A rational conversation on where AI is actually going | Benedict Evans

My most controversial opinion is that I think that AI is as big a deal as the internet or mobile. And only as big a deal as the internet or mobile. But you're just on the coming job apocalypse. Every time we have a new technology, it automates away a bunch of jobs and then that automation unlocks a bunch of new jobs. And you don't know the new job because it doesn't exist yet. We've had that process over and over again. Even just looking at the most advanced AI company Throughout big company. Everyone's increasing headcount. You talk to these gymers on Twitter and they would act like every big company is going to buy ChatGPT tomorrow and then in two weeks' time they'll five all their stuff. These people are more. You can't predict which things are going to be exposed. You can't look at a senior partner at a law firm and say, well, 17% of their work could be automated. I'm curious if you're following the anti-AI sentiment. It's a big fuzzy mess. Yes, it will change a bunch of stuff and we'll need to worry about it. But that's kind of a constant. We've always had that. What would be a couple things you recommend people do to be more successful in this future. Don't stick your head in the sand and say I hate all of this stuff. That gives you a great feeling of moral superiority and you can go in blue sky and shout at everybody about how evil AI is like great. Happy for you. But that's not gonna help. What helps is you diving into this and coming out understanding what you can do with it. Today my guest is Benedict Evans.

Benedict was a longtime partner at A sixteen Z as their in-house analyst and resident thinker. Before that, he was a longtime equity researcher, and for the past six years, he's been an independent analyst, tracking the most important tech trends and sharing what he's learning. Most recently, as you'd expect, he's spending all his time on how AI is changing our lives. And in his words, AI is eating the world. In this conversation we go deep. On what we're still not pricing in on the impact that AI is going to have on our lives and our work.

The rise of anti-AI sentiment, the impact on jobs, where in the value chain most of the value will accrue, and tons more. If you are worried about AI, or just confused about where things are heading, this conversation will teach you a lot and also make you feel better. Before we get into it, don't forget to check out Lenny'sProductPass.com. For a year free. Of some of the most amazing hotest. Most well crafted AI products in the world, available exclusively to Lenny's newsletter subscribers.

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