Aug 30, 2020
In episode 331, Benedict Evans, the independent analyst and
venture partner from Mosaic Ventures & Entrepreneur First,
joined us in the first of the two episodes to discuss the major
topics that are dominating the global technology landscape. We
began the conversation with his recent stint with Andreessen
Horowitz (a16z) in Silicon Valley and the key takeaways during his
stay there. Then we dived deep into the key topics which
dominate the global technology landscape: tech regulation of the
major Internet giants, the app store conversation featuring Fornite
vs Apple and the decoupling of the global supply chain with China
Here are the interesting show notes and links to the
- Benedict Evans (@benedictevans , LinkedIn, Personal Site, Essays, Newsletter), Venture
Partner of Mosaic Ventures & Entrepreneur First &
we had the first conversation with you, you were a partner in the
renowned Silicon Valley venture capital firm, Andreessen Horowitz, the first question for
us, what are the key takeaways thinking about technology from the
lens of a venture capitalist in Silicon Valley?
you have moved back to the United Kingdom, what have you been up
Regulation and App Stores
Would breaking up big tech work?
What would? and App
Stores, Trust & Anti Trust
start with the recent movement in the US by the Congress to call
for the break up of the four major tech companies: Google,
Facebook, Amazon and Apple and potentially restricting their
M&A activity. We have the leaders of these four tech companies
brought before the Congressional hearings.
looking at the hearings, what does the regulators get right and
wrong about big technology companies and insist that the only way
is to ‘break them up’?
we learn from history on how we should think about breaking up big
technology companies? For example drawing on what they did to
Standard Oil during the gilded age in the 1900s in the
- The decoupling of global supply chains
- Currently, China’s market is 3x times larger
than the US. The Indian market is teaming up with US companies to
move their supply chain out from China to India, for example,
Apple. Will the Chinese and Indian Internet outsize the US market
so that it is no longer the axis of innovation and technology
growth in the next few decades?
you think that the future of the Internet is going to be
“balkanized”: China, India, Europe, US and the rest of the
the decoupling of supply chains between China and the US change the
way the technology sector will evolve in the next few
The show is hosted and produced by Carol Yin (@CarolYujiaYin) and
originally created by Bernard Leong (@bernardleong, Linkedin). Sound
credits for the intro music: Taro Iwashiro, "The Beginning" from
Red Cliff Soundtrack.