Assertion Supported AI assessment confidence: 95% certainty 4/5 debate potential 2/5

Evans: Google handed home security to ADT to avoid physical installations

Benedict Evans · Are you a seal? · Apr 11, 2022 · at 8:31

Independent technology analyst Benedict Evans explains why Big Tech giants divest or partner out of business lines that cannot scale purely through automated software.

0:00 / 0:38exact quote · 38.4s
720p mp4 · rendered on demand · StarZero watermark
“And a much more recent example is Google handing off its home security product line to ADT. And the theory was that you could turn home security from these boxes that, you know, somebody in a pickup truck comes with a ladder and spends all afternoon putting boxes up around your house. And thesis was where you could make that into software. You buy five or six boxes online and you put them around your house yourself and you don't need, your software takes care of it. And they discovered, no, you kind of still need a blue collar guy in a pickup truck with a stepladder to come and set it all up. So does Google go and hire 30,000 blue collar guys with pickup trucks and stepladders all across America? Hell no. They handed off to ADT.”

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

Opinion
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…”
Benedict Evans Feb 23, 2026 ▶ 26:33 AI and SaaS
Opinion
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.”
Benedict Evans Nov 2, 2021 ▶ 39:15 The Meta reality
Opinion
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…”
Benedict Evans Nov 16, 2025 ▶ 37:24 The AI presentation
Opinion
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”
Benedict Evans Aug 19, 2024 ▶ 20:48 Google's Antitrust case
Opinion
The Microsoft antitrust case did not create Google or the iPhone
“This is kind of bizarre assertions that somehow the DHA Microsoft case resulted in the rise of Google or resulted in the iPod and the iPhone, which is just ignorant nonsense.”
Benedict Evans Aug 19, 2024 ▶ 32:45 Google's Antitrust case
Opinion
Evans: Rabbit's 'cack-handed' AI hardware is becoming a 'smoking hole'
“And we saw this kind of completely cack-handed attempt at doing this from Rabbit, which is now well on the way to being a smoking hole in the ground.”
Benedict Evans Jul 1, 2024 ▶ 9:22 The AI summer
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 100 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.