IADS Exclusive: Benedict Evans: From the great unbundling to the new gatekeepers

Benedict Evans is an independent analyst that looks at how tech impacts various industries including retail, advertising, media and others. He has spent six years with Andreessen Horowitz, one of the largest venture capital companies in the US, and prior to this experience, held various roles in strategy and business development in media and telecom companies, including in mobile phones when this was an “exciting, disruptive and sexy” industry.

Every year, he releases an extensive presentation on how he understands the tectonic shifts in technology and their impact on the other industries. The IADS reviewed his 2022 presentation and invited him as a guest speaker at the last IADS General Assembly in October 2022. Now that his 2023 presentation is released, “The New Gatekeepers”, we review how, for him, acceleration in tech is not disrupting retail per se, but rather creating the needed context for the appearance of new models.

IADS provides its members with a weekly in-depth analysis on retail-oriented topics. This is an example of the themes the Association regularly addresses, and the topic of an article from the IADS members-only newsletter date 1 March 2023.

*IADS Exclusives are for members only. You can subscribe to our Substack to recieve our weekly exclusives here.*