Benedict Evans
@benedictevans
Trying to work out what's going on, and what happens next. Mostly tech.
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Computers made analysis cheap, so we do far more analysis Desktop computers made design cheap, so there is far more design LLMs make images and text cheap, so... The Jevons Parado...
What happens when there are competing smartphone app stores? China is a case study. 700m+ Androids without Google services. Result: complexityโฆ and higher commissions. https://t.co...