What Benedict Evans thinks about innovation

@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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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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2 Sept 2025

Our readingWhat destroyed Kodak was not missing digital photography but that digital cameras were an undifferentiated low-margin commodity.

Their wordsfilm was this high margin product where they had a bunch of unique intellectual property and digital cameras are a low margin um commodity where they were competing with the entire consumer electronics industry with no differentiation.

↗Why Everyone Is Wrong About AI (Including You) | Benedict Evansyoutube.com 4th of 16 in this recording