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Overview
What matters in tech? Newsletter, essays and presentations by Benedict Evans.
News
Ways to think about token pricing
AI is in a supply crunch today, but what happens when we come out of it? How and where will supply, demand, price, capacity and capex get back into equilibrium? Today, model labs can name their price, but why won't they end up as low-margin commodity infr
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Predicting AI job exposure
Many people would like to analyse which jobs, companies and industries are most exposed to AI, and assign scores, build charts, and map that against the progress of LLMs. I think this is mostly impossible: you don't know how the jobs will change, you don'
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How will OpenAI compete?
OpenAI has some big questions. It doesn't have unique tech. It has a big user base, but with limited engagement and stickiness and no network effect. The incumbents have matched the tech and are leveraging their product and distribution. And a lot of the
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AI, networks and Mechanical Turks
How far do LLMs give us a step change in how good a search and recommendation system can be? Do they let you build one without needing a vast user base of your own?
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AI metrics
With every platform shift, we want to measure the growth but we're confused about what to measure. That's partly a problem of data and definitions, but it's really a question about what this is going to be.
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