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Held up

High-certainty predictions the public record later bore out. · 20 clips, 4 minutes, hands free.

0:00 / 0:18exact quote · 18.6s
1/20Evans: Fully autonomous, driverless cars will not arrive by 2022
Benedict Evans · 2021Held upfull source →
1Evans: Fully autonomous, driverless cars will not arrive by 2022Benedict Evans · 19sHeld up
2Evans: OpenAI will face half a dozen competitorsBenedict Evans · 9sHeld up
3Evans: EU will force Apple to open NFC to third-party payment appsBenedict Evans · 20sHeld up
4Evans: The 30% App Store commission rule is toastBenedict Evans · 7sHeld up
5Apple will maintain Google defaults while routing specialized queries to AIBenedict Evans · 9sHeld up
6Evans: Custom video effects and actor swaps will run on iPhone appsBenedict Evans · 15sHeld up
7Evans: The iPhone 15 will feature a 3D video cameraBenedict Evans · 8sHeld up
8Evans: Generative AI will create a massive flood of automated search spamBenedict Evans · 26sHeld up
9Evans: AI search answers will drain web traffic from lifestyle publishersBenedict Evans · 30sHeld up
10Evans: Leading-edge chip fab capex will climb from $20B to $40BBenedict Evans · 12sHeld up
11Catton-Brown: Formula One will not secure its initial asking price for rightsToni Cowan-Brown · 6sHeld up
12Evans: Dating apps will integrate LLMs for flirty message generationBenedict Evans · 11sHeld up
13Evans: If Apple launches a $3,000 headset, it will sell negligible volumeBenedict Evans · 7sHeld up
14Evans: Running image generation models locally on phones is months or years awayBenedict Evans · 12sHeld up
15Evans: EU antitrust regulators will target Apple's APIs and App Store controlBenedict Evans · 7sHeld up
16Evans: China will target predatory mobile game monetization mechanicsBenedict Evans · 16sHeld up
17Evans: Winning VR/AR platforms will be open ecosystems like iPhoneBenedict Evans · 18sHeld up
18Evans: Substack will eventually build discovery tools to find newslettersBenedict Evans · 8sHeld up
19Benedict Evans: AI model training costs will drop as efficiency improvesBenedict Evans · 13sHeld up
20Evans: Anker will reach $2B revenue this year, half Logitech's sizeBenedict Evans · 15sHeld up
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