Benedict Evans, the highly respected tech journalist and analyst, produces a big presentation every year exploring strategic trends in society and the technology industry.
This year’s presentation is called The great Unbundling.
There are a lot of thought-provoking data in it. In summary, he makes a case that Covid-19 created a shock and a lot of broken habits but, mostly, it has accelerated changes that had been under way for a long time.
20 trillion dollars of retail, brands, TV, and advertising is being overturned, and software is remaking everything from cars to pharma.