







In technology, the obvious revolutions often come last.
AI is Creating Peak Software, Media is the Best Analogy
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Study Finds Consumers Are Actively Turned Off by Products That Use AI
Researchers have found that including the words "artificial intelligence" in product marketing is a major turn-off for consumers.

Why the tech industry can't keep up with the AI backlash
AI's externalities are growing faster than the industry can address them

The Scaling Era: An Oral History of AI, 2019–2025
An inside view of the AI revolution, from the people and companies making it happen.

Anthropomorphism Is Breaking Our Ability to Judge AI
Tech Policy Press fellow James Ball asks, how should we interact with a technology designed to ‘speak’ with us on what appear to be human terms?

What we can’t measure about AI – yet | Aeon Essays
The costs of transformative innovations are immediately clear: it’s the longterm gains that are hardest to understand

State of AI 2026 | The Industry-Defining Report
Explore how AI is shaping the digital economy in 2026, with 80+ pages of data on ad spend, app downloads, web behavior, user demographics, and so much more.

Presentations — Benedict Evans
Every year, I produce a big presentation exploring macro and strategic trends in the tech industry. New in May 2025, ‘AI eats the world’.

The Scaling Era: An Oral History of AI, 2019–2025
An inside view of the AI revolution, from the people an…

THE PEOPLE DO NOT YEARN FOR AUTOMATION
Software brain is changing the world, but most people still aren’t buying.

THE PEOPLE DO NOT YEARN FOR AUTOMATION
Software brain is changing the world, but most people still aren’t buying.

Future - The AI Tipping Point
Learn more about the latest advancements in the field of artificial intelligence over the last six months, from new innovative AI tools and services to how these are shaping consumers' online behavior.

Enterprise Philosophy and the First Wave of AI
The first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer …

The future of AI is already written
How physical and economic constraints determine which technologies get built, and why full AI automation is inevitable.

read the article making this argument and it just reinforced the 3d printing analogy. the industry hype with AI is 100x larger, but the pattern was a similar "this is going to change humanity" to "this is going to revolutionize specific industries" to "this will be a fun hobby for eccentrics"
Adam Conover
I’m sorry but “everyone is going to use AI to code their own apps” sounds like “everyone is going to learn HTML and code their own websites.“ like … have you met people? no they’re not