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technology analysis

5 thinkers, books, and ideas connected to this field.

Thinker

Benedict Evans

British technology analyst who was a partner at Andreessen Horowitz and is now an independent analyst — known for rigorous, original analysis of technology trends, platform economics, and retail disruption through his newsletter and annual presentations.

ukventure capitaltechnology analysis
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Thinker

Bill Gurley

American venture capitalist and general partner at Benchmark Capital, lead investor in Uber, and one of Silicon Valley's most influential analytical thinkers on marketplace businesses and platform economics.

venture capitaltechnology analysismarketplace economics
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Thinker

Brad Gerstner

American investor and founder of Altimeter Capital, a crossover fund investing in public and private technology companies, known for high-conviction concentrated bets and public shareholder activism.

venture capitaltechnology analysispublic market investing
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Thinker

Chenyi Shi

Strategy Capital partner and collaborator with Hamilton Helmer, known for applying the 7 Powers framework to technology company analysis.

business strategyinvestingtechnology analysis
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Podcast

Step Change

Ben Eidelson's deep-dive podcast covering technology company histories, with a focus on fintech and infrastructure companies, modeled on the Acquired format.

technology analysisbusiness historyfintech
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