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Erik sits down with independent analyst Benedict Evans for a wide-ranging discussion of predictions and frameworks spanning the vast realm of technology - where we’ve been, where we’re going, and what really matters. AI scout and podcast host Nathan Labenz (The Cognitive Revolution) joins for the last 20 minutes to deepen the discussion on AI.
Erik sits down with independent analyst Benedict Evans for a wide-ranging discussion of predictions and frameworks spanning the vast realm of technology - where we’ve been, where we’re going, and what really matters. AI scout and podcast host Nathan Labenz (The Cognitive Revolution) joins for the last 20 minutes to deepen the discussion on AI. If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/UPSTREAM
RECOMMENDED PODCAST:
Founding a business is just the tip of the iceberg; the real complexity comes with scaling it. On 1 to 1000, hosts Jack Altman and Erik Torenberg dig deep into the inevitable twists and turns operators encounter along the journey of turning an idea into a business. Hear all about the tactical challenges of scaling from the people that built up the world’s leading companies like Stripe, Ramp, and Lattice. Our first episode with Eric Glyman of Ramp is out now: https://link.chtbl.com/1to1000
TIMESTAMPS:
(00:00) Episode preview
(02:47) Benedict’s annual presentations and frameworks for “the next thing”
(08:00) Are Netflix and Tesla tech companies?
(13:59) Why hasn’t software ‘eaten’ certain industries and fields?
(15:47) Sponsors: Secureframe
(19:30) Preconditions for predictions
(25:30) Overhyped/underappreciated aspects of Web3 and Crypto
(29:25) Blockchain, and Benedict’s prediction for decentralization
(35:00) Building the next Twitter
(44:33) Predictions for metaverse and VR
(50:52) Consumer surplus and business models
(52:37) AI predictions
(56:22) Opportunities in AI
(01:02:58) Bundling and unbundling lens on AI
(01:07:35) Future of jobs
(01:16:00) Predictions for Benedict’s next presentation
LINKS:
Presentations: https://www.ben-evans.com/
Book recommendation: Reminiscences of a Stock Operator by Edwin Lefèvre
https://www.amazon.com/Reminiscences-Stock-Operator-Edwin-Lef%25C3%25A8vre/dp/0471059684#:~:text=First%2520published%2520in%25201923%252C%2520Reminiscences%2520of%2520a%2520Stock%2520Operator%2520is,recommended%2520investment%2520book%2520ever%2520written?&_encoding=UTF8&tag=turpentine-20&linkCode=ur2&linkId=19fa33d3202c6df062385946b9ec3743&camp=1789&creative=9325
TWITTER:
Erik’s Twitter: @eriktorenberg
Benedict’s Twitter:@benedictevans
Please support our sponsors: NetSuite | Secureframe
-NetSuite: http://netsuite.com/upstream
NetSuite provides financial software for all your business needs. More than thirty-six thousand companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you’re looking for an ERP platform -> NetSuite: http://netsuite.com/upstream and defer payments of a FULL NetSuite implementation for six months.
- Secureframe: https://secureframe.com/
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