Presentations — Benedict Evans

kept by eddie may 19

Benedict Evans presents his annual slide deck on macro tech trends, arguing that rapid acceleration across retail, TV, advertising, and regulation is reshaping the global industry.

The Tech That Will Invade Our Lives in 2026 - The New York Times
The New York Times identifies conversational AI, autonomous vehicles, and spatial computing as the key technologies poised to reshape daily life in 2026.
also on #trends
2026 Spring Final
Benedict Evans argues AI models are becoming commodity infrastructure, with value shifting to applications, workflows, and proprietary data as the platform matures.
also on Benedict Evans, #business-strategy
Is AI Really Eating the World? - philippdubach.com
AI models are commoditizing, shifting value to applications and integration over model providers, despite massive infrastructure spending.
also on Benedict Evans, #business-strategy
State of Markets - by David George - a16z
a16z’s inaugural State of Markets deck finds that AI adoption drives a power-law market where top tech winners capture most revenue growth and multiples.
also on a16z, #technology, #business-strategy
Will AI Kill Spreadsheets? - a16z speedrun
AI code generation will replace many spreadsheet use cases by enabling non-technical users to build real software, though spreadsheets will persist for financial modeling and data exploration.
also on a16z, #business-strategy