Benedict Evans
👤 PersonAppearances Over Time
Podcast Appearances
How will you choose what to buy?
What happens if I go to an LLM and say, what mattress should I buy?
What life insurance should I get?
How does that work?
That poses dozens of questions we don't know yet.
Then there's the question around like the differentiation in the LLMs as product.
Like it seems to me right now you could do like a double blind test of the same prompt given to Grok, Claude, Gemini, Mistral, DeepSeek.
Do a double blind test.
I bet most people wouldn't be able to tell which is which.
That question of like, is there product differentiation?
Can there be product differentiation around the LLM as consumer product?
Because right now the models are commodities, but ChatGPT is way, way, way, way, way more usage.
So ChatGPT is at the top of the app store rank.
Gemini bubbles between like 50 and 100.
None of the others are in the top 100.
Same in Google Trends.
Same in the usage numbers.
Same in the revenue.
There's revenue for corporate APIs.
Corporate is a whole other story.