Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
AI is not superhuman
What metaphor should drive the field of AI research?
AI Is a Waste of Time
The newest AI tools are accelerating basic research and scaring the general public. But many people are simply using them as toys.
AI is probably not a bubble
AI companies have revenue, demand, and paths to immense value
AI is probably not a bubble
AI companies have revenue, demand, and paths to immense value
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 ...
AI Is a Product of Humanity. Humanity Should Own AI.
Big Tech has looted humanity’s creative output to create artificial intelligence. We don’t just deserve a share of AI’s profits — we deserve control over it.
Knowing less about AI makes people more open to having it in their lives – new research
People with less AI literacy often see the technology as ‘magical’ and awe-inspiring.
Knowing less about AI makes people more open to having it in their lives – new research
People with less AI literacy often see the technology as ‘magical’ and awe-inspiring.
Stop saying that AI is just a tool and it only matters how it is used
I’m tired of this phrase and this simple way of thinking about tools. This blog post is a wandering train of thought on the topic of what tools are and why it matters to be even slightly more mature in how we think about them.
A Collectivist, Economic Perspective on AI
Information technology is in the midst of a revolution in which omnipresent data collection and machine learning are impacting the human world as never before. The word ``intelligence'' is being...
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’.
Deep Research, information vs. insight, and the nature of science
What AI will accelerate in the scientific process, what it cannot do, and how we can prepare for new manners of scientific investigation.
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
Something Big Is Happening
A personal note for non-tech friends and family on what AI is starting to change.
AI FOR EPISTEMICS & COORDINATION
Civilization and technology have radically improved the human condition. Nonetheless, the world sometimes goes in directions which essentially nobody would prefer — e.g., nuclear arms races, unexpected financial crashes, predatory marketing, or ubiquitous political misinformation.