Evans: Tech has fragmented into siloed conversations with no overlap
Benedict Evans · Shein, TikTok and Netflix - thinking about limits · May 26, 2022 · at 2:08
Benedict Evans, independent tech analyst and former Andreessen Horowitz partner, discusses why the current technology landscape feels disjointed compared to prior platform shifts.
0:00 / 0:46exact quote · 46.8s
720p mp4 · rendered on demand · StarZero watermark
“It used to be that you basically, the thing was to understand what was happening in web two, and then the thing is to understand what was happening in smartphones. And now there's a fintech thing. So how do we think about the intersection of Square, which is now called Block, and Stripe, and Web Three, and Google, and Amazon, and online advertising, and all the different companies that are kind of climbing that mountain from different sides. And that's got nothing in common at all with trying to think about what's happening in privacy. Which is also sort of the presentation I gave at the beginning of the year, which is like, well, there's a web three conversation, and there's a digital transformation conversation, and there's a TV conversation, and they're all like different, and have no overlap.”
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”