AI Eats the World? A Reality Check with Benedict Evans

Mobile didn't need to wait for the internet. Benedict Evans is a tech analyst known for his presentation, AI Eats the World.

It goes beyond the title with direct discussion of like, know, kind, including: The internet didn't need to wait for PCs, and PCs didn't need to wait for consumer electronics and semiconductors and so on.

1. 01And so it's gone from whatever it was, $9 billion run rate at the end of last year to $47 billion run rate now
2. 02AI is already changing software development, reshaping infrastructure spending, and forcing companies to rethink products and workflows
3. 03We have much more of a sense of kind of competitive tension that goes beyond just make a bigger model faster with more compute