







Before we get going — please enjoy my speech from Web Summit, Why Are All Tech Products Now Shit? I didn’t write the title. What if what we're seeing today isn't a glimpse of the future, but the new terms of the present? What if artificial intelligence isn'
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’.

People Loved the Dot-Com Boom. The A.I. Boom, Not So Much.
Tech leaders are beginning to worry about the public’s underwhelming enthusiasm for their plans to remake the world with artificial intelligence. Will that burst the bubble?

The Future Is Not Tech-Forward
On artificial intelligence, data centers, technological politics, and who gets to build the future.

WDR 2026: The Promise of Artificial Intelligence
The World Development Report 2026 explores how artificial intelligence is reshaping development as a general‑purpose technology.

AI Becomes the UI: When business logic moves to the AI tier, dashboards fade, and agents become the interface
In 2025, the Innovation Office at ServiceNow underwent the first phase of its transformation to study and produce original, future-forward research and thought leadership around AI business transformation, the future of work, quantum, the future of industries, smart spaces, and prototype innovative possibilities never imagined on the ServiceNow platform.

100 years of whatever this will be
What if all these weird tech trends actually add up to something? Last time, we explored why various bits of trendy technology are, in my o...
2025.21: The Upheaval Coming for the Internet Economy
The best Stratechery content from the week of May 19, 2025, including AI and the future of the web, slam dunks and moonshots at Google, and OpenAI entering the hardware business.

Something Big Is Happening
A personal note for non-tech friends and family on what AI is starting to change.

As the Federal Government Rushes Toward AI, Here Are Three Cautionary Tales — ProPublica
We’ve been reporting on cybersecurity for years. As President Donald Trump and his Cabinet say artificial intelligence will transform the nation, the messaging isn’t new. It follows a familiar pattern.

The AI browser wars are about to begin
Artificial intelligence is already writing an obituary for the internet as we know it. So why is everyone building new web browsers?

What’s the best technology that doesn’t exist yet?
We analyzed 100+ conversations and essays on positive futures to find out

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.

The Future of AI Should Serve People, Not Platforms - The Liquid Frontier
AI has begun to reshape every part of our digital experience. I keep coming back to Kranzberg’s first law of technology: “Technology is neither good nor bad;…
Deep Breath: Okay, Let’s Talk About That Controversial DLSS 5 Demo
The polarization over any and all uses of artificial intelligence and machine learning continues. And, to be clear, I very much understand why this is all so controversial. Any new technology that …

The idea of a "tech industry" has always relied on "computer" being a special kind of medium, akin to alchemy. And if tech demands to be king, AI hype has now elevated LLMs to a king of kings. But the solipsism has hit a dead end. The only way forward is to recognize that computers are not special.
LLMs are just normal technology. But tech is just a normal medium.
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