Benedict Evans: The Patterns Everyone Else Misses

In this interview, Benedict Evans discusses his perspective on AI as a platform shift comparable to the introduction of the iPhone, emphasizing that while significant, it's not an unprecedented event like the industrial revolution. He draws parallels with past technological shifts, such as the internet and mobile internet, highlighting the uncertainties and eventual normalization that followed. Evans also touches on the role of incumbents, the importance of data, and the potential for AI to create new opportunities while disrupting existing business models, particularly Google's search dominance. He also addresses the challenges in regulating AI, the need for countries to foster AI ecosystems, and the importance of critical thinking and curiosity for students in the face of rapid technological change. The conversation explores the potential for AI to enhance insight and originality, as well as the ongoing debate about the value capture in AI and the differentiation among various AI models.