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Blog, B2B SaaS Bart Dessaint Blog, B2B SaaS Bart Dessaint

Integrative SaaS: A new OS for the workplace?

There has been a proliferation – and fragmentation – of new work software in the cloud. End users can now pick and choose products that work for them, pioneered by the likes of Slack and Dropbox. But maintaining a coherent workflow across large teams is a struggle. So what should the “connective tissue” between SaaS applications look like?

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Blog Benedict Evans Blog Benedict Evans

Antitrust posturing

Late last year the US congress's antitrust committee held a series of hearings, and produced a 400 page report, on competition issues around big tech platforms. The report, co-authored by the new FTC nominee Lina Khan, essentially claimed that these companies are collectively the new Standard Oil, crushin

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Benedict Evans Benedict Evans

Boxes, trucks and bikes

The traditional way to think about ecommerce penetration is to look at share of total retail sales, and then deduct things like car repair, gasoline and restaurants - to get to ‘addressable retail’.

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Blog Benedict Evans Blog Benedict Evans

Apple, Fedex and the cookie apocalypse

We’re now a couple of weeks into Apple’s latest iOS privacy move. If you want to track users between apps and the web, or from an ad through the app store to an install, then you need to ask permission, and Apple has deliberately framed the question such that almost no-one will say yes.

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Benedict Evans Benedict Evans

Can Apple change ads?

Once upon a time, Apple was the iPod company. iPods were a much bigger business than the Mac, and they also made Apple a dominant force in the music industry.

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Benedict Evans Benedict Evans

Does Amazon know what it sells?

Of Amazon’s top 50 best-sellers in “Children's Vaccination & Immunisation”, close to 20 are by anti-vaccine polemicists, and 5 are novels about fictional pandemics. This poses two questions

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Blog Benedict Evans Blog Benedict Evans

Resetting the App Store

Apple launched the App Store in 2008, and tightened up the payment rules in 2011, and we’ve been arguing about it ever since. In many ways the issues haven’t really changed - it’s just that the numbers got a lot bigger.

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Blog Benedict Evans Blog Benedict Evans

Step changes in ecommerce

The recent lockdowns led to a forced adoption and forced experiment, and a lot of future growth was pulled forward into a couple of quarters. The UK had a much more rigorous lockdown than the USA, and it had a much larger increase in e-commerce adoption.

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Benedict Evans Benedict Evans

Is content moderation a dead end?

In the late 1990s, Microsoft was the evil empire, and a big part of ‘evil’ was that it was too closed - it made things too hard for developers. But then came the great malware explosion

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Chandar Lal Chandar Lal

Machine learning meets creative content

The merging of production tools and ML-driven creative tools will redefine creative processes. In the next 10 years we’ll be able to turbocharge templates to create whole new forms of rich media.

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Chandar Lal Chandar Lal

Amazon's private labels

Amazon is a big and very aggressive company, that’s radically changing how retailing works, and that attracts a lot of scrutiny and a lot of criticism. Some of this is entirely justified. However, there’s one strand of criticism that fascinates me because it attacks Amazon for something that’s been part of retail for 150 years - the private label business.

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