What Benedict Evans thinks about Microsoft
Technology analyst whose weekly email on tech reaches over 150,000 readers. Publishes essays and an annual presentation on where the industry is going.
Everything they publish, on ppll ↗
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2 dated positions, 2025, in their own words. Our reading of what Benedict Evans has said — not written or endorsed by them.
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Their wordsIt wasn't clear that the browser wasn't where the value capture was cuz Microsoft crowbarred its way into dominance in browsers but that turned out not to matter and then all the value is in search advertising and social which were 5 years later and 10 years later and so like you can be very very clear that this is the thing and then still be completely unclear how it's going to work.
↗Why Everyone Is Wrong About AI (Including You) | Benedict Evansyoutube.com 2nd of 16 in this recording
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Our readingIncumbents have looked unbeatable at the start of every previous platform shift and have still lost.
Their wordsI'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.
↗Why Everyone Is Wrong About AI (Including You) | Benedict Evansyoutube.com 3rd of 16 in this recording