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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Appearances
Yes.
So it's no longer, you know, like some horrible crap built on top of a 40-year-old IBM supply chain management system.
It's all like everyone's got stuff.
Um in fact, but I think Bill Gurley, a while ago, I heard him say like some of the impetus of um effective of of of generative AI is it forces companies to get their data story into order and then they don't do a bunch of stuff with SQL.
Um and don't do any AI stuff, but they've gone all the day to an order.
So the point is like everyone's got stuff out and deployed.
And everyone's kind of had the first wave of what do we do with this.
And again, another slide, as I think in slides, is like step one with any new platform shift is that you um you you the incumbents make it a feature and you use it for the stuff that you already know and you use it, you absorb it, you use it for the problem.
you already have, you make it fit the problems you already have, you automate the stuff you already know about.
So you do natural language search and you automate your tagging and you do review summary.
There's like obvious, easy, first run stuff.
Then you get the sort of top line innovation.
That's kind of bottom line innovation.
Then you get top line innovation where you think of new products and new product lines and new kinds of revenue and new ways you could do things.
And you actually start building new stuff as opposed to automating stuff you already have.
And then step three is Airbnb and Uber.
It's no, you don't sell Airbnb, you know, it's a classic.
Framing Airbnb doesn't sell software to hotels.
You come and you change the question, you redefine the market, you change what this stuff is in some way.
Or they do they've done a bunch of step one.
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