Token pricing
AI is in a supply crunch today, but what happens when we come out of it? How and where will supply, demand, price, capacity and capex get back into equilibrium? Today, model labs can name their price,...
15 Juli 23min
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?
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
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 Dec 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
