https://www.ben-evans.com/presentations Benedict Evans Newsletter Essays Presentations About/Contact [ ] NewsletterEssaysPresentationsAbout/Contact Benedict Evans Presentations --------------------------------------------------------------------- The great unbundling Covid brought shock and a lot of broken habits to tech, but mostly, it accelerates everything that was already changing. 20 trillion dollars of retail, brands, TV and advertising is being overturned, and software is remaking everything from cars to pharma. Meanwhile, China has more smartphone users than Europe and the USA combined, and India is close behind - technology and innovation will be much more widely spread. For that and lots of other reasons, tech is becoming a regulated industry, but if we step over the slogans, what does that actually mean? Tech is entering its second 50 years. I first gave this presentation at an event in January 2021, in partnership with Nasdaq and Protocol. --------------------------------------------------------------------- Older presentations 2016: Mobile is eating the World 2015: Mobile is eating the World 2013: Mobile is eating the World 2020: Shoulders of Giants 2018: The End of the Beginning 2017: Ten Year Futures Winter 2020: European unicorns WELCOME Subscribe What mattered in tech this week? Once a week, I send a newsletter to 150,000 people - what happened in tech that actually mattered, and what it means. I pick out the changes and ideas you don't want to miss in all the noise, and give them context and analysis. Sign up here --------------------------------------------------------------------- (c) Benedict Evans Sand Hill Rd, Menlo Park, CA, United States