AI and SaaS

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?

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Avsnitt(98)

The spring updates on AI

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 Juni 39min

What jobs are AI jobs?

What jobs are AI jobs?

How do you know what AI will do to your industry? Your company? Your job? The easy, obvious answer is to add up the things you do that can be automated, but it’s probably better to ask how the job wil...

16 Apr 29min

The end of the network effect

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

How does OpenAI compete?

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 Dec 202520min

The AI presentation

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

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

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

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