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Benedict Evans

Benedict Evans

Technology Industry Analyst · Independent (formerly a16z)

Technology industry analysis, internet economy scale, mobile adoption, retail disruption thesis, advertising technology ecosystem

Benedict Evans is an independent technology analyst who previously worked at Andreessen Horowitz. He is best known for his annual "macro/mega trends" presentations on the technology industry, which are freely available online and have become essential reading for technology investors, executives, and policymakers seeking to understand the scale and direction of technology disruption. His presentations cover topics including mobile internet adoption curves, the transformation of retail by e-commerce, the advertising technology ecosystem, and AI's implications for the economy. His newsletter reaches hundreds of thousands of subscribers and his conference presentations are widely shared in technology and investment circles. His ability to frame structural technology shifts in terms of addressable markets, competitive dynamics, and regulatory exposure gives venture capitalists and public market investors a shared analytical vocabulary for evaluating technology companies at different stages of their growth cycles.

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