Benedict Evans: Big tech only wins when a new business extends what it already does
Aiden_Tech_Ai · x · 2026-11-07
In a Lightspeed India interview, Benedict Evans addresses the question every founder building on frontier models gets: what if the lab builds your product? His historical answer — Microsoft built Expedia, Bing and pushed Office; mobile operators tried to own every app — big companies win only when a new business becomes an extension of what they already do well, and fail miserably outside it. The hard part is never the code; it's spotting problems customers don't know they have and getting an industry to change how it works.
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