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.

Sam Altman's journey and the chaos surrounding OpenAI, concerns about AI development and CZ's downfall, OpenAI's success in AI models and revenue, the structure and tensions within OpenAI, debate over safety in AI development, the risks and potential of artificial intelligence, and topics like movie popularity, towns named after Turkey, global travel recovery, and challenges for the travel industry discussed in this episode.

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.

Former a16z partner Benedict Evans discusses AI's current place in the hype cycle, addressing the gap between managerial and user perceptions of AI. The podcast explores the challenges and opportunities of AI adoption, including the accelerated urgency in AI investment and the transformative potential of large language models in the tech industry.

In this re-run from September 2018, Benedict Evans and Steven Sinofsky talk all about Tesla — and more broadly, the nature of disruption overall. How disruptive is Tesla really, and what exactly are they disrupting — from the dashboard to car makers to vendors to energy source to autonomy overall?The tech industry is littered with leading innovators... who nonetheless failed to be the dominant leader in the end. So the question should be, is this new thing fundamentally difficult for the incumbent to do, and how does it relate to market dominance? Which of these things are important in order for Tesla to be the new BMW or the new GM? Looking back at other examples historically (Microsoft, GM's Saturn Brand, and of course the iPhone), what kind of disruption matters most for market dominance? And what is the long view of how software is eating transportation?

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 is a star tech analyst who’s spent years at Andreessen Horowitz and is now independent. Evans joins Big Technology Podcast to highlight some big, surprising new shifts in the tech industry, which he covers in a new presentation called the New Gatekeepers. In this episode, we discuss how media and retail are blending, with a focus on Amazon's ad business. Stay tuned for the second half, where Evans goes into depth about the potential for AI APIs, especially ChatGPT's. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/Questions? Feedback? Write to: bigtechnologypodcast@gmail.comYou can find Evans' presentation here.

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.