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
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
Ai eats the world
For the past decade, Benedict has given an annual presentation on the state of technology, and he did the latest at Slush in Helsinki last month. In this episode we discuss some of the challenges and ...
8 Des 202442min
From SAAS software to Formula 1
Benedict went from being a consultant to an analyst to having his own business, but in essence, he's always been an analyst. Toni went from policy to consultancy, then from B2B sales to Formula 1. Aft...
11 Okt 202445min
