Benedict Evans: The Great Unbundling
Update: 2021-11-05
Description
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 changes everything from one direction and regulation comes from the other. Benedict Evans gives an update on the macro and strategic trends in the tech industry.
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