Why Everyone Is Wrong About AI (Including You) | Benedict Evans

We talk about why everyone gets platform shifts wrong, where Google's actually vulnerable, and what real people do with AI when nobody's watching.
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(00:00) Introduction
(01:13) Your Most Controversial Take On AI?
(05:08) Platform Shifts - The Rise Of Automatic Elevators
(10:08) Profit Margins In AI
(11:57) Does More Data Give You An Edge For LLMs?
(23:48) How To Learn Pattern Matching And Spot Trends
(36:52) Adoption And Growth In AI
(39:26) What Benedict Uses AI For
(44:06) Thinking By Writing
(47:20) Can AI Make Something Original?
(52:16) Advice for Students In The Age Of AI
(56:13) What Did You Learn About Investing Working At a16z
(59:17) Who Will Win The AI Race?
(1:10:54) What Is Success For You?
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About Benedict:
Benedict Evans is a technology analyst known for his insightful takes on platform shifts and his ability to spot patterns others miss in the tech industry. He sees AI differently than others. He's spent decades spotting patterns others miss and dives into the how people really use AI.
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