AI Eats the World: Benedict Evans on the Next Platform Shift

In this episode of the a16z Podcast, Erik Torenberg interviews Benedict Evans about his presentation, "AI Eats the World," exploring the potential of AI as a platform shift. Evans compares AI to previous technological waves like the internet and mobile, discussing whether AI will primarily benefit existing tech giants or create new dominant companies. The conversation covers the challenges in predicting AI's future capabilities, the risk of overinvestment leading to bubbles, and whether the bottlenecks are on the supply or demand side. Evans also addresses the current state of AI adoption, why many people with access to AI tools struggle to integrate them into their daily lives, and what new products or behaviors might define AI's impact, with a final reflection on what would need to happen for AI to surpass the internet's significance.