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Benedict Evans
Trying to work out what's going on, and what happens next. Curious. Easily bored. Single parent. Expat in San Francisco. .
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Benedict Evans 11m
I really don’t undertake why software makes a fundamental change to a long-term/short term lease arbitrage business. 🤷🏻‍♂️
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m_pszStevenSinofsky 26m
Replying to @stevesi
From July 1987. Every digital resource has always been like this. Limited. Software catches up. Limited. Repeat. Many said after 10 megapixels cameras were done. Canon & Nikon have 60+ megapixels soon and people need them. Then you need storage, CPU, memory, and...bandwidth.
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Benedict Evans 30m
No PD?
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Madhumita Murgia 2h
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Peter Rojas 3h
Bad look: Having a banker shop your seed deal. Worse look: Having that banker ask VCs to sign an NDA before they can see your pitch deck.
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Benedict Evans 3h
Replying to @SumocatS
The relevant comparator is 'what people spend on content'. it's an experiment because it's not clear how much iPhone repurchase it will drive.
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Downtown Josh Brown 3h
it's almost as if marijuana were an agricultural commodity that can be grown almost anywhere by almost anyone!
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Benedict Evans 5h
Replying to @gianni_casanova
Something can be both hard and a commodity
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Tim Cook 6h
We designed Apple Card to put privacy and security first. Thrilled to offer it to iPhone customers in the US starting today!
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Iain Martin 10h
China cries foul over Facebook, Twitter block of fake accounts "Overseas Chinese and students “of course have the right to express their point of view” says official, who actively blocks the expression of dissenting opinions within the mainland.
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priscilla page Aug 18
view of the theater district on Grand Avenue in St. Louis, photographed by Russell Froelich, 1944
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James Kirkup 13h
The immediate chaos that would follow a no-deal exit is far from the worst thing about no-deal. Its opponents need to explain the long-term reality.
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Google AI 24h
New research leverages Lite with MediaPipe to enable on-device, real-time hand tracking and gesture recognition, critical for applications such as and on-device understanding. Check it out with the pipeline here →
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Benedict Evans 5h
Yes, I wrote that exact post.
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Benedict Evans 5h
Replying to @kcoleman
This is why you need a dog
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Alex Stamos 15h
Replying to @alexstamos
We are going to keep seeing this pattern. “Full time child safety officer? Hate speech standards? Why? We aren’t Facebook.” Well, you added the ability for humans to show images to other humans so you are on the FB-spectrum.
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Benedict Evans 15h
Replying to @benedictevans
Also, Apple is so big that $6bn over 1-3 years still counts as an experiment
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Benedict Evans 15h
If Apple has ‘committed’ $6bn to TV, that won’t all be in one year, so for comparison purposes it’s a lower number. Meanwhile Netflix will apparently spend $15bn this year and has over $20bn of content on the balance sheet. Not quite play money but not a full-on attack on Netflix
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Benedict Evans 15h
Problem 2: how often do people replace their oven? ;)
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Benedict Evans 15h
Replying to @levie
‘Two ways to make money in software...’
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