Another Podcast
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.
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.
Episodes
Mentioned books
5 snips
Mar 12, 2023 • 31min
Amazon's $40B advertising business
Amazon sold close to $40bn of advertising last year - bigger than Prime, bigger than the entire global newspaper industry and probably more profitable than AWS. But is this really advertising, rent, or something else? And what does that mean for Google?Blog post and charts
45 snips
Feb 12, 2023 • 34min
ChatGPT versus Google
Microsoft thinks (or says) that Generative ML will reset the search market, unlocking Google's market share and collapsing those 60% operating margins. Really? What would that mean?
21 snips
Feb 6, 2023 • 35min
Generative search
What would generative search mean? Generative video? Indeed, Generative products? Last week we talked about how ChatGPT, LLMs and generative ML work - now, what might they mean.
20 snips
Jan 30, 2023 • 35min
Generative AI
The wave of enthusiasm around ChatGPT and generative AI feels like another Imagenet moment - a step change in what ‘AI’ can do that could generalise far beyond the cool demos. But - it makes things up, and it doesn't actually understand anything it's doing. Probably. What does that mean? What's this for?
13 snips
Dec 19, 2022 • 41min
Why are chips interesting again?
Chips have always been the foundation of tech, but the rest of us didn't need to pay much attention - stuff just got faster every year. But now there are actual real, big, interesting structural changes happening - what does that look like?
6 snips
Dec 11, 2022 • 39min
No Soup for You! Regulating tech M&A
Within and Activision, but also PA Semi and Android - how do we think about big tech buying stuff, and why is it hard for regulators?
62 snips
Dec 5, 2022 • 41min
ChatGPT and the Imagenet Moment
When machine learning started really working, back in 2012-13-14, the demos were amazing, but it wasn't immediately obvious how universal the applications would be. The same with Generative AI now - now - the demos are cool, but what will they mean? How will this generalise to change search or law firms?
27 snips
Nov 29, 2022 • 30min
All the other things happening in tech part 1.
What does Anker have to do with Mr Beast, Amazon ads or Aesop? A chat about unbundling ecommerce and building brands in a world of infinite media.
11 snips
Nov 18, 2022 • 31min
The FTX face-palm
What can we say about a ‘crypto’ crash if we’re not crypto people, nor Wall Street people? How much does it matter?
15 snips
Oct 31, 2022 • 32min
How many metaverses?
Every now and then, big company CEOs all read the same tech trends piece and send the same email - "what's our strategy for this?!" And in 2022, there were a lot of "metaverse?!" emails. But what does 'metaverse' mean, can you have a strategy for it, and do you even need to care? Probably not.
