Another Podcast
Benedict Evans, Toni Cowan-Brown
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Two friends and colleagues, Benedict Evans and Toni Cowan-Brown, have honest and unfiltered discussions about the latest in tech and its impact on society. They bring overlapping experiences and perspectives, with different backgrounds and expertise. The podcast is not over-scripted or edited, offering raw conversations about technology.
Epizódok
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What jobs are AI jobs? 16.04.2026 29pHow 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?
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The end of the network effect 28.02.2026 26pOpenAI 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?
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AI and SaaS 23.02.2026 31pWhat does AI do to software? What's a more interesting answer than 'no, this won't kill SaaS'? And what comes after the euphoria?
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How does OpenAI compete? 20.12.2025 20pOpenAI 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?
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The AI presentation 16.11.2025 38pIt's time for Benedict's annual Tech Trends presentation. What's new, what's boring, what are the new questions?
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A double episode: AI differentiation, and Apple does F1 21.08.2025 46pHow 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?
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Looking for AI strategies 05.04.2025 27pIt'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?
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Ai eats the world 08.12.2024 42pFor 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
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From SAAS software to Formula 1 11.10.2024 45pBenedict 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.
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Google's Antitrust case 19.08.2024 37pA 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.
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The AI summer 01.07.2024 37pAs 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.
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Looking for AI use-cases 01.04.2024 31pGenerative 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?
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Tiktok, Apple and Temu 13.03.2024 34pWill 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?
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Google Gemini and AI bias 03.03.2024 32pAre 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.
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Breaking and remaking media 16.02.2024 39pWe’re past peak TV, the charts are curving down, and Hollywood is pretty sure that streaming was a bad idea. On the other hand, music is growing strongly and might even end up bigger than CDs. Why have newspapers, books, movies, TV and music coped so differently with the internet?
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Apple's Vision Pro 08.02.2024 30pYes, we bought one. What’s it like and what can we say that we didn’t say last summer? What has Apple built, what is it for, what does it mean for Meta, and why does it cost $3,500?
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What's your AI strategy? 29.01.2024 34pEveryone needs an AI strategy (there was an email from the CEO!) but what would that mean? How does a big company work out how to deploy a new technology? How is this the same as every other platform shift, and how might it be different?
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AI and Everything Else 17.12.2023 35pEvery year, Benedict produces a big presentation exploring macro and strategic trends in the tech industry. Here are some of the key takeaways from this year's presentation - AI, and everything else.
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LLMs, links, and the death of links 29.10.2023 30pWe spent the last 30 years building structures on top or instead of the raw links of the web, from Google to TikTok… but now LLMs might read all the links for us.
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Bundling/Unbundling AI 22.10.2023 37pChatGPT and LLMs can do anything (or look like they can), so what can you do with them? How do you know? Do we move to chat bots as a magical general-purpose interface, or do we unbundle them back into single-purpose software?
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