Subscribe
“Every failed idea from the dotcom bubble would work now."
Every year, Benedict Evans publishes a "big presentation" on the current trends in tech. They are always excellent and they help to put a lot of things into perspective. This year he covers everything from TV subscriptions to online mattress companies (there were 175 of them as of last year), and asks: What's next in tech?
New technologies have typically come in S-Curves (see above). They start out slow, see rapid growth, and then taper off. To use Benedict's wording, they go from stupid to exciting and then to boring. Smartphones are currently in the boring phase. Each new year sees only incremental change. So, what's next? That is still TBD.
To download a full copy of the presentation, click here.
Slide Image: Benedict Evans
Above is a screenshot from a presentation about the future of tech that Benedict Evans gave last week at venture capital firm a16z’s annual conference. And below is a video of the talk. If you can’t see it, click here.
[youtube https://www.youtube.com/watch?v=RF5VIwDYIJk&w=560&h=315]
The talk is positioned as “the end of the beginning.” In other words, here is where the internet and smartphones have taken us, but that’s just the beginning. Quote: “We used to do apartment listings [online] and now Opendoor will buy your home.”
It’s only 24 minutes and well worth a watch.
A friend of mine was in Scottsdale last month for an ICSC conference where Garrick H. Brown (VP of Retail Research for the Americas at Cushman & Wakefield) delivered this retail presentation.
My friend flipped it to me this week and below are a couple of slides that stood out as I scanned through it.
Apparently over the last five years, a new dollar store has opened every four hours in the US. That’s how quickly this category is growing. A race to the bottom.
“Every failed idea from the dotcom bubble would work now."
Every year, Benedict Evans publishes a "big presentation" on the current trends in tech. They are always excellent and they help to put a lot of things into perspective. This year he covers everything from TV subscriptions to online mattress companies (there were 175 of them as of last year), and asks: What's next in tech?
New technologies have typically come in S-Curves (see above). They start out slow, see rapid growth, and then taper off. To use Benedict's wording, they go from stupid to exciting and then to boring. Smartphones are currently in the boring phase. Each new year sees only incremental change. So, what's next? That is still TBD.
To download a full copy of the presentation, click here.
Slide Image: Benedict Evans
Above is a screenshot from a presentation about the future of tech that Benedict Evans gave last week at venture capital firm a16z’s annual conference. And below is a video of the talk. If you can’t see it, click here.
[youtube https://www.youtube.com/watch?v=RF5VIwDYIJk&w=560&h=315]
The talk is positioned as “the end of the beginning.” In other words, here is where the internet and smartphones have taken us, but that’s just the beginning. Quote: “We used to do apartment listings [online] and now Opendoor will buy your home.”
It’s only 24 minutes and well worth a watch.
A friend of mine was in Scottsdale last month for an ICSC conference where Garrick H. Brown (VP of Retail Research for the Americas at Cushman & Wakefield) delivered this retail presentation.
My friend flipped it to me this week and below are a couple of slides that stood out as I scanned through it.
Apparently over the last five years, a new dollar store has opened every four hours in the US. That’s how quickly this category is growing. A race to the bottom.
Food halls are hot and not just in the US. Check out: “5 huge food halls opening soon in Toronto”.
This is similar to a chart I posted a few weeks ago that pegged online grocery shopping in South Korea at closer to 20%. I’m still fascinated by this market share number and want to better understand what’s driving it.
This is an interesting chart that shows the relationship between retail square footage per capita and sales per square foot per capita. The US has lots of retail space per capita but low sales. Now look at Germany.
Finally, this is a chart that shows where household growth is expected to happen from 2016 to 2025. It follows a very clear historical trend of Americans moving from cold places to warmer/hot places.
For the full presentation, click here.
Food halls are hot and not just in the US. Check out: “5 huge food halls opening soon in Toronto”.
This is similar to a chart I posted a few weeks ago that pegged online grocery shopping in South Korea at closer to 20%. I’m still fascinated by this market share number and want to better understand what’s driving it.
This is an interesting chart that shows the relationship between retail square footage per capita and sales per square foot per capita. The US has lots of retail space per capita but low sales. Now look at Germany.
Finally, this is a chart that shows where household growth is expected to happen from 2016 to 2025. It follows a very clear historical trend of Americans moving from cold places to warmer/hot places.
For the full presentation, click here.
Share Dialog
Share Dialog
Share Dialog
Share Dialog
Share Dialog
Share Dialog
