Benedict Evans on Why AI Feels Like the Internet in 1997 (opens in new tab)

Benedict Evans on Why AI Feels Like the Internet in 1997 Benedict Evans joins Erik Torenberg for a conversation on the state of AI, including how coding agents hit product-market fit, why foundation models should be thought of as infrastructure, the value of vertical products, and more. 00:00 Intro 00:44 What's changed since last year 05:53 OpenAI vs Anthropic strategy 10:31 The pricing crunch & platform history 22:48 What comes after coding 38:18 AI & the future of enterprise software 48:43 ...