Yes, we bought one. What’s it like and what can we say that we didn’t say last summer? What has Apple built, what is it for, what does it mean for Meta, and why does it cost $3,500? 

Everyone needs an AI strategy (there was an email from the CEO!) but what would that mean? How does a big company work out how to deploy a new technology? How is this the same as every other platform shift, and how might it be different? 

Every year, Benedict produces a big presentation exploring macro and strategic trends in the tech industry. Here are some of the key takeaways from this year's presentation - AI, and everything else.

Presentation - https://www.ben-evans.com/presentations 

We spent the last 30 years building structures on top or instead of the raw links of the web, from Google to TikTok… but now LLMs might read all the links for us. 

ChatGPT and LLMs can do anything (or look like they can), so what can you do with them? How do you know? Do we move to chat bots as a magical general-purpose interface, or do we unbundle them back into single-purpose software?

A conversation with Leonard Brody, Co-Founder and Executive Chairman of Caravan. How do you build brands and consumer products in a world of infinite choice and infinite media? And how does celebrity fit into that? 

Caravan

Nine months on, everyone is still trying to understand where ChatGPT will go, but one big question for us: how is this useful, for us, today? What's the product? How does this get unbundled?

What is Threads? A Twitter that doesn't suck? Something else? Could it work? 

Two weeks after Apple showed us the Vision Pro - what have they built, what is it for, what does it mean for Meta, and why does it cost $3,500? Check back in 2025.

Apple's product pages (watch some of this if you haven't already). 

Apple does VR. We watched. We took pictures. We talk about it.