An interview with analyst Benedict Evans on the role of productization in AI adoption, an AI bubble, OpenAI, comparing Nvidia and Sun Microsystems, and more
The Circuit on YouTube : 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]