Ben Evans, who I’ve followed for years, provides in the video below a good explanation of what’s going on currently with AI, augmented reality, and cryptocurrencies. If you have 30 minutes, it is well worth the watch. It’s terrific!
Ben Evans started as an independent analyst covering the mobile industry and now works at the venture capital firm Andreessen Horowitz.
Some explanation of terms used in the presentation that you may be unfamiliar with:
- S-Curves are the growth path new technologies follow as they come to be adopted by the majority of customers. The curve resembles the left side of a bell curve, with adoption starting slowly as the technology is just being discovered, then accelerating, then decelerating when there are eventually fewer new customers left to be converted.