Independent Analyst
Benedict Evans Consulting
Benedict Evans is an independent technology analyst known globally for his incisive analysis of macro trends shaping technology, media, and commerce. With more than 20 years of experience across equity research, strategy, consulting, and venture capital, Evans specializes in helping senior leaders understand how platform shifts—such as mobile, cloud, and artificial intelligence—reshape industries and competitive dynamics.
Evans was previously a partner at Andreessen Horowitz, where he focused on major technology platforms and emerging market opportunities. Earlier in his career, he held roles in equity research and strategy at companies including Orange, Channel 4, and NBCUniversal.
Today, Evans writes one of the most influential newsletters in the technology industry, reaching over 175,000 subscribers, and produces widely cited presentations on global technology trends, including the impact of AI on business and society. He also advises Fortune 500 companies and speaks at leading global conferences, helping executives interpret technological change and its strategic implications.
Friday Jul 24
12:00pm - 12:30pm
Twice a year, Benedict Evans publishes his definitive macro trends presentation to answer a simple question: what’s actually changing, and what does it mean? His latest analysis argues that AI is becoming a foundational computing layer, reshaping discovery, advertising, commerce architecture, and enterprise operations across every industry. For retailers, this shift extends far beyond chatbots. AI agents will transform how consumers discover products, how media and advertising drive demand, and how commerce platforms must evolve to become machine-readable and composable. In this data-driven session, Benedict will separate signal from noise, helping retail leaders understand which AI trends will matter most – and how to position their organizations for the next wave of platform and commerce transformation.
