon Valley initially overlooked Pinterest because its userbase was mostly female. | Benedict Evans | Mar 20, 2023 | — |
| $38B | “thirty eight billion dollars” | Evans: Amazon's $38B Ad Revenue Surpasses Global Newspapers and Prime | Benedict Evans | Mar 12, 2023 | Partly supported |
| $40B | “forty billion dollars” | Evans: Amazon Ads Yield Operating Profit Equal to AWS Without Massive Capex | Benedict Evans | Mar 12, 2023 | — |
| $20B | “twenty billion dollars” | Evans: Amazon Ads Yield Operating Profit Equal to AWS Without Massive Capex | Benedict Evans | Mar 12, 2023 | — |
| $100B | “hundred billion dollars” | Evans: Global trade marketing spend totals hundreds of billions of dollars | Benedict Evans | Mar 12, 2023 | Supported |
| $2.7B | “2.7 billion dollars” | Evans: Walmart generated $2.7B in advertising revenue last year | Benedict Evans | Mar 12, 2023 | Supported |
| 600M | “a five hundred million” | Evans: Uber Reaches a $500M Advertising Revenue Run Rate | Benedict Evans | Mar 12, 2023 | Supported |
| 50M | “fifty million” | Evans: Amazon has 350M to 450M SKUs, many made-to-order | Benedict Evans | Mar 12, 2023 | Supported |
| 11B | “eleven billion” | Cameron: TikTok Generated Roughly $11 Billion in Ad Revenue in 2022 | Toni Cowan-Brown | Mar 12, 2023 | Supported |
| 10× | “10 times” | Evans: US Has 5 to 10 Times More Retail Space Per Capita | Benedict Evans | Mar 12, 2023 | Partly supported |
| 90% | “90%” | Evans: Generative AI viability depends on domain tolerance for 10% inaccuracy | Benedict Evans | Feb 12, 2023 | — |
| 10% | “10%” | Evans: Generative AI viability depends on domain tolerance for 10% inaccuracy | Benedict Evans | Feb 12, 2023 | — |
| 10% | “10%” | Evans: Radically new AI UX will reset default consumer search habits | Benedict Evans | Feb 12, 2023 | — |
| $20B | “twenty billion dollars” | Evans: Google pays Apple nearly $20B for default iPhone search | Benedict Evans | Feb 12, 2023 | Supported |
| 60% | “60%” | Evans: Google's core search operating margin is around 60% excluding TAC | Benedict Evans | Feb 12, 2023 | Supported |
| 40% | “40%” | Evans: Top US TV show reach dropped from 40% in 1960 to 10% in 2020 | Benedict Evans | Feb 6, 2023 | Supported |
| 95% | “95%” | Evans: Top US TV show reach dropped from 40% in 1960 to 10% in 2020 | Benedict Evans | Feb 6, 2023 | Supported |
| 10% | “10%” | Evans: Top US TV show reach dropped from 40% in 1960 to 10% in 2020 | Benedict Evans | Feb 6, 2023 | Supported |
| 93.2% | “93.2%” | Evans: ML models lack structural understanding and rely entirely on statistics | Benedict Evans | Jan 30, 2023 | — |
| 8B | “eight billion” | Evans: Statista is search spam that Google should remove from its index | Benedict Evans | Jan 30, 2023 | — |
| $10B | “ten billion dollars” | Goldberg: Building a modern cutting-edge chip fab costs over $10B | Jay Goldberg | Dec 19, 2022 | Supported |
| $100B | “a hundred billion dollars” | Goldberg: China spent $100B to $200B on semiconductor subsidies over ten years | Jay Goldberg | Dec 19, 2022 | Supported |
| $200B | “two hundred billion dollars” | Goldberg: China spent $100B to $200B on semiconductor subsidies over ten years | Jay Goldberg | Dec 19, 2022 | Supported |
| 90% | “90%” | Goldberg: 90% of annual chip volume uses trailing-edge 80nm+ processes | Jay Goldberg | Dec 19, 2022 | Contradicted |
| 1M | “a 1002 thousand” | Goldberg: True vehicle autonomy requires $1,000 to $2,000 leading-edge chip systems | Jay Goldberg | Dec 19, 2022 | — |
| 40% | “40%” | Evans: Amazon accounts for 40% of US e-commerce, 5% of retail | Benedict Evans | Dec 11, 2022 | Supported |
| 5% | “five percent” | Evans: Amazon accounts for 40% of US e-commerce, 5% of retail | Benedict Evans | Dec 11, 2022 | Supported |
| 20M | “twenty million” | Evans: 20M VR headsets sold, only 5M-10M active users | Benedict Evans | Dec 11, 2022 | Supported |
| 10M | “ten million” | Evans: 20M VR headsets sold, only 5M-10M active users | Benedict Evans | Dec 11, 2022 | Supported |
| 400M | “four hundred million” | Evans: Hardcore gaming is limited to 300-400 million players globally | Benedict Evans | Dec 11, 2022 | — |
| 10× | “10 times” | Evans: Fears that Amazon's iRobot deal supercharges advertising are delusionally paranoid | Benedict Evans | Dec 11, 2022 | — |
| $10M | “ten million dollars” | Evans: Most Big Tech sub-threshold acquisitions were under $10M and 10 employees | Benedict Evans | Dec 11, 2022 | Partly supported |
| 1.5K | “a half thousand” | Evans: 3,000 to 3,500 tech companies are founded in the US each year | Benedict Evans | Dec 11, 2022 | Supported |
| 1M | “a million” | Evans: Machine Learning Turns Logic Problems Into Statistics Problems | Benedict Evans | Dec 5, 2022 | — |
| 60% | “60%” | Evans: Anker is a $1.8B company with 10% net income | Benedict Evans | Nov 29, 2022 | Partly supported |
| 10% | “10%” | Evans: Anker is a $1.8B company with 10% net income | Benedict Evans | Nov 29, 2022 | Partly supported |
| 40% | “40%” | Evans: 30% to 40% of top Amazon sellers are Chinese companies | Benedict Evans | Nov 29, 2022 | Supported |
| $2B | “two billion dollars” | Evans: Anker will reach $2B revenue this year, half Logitech's size | Benedict Evans | Nov 29, 2022 | Held up |
| 45% | “45%” | Evans: YouTube creator payouts rival major TV studio programming budgets | Benedict Evans | Nov 29, 2022 | Supported |
| $31B | “thirty one billion dollars” | Evans: Amazon ad revenue makes it a top-four global media owner | Benedict Evans | Nov 29, 2022 | Supported |
| $37B | “thirty seven billion dollars” | Evans: Amazon ad revenue makes it a top-four global media owner | Benedict Evans | Nov 29, 2022 | Supported |
| 60% | “60%” | Evans: Amazon's ad business almost certainly creates more cash flow than AWS | Benedict Evans | Nov 29, 2022 | — |
| 50M | “fifty million” | Sequoia Invested $150M in FTX Without a Board Seat | Benedict Evans | Nov 18, 2022 | Supported |
| 1% | “a percent” | Retail Traders Will Lose All Their Money Trading Foreign Exchange | Benedict Evans | Nov 18, 2022 | — |
| 75M | “seventy-five million” | Evans: Gaming Console Install Base Is Only 175M to 200M Units | Benedict Evans | Oct 31, 2022 | Supported |
| 200M | “two hundred million” | Evans: Gaming Console Install Base Is Only 175M to 200M Units | Benedict Evans | Oct 31, 2022 | Supported |
| 100B | “a hundred billion” | Evans: Zoom is a feature, not a $200B enterprise platform | Benedict Evans | Sep 19, 2022 | Open |
| 200B | “two hundred billion” | Evans: Zoom is a feature, not a $200B enterprise platform | Benedict Evans | Sep 19, 2022 | Open |
| $20B | “twenty billion dollars” | Evans: Adobe's Market Cap Dropped Over $20 Billion on Figma Deal Announcement | Benedict Evans | Sep 19, 2022 | Supported |
| 150% | “150%” | Toni Cowan-Brown: Figma's customer retention rate sits around 120% to 150% | Toni Cowan-Brown | Sep 19, 2022 | Supported |
| $20B | “twenty billion dollars” | Evans: Founders wanting autonomy shouldn't take $20 billion acquisitions | Benedict Evans | Sep 19, 2022 | — |
| 50M | “fifty million” | Evans: Content model, not software, gave Netflix scale over Hulu | Benedict Evans | Sep 5, 2022 | — |
| $15B | “fifteen billion dollars” | Evans: Netflix spends roughly $15B annually on content, second only to Disney | Benedict Evans | Sep 5, 2022 | Supported |
| $20M | “twenty million dollars” | Evans: Netflix using algorithms to commission shows is "all bullshit" | Benedict Evans | Sep 5, 2022 | — |
| $400M | “four hundred million dollars” | Evans: a16z invested $300M-$400M in Adam Neumann, its largest check ever | Benedict Evans | Aug 23, 2022 | Supported |
| 50× | “50 times” | Evans: Outsized venture returns only come from contentious deals that look dumb | Benedict Evans | Aug 23, 2022 | — |
| $100M | “a hundred million dollars” | Evans: Modern tech company returns occur mostly in private markets pre-IPO | Benedict Evans | Aug 23, 2022 | Partly supported |
| 51B | “a fifty billion” | Evans: Modern tech company returns occur mostly in private markets pre-IPO | Benedict Evans | Aug 23, 2022 | Partly supported |
| 90% | “90%” | Evans: Modern tech company returns occur mostly in private markets pre-IPO | Benedict Evans | Aug 23, 2022 | Partly supported |
| 1.5B | “half a billion” | Evans: DTC brands lack software margins and network effects at scale | Benedict Evans | Aug 23, 2022 | — |
| 6M | “a five million” | Evans: New non-software brands will likely yield 3x returns, not 30x | Benedict Evans | Aug 23, 2022 | — |
| 1B | “a billion” | Evans: New non-software brands will likely yield 3x returns, not 30x | Benedict Evans | Aug 23, 2022 | — |
| 30× | “30 X” | Evans: New non-software brands will likely yield 3x returns, not 30x | Benedict Evans | Aug 23, 2022 | — |
| 3× | “three X” | Evans: New non-software brands will likely yield 3x returns, not 30x | Benedict Evans | Aug 23, 2022 | — |
| 40% | “40%” | Evans: Amazon holds 40% of e-commerce but tiny share of US retail | Benedict Evans | Aug 1, 2022 | Supported |
| $50M | “fifty million dollars” | Evans: The idea that Big Tech buys up all startups is nonsense | Benedict Evans | Aug 1, 2022 | — |
| 1.5K | “a half thousand” | Evans: The idea that Big Tech buys up all startups is nonsense | Benedict Evans | Aug 1, 2022 | — |
| $15B | “fifteen billion dollars” | Evans: Google pays roughly $15B for default search in Safari and Mozilla | Benedict Evans | Aug 1, 2022 | Partly supported |
| 15M | “fifteen million” | Evans: Meta has sold roughly 15 million VR headsets | Benedict Evans | Aug 1, 2022 | Partly supported |
| 10M | “ten million” | Evans: Meta has sold roughly 15 million VR headsets | Benedict Evans | Aug 1, 2022 | Partly supported |
| $20B | “twenty billion dollars” | Evans: Apple's 2021 R&D budget equaled its total revenue at iPhone launch | Benedict Evans | Jul 25, 2022 | Partly supported |
| 500B | “a four hundred billion” | Evans: Apple's 2021 R&D budget equaled its total revenue at iPhone launch | Benedict Evans | Jul 25, 2022 | Partly supported |
| 11B | “a ten billion” | Evans: Amazon spends ~$10 billion on TV content to retain Prime subscribers | Benedict Evans | Jul 25, 2022 | — |
| $1K | “a thousand dollars” | Evans: High US drug prices are a contracting problem, not a logistics problem | Benedict Evans | Jul 25, 2022 | — |
| $700B | “seven hundred billion dollars” | Evans: Global ad spend reached $650B-$700B with over half in digital | Benedict Evans | Jun 6, 2022 | Supported |
| $50B | “fifty billion dollars” | Evans: Global ad spend reached $650B-$700B with over half in digital | Benedict Evans | Jun 6, 2022 | Supported |
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