Essays - Benedict Evans · Benedict Evans
articleinsightAI metrics
9 June 2025Strategy
Source excerpt
About Essays - Benedict EvansWith every platform shift, we want to measure the growth but we’re confused about what to measure. That’s partly a problem of data and definitions, but it’s really a question about what this is going to be.
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Apollo layer
What a founder can learn
Founder takeaway
Choose AI metrics only after defining what role you believe AI will play for your customers and business. Track measures that test that thesis rather than relying on the most visible growth numbers.
Why it matters
In a platform shift, ambiguous definitions and abundant data can create false confidence. Thesis-led measurement helps founders separate genuine customer value from activity and allocate scarce resources more deliberately.
Relevant guides
Put it to work
Write one sentence describing what AI will change for your customer, then identify the three metrics that would best confirm or disprove that belief.