TechnologyBusinessEntrepreneurshipGovernmentExplicit

Another Podcast

Benedict Evans, Toni Cowan-Brown

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.

Play

Open in

21 episodes
Avg 33 min
English

Episodes 21

Newest Oldest Longest

All20 Unplayed20 In progress0 Played0

Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.

S5 · E22
August 16 · 25 min
AI deployment
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'?
S5 · E21
July 24 · 18 min
Most people and companies aren't tool-builders
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.
S5 · E20
July 15 · 23 min
Token pricing
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?
S5 · E18
June 5 · 39 min
The spring updates on AI
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?
S5 · E17
April 16 · 29 min
What jobs are AI jobs?
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?
S1 · E23
February 28 · 26 min
The end of the network effect
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?
S5 · E16
February 23 · 31 min
AI and SaaS
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?
S5 · E15
Dec 20, 2025 · 20 min
How does OpenAI compete?
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?
S5 · E14
Nov 16, 2025 · 38 min
The AI presentation
It's time for Benedict's annual Tech Trends presentation. What's new, what's boring, what are the new questions?
S5 · E13
Aug 21, 2025 · 46 min
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 is F1 into tech?
S5 · E12
Apr 5, 2025 · 27 min
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 a better model!" Where does that go? Can they differentiate? What would it mean to differentiate a product that can do 'everything' - what would different everythings be?
S5 · E10
Dec 8, 2024 · 42 min
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 this episode we discuss some of the challenges and issues that he tried to cover. You can find the full presentation here - https://www.ben-evans.com/presentations
S5 · E9
Oct 11, 2024 · 45 min
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 consultancy, then from B2B sales to Formula 1. After four years of doing the podcast, we thought it would be interesting to sit down and discuss how we got here and talk all things Formula 1.
S5 · E8
Aug 19, 2024 · 37 min
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 whether this ruling will change anything. Will Apple build a search engine? Will ChatGPT change search? Does it matter? There are many more questions than answers.
S5 · E7
Jul 1, 2024 · 37 min
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.
S5 · E6
Apr 1, 2024 · 31 min
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 out of ChatGPT or Midjourney right now, others haven't worked out how to make it useful. Yet. So how do we find use-cases for a universal, general purpose, magical technology, and is that a crazy question?
S5 · E5
Mar 13, 2024 · 34 min
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?
S5 · E4
Mar 3, 2024 · 32 min
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, but this isn't easy, and with generative AI, we're going to re-run all the arguments and panics we had over content moderation in the last decade.
S5 · E3
Feb 16, 2024 · 39 min
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 strongly and might even end up bigger than CDs. Why have newspapers, books, movies, TV and music coped so differently with the internet?
S5 · E2
Feb 8, 2024 · 30 min
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 Meta, and why does it cost $3,500?

Showing 1–20 of 21 episodes