Another Podcast

Looking for friction

How much consumer spending and how many business models are locked up by friction, inertia and complexity that AI might reduce or remove? How many businesses depend on ma

AI deployment

Every big company deployed Copilot. Hmm. That doesn't seem to have changed everything, so now what? How does this work, how do change management and 'AI deploycos' turn o

Most people and companies aren't tool-builders

AI makes it easy for anyone to build tools to automate their work... except most people and most companies aren't tool-builders, don't think like that, and can't and won'

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, mo

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 m

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

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

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? 

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 com

The AI presentation

It's time for Benedict's annual Tech Trends presentation. What's new, what's boring, what are the new questions? 

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? 

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!" Whe

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 discu

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 fr

Google's Antitrust case

A quarter century after 'don't be evil', a judge has found that Google is abusing its monopoly in search. But no-one knows what happens next, and whether this ruling will

The AI summer

As we go into the summer, we know a lot more about generative AI than we did six or nine months ago - or at least, we have better questions. 

Looking for AI use-cases

Generative AI is the thing, and all new software will be built around it. But while everyone is experimenting and some people are getting huge value out of ChatGPT or Mid

Tiktok, Apple and Temu

Will the US finally break up Tiktok? Will the EU break up the App Store? And why does Temu want to keep your orders under $800?

Google Gemini and AI bias

Are there questions that an AI chatbot shouldn't answer? Should it always give the 'right answer'? Are you sure? Google has egg on its face this week, but this isn't easy

Breaking and remaking media

We’re past peak TV, the charts are curving down, and Hollywood is pretty sure that streaming was a bad idea. On the other hand, music is growing strongly and might even e