The spring updates on AI
Twice a year, Benedict publishes a big presentation exploring macro and strategic trends in the tech industry, and the latest came out a few weeks ago. These days, that means AI. What's new and what a...
5 Jun 39min
The end of the network effect
OpenAI has some big questions. It doesn’t have unique tech. It has a big user base, but with limited engagement and stickiness and no network effect. The incumbents have matched the tech and are lever...
28 Feb 26min
AI and SaaS
What does AI do to software? What's a more interesting answer than 'no, this won't kill SaaS'? And what comes after the euphoria?
23 Feb 31min
How does OpenAI compete?
OpenAI has all the mindshare and 800m weekly active users, but the models remain commodities and platforms with their own distribution are coming up fast. How will it compete? How will any of this wor...
20 Des 202520min
The AI presentation
It's time for Benedict's annual Tech Trends presentation. What's new, what's boring, what are the new questions?
16 Nov 202538min
A double episode: AI differentiation, and Apple does F1
How can billion dollar chatbots differentiate when they're all doing the same thing in the same way?- and -Why is tech into F1, and why is F1 into tech?
21 Aug 202546min
Looking for AI strategies
It's easy to say what tech companies want from AI, but much harder to talk about the product strategy - they're all pretty much the same. "Just build a better model!" Where does that go? Can they diff...
5 Apr 202527min
