Benedict Evans

Erik sits down with independent analyst Benedict Evans for a wide-ranging discussion of predictions and frameworks spanning the vast realm of technology - where we’ve been, where we’re going, and what really matters. AI scout and podcast host Nathan Labenz (The Cognitive Revolution) joins for the last 20 minutes to deepen the discussion on AI. If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/UPSTREAM--RECOMMENDED PODCAST: Every week investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Subscribe to “The Riff” with Byrne Hobart and Erik Torenberg: https://link.chtbl.com/theriffTIMESTAMPS:(00:00) Episode preview(02:47) Benedict’s annual presentations and frameworks for “the next thing”(08:00) Are Netflix and Tesla tech companies?(13:59) Why hasn’t software ‘eaten’ certain industries and fields?(15:47) Sponsors: Secureframe(19:30) Preconditions for predictions(25:30) Overhyped/underappreciated aspects of Web3 and Crypto(29:25) Blockchain, and Benedict’s prediction for decentralization(35:00) Building the next Twitter(44:33) Predictions for metaverse and VR(50:52) Consumer surplus and business models(52:37) AI predictions(56:22) Opportunities in AI(01:02:58) Bundling and unbundling lens on AI(01:07:35) Future of jobs(01:16:00) Predictions for Benedict’s next presentationLINKS:Presentations: https://www.ben-evans.com/Book recommendation: Reminiscences of a Stock Operator by Edwin Lefèvre https://www.amazon.com/Reminiscences-Stock-Operator-Edwin-Lef%25C3%25A8vre/dp/0471059684#:~:text=First%2520published%2520in%25201923%252C%2520Reminiscences%2520of%2520a%2520Stock%2520Operator%2520is,recommended%2520investment%2520book%2520ever%2520written?&_encoding=UTF8&tag=turpentine-20&linkCode=ur2&linkId=19fa33d3202c6df062385946b9ec3743&camp=1789&creative=9325TWITTER:Erik’s Twitter: @eriktorenbergBenedict’s Twitter:@benedictevansPlease support our sponsors: Beehiiv | Shopify | Secureframe Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months-Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.- Secureframe: https://secureframe.com/Secureframe is the leading all-in-one platform for security and privacy compliance. Get SOC-2 audit ready in weeks, not months. I believe in Secureframe so much that I invested in it, and I recommend it to all my portfolio companies. Sign up for a free demo and mention UPSTREAM during your demo to get 20% off your first year. Secureframe has just released Secureframe Trust, a new product that lets you showcase your organization's security posture to build customer trust.--This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at erik@turpentine.co.

Edward Snowden, Benedict Evans, and Balaji Srinivasan discuss 'immaculate disinflation' and market positioning. They explore inflation readings, labor market stability, recession indicators, Fed meeting expectations, and impact of Europe's stability on currency market. They also highlight the importance of adapting to AI era in democratic countries.

In this engaging conversation, tech analyst Benedict Evans dives into the rapid rise of DeepSeek and what the decreasing costs of AI models mean for businesses. He discusses the debate between deterministic and probabilistic AI, urging companies to adapt in a volatile landscape. Evans also touches on the implications of running powerful AI models on personal devices, and the evolving role of AI in customer service. With a focus on navigating an unpredictable future, this talk is a must-listen for product builders and tech enthusiasts alike.

First: A Silicon Valley Bank check-in with Dan Primack of Axios. Why, exactly, did so many tech companies (and, um, media companies) bank with SVB, and what happens next?Then, Peter Kafka has a great, wide-ranging conversation with tech analyst / thinkfluencer Benedict Evans. They talk about artificial intelligence, Amazon’s ad business (or whatever we should call it), YouTube’s place in the streaming wars, and what the metaverse and jetpacks have in common. Plus, cow hooves!Featuring: Dan Primack (@danprimack), Business Editor at AxiosBenedict Evans (@benedictevans), Tech AnalystHost: Peter Kafka (@pkafka), Senior Editor at RecodeMore to explore: Subscribe for free to Recode Media, Peter Kafka, one of the media industry's most acclaimed reporters, talks to business titans, journalists, comedians, and more to get their take on today's media landscape.About Recode by Vox: Recode by Vox helps you understand how tech is changing the world — and changing us. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Analyst Benedict Evans discusses AI advancements, Apple's use of AI models, legal tech disruption, and market strategies with hosts Richard Kramer and Will Page. They emphasize careful analysis in the face of rapid innovation and explore the challenges and opportunities presented by technological advancements.

Benedict Evans, former a16z analyst, predicts the future of AI, VR, crypto, and automation. Discussions include comparisons of technology evolution, asset portability in video games, and the impact of AGI on business models and jobs.

Benedict Evans, a renowned tech analyst formerly with Andreessen Horowitz, dives into the intriguing blend of media and retail, spotlighting Amazon's soaring ad business. He explores how economic shifts are reshaping tech valuations and consumer behavior. Evans also dissects the transformative potential of AI APIs, particularly in chatbots like ChatGPT, while humorously addressing the quirks of AI creativity. Finally, he emphasizes the importance of critically evaluating AI-generated content in an evolving landscape.

Tech industry expert Benedict Evans discusses the future of generative AI, AR/VR landscapes, AI bias issues, and the hype surrounding AGI in 2024. Delve into the platform vs. paradigm shift debate and the hidden problems in data. Explore the Apple Vision Pro and the potential of AR/VR technology.

Edward Snowden, Benedict Evans, and Balaji Srinivasan discuss the recent movements in the treasury bond market, the potential decline of the dollar, and the bullish sentiment surrounding gold. They also highlight the importance of being prepared for 2024 and diversifying into asset classes that would benefit from a weakening dollar.

Edward Snowden, Benedict Evans, and Balaji Srinivasan share their biggest crypto f*ck ups, including losing millions on Voyager platform and falling victim to phishing scams. They discuss the importance of self-custody, secure storage of cryptocurrencies, and the risks of attending crypto conferences.