







Why AI conquered software first, and what that tells us about which industries are next.
On AI and building your own GIS software
Of the thousands of essays over the past two years surrounding AI and its implications are some very thought provoking ones with enormous implications for GIS. Some of the essays are around the the…

The Software Revolution
In human history, there have been three great technological revolutions and many smaller ones. The three great ones are the agricultural revolution, the industrial revolution, and the one we are...
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.

AI and the Destruction of the Creative Commons
The balance of software copyright protection and openness has always been fraught with minutiae and detail that bores all but the most nerdy of pedants. Yet, through much effort and 40 years of debate we had reached an equilibrium. Now AI has thrown that out the window.
Measuring the Impact of Early-2025 AI on Experienced Open-Source...
Despite widespread adoption, the impact of AI tools on software development in the wild remains understudied. We conduct a randomized controlled trial (RCT) to understand how AI tools at the...

"Code was never the hard part" is an insult to all programmers — Senko Rašić
The software development profession is in the midst of upheaval. Nobody knows how the AI revolution will play out in the end, but it is c...

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 New Software Lifecycle
I co-wrote a Google whitepaper about how AI is changing the software lifecycle. I'm not going to summarize the whole thing. Instead, here are the handful of ...

The third golden age of software engineering – thanks to AI, with Grady Booch
The third golden age of software engineering – thanks to AI, with Grady Booch
The Evolution of Software
Last week Chris Paik published a Google Doc titled, The End of Software, where he articulates the lowering cost of software development and potential implications. He ends the piece with a provocative statement: "Majoring in computer science today will be like majoring in journalism in the late...
Impressions from visiting OpenAI, Anthropic, & Cursor
A peek into where software engineering is headed from inside the sector’s leading AI labs. Agents running in the cloud are a major trend, while coding harnesses are spreading beyond the craft

Where is all the new, good software?
Here's a question we see, especially from AI skeptics: if AI coding is so great, shouldn't we be seeing more new, good software by now? Here are some answ...

The Real Reason We Still Need Software Developers in the World of AI
The dream of AI churning out perfect production-ready code doesn’t hold up against the reality of modern software development.

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.

Why AI hasn’t replaced software engineers, and won’t
Coding agents as normal technology
