Ben Evans and The Great Unbundling

As always, Ben Evan’s excellent yearly review is well worth some time to work through. His discussion of 2020 and its impact looks at 4 areas:

  1. Cocid-19 impact (of course!)
  2. The unbundling of retail
  3. What’s going on in China
  4. Tech becomes a regulated industry

https://www.ben-evans.com/presentations

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