Show Notes
ChatGPT and LLMs can do anything (or look like they can), so what can you do with them? How do you know? Do we move to chat bots as a magical general-purpose interface, or do we unbundle them back into single-purpose software?
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How much consumer spending and how many business models are locked up by friction, inertia and complexity that AI might reduce or remove? How many businesses depend on making it too hard to bother? What happens if ‘the marginal cost of arguing goes to zero’?
Every big company deployed Copilot. Hmm. That doesn't seem to have changed everything, so now what? How does this work, how do change management and 'AI deploycos' turn out, and how does this fit into 'normal technology'?
AI makes it easy for anyone to build tools to automate their work... except most people and most companies aren't tool-builders, don't think like that, and can't and won't do that. This is why software companies and consultants exist - AI changes the thresholds but not the problem.
AI is in a supply crunch today, but what happens when we come out of it? How and where will supply, demand, price, capacity and capex get back into equilibrium? Today, model labs can name their price, but why won’t they end up as low-margin commodity infrastructure?
Twice a year, Benedict publishes a big presentation exploring macro and strategic trends in the tech industry, and the latest came out a few weeks ago. These days, that means AI. What's new and what are the big questions?