Benedict Evans

Benedict Evans

Creator
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Independent technology analyst, former a16z partner and newsletter author

AI Will Erase Complex Reward Calculations Across Industries
SocialApr 12, 2026

AI Will Erase Complex Reward Calculations Across Industries

I wonder what happens to the profitability of airline and credit card point systems when an agent can do the hard work of calculating how and where to apply your rewards and make the bookings for you, instead of you...

By Benedict Evans
Generative AI's Biggest Flaw: You Can't Verify Results
SocialApr 11, 2026

Generative AI's Biggest Flaw: You Can't Verify Results

For every new technology there’s a bunch of stuff that doesn’t work yet, and some of that will be fixed next week, some next month and some not for five or 10 years. The difference for generative AI is that...

By Benedict Evans
Northern Europe Matches US AI Adoption, Others Lag
SocialApr 10, 2026

Northern Europe Matches US AI Adoption, Others Lag

The spread of AI use across the EU is entirely unsurprising, and look like any other digital adoption stat. Scandi, Benelux and other small northern countries (plus the UK) are at par with the USA and sometimes ahead - others...

By Benedict Evans
AI's Real Impact Hides In
SocialApr 9, 2026

AI's Real Impact Hides In

One interesting aspect of AI deployment is that for any given industry, the use case that seems really obvious and immediate to outsiders is quite different from one that insiders immediately think of, and often that’s a use case that...

By Benedict Evans
Chart Reveals Dramatic Trend Despite Revenue Recognition Caveats
SocialApr 7, 2026

Chart Reveals Dramatic Trend Despite Revenue Recognition Caveats

There are plenty of caveats to this chart (not least how partnership revenue is recognised) but this is a pretty dramatic story

By Benedict Evans
Airships Could Scout Below Clouds via Cable‑hung Explorer
SocialApr 4, 2026

Airships Could Scout Below Clouds via Cable‑hung Explorer

My new favourite fact about airships is that if you were lost in cloud and didn't know where you were, you could put a man in a capsule and lower him on a cable below the clouds, so he could...

By Benedict Evans
Manned Spaceflight: Expensive Self‑Expression Without Practical Value
SocialApr 4, 2026

Manned Spaceflight: Expensive Self‑Expression Without Practical Value

My most contrarian opinion might now be that manned space light is a very expensive sort of self expression. There’s no scientific or economic or any other tangible value. We’re not going anywhere, there’s nowhere to go, and there’s nothing...

By Benedict Evans
Study Overlooks Construction Heat, Skews Data Centre Impact
SocialApr 3, 2026

Study Overlooks Construction Heat, Skews Data Centre Impact

Looking at a viral academic study that claims to analyse local area heating effects of data centre construction on green-field sites, that does not control for the heating effects of *any* construction on green-field sites.

By Benedict Evans
Hold Out for Nine‑Figure Exit, Not Just Revenue
SocialApr 3, 2026

Hold Out for Nine‑Figure Exit, Not Just Revenue

If I had managed to create a media business did 1 million last year, would do 10 or 15 this year and 50 to 100 next year, I would hold out for nine figures as well. It’s not necessarily that you...

By Benedict Evans
AI Agents on PCs Echo 90s Web‑server Hype
SocialMar 19, 2026

AI Agents on PCs Echo 90s Web‑server Hype

This week’s idea that the future of AI is everybody running AI agents locally on their computer reminds me a lot at the moment in the mid 90s when people thought that everyone working in a big company would have...

By Benedict Evans
IPhones Democratize Video; Podcasts Now Cost TV‑level Production
SocialMar 19, 2026

IPhones Democratize Video; Podcasts Now Cost TV‑level Production

iPhones have massively democratised video production. Also, every 'podcast' is now a TV show with a felt-lined room and $20k of gear.

By Benedict Evans
Scanning a QR Code with CSAM: Who’s Criminally Liable?
SocialMar 14, 2026

Scanning a QR Code with CSAM: Who’s Criminally Liable?

A legal thought experiment: if you scan a QR code and it loads CSAM on your phone, who goes to prison?

By Benedict Evans
More Business Seats Push Luxury Travelers Toward First Class
SocialMar 13, 2026

More Business Seats Push Luxury Travelers Toward First Class

Idly wondering if the airlines’ expansion of business class to half the plane makes a certain kind of person more likely to buy First Class instead.

By Benedict Evans
Subscriber Counts Are Vanity; Track Open Rates Instead
SocialMar 12, 2026

Subscriber Counts Are Vanity; Track Open Rates Instead

Newletter subscribers is the perfect vanity metric, especially for people with no opt-in or catchpa. What’s your open rate? How many people are actually reading it every week?

By Benedict Evans