Benedict Evans gave a memorable 90 slide chat in Singapore this week, and I wanted to pull out the key takeaways here.
In this video, I dive into the inside scoop on the strategic shifts shaping AI adoption:
• Why Benedict Evans argues AI follows familiar platform cycles
• How large language models become inputs while frontier labs stay differentiated
• What path-dependent adoption means for workflow redesign
• Where AI agents reshape roles, coordination, and org-level leverage
The takeaway: teams that treat AI as optional tooling will lose ground to those redesigning workflows, org charts, and vendor strategy around its inevitability.
Subscribe for daily AI strategy and news.
For deeper playbooks and analysis: https://natesnewsletter.substack.com/
In this video, I dive into the inside scoop on the strategic shifts shaping AI adoption:
• Why Benedict Evans argues AI follows familiar platform cycles
• How large language models become inputs while frontier labs stay differentiated
• What path-dependent adoption means for workflow redesign
• Where AI agents reshape roles, coordination, and org-level leverage
The takeaway: teams that treat AI as optional tooling will lose ground to those redesigning workflows, org charts, and vendor strategy around its inevitability.
Subscribe for daily AI strategy and news.
For deeper playbooks and analysis: https://natesnewsletter.substack.com/
- Category
- Artificial Intelligence
- Tags
- AI strategy, large language models, AI agents


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