Another Podcast
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Another Podcast
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 disc...
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A double episode: AI differentiation, and Apple does F1
How can billion dollar chatbots differentiate when they're all doing the same thing in the same way?
- and -
Why is tech into F1, and why...
Looking for AI strategies
It's easy to say what tech companies want from AI, but much harder to talk about the product strategy - they're all pretty much the same. "Just build...
Ai eats the world
For the past decade, Benedict has given an annual presentation on the state of technology, and he did the latest at Slush in Helsinki last month. In t...
From SAAS software to Formula 1
Benedict went from being a consultant to an analyst to having his own business, but in essence, he's always been an analyst. Toni went from policy to...
Google's Antitrust case
A quarter century after 'don't be evil', a judge has found that Google is abusing its monopoly in search. But no-one knows what happens next, and whet...
The AI summer
As we go into the summer, we know a lot more about generative AI than we did six or nine months ago - or at least, we have better questions.
Looking for AI use-cases
Generative AI is the thing, and all new software will be built around it. But while everyone is experimenting and some people are getting huge value o...
Tiktok, Apple and Temu
Will the US finally break up Tiktok? Will the EU break up the App Store? And why does Temu want to keep your orders under $800?
Google Gemini and AI bias
Are there questions that an AI chatbot shouldn't answer? Should it always give the 'right answer'? Are you sure? Google has egg on its face this week,...
Breaking and remaking media
We’re past peak TV, the charts are curving down, and Hollywood is pretty sure that streaming was a bad idea. On the other hand, music is growing stron...
Apple's Vision Pro
Yes, we bought one. What’s it like and what can we say that we didn’t say last summer? What has Apple built, what is it for, what does it mean for Met...
What's your AI strategy?
Everyone needs an AI strategy (there was an email from the CEO!) but what would that mean? How does a big company work out how to deploy a new technol...
AI and Everything Else
Every year, Benedict produces a big presentation exploring macro and strategic trends in the tech industry. Here are some of the key takeaways from th...
LLMs, links, and the death of links
We spent the last 30 years building structures on top or instead of the raw links of the web, from Google to TikTok… but now LLMs might read all the l...
Bundling/Unbundling AI
ChatGPT and LLMs can do anything (or look like they can), so what can you do with them? How do you know? Do we move to chat bots as a magical general-...
The magic customer
A conversation with Leonard Brody, Co-Founder and Executive Chairman of Caravan. How do you build brands and consumer products in a world of infinite...
Unbundling ChatGPT
Nine months on, everyone is still trying to understand where ChatGPT will go, but one big question for us: how is this useful, for us, today? What's t...
Vision Pro, two weeks on
Two weeks after Apple showed us the Vision Pro - what have they built, what is it for, what does it mean for Meta, and why does it cost $3,500? Check...
Working out AI questions
We don't know what generative AI will be (or what will happen next week), but we're starting to work out what questions to ask
Buzzfeed News, Reddit and OpenAI
Buzzfeed News dies just as Reddit and Stack Overflow say they'll charge LLMs to train on their data. Who owns content and how does distribution work i...
Metaverse and crypto - beyond the BS
Crypto crashed, metaverse was silly, and now we know that generative AI is the future of everything. Right? Well, sort of. But though the hype has mov...
AI, copyright and collective knowledge
If you spend an hour typing prompts into MidJourney, who owns the result? There are easy answers to this, but they're probably wrong - these are new q...
GPT-4 is here, now what?
Generative machine learning is moving so fast it's impossible to keep up. What questions can we ask about GPT4, before everything changes again next w...
The right questions to ask about TikTok
The 'ban it' snowball is getting bigger and bigger, but what problem are we solving - privacy, or propaganda? How does this scale to all the other Chi...
Amazon's $40B advertising business
Amazon sold close to $40bn of advertising last year - bigger than Prime, bigger than the entire global newspaper industry and probably more profitable...
ChatGPT versus Google
Microsoft thinks (or says) that Generative ML will reset the search market, unlocking Google's market share and collapsing those 60% operating margins...
Generative search
What would generative search mean? Generative video? Indeed, Generative products? Last week we talked about how ChatGPT, LLMs and generative ML work -...
Generative AI
The wave of enthusiasm around ChatGPT and generative AI feels like another Imagenet moment - a step change in what ‘AI’ can do that could generalise f...
Why are chips interesting again?
Chips have always been the foundation of tech, but the rest of us didn't need to pay much attention - stuff just got faster every year. But now there...
No Soup for You! Regulating tech M&A
Within and Activision, but also PA Semi and Android - how do we think about big tech buying stuff, and why is it hard for regulators?
ChatGPT and the Imagenet Moment
When machine learning started really working, back in 2012-13-14, the demos were amazing, but it wasn't immediately obvious how universal the applicat...
All the other things happening in tech part 1.
What does Anker have to do with Mr Beast, Amazon ads or Aesop? A chat about unbundling ecommerce and building brands in a world of infinite media.
The FTX face-palm
What can we say about a ‘crypto’ crash if we’re not crypto people, nor Wall Street people? How much does it matter?
How many metaverses?
Every now and then, big company CEOs all read the same tech trends piece and send the same email - "what's our strategy for this?!" And in 2022, there...
Wondering about generative AI
Generative AI looks like second wave of ML hat might be as big a deal as the Imagenet wave from 2013 or so. What questions can we ask?
Figma, unbundling and $20bn of antitrust
What does Adobe's purchase of Figma tell us about the ways that software is changing, and the kinds of tools that people build and use? And, how long...
TV after software
‘Software eats the world’, and now it’s eating TV, but then what? Pretty soon software seems to stop mattering, and all the questions become TV questi...
A new wave of company creation
Adam Neumann's latest venture shines a light on some of the interesting questions that arise, such as: What is this, what could it be, and can it work...