Another Podcast – Podcastlijstje

If you're looking for another over-scripted and edited podcast, this is not it. But if you want to listen to honest and unfiltered discussions about the latest in tech and its impact on society, welcome, you have come to the right place.

This is Another Podcast where two friends and colleagues discuss their overlapping experiences and perspectives on what happens in technology. We might know some of the same things, yet we also have different backgrounds and expertise, or at least, we ask different questions.

Benedict Evans has worked in equity research, strategy and venture capital and owns lots of old phones; Toni Cowan-Brown works at the intersection of tech, policy and politics.

Afleveringen

Anthropic

3 november 2026 · 28 min
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Anthropic’s S1 is a Rorschach test - what do you want to see? And does this have any predictive value?
Looking for friction

20 september 2026 · 22 min
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How much consumer spending and how many business models are locked up by friction, inertia and complexity that AI might reduce or remove? How many businesses depend on making it too hard to bother? What happens if ‘the marginal cost of arguing goes to zero’? Lees meer
AI deployment

17 augustus 2026 · 26 min
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Every big company deployed Copilot. Hmm. That doesn't seem to have changed everything, so now what? How does this work, how do change management and 'AI deploycos' turn out, and how does this fit into 'normal technology'?
Most people and companies aren't tool-builders

24 juli 2026 · 19 min
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AI makes it easy for anyone to build tools to automate their work... except most people and most companies aren't tool-builders, don't think like that, and can't and won't do that. This is why software companies and consultants exist - AI changes the thresholds but not the problem. Lees meer
Token pricing

15 juli 2026 · 24 min
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AI is in a supply crunch today, but what happens when we come out of it? How and where will supply, demand, price, capacity and capex get back into equilibrium? Today, model labs can name their price, but why won’t they end up as low-margin commodity infrastructure? Lees meer
The spring updates on AI

5 juni 2026 · 39 min
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Twice a year, Benedict publishes a big presentation exploring macro and strategic trends in the tech industry, and the latest came out a few weeks ago. These days, that means AI. What's new and what are the big questions?
What jobs are AI jobs?

16 april 2026 · 30 min
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How do you know what AI will do to your industry? Your company? Your job? The easy, obvious answer is to add up the things you do that can be automated, but it’s probably better to ask how the job will change, and to ask what your job really means. Is AI tackling the easy part or the hard part? What are your customers really buying? Lees meer
The end of the network effect

28 februari 2026 · 26 min
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OpenAI has some big questions. It doesn’t have unique tech. It has a big user base, but with limited engagement and stickiness and no network effect. The incumbents have matched the tech and are leveraging their product and distribution. And a lot of the value and leverage will come from new experiences that haven’t been invented yet, and it can’t invent all of those itself. What’s the plan? Lees meer
AI and SaaS

23 februari 2026 · 32 min
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What does AI do to software? What's a more interesting answer than 'no, this won't kill SaaS'? And what comes after the euphoria?
How does OpenAI compete?

20 december 2025 · 20 min
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OpenAI has all the mindshare and 800m weekly active users, but the models remain commodities and platforms with their own distribution are coming up fast. How will it compete? How will any of this work? How can you differentiate AI?