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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

Every big company deployed Copilot. Hmm. That doesn't seem to have changed everything, so now what? How does this work, how do change management and 'AI deploycos' turn out, and how does this fit into 'normal technology'?

AI deployment

AI makes it easy for anyone to build tools to automate their work... except most people and most companies aren't tool-builders, don't think like that, and can't and won't do that. This is why software companies and consultants exist - AI changes the thresholds but not the problem.

Most people and companies aren't tool-builders

AI is in a supply crunch today, but what happens when we come out of it? How and where will supply, demand, price, capacity and capex get back into equilibrium? Today, model labs can name their price, but why won’t they end up as low-margin commodity infrastructure?

Token pricing

Twice a year, Benedict publishes a big presentation exploring macro and strategic trends in the tech industry, and the latest came out a few weeks ago. These days, that means AI. What's new and what are the big questions?

The spring updates on AI

How do you know what AI will do to your industry? Your company? Your job? The easy, obvious answer is to add up the things you do that can be automated, but it’s probably better to ask how the job will change, and to ask what your job really means. Is AI tackling the easy part or the hard part? What are your customers really buying?

What jobs are AI jobs?

OpenAI has some big questions. It doesn’t have unique tech. It has a big user base, but with limited engagement and stickiness and no network effect. The incumbents have matched the tech and are leveraging their product and distribution. And a lot of the value and leverage will come from new experiences that haven’t been invented yet, and it can’t invent all of those itself. What’s the plan?

The end of the network effect

What does AI do to software? What's a more interesting answer than 'no, this won't kill SaaS'? And what comes after the euphoria?

AI and SaaS

OpenAI has all the mindshare and 800m weekly active users, but the models remain commodities and platforms with their own distribution are coming up fast. How will it compete? How will any of this work? How can you differentiate AI?

How does OpenAI compete?

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

Benedict and Toni discuss Amazon and solving problems.

Follow Benedict on Twitter

Follow Toni on Twitter

Bezos and the Amazon machine

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