Erik sits down with independent analyst Benedict Evans for a wide-ranging discussion of predictions and frameworks spanning the vast realm of technology - where we’ve been, where we’re going, and what really matters. AI scout and podcast host Nathan Labenz (The Cognitive Revolution) joins for the last 20 minutes to deepen the discussion on AI.

RECOMMENDED SHOWS:
The Cognitive Revolution: https://link.chtbl.com/TheCognitiveRevolution
Moment of Zen: https://link.chtbl.com/moz

TIMESTAMPS:
(00:00) Episode preview
(01:47) Benedict’s annual presentations and frameworks for “the next thing”
(07:00) Are Netflix and Tesla tech companies?
(12:59) Why hasn’t software ‘eaten’ certain industries and fields?
(14:47) Sponsors: Secureframe | Mercury | MarketerHire
(18:30) Preconditions for predictions
(24:30) Overhyped/underappreciated aspects of Web3 and Crypto
(28:25) Blockchain, and Benedict’s prediction for decentralization
(34:00) Building the next Twitter
(43:33) Predictions for metaverse and VR
(49:52) Consumer surplus and business models
(51:37) AI predictions
(55:22) Opportunities in AI
(1:01:58) Bundling and unbundling lens on AI
(1:06:35) Future of jobs
(1:15:00) Predictions for Benedict’s next presentation

LINKS:
Presentations: https://www.ben-evans.com/
Book recommendation: Reminiscences of a Stock Operator by Edwin Lefèvre
https://www.amazon.com/Reminiscences-Stock-Operator-Edwin-Lef%25C3%25A8vre/dp/0471059684#:~:text=First%2520published%2520in%25201923%252C%2520Reminiscences%2520of%2520a%2520Stock%2520Operator%2520is,recommended%2520investment%2520book%2520ever%2520written?&_encoding=UTF8&tag=turpentine-20&linkCode=ur2&linkId=19fa33d3202c6df062385946b9ec3743&camp=1789&creative=9325

TWITTER:
Erik’s Twitter: @eriktorenberg
Benedict’s Twitter:@benedictevans

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