Benedict Evans

Let's talk about, are you using a consumer-facing LLM chatbot?

Like you're going to chat to your PT or Claude and asking questions.

Like that's the number we want to look at.

And to me, there's a bunch of, you could matrix this.

So some of this is, it's early.

There's a counterpoint here, which if people do the chart and they say, oh my God, it's so fast.

It's like, it's faster than smartphones.

Yes, because you didn't need to buy a thousand dollar smartphone.

It's faster than PCs.

Yes, because you know what PCs cost in the 80s, adjusted for inflation?

It's like five grand.

Yeah, it's free for a lot of them.

It's free.

It's a website.

You just go there.

Of course, it's got faster adoption and there's way more people online as well.

So even the absolute numbers are faster than they were for Facebook 20 years ago, 15 years ago, because there's way more people online now.

Yes.

So that's, again, an example of my unfair but relevant comparison.

You're sort of standing on the shoulders of giants.