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benedictevans - Benedict Evans
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Latest posts
Last updated 17 days ago
Ways to think about token pricing
17 days ago
There are only two things you can say with certainty about token...
How will OpenAI compete?
5 months ago
“Jakub and Mark set the research direction for the long run. Then...
AI, networks and Mechanical Turks
8 months ago
Any consumer internet system with critical mass becomes, in part, a Mechanical...
AI’s metrics question
about 1 year ago
In the early days of the consumer Internet, a lot of metrics...
GenAI’s adoption puzzle
about 1 year ago
This chart is very ‘glass half-empty or half-full?’, and it’s a puzzle....
What kind of disruption?
over 1 year ago
I made this slide for a presentation I’m giving next week, but...
Apple innovation and execution
over 1 year ago
People have been claiming that Apple has forgotten how to innovate since...
The Deep Research problem
over 1 year ago
Most what I do for living is research and analysis. I think...
Competing in search
almost 2 years ago
A search engine is a vast mechanical Turk - a reinforcement learning...