Benedict Evans has been calling tech shifts for decades. Now he says forget the hype: AI isn't the new electricity. It's the biggest change since the iPhone, and that's plenty big enough.

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.

Evans sees patterns others don't. This conversation will change how you think about what's actually happening versus what everyone says is happening.

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Approximate Timestamps:

(00:00) Introduction

(01:04) What's your Most Controversial Take On AI?

(05:11) Platform Shifts - The Rise Of Automatic Elevators

(10:07) Profit Margins In AI

(26:37) What Are The Questions We Aren't Asking About AI

(39:41) What Benedict Uses AI For

(44:21) Thinking By Writing

(47:35) Can AI Make Something Original?

(52:31) Advice for Students In The Age Of AI?

(59:32) Who Will Win The AI Race?

(1:11:09) What Is Success For You?

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