Netflix, Shein and MrBeast — Benedict Evans
What does Netflix have in common with Shein, and why is MrBeast more interesting than Disney Plus?
What does Netflix have in common with Shein, and why is MrBeast more interesting than Disney Plus?
Amazon sold close to $40bn of advertising last year - bigger than Prime, bigger than the entire global newspaper industry and probably more profitable than AWS. But are these really ads, rent, or something else? And what does that mean for Google?
The wave of enthusiasm around generative networks feels like another Imagenet moment - a step change in what ‘AI’ can do that could generalise far beyond the cool demos. What can it create, and where are the humans in the loop?
Your boss wants an metaverse strategy, but what would that be, and what does metaverse even mean? If we strip away the noise, what can we say about this, and what can we predict?
The Covid Rotation turns, and ecommerce penetration is back to the trend line. But which trend line, and which penetration?
Amazon’s ad business is bigger than YouTube and more profitable than AWS. Shein is the biggest fast-fashion retailer in the US, with no stores. US pay TV subscribers have fallen by a third. Where do ad budgets go, where does rent go, and how many brands will there be?
‘Big tech’ buys hundreds of startups, but what are they, what does that mean for competition, and how does this fit into the broader market? How many more Instagrams are there, and how many DAOs?
What does a mailbox with 351 thousand unread emails say about Bauhaus, the Arts and Crafts movement, and the Metaverse?
‘Metaverse’ is the buzzword of the moment, yet it doesn’t really exist as more than a label on a whiteboard, and many of the ideas it tries to combine might not happen, or not like that. This might be the new ‘information highway.’ But however it works, some kind of break-out of new devices, new exp
‘Digital transformation’ sounds like a parody of meaningless tech marketing, but actually captures some pretty interesting and important shifts in big company tech. It’s not as exciting as crypto or AR, and it takes a decade or two, but it’s just as big as smartphones.
