AI and Everything Else
Every year, Benedict produces a big presentation exploring macro and strategic trends in the tech industry. Here are some of the key takeaways from this year's presentation - AI, and everything else.P...
17 Dec 202335min
LLMs, links, and the death of links
We spent the last 30 years building structures on top or instead of the raw links of the web, from Google to TikTok… but now LLMs might read all the links for us.
29 Okt 202330min
Bundling/Unbundling AI
ChatGPT and LLMs can do anything (or look like they can), so what can you do with them? How do you know? Do we move to chat bots as a magical general-purpose interface, or do we unbundle them back int...
22 Okt 202337min
The magic customer
A conversation with Leonard Brody, Co-Founder and Executive Chairman of Caravan. How do you build brands and consumer products in a world of infinite choice and infinite media? And how does celebrity ...
15 Okt 202358min
Unbundling ChatGPT
Nine months on, everyone is still trying to understand where ChatGPT will go, but one big question for us: how is this useful, for us, today? What's the product? How does this get unbundled?
17 Aug 202324min
Threads
What is Threads? A Twitter that doesn't suck? Something else? Could it work?
21 Juli 202342min
Vision Pro, two weeks on
Two weeks after Apple showed us the Vision Pro - what have they built, what is it for, what does it mean for Meta, and why does it cost $3,500? Check back in 2025.Apple's product pages (watch some of ...
18 Juni 202344min
Apple Vision
Apple does VR. We watched. We took pictures. We talk about it.
5 Juni 202328min
