![]() You probably also assume that the US is a leader in online retail, we are all Prime members, right? But the UK, Scandinavia, and especially China have much bigger shares of retail online. And in the small print, it makes it clear that the red line in the above graph excludes cars, car-parts, gasoline, and restaurants & bars. But it is still "only" 15% of addressable retail. What happens when everyone is online? (we are pretty much there)Įcommerce is big and $500B is a big number.This forms the backbone of Ben's presentation, along with a third one that is has been rumbling in the background over the last year or so: So now that smartphones have reached the boring phase, what is the next big thing? You've probably seen those curves showing different markets, or how much faster smartphones were adopted than PCs, and how much faster PCs were adopted than TVs. The S-curve going from stupid to exciting (during growth phase) to boring (when it flattens) has been the model for high-tech adoption for over 50 years. The presentation is 130 slides long, so this post (and the one tomorrow) is my attempt to focus on a few highlights and give you enough of a teaser that you go and look at the original presentation. ![]() I gave this presentation at an event in Davos in January 2020, in partnership with Nasdaq and Protocol. Tech is becoming a regulated industry, but we don’t really know what that will mean. This year, "Standing on the shoulders of giants" looks at what it means that four billion people have a smartphone we connected everyone, and now we wonder what the Next Big Thing is, but meanwhile, connecting everyone means we connected all the problems. His own summary of the presentation is:Įvery year, I produce a big presentation digging into macro and strategic trends in the tech industry. He recently left a16z to return to the UK (he's English) and so his presentation this year was delayed and given at Davos. For the last five or six years, Benedict Evans worked at Andreesen-Horowitz (a16z) and would do a big presentation on the state and future of the internet at the end of each year.
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