Benedict Evans
speaker
941 appearances
1 recordings
1 series
first heard May 2025
last heard May 2025
Benedict Evans’s voice in public audio — every appearance, attributed to the second.
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And now it's just an LLM call to an API.
Does this look like a screenshot?
Does this image if this contains an image, does
Does it look like a screenshot of our UI?
Yes, no?
And they can implement that in a day.
Which is exactly the point of like people who say this stuff is useless, just ha and not paying attention.
The chat the chatbot as chatbot, that's a big fuzzy question in the middle.
But the the API
That's massively useful.
And it's interesting, you look at or listen to the conference calls, you know, and I I'm sure you've done the chart, you may see the chart of the CapEx where like Google Meta, um, AWS, not Amazon overall, AWS only and um and and um
Microsoft spent about two hundred and twenty billion dollars building Capac building data centers last year and will spend about three hundred, maybe three over three hundred this year, depending on where their numbers come out.
Depends slightly what guess you make for for AWS, because it Amazon doesn't break it out separately.
Um and you listen to the conference calls and they basically say, number one, we can't keep up with API demand.
Number two, the infrastructure is fungible between model building and model
An inference, so even if the models stop getting better, we'll just use all this new stuff to run the models we've got.
Um and number three, FOMO.
I mean it's very explicit on some of the conference goals is look, if this is the next thing, the downside of us pulling our Capex forward a couple of years is a lot less than the downside of not
being able to capture a share and you set the agenda and how all of this works.
Um but that hammering the API's point, I think, is is is always interesting.
Showing 461–480 of 941 · page 24 of 48
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