Evans: Consumers lack obvious reasons to prefer one AI chatbot over another
Benedict Evans · Looking for AI strategies · Apr 5, 2025 · at 13:23
Tech analyst Benedict Evans analyzes consumer AI retention and the lack of differentiation among major foundation model chatbots including ChatGPT, Anthropic, Gemini, and Meta AI.
0:00 / 0:37exact quote · 37.9s
720p mp4 · rendered on demand · StarZero watermark
“The point is, whatever your use case is for ChatGPT, there's not any particularly obvious reason why you'd be using ChatGPT versus Anthropic versus Meta.ai versus Gemini, and certainly not why you'll stick with it over the next, you know, six months or a year, with two exceptions, and I think one exception is kind of branding and habit and the default and that's the one that you, you're used to using, and the other is whether we get to a point that these models know more about That you've used them sufficiently for long enough that you can ask them stuff that requires knowledge of the other questions you've asked over the last six months or a year.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Benedict Evans
Evans: Creators most upset about AI art lack originality
“The really unkind thing one could say is that the people who are most upset about AI art are the people who are making stuff that has no particular authenticity originality. I mean, if you, if you've made, if you wrote 10 vampire romance books last year and yo…”
Evans: The Cambridge Analytica scandal was basically a hoax
“And of course the irony of Cambridge Analytica was it was, in the end, it was basically a hoax. There was nothing there.”
Evans: Skeptics dismissing AI as useless or like NFTs are ignoring reality
“The real idiots are the people who are just saying, oh, none of this works, and it's all nonsense, and it's just a stochastic parrot, and it's useless, and I don't know what it's for and this is all, like, nonsense, and this is a rerun of NFTs. Because these p…”
The DOJ gerrymandered its market definition in the Apple antitrust lawsuit
“The DOJ is suing Apple for having what the DOJ, claiming the DOJ describes as a monopoly of, quote, performance smartphones, which Apple described as gerrymandering, and I'm kind of inclined to agree”