Another Podcast

Benedict Evans, Toni Cowan-Brown
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6 snips
Oct 19, 2022 • 36min

Wondering about generative AI

Generative AI looks like second wave of ML hat might be as big a deal as the Imagenet wave from 2013 or so. What questions can we ask?
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9 snips
Sep 19, 2022 • 37min

Figma, unbundling and $20bn of antitrust

What does Adobe's purchase of Figma tell us about the ways that software is changing, and the kinds of tools that people build and use? And, how long until the antitrust lawsuit arrives?
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Sep 5, 2022 • 30min

TV after software

‘Software eats the world’, and now it’s eating TV, but then what? Pretty soon software seems to stop mattering, and all the questions become TV questions, fashion questions, or music questions, while tech moves on to something else. Follow Benedict on TwitterFollow Toni on Twitter
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Aug 23, 2022 • 31min

A new wave of company creation

Adam Neumann's latest venture shines a light on some of the interesting questions that arise, such as: What is this, what could it be, and can it work? Can this person make it work? As well as, is this the kind of deal we should be doing? Do we understand this?Follow Benedict on TwitterFollow Toni on Twitter
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Aug 15, 2022 • 26min

Lighting and tech diffusion

What does a light on a restaurant table say about the failure of smart home startups? Or Shein?Follow Benedict on TwitterFollow Toni on Twitter
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Aug 1, 2022 • 27min

The FTC's antitrust thesis

The US is fundamentally rethinking its approach to competition, and M&A, and tech, and big tech buying startups. The FTC trying  to block Meta from buying Within is the test case for all of those. How many interesting problems can we cover in 30 minutes?When big tech buys small techFollow Benedict on TwitterFollow Toni on Twitter
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Jul 25, 2022 • 38min

When the point of leverage changes

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?Follow Benedict on TwitterFollow Toni on Twitter
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Jul 18, 2022 • 34min

Remember AI?

Five years ago AI was everything, but attention moved on (Metaverse! Crypto!) and ‘Applied AI’ became useful but boring. Now things like DALL-E look cool, but what are they useful for? What’s the second wave?Follow Benedict on TwitterFollow Toni on Twitter
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Jun 6, 2022 • 32min

What's next for advertising?

Advertising is $700bn - after IDFA and the cookie apocalypse, what else is breaking apart and where do things land?Follow Benedict on TwitterFollow Toni on Twitter
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May 30, 2022 • 30min

Three ways to say no

The more that governments, regulators, policy-makers and activists demand that tech works differently, the more argument there is, and the more that tech people and companies people say ‘no!’  But what does it mean when a tech company, or indeed any company in any industry, says ’no’? Follow Benedict on TwitterFollow Toni on Twitter

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