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266,130 followers   •   1,001 following   •   San Francisco   •   http://www.ben-evans.com/

Tech, mobile & media. Trying to work out what's going on, and what happens next. @a16z

Latest Scoops

Benedict Evans
BenedictEvans
indeed part of the tesla question is whether it gets vision working before lidar gets cheap but of course its
@chr1sa @nabeelI @kylebrussellndeed. Part of the Tesla question is whether it gets vision working before LIDAR gets cheap. But of course it’s possible that LIDAR gets cheap and even then no-one has AV working, including Tesla.
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Benedict Evans
BenedictEvans
today in crimes with no exit strategy
Today in crimes with no exit strategy. https://t.co/WUILzazdZY
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Benedict Evans
BenedictEvans
i have 8 voicemails from someone trying to sell me a list of sales leads that of itself probably proves theyre
I have 8 voicemails from someone trying to sell me a list of sales leads. That of itself probably proves they’re not very good.
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Benedict Evans
BenedictEvans
Benedict Evans
BenedictEvans
full self driving doesnt mean it probably crashes a bit less often than people it means it doesnt have a steer
‘Full self-driving’ doesn’t mean ‘it probably crashes a bit less often than people’. It means it doesn’t have a steering wheel.
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Benedict Evans
BenedictEvans
https://t.co/OJW5lxWvrm 🤷🏻‍♂️
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Benedict Evans
BenedictEvans
the gap in public versus industry perception around tesla is fascinating a lot of people outside tech think te
The gap in public versus industry perception around Tesla is fascinating. A lot of people outside tech think Tesla is way out in front on autonomy. Vastly fewer people in the field think so. Regardless of who is right, can’t recall many other examples of such a big gap.
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Benedict Evans
BenedictEvans
this weeks newsletter just went out to 115838 people
This week’s newsletter just went out to 115,838 people. https://t.co/FZf19oUVDK
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Benedict Evans
BenedictEvans
when was the first time teslas said it would ship l4 self driving next year
When was the first time Teslas said it would ship L4 self-driving ‘next year’?
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Benedict Evans
BenedictEvans
how otonomo with nearly 55 million in funding is illegally cloning our product
“How Otonomo, with nearly $55 million in funding, is illegally cloning our product” https://t.co/V4TSvSkSBp
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The Most Relevant

Benedict Evans
BenedictEvans
i run the innovation lab its like were a startup but inside a big company
“I run the innovation lab. It’s like we’re a startup, but inside a big company.” https://t.co/q3m7XysPNn
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Benedict Evans
BenedictEvans
image the pixar render farm in 1995 half of an iphone
Image: the Pixar render farm in 1995. Half of an iPhone.
Benedict Evans
BenedictEvans
the global sms system does around 20bn messages a day whatsapp is now doing 42bn with 57 engineers
The global SMS system does around 20bn messages a day. WhatsApp is now doing 42bn. With 57 engineers.
Benedict Evans
BenedictEvans
what do we want natural language processing when do we want it sorry when do we want what
WHAT DO WE WANT?
Natural language processing!
WHEN DO WE WANT IT?
Sorry, when do we want what?
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Benedict Evans
BenedictEvans
google search for medical bankruptcy by region
Google search for ‘medical bankruptcy’ by region
Benedict Evans
BenedictEvans
a key premise for the next decade it s easier for software to enter other industries than for other industries
A key premise for the next decade: it's easier for software to enter other industries than for other industries to hire software people
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Benedict Evans
BenedictEvans
russia today
Russia today.
Benedict Evans
BenedictEvans
sometimes i missing living in a country where the rule of law applies
Sometimes I missing living in a country where the rule of law applies. https://t.co/gP2FVXfHb2
Benedict Evans
BenedictEvans
i have a theory that all the silicon valley kids being sent on stem courses and coding camps aged 3 will grow
I have a theory that all the Silicon Valley kids being sent on STEM courses and coding camps aged 3 will grow up to be poets or philosophers out of pure rebellion
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Benedict Evans
BenedictEvans
this whole room of people is one excel spreadsheet imagine all the middle class unemployment excel created
This whole room of people is one Excel spreadsheet. Imagine all the middle-class unemployment Excel created
Total(1) => 0.16422700881958 f_f_QM(2) => 0.13918805122375 indS(2) => 0.097532033920288 indM(2) => 0.039687871932983 indM_1(2) => 0.0025429725646973 indM_2(2) => 0.00074911117553711 indM_4(2) => 0.0031020641326904 indM_5(2) => 0.0038208961486816 indM_6(2) => 0.0015392303466797 indM_7(2) => 0.0046942234039307 indM_8(2) => 0.0011160373687744 indM_9(2) => 0.0090291500091553 indM_10(2) => 0.01274299621582 f_f_pTL(2) => 0.023183107376099 f_f_dT(20) => 0.0226891040802