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Drawn from what Benedict Evans said
Microsoft The company and its bets: Copilot, the office tools business, and what agents do to both.
Word for word, with the source under each one. They did not write this page.
Technology analyst whose weekly email on tech reaches over 150,000 readers
I'm pretty sure people thought Microsoft had an advantage on the internet and Google and um Meta had an advantage on mobile and everyone thought IBM was going to win PCs. Like once IBM made a PC, that was it. It's all over now. And we kind of forget that like there were PCs before and then IBM made one and that kind of became the standard but then IBM lost it.
Where this was said
Watch from 0:06:08 plays here↗Why Everyone Is Wrong About AI (Including You) | Benedict Evansyoutube.com
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