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Business 30 articles
How will OpenAI compete?
📊 Business Benedict Evans 7 min read

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…

AI, networks and Mechanical Turks
📊 Business Benedict Evans 5 min read

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…

AI metrics
📊 Business Benedict Evans 2 min read

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…

GenAI’s adoption puzzle
📊 Business Benedict Evans 3 min read

Generative AI chatbots might be a life-changing transformation in the nature of computing, that can replace all software, but so far, most of its users only pick it up every…

The AI Agent Race Heats Up: Who’s Leading in 2025?
🤖 Business TOPBOTS 7 min read

Autonomous AI agents – once a sci-fi concept – are rapidly becoming a mainstream reality. These agents don’t just chat; they plan, reason, and act across digital environments to achieve…

What kind of disruption?
📊 Business Benedict Evans 1 min read

Software ate the world. Uber and Airbnb didn’t sell software - they disrupted and redefined markets. But what kind of disruption are we talking about ?

Apple innovation and execution
📊 Business Benedict Evans 4 min read

It matters that Apple’s new Siri will be late, and it matters more that Apple didn’t realise. Is it more than that?

The Deep Research problem
📊 Business Benedict Evans 6 min read

OpenAI’s Deep Research is built for me, and I can’t use it. It’s another amazing demo, until it breaks. But it breaks in really interesting ways.

Injecting Domain Expertise Into Your AI System
🤖 Business TOPBOTS 18 min read

When starting their AI initiatives, many companies are trapped in silos and treat AI as a purely technical enterprise, sidelining domain experts or involving them too late. They end up…

Carving Out Your Competitive Advantage With AI
🤖 Business TOPBOTS 15 min read

When I talk to corporate customers, there is often this idea that AI, while powerful, won’t give any company a lasting competitive edge. After all, over the past two years,…

Are better models better?
📊 Business Benedict Evans 6 min read

Every week there’s a better AI model that gives better answers. But a lot of questions don’t have better answers, only ‘right’ answers, and these models can’t do that. So…

Competing in search
📊 Business Benedict Evans 5 min read

A quarter century after ‘don't be evil’ a judge has found that Google is abusing its monopoly in search. But no-one knows what happens next, and whether this ruling will…

The AI summer
📊 Business Benedict Evans 3 min read

Hundreds of millions of people have tried ChatGPT, but most of them haven’t been back. Every big company has done a pilot, but far fewer are in deployment. Some of…

The VR winter continues
📊 Business Benedict Evans 2 min read

Meta has spent at least $50bn on VR and AR so far, but we’re still in the VR winter: the devices aren’t good enough or cheap enough and the user…

Apple intelligence and AI maximalism
📊 Business Benedict Evans 7 min read

Apple has showed a bunch of cool ideas for generative AI, but much more, it is pointing to most of the big questions and proposing a different answer - that…

Building AI products
📊 Business Benedict Evans 2 min read

How do we build mass-market products that change the world around a technology that gets things ‘wrong’? What does wrong mean, and how is that useful?

Ways to think about AGI
📊 Business Benedict Evans 11 min read

How do we think about a fundamentally unknown and unknowable risk, when the experts agree only that they have no idea?