← Benedict Evans

What podcasts say about Benedict Evans

Every statement, with the speaker, the exact quote and the moment it was said.

What Benedict Evans has said on podcasts

29 statements · 9 positive · 11 negative · 4 mixed · 5 neutral

  1. AI will be as consequential as the Internet or mobile, but not larger.

    “I think that AI is as big a deal as the Internet or mobile and only as big a deal as the Internet or mobile.”

    Listen at 0:01

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  2. New technologies repeatedly automate existing jobs and unlock new ones.

    “We've had that process over and over again.”

    Listen at 0:15

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  3. It is not possible to predict exactly which work technology will automate.

    “You can't predict which things are going to be exposed.”

    Listen at 0:31

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  4. People should experiment with AI to understand its practical uses.

    “What helps is you diving into this and coming out, understanding what you can do with.”

    Listen at 1:07

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  5. AI is currently at an exciting early stage comparable to the Internet in 1997.

    “Like, it's very exciting.”

    Listen at 3:26

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  6. Among teenagers, roughly 15–20% use AI daily and another 20% weekly.

    “It's still like kind of 15, 20% of people are daily active users and another 20% are weekly active users.”

    Listen at 8:58

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  7. Redesigning enterprise workflows for AI requires a dedicated multi-person project.

    “That's a project. That's a project that needs like five or 10 people to sit down and spend a month or two working it out”

    Listen at 11:30

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  8. Claude Code can produce code and features but cannot decide which product to build.

    “Claude, co can write you the code, but what code do you want? It can make you the features. Sure, but what features do you want?”

    Listen at 15:19

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  9. After technological transitions, societies ultimately become wealthier despite disruption.

    “But when you come through on the other side, we're all richer”

    Listen at 19:49

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  10. Enterprise software and related jobs will change radically over several years.

    “Yes, that whole estate will look radically different and all those jobs will have changed.”

    Listen at 22:05

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  11. The world has approximately 5.5–6 billion mobile smartphones.

    “there's about 5 and a half, 6 billion mobile smartphones in the world”

    Listen at 31:06

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  12. Mobile telecommunications is a low-growth, low-margin commodity utility.

    “because it's an ex growth, low margin commodity utility”

    Listen at 34:15

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  13. AI model companies currently look like undifferentiated commodity infrastructure providers.

    “they're undifferentiated commodity infrastructure providers.”

    Listen at 40:20

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  14. U.S. data centers consume approximately 0.017% of national water use.

    “it came out at about 0.017% of US water consumption.”

    Listen at 49:21

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  15. U.S. data-center water consumption is about 0.017% of total U.S. water consumption.

    “it came out at about 0.017% of US water consumption”

    Listen at 49:21

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  16. U.S. data-center energy use may grow by one percentage point annually for five years.

    “data centers are what, like 5% of U.S. energy and might grow 1% a year for the next, next five years, 1 percentage point a year”

    Listen at 49:39

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  17. There is no clear consensus that AI is currently affecting employment.

    “there's no clear consensus that we're seeing an impact on jobs”

    Listen at 51:19

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  18. AI-related job-market conditions will settle substantially within about five years, unpredictably.

    “staff will have settled down a lot by then in probably unpredictable ways”

    Listen at 53:51

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  19. AI now enables teenagers to create and distribute deepfake pornography at large scale.

    “And now they can.”

    Listen at 56:32

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  20. AI will reconnect harmful people, bad instincts, and societal problems as social media did.

    “And so that will happen again with AI.”

    Listen at 57:03

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  21. AI will automate away some jobs that mainly consist of automatable tasks.

    “some jobs where no, that is just a task and that job gets automated away”

    Listen at 1:00:09

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  22. Current methods cannot reliably quantify what percentage of a profession AI can automate.

    “You can't describe a profession like that. Well, at any rate, we can't.”

    Listen at 1:03:31

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  23. AI can generate training routines and monitor whether users perform exercises correctly.

    “I ask an AI to build me a training routine and watch me and tell me if I'm doing it right.”

    Listen at 1:04:38

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  24. Workers should immerse themselves in AI to understand its practical capabilities and career implications.

    “What helps is you diving into this, completely submerging yourself in it and coming out, understanding what you can do with it”

    Listen at 1:07:47

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  25. AI currently performs precise information retrieval relatively poorly.

    “the kind of stuff that I would want a machine to do for me is the stuff that AI kind of can't do for me very, very, very well at the moment”

    Listen at 1:09:20

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  26. Generative AI can work very well for visualizing apartment redecorations.

    “I used it redecorating my apartment. That worked fantastic.”

    Listen at 1:09:30

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  27. High marginal costs make it difficult for consumer AI apps to combine free scale with a viable revenue model.

    “because of marginal cost more than anything else, you can't make it free and get 50 million users and then have a revenue model”

    Listen at 1:15:22

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  28. AI language models still produce hallucinations.

    “They still hallucinate.”

    Listen at 1:18:54

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans
  29. AI language models remain useful despite hallucinations.

    “But that doesn't mean they're not useful.”

    Listen at 1:19:02

    Open the episode · A rational conversation on where AI is actually going | Benedict Evans

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.