Tech analyst Benedict Evans — who has 175,000 subscribers to his weekly newsletter — has just published his big annual presentation about “what matters in tech?” This year’s is called “The New Gatekeepers.” And as is normally the case, he explores a number of macro… Read More
I don’t exactly know what “metaverse” means, but what is clear is that nobody really does right now. Here is an excerpt from a recent article by Benedict Evans: If the narrow definition of ‘metaverse’ is that VR and AR will be the next smartphone,… Read More
Each year, tech analyst Benedict Evans publishes a “big presentation” on the macro trends in the tech industry. This year’s presentation is now out (link here) and it’s called “Three Steps to the Future.” Not surprisingly, crypto, web3 and the metaverse feature prominently in his… Read More
This recent post by Benedict Evans talks about the firehose that is the internet. To illustrate this point, he gives the example of unread emails. If you were to look at your phone right now, how many unread emails would it show? My work email… Read More
Benedict Evans asks some great questions in this recent post about ecommerce penetration. Instead of just looking at the product itself and/or the way in which we buy it (online versus offline, for example), he focuses on the logistics model that accompanies the transaction. What… Read More
I was picking up food the other night on Bloor Street (via Uber Eats) and the lineup of delivery drivers outside of the restaurant was at least ten people deep when we arrived. While we were waiting, another handful of drivers pulled over to quickly… Read More
Amazon is sometimes criticized for its private labels. The way this generally works is that Amazon uses the data that it collects from its platform to see what customers are buying. It then goes out and makes its own version of these products and sells… Read More
Every year, Benedict Evans publishes a presentation about the “big macro tech trends” impacting the global economy. They are always excellent and I usually share them here on the blog. It’s also becoming harder and harder to differentiate tech trends from the rest of the… Read More
This is the topic of Benedict Evan’s latest blog post, which is all about the internet, regulation, and the rise of China, as well as other countries. The internet is now deeply ingrained in everyday life. As of 2017, about 40% of Americans had met… Read More
The United States and the United Kingdom recently published some official statistics on the impacts that this pandemic has had on ecommerce. The above chart is from Benedict Evans and he has some more over here. It’s worth a click through. What is clear is… Read More
BRANDON DONNELLY 