Another Podcast
By Benedict Evans and Toni Cowan-Brown
If you're looking for another over-scripted and edited podcast, this is not it. But if you want to listen to honest and unfiltered discussions about the latest in tech and its impact on society, welcome, you have come to the right place. This is Another Podcast where two friends and colleagues discuss their overlapping experiences and perspectives on what happens in technology. We might know some of the same things, yet we also have different backgrounds and expertise, or at least, we ask different questions. Benedict Evans has worked in equity research, strategy and venture capital and owns lots of old phones; Toni Cowan-Brown works at the intersection of tech, policy and politics.
7 episodes
All Episodes
AI's True Impact: Transformation Beyond Automation
AI's true impact is transformation, not just automation. Focus on the "job to be done" and the "hard parts" of your business to gain a competitive advantage.
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AI's Strategic Vacuum: Beyond Better Models, Seek Defensible Leverage
Generative AI newcomers risk becoming infrastructure providers without network effects or proprietary technology. True dominance requires a new strategy beyond building better models.
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AI's Profound Impact: Solving Unknown Problems and Redefining SaaS Value
AI's true SaaS impact lies beyond efficiency; it unlocks new problem categories and redefines value by enabling foresight, not just automation.
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AI's Strategic Pivot: From Model Superiority to User Experience
AI models are becoming indistinguishable, forcing a shift from model superiority to differentiated user experiences and applications. Build new AI-native applications or integrate AI as features into existing products.
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AI: The Decade-Long Platform Shift Unfolding Now
AI is the internet and mobile all over again: a platform shift that will fundamentally change everything, but killer apps and market leaders are still years away.
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AI Chatbots: Branding Dominates Over Technology
AI chatbots are identical, yet ChatGPT dominates due to first-mover advantage, mirroring past tech battles. Formula 1's US surge and Apple's brand play redefine sports marketing.
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AI Product Differentiation: Beyond the Commoditized Model
AI models rapidly improve but lack user-facing differentiation, forcing competition onto features and branding, questioning future value capture and market structure for these universal tools.
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