New Productivity

There's a wave of companies trying to find new ways to make software for work, building bundles of workflows and networks that capture the spreadsheets, emails and phone calls of some industry or profession and turn them into structure, automation and time.

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ProductivityBenedict Evans
Netflix is not a tech company

Like Sky before it, Netflix is a television company using tech as a crowbar for market entry. The tech has to be good, but it’s still fundamentally a commodity, and all of the questions that matter are TV questions. The same applies to Tesla, and indeed to many other companies using software to enter other industries, especially D2C - what are the questions that matter?

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TVBenedict Evans
Humans in the loop

Internet platforms are mechanical Turks - they can only understand things by finding a way to leverage vast numbers of humans. They’re distributed computers where all of us are the CPUs. How does that affect how we think about abuse, and how might machine learning change this? 

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Apple as the new Disney

Apple’s talk about services got specific with a bunch of news subscription services. Most of them are sensible and worthy iteration, but the company still hasn’t explained exactly what it plans with its push into commissioning billions of dollars of premium TV (Spielberg! Oprah!). Maybe all of this is about trust: the old Apple promise was that you don't have to worry if the tech works, and the new promise is you don't have to worry if the tech is scamming you. 

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AppleBenedict Evans