"Upstream" with Erik Torenberg

E9: Benedict Evans on AI, Web3, VR and the Future of Tech

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May 19, 2023
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INSIGHT

Predictions as Opinions

  • Tech predictions involve selecting specific facts, which inherently reflects an opinion.
  • Choosing which facts to present is subjective, making purely objective tech news impossible.
INSIGHT

Netflix: A TV Company

  • Netflix's key decisions revolve around TV production, not technology.
  • Their software is a commodity, similar to car engines, complex yet standard.
ANECDOTE

Quibi's Tech Misfire

  • Quibi's failure highlights the importance of customer validation before massive spending.
  • Unlike Uber and Airbnb, Netflix lacks a software shortcut, necessitating substantial content investment.
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