Articles from www.ben-evans.com

Articles from www.ben-evans.com

An overview of macro tech trends for 2026, as “AI eats the world”: bubbles, the AI platform shift, Big Tech FOMO, capex, Nvidia, US power backlogs, and more (www.ben-evans.com)
24 days ago AI Nvidia

Apple's stumble with Vision Pro, followed by falling flat on its face with AI, suggests the company may be slipping into a Vista-like drift of poor execution (www.ben-evans.com)
2025-3-20 AI Apple

An overview of macro tech trends for 2025, focusing on generative AI, LLMs, scaling challenges with training ever bigger AI models, the capex surge, and more (www.ben-evans.com)
2024-11-25 AI

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