A review of the current state of AI through the lens of the Big Five tech companies.
AI and the Big Five
Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft.
State of AI Report 2025
The State of AI Report analyses the most interesting developments in AI. Read and download here.
Comparing U.S. and global attitudes toward AI
Five charts on how Americans feel about the current and future impact of AI on society, and how Americans’ views on the technology stack up against the rest of the world
Something Big Is Happening
A personal note for non-tech friends and family on what AI is starting to change.
March 2026 Global Dialogues Survey | Windfall Trust
Here’s what the world had to say about the AI economy
AI Economy Institute - Microsoft Research
The AI Economy Institute (AIEI) is Microsoft’s flagship think tank dedicated to shaping an inclusive, trustworthy AI economy. We building a network of scholars and convening that network with our subject matter experts to explore how artificial intelligence is transforming work, education, and productivity – and making this knowledge base available to policy-makers, educators, and […]
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 and companies making it happen.
Companies That Replaced Humans With AI Are Realizing Their Mistake
As AI agents have yet to pay for themselves, more and more executives are waking up to the sloppy reality of AI hype.
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.
What AI companies can do today to help with the most important century
Major AI companies can increase or reduce global catastrophic risks.
Scary New Report: Just 8 Percent of People Check AI Answers
It's time to talk with your people about best practices for using artificial intelligence.
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.
Study maps how ‘Big AI’ influences AI laws and oversight — Centre for Technomoral Futures
AI companies influence policy and regulation using similar techniques to Big Tobacco, Big Pharma and Big Oil, according to a new study by colleagues at University of Edinburgh, Trinity College Dublin, TU Delft and Carnegie Mellon University.
1/7 Proud to share our paper, accepted as an oral at ICML '26! We highlight how Big Tech’s influence on AI R&D drives damaging outcomes, and what we as researchers can do about it. We also discuss underlying economic causes. See link for paper, and below for a brief summary arxiv.org/abs/2512.03077
1/7 Proud to share our paper, accepted as an oral at ICML '26! We highlight how Big Tech’s influence on AI R&D drives damaging outcomes, and what we as researchers can do about it. We also discuss underlying economic causes. See link for paper, and below for a brief summary arxiv.org/abs/2512.03077
