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An interview with analyst Benedict Evans on the role of productization in AI adoption, AI bubble, OpenAI, comparing Nvidia to Sun Microsystems, and more

In this conversation, Ben Bajarin and Jay Goldberg engage with Benedict Evans to explore the current state of AI development, its historical context, and future predictions. X: @hobie_tweets , @howardlindzon , @buccocapital , and @benbajarin X: Hobie / @hobie_tweets : This is correct. Them not winning Apple, and they getting out-executed by Anthropic in enterprise might be their undoing Howard Lindzon / @howardlindzon : supply is coming ... @buccocapital : “What Sam Altman is desperately doing is swapping paper for assets and distribution and product and people before the music stops.” - @benedictevans [image] Ben Bajarin / @benbajarin : This was one of my favorite insights from @benedictevans on our latest episode of @T_h_e_Circuit Is AI a product or a prompt? Productizing AI, with use case-specific UIs, is the role of the entrepreneur. We agree that AI is essentially a feature of all software. [video]

The Circuit on YouTube

Discussion

  • @hobie_tweets Hobie on x
    This is correct. Them not winning Apple, and they getting out-executed by Anthropic in enterprise might be their undoing
  • @howardlindzon Howard Lindzon on x
    supply is coming ...
  • @buccocapital @buccocapital on x
    “What Sam Altman is desperately doing is swapping paper for assets and distribution and product and people before the music stops.” - @benedictevans [image]
  • @benbajarin Ben Bajarin on x
    This was one of my favorite insights from @benedictevans on our latest episode of @T_h_e_Circuit Is AI a product or a prompt? Productizing AI, with use case-specific UIs, is the role of the entrepreneur. We agree that AI is essentially a feature of all software. [video]