Benedict Evans

Benedict Evans is a tech analyst known for his presentation, AI Eats the World.

He sees AI differently than the world, spotting patterns others miss and dives into how people really use AI.

Google said that the risk of under-investing is riskier than over-investing.

Investors are kind of looking at all these companies and saying... Every major technology platform shift creates the same challenge.

Separating what we know from what we're guessing.

AI is already changing software development, reshaping infrastructure spending, and forcing companies to rethink products and workflows.

But many of the biggest questions remain open.

Who captures value?

What becomes a product?

What gets automated?

and what entirely new categories emerge.

Benedict Evans has spent years studying how previous technology waves unfolded, from PCs and the internet to smartphones and cloud computing.

In this conversation, we discuss what AI has already changed, what remains uncertain, and how to think about the next phase of the AI transition.

Benedict, welcome back to the AsyncZ podcast.

Thank you.

Last time you were here, we were discussing the first iteration of your presentation, AI Eats the World.

You wrote it almost a year and a half ago.

At this point, you always begin your presentation with, what are the big questions?

But I'm curious this time, before getting into the questions going forward, I want you to reflect on what have we learned since you originally made the presentation?

What's played out?