Recent essays
Topics
© Benedict Evans, 2010-2020
Microsoft and IBM each dominated their generation of tech, and they each lost that dominance, not because of anything they did, nor because of anti-trust, but because the business they controlled stopped being the centre of tech.
Amazon is a big company, but what does that mean? How big is ‘big’? What does ‘dominant’ or ‘scale’ or ‘huge’ mean when US retail is $6 trillion every year?
In the last 5-6 years, machine learning has gone from ‘crazy idea from the 1980s’ to ‘software’. That has come with several waves of deployment and several waves of company creation, as we work out what do do with it. It’s the new SQL.
© Benedict Evans, 2010-2020