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.
Trend
recordings per month · last 12 monthsNo recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.
Appearances
Well, okay, we rebuy PC.
They're all the same.
And then on the other side you have, which is obviously your world, you have hundreds, maybe thousands of people doing enterprise SaaS companies.
who are taking an LLM API or maybe their own, more probably an API, and solving some specific point problem, some pain point inside HR departments for large cement companies.
or, you know, accounts payable inside um um the construction industry or which is the traditional bread and butter of SaaS is you go and find something and you unbundle it from Excel or email or Salesforce or or or or SAP and you turn it into a company and you build a a go-to-market and tooling and interface and support and everything else around that.
But nobody looked at those companies ten years ago and said, Well, it's just, you know, a SQL wrapper.
Or you know, it's just an AWS wrapper.
And equally all these companies today are theoretically they're sort of GPT wrappers or clawed wrappers, but they're all you know, that's not what they are.
They're you know, they're solving accounts payable in the construction industry.
And so there's hundreds of those, maybe thousands of those.
And in parallel, every big company has got dozens of trials, and every big company's hired Accenture, and they've hired Bain and BCG and McKinsey, and they're doing st they're automating stuff, they're buying stuff, they're building stuff, they've got ten things in deployment and they're
kind of sitting and saying, Okay, well now what?
And then you've got this kind of gap in the middle.
Which is where we talk about whether this is a paradigm shift or a complete change in the nature of computing, or that this is replacing going to replace software, or on the extreme case, you know, it's gonna end war and, you know, human suffering and all the rest of it.
Which is very like people the way talk people talked about the internet in the early nineties.
I mean, you go back to the mid nineties and you've got a bunch of people saying this is all a fad and it's all nonsense and then you've got a bunch of people saying this is going to end all war.
And you hear exactly the same kind of conversations now about AI.
Like people who think it's a fad who don't get it, but also people who don't get that it's not like
It's not the second coming of Jesus Christ.
In the end, it's more technology.
Showing 41–60 of 941 · page 3 of 48
← Previous
Next →