What Benedict Evans thinks about Apple

@benedict-evans · 16 positions · On ppll ↗

Technology analyst whose weekly email on tech reaches over 150,000 readers. Publishes essays and an annual presentation on where the industry is going.

Benedict Evans did not write this page.

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Only Benedict Evans on Apple. See everyone on Apple

1 dated position, 2025, in their own words. Our reading of what Benedict Evans has said — not written or endorsed by them.

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1. 2 Sept 2025

   Our readingApple's risk is being reduced to hardware: people keep buying the best phone while everything they do on it comes from someone else's model.

   batteries

   Their wordsBut you're still going to buy a smartphone. You're still going to buy the nice one with a good battery and the fast chip to run the models and the good screen and the best camera, which will still be an iPhone because Apple still has the best chip team and a whole bunch of other hardware advantages. But everything you do on it will be from someone else.

   ↗Why Everyone Is Wrong About AI (Including You) | Benedict Evansyoutube.com 15th of 16 in this recording