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Benedict Evans

Toni Cowan-Brown

If you're looking for another over-scripted and edited podcast, this is not it. But if you want to listen to honest and unfiltered discussions about the latest in tech and its impact on society, welcome, you have come to the right place.

This is Another Podcast where two friends and colleagues discuss their overlapping experiences and perspectives on what happens in technology. We might know some of the same things, yet we also have different backgrounds and expertise, or at least, we ask different questions. 

Benedict Evans has worked in equity research, strategy and venture capital and owns lots of old phones; Toni Cowan-Brown works at the intersection of tech, policy and politics.

Another Podcast

It's time for Benedict's annual Tech Trends presentation. What's new, what's boring, what are the new questions?

The AI presentation

How can billion dollar chatbots differentiate when they're all doing the same thing in the same way?

- and -

Why is tech into F1, and why is F1 into tech?

A double episode: AI differentiation, and Apple does F1

It's easy to say what tech companies want from AI, but much harder to talk about the product strategy - they're all pretty much the same. "Just build a better model!" Where does that go? Can they differentiate? What would it mean to differentiate a product that can do 'everything' - what would different everythings be?

Looking for AI strategies

For the past decade, Benedict has given an annual presentation on the state of technology, and he did the latest at Slush in Helsinki last month. In this episode we discuss some of the challenges and issues that he tried to cover.

 

You can find the full presentation here - https://www.ben-evans.com/presentations

Ai eats the world

Benedict went from being a consultant to an analyst to having his own business, but in essence, he's always been an analyst. Toni went from policy to consultancy, then from B2B sales to Formula 1. After four years of doing the podcast, we thought it would be interesting to sit down and discuss how we got here and talk all things Formula 1.

From SAAS software to Formula 1

A quarter century after 'don't be evil', a judge has found that Google is abusing its monopoly in search. But no-one knows what happens next, and whether this ruling will change anything. Will Apple build a search engine? Will ChatGPT change search? Does it matter? There are many more questions than answers.

Google's Antitrust case

As we go into the summer, we know a lot more about generative AI than we did six or nine months ago - or at least, we have better questions.

The AI summer

Generative AI is the thing, and all new software will be built around it. But while everyone is experimenting and some people are getting huge value out of ChatGPT or Midjourney right now, others haven't worked out how to make it useful. Yet. So how do we find use-cases for a universal, general purpose, magical technology, and is that a crazy question?

Looking for AI use-cases

Will the US finally break up Tiktok? Will the EU break up the App Store? And why does Temu want to keep your orders under $800?

Tiktok, Apple and Temu

Are there questions that an AI chatbot shouldn't answer? Should it always give the 'right answer'? Are you sure? Google has egg on its face this week, but this isn't easy, and with generative AI, we're going to re-run all the arguments and panics we had over content moderation in the last decade.

Google Gemini and AI bias

What does 'focus' mean for a trillion dollar company? Amazon is buying doctors and Apple might be a bank - should we change our assumptions for what these kinds of companies would never do? How does the point of leverage change?

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When the point of leverage changes

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