Trying to work out what's going on, and what happens next. Mostly tech. Past lives in equity research, strategy and venture capital. Yes, I have a newsletter.

Zoom
Joined March 2007
So - I published a new presentation, on technology in 2020 and 2021: 'The Great Unbundling'. ben-evans.com/presentations
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Benedict Evans retweeted
Thanks @benedictevans for Mainframes, ML and digital transformation bit.ly/3EAYNb7
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Benedict Evans retweeted
Seriously, stop doing this. Password rotation is prohibited in NIST 800-63, OWASP Application Security Verification Standard, and the OWASP Top 10. In 1979, Morris and Thompson discussed this "control" in a paper. Even back then found that it was weak in 1979 on a PDP 11 (!!!)
Your regular reminder that if your org has a "mandatory password change after n days" policy, something like 90% of your org probably has a password of the form "weakpasswordM" where M is the number of n-day periods the staff member in question has worked there.
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Benedict Evans retweeted
The Facebook Portal is the best way to video chat. Most requested feature is portability - which is now available with the Portal Go! tech.fb.com/facebook-adds-tw…
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This week’s newsletter just went out to 160k people - issue 406. The Facebook files, Telenor leaving Myanmar, Tiktok showing porn to kids, Amazon purging Chinese vendors, and jet-powered bicycles. You should subscribe. ben-evans.com/newsletter
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Finally nailed my WFH setup.
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Cities are dead and everyone will work from everywhere.
For more than 20 years, New York City has been home to so many Googlers - excited to continue growing there and support the city’s economic recovery with our purchase of St. John’s Terminal in Manhattan. blog.google/inside-google/co…
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I would not have guessed that 2021 could support three print magazines about Linux
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Benedict Evans retweeted
So much can happen in a short 30 months! From that first @seedcamp cheque in 2019 to today, with @SorareHQ raising the largest Series B in European history.
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Benedict Evans retweeted
Details of some 100 million visitors to Thailand exposed online. "Any foreigner who travelled to Thailand in the last decade might have had their information exposed in the incident”, including their name, passport number and residency status." - scmp.com/news/asia/southeast…
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Newspapers publishers looking at Universal Music
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Benedict Evans retweeted
Very good thread on rules and consequences.
Unfortunately the way this is usually implemented is “X stamps and we fire you as a customer.” In much of the world, banks are not obligated to continue doing business with people who cause them lots of headaches or cost, and the headaches/cost are not evenly distributed.
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2/ What Apple does is “relentless execution” coupled with a “long-term and focused point of view”. And they do that by releasing Every. Single. Year. At. The. Same. Time. I guess after all this time, this fact is so taken for granted that we sometimes fail to appreciate it.
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Someone unsubscribed from my newsletter because I didn’t give ‘actionable stock ideas’. This is true, but also, not true at all.
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Benedict Evans retweeted
Germany auto production was 20+% electric in July via @SonjavanRenssen
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Benedict Evans retweeted
16/ There is nothing intrinsic about fungible tokens that needs to be related to money and finance, and nothing intrinsic about NFTs that needs to be related to art and collectibles.
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Benedict Evans retweeted
🎙 A new episode of Another podcast is out. This is the episode where I learn that @benedictevans hasn't seen the inside of a gym since 92' and Benedict gives up on the idea that I'll one day sit through an entire Apple conference. another-podcast.simplecast.c…
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Benedict Evans retweeted
Social media isn’t the first, and it won’t be the last, technology we worry about. We learned little from the radio, comics, and games panics of yesteryear whilst those who preyed on our anxieties profited. The same is happening today; parents and policymakers deserve better.
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