benedictevans

7 ms·

1.
by benedictevans 11d ago
Who decides whether Linux is doing well enough? Who is responsible for fixing bugs or incorporating new requirements? Who is checking that it follows this month's new regulatory requirements? As the tasks scales to become more importa
2.
by benedictevans 11d ago
The entire essay explains why I think this is wrong. At a minimum, it is not 'undeniable' - I just denied it ;). Which part of the chain of reasoning I laid out do you disagree with, and why?
3.
by benedictevans 4mo ago
Ah, that’s different. Your question confused me because you said they were duplicate slides and they are not, and your word ‘predication’ looked like a typo by you.
4.
by benedictevans 4mo ago
There are no duplicate slides.
5.
by benedictevans 4mo ago
You are surprised to discover how an entire industry you know nothing about does things. You conclude that everyone in that industry must be an idiot doing bad work. This says far more about you than it does about me.
6.
by benedictevans 4mo ago
All of these points are simply wrong. I charted the revenue reported by Anthropic and OpenAI as gross and net because those are the numbers they disclose. Anthropic does not report net revenue nor give us any way to calculate that, and the
7.
by benedictevans 4mo ago
No, I've never said that, and never thought that. The actual text in that tweet is: " The blockchain can't lie, but you can lie to the blockchain" You don't know how to use Search, and this is beyond anything worth
8.
by benedictevans 4mo ago
I didn’t make any comparison at all with the fibre bubble, for precisely that reason. The comparison is with mobile data, which was and is always behind capacity. I think one of the things that the usage data shows us is that chatbots absol
9.
by benedictevans 4mo ago
No, I didn’t. I made my account private and stopped using twitter. And the actual tweet says the opposite - that NFTs would need to develop some kind of cultural grounding for them to become a investment, which they didn’t have at the time
10.
by benedictevans 4mo ago
Yes, I wrote about Rock’s Law too, but we don’t know that this is how these models will develop
11.
by benedictevans 4mo ago
I've made the semi comparison myself, but the amount of capital required to build a SOTA model today is clearly nowhere near enough to lead to a monopoly. I'm aware that telecoms networks are standardised (I was once a telecoms an
12.
by benedictevans 4mo ago
No, you have a different opinion about terminology, which ironically is one of the things I noted as pointless in the thread I posted.
13.
by benedictevans 4mo ago
No, I was using crypto and blockchain as interchangeable terms. I'm aware some people don't, but that's always how any person the space I've spoken to uses them
14.
by benedictevans 4mo ago
There’s a bunch of fuzzy metrics here, which is one reason I turned it back into a monthly number. The other issue (as you’ll see on the chart) is that Anthropic and openAI are recognising revenue in completely different ways.
15.
by benedictevans 4mo ago
This is hilarious. What am I going to do? Hire a hitman? if you’re going be a dick on the Internet, you should be a dick using your real name. I don’t think that’s a threat.
16.
by benedictevans 4mo ago
With each platform shift, some of the old players disappear and some of them become irrelevant - IBM is still with us but no one cares
17.
by benedictevans 4mo ago
I had that exact chart in a previous presentation.
18.
by benedictevans 4mo ago
Looking at a 80 slide deck and saying that the charts are 'fantasies' is not a germane criticism at all. it's handwaving.
19.
by benedictevans 4mo ago
Nope. This is the exact quote. Crypto today has a lot in common with both the internet in 1993 and the internet in 1999. Huge potential with few of the use cases invented yet, combined with froth, scams and delusion. This makes it easier to
20.
by benedictevans 4mo ago
Sure. So which chart does our anonymous coward think is a fantasy, and why?
21.
by benedictevans 4mo ago
'these charts are fantasies' is a non-criticism from an anonymous moron. If there is an actual criticism of an actual point, make it. Back when people were interested in Blockchains, I explained why people in tech were interested.
22.
by benedictevans 4mo ago
No, it's a really stupid lie. You can look at all my essays and presentations online. I've spent some time discussing why people are interested in blockchains as software platforms, and what would be good and bad arguments around
23.
by benedictevans 4mo ago
Well, yes. Anyone who tells you they know how this is going to work is an idiot.
24.
by benedictevans 7mo ago
Microsoft Google and Meta also had enormous reach, but that didn’t mean that they built everything on the Internet, nor could they.
25.
by benedictevans 7mo ago
You’ve missed the point completely - if the important experiences are things built on top of foundation models, where the model itself is just an API call, then you don’t need to have a foundation model for build them and the model is just
26.
by benedictevans 2y ago
Interesting, thanks. I think the higher level problem is that 1: I have no way to know this failure mode when using the product and 2: I don't really know if I can rely on Claude to get this right every single time either, or what els
27.
by benedictevans 2y ago
Have a look at the previous essay. I couldn't get ChatGPT 4o to give me a number in a PDF correctly even when I gave it the PDF, the page number, and the row and column. https://www.ben-evans.com/benedictevans/2025
28.
by benedictevans 2y ago
Deep Research doesn’t give the numbers that are in statcounter and statista. It’s choosing the wrong sources, but it’s also failing to represent them accurately.
29.
by benedictevans 2y ago
1: It's the TITLE of a 100 slide presentation. It's not the only thing it said, and it's a way to think about what was happening. 2: Mobile replaced the PC as the main way people use the internet and do their day-to-day compu
30.
by benedictevans 2y ago
Thank you - I will add this to my file of people expressing strong opinions of things they haven’t read and know nothing about.

More ›