Will AI Be Bigger Than The Internet?

In this episode of the a16z podcast, Benedict Evans discusses his latest presentation, "AI Eats the World," exploring the current state and future implications of AI. Evans compares the AI revolution to previous platform shifts like the Internet and mobile, examining its potential impact on various industries and the emergence of new companies. He addresses the uncertainties surrounding AI's capabilities, the risk of overinvestment, and the bottlenecks in supply and demand. Evans also touches on the strategic questions facing major tech companies like Google, Meta, Amazon, and Apple, as they navigate the evolving AI landscape, and emphasizes the importance of identifying new use cases and business models beyond simple automation.