Episode

The most rational take on AI you’ll hear this year

Benedict Evans, an independent tech analyst and former in-house analyst at A16Z, argues AI is as transformative as the internet or mobile but that its ultimate winners and business models remain radically uncertain. He discusses why model labs may lack pricing power as value shifts to applications, why professional-services hiring is surging rather than shrinking, why job displacement follows historical automation patterns, and why distribution matters more as AI makes products commoditized and easy to build.