This podcast delves into Benedict Evans' annual talk on AI, titled "AI Eats the World." The discussion highlights the rapid emergence of new AI models and applications, while also addressing the uncertainty surrounding AI's future and its practical uses. The speakers examine the difficulties in assessing AI's current impact and forecasting its trajectory, drawing comparisons to the early days of the internet and e-commerce. They conclude that, although the long-term effects of AI remain unpredictable, its current integration into existing systems resembles past technological revolutions, as it not only enhances current products but also spurs the development of new businesses.