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Start / Another Podcast
Another Podcast
If you're looking for another over-scripted and edited podcast, this is not it.
89 avsnitt • Längd: 35 min • Månadsvis
Om podden
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.
The podcast Another Podcast is created by Benedict Evans, Toni Cowan-Brown. The podcast and the artwork on this page are embedded on this page using the public podcast feed (RSS).
Avsnitt
From SAAS software to Formula 1
11 oktober 2024 |
46 min
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.
Google's Antitrust case
19 augusti 2024 |
38 min
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.
The AI summer
1 juli 2024 |
38 min
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
1 april 2024 |
32 min
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?
Tiktok, Apple and Temu
13 mars 2024 |
35 min
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
3 mars 2024 |
32 min
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.
Breaking and remaking media
16 februari 2024 |
39 min
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?
Apple's Vision Pro
8 februari 2024 |
31 min
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?
What's your AI strategy?
29 januari 2024 |
34 min
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 technology? How is this the same as every other platform shift, and how might it be different?
AI and Everything Else
17 december 2023 |
36 min
Every year, Benedict produces a big presentation exploring macro and strategic trends in the tech industry. Here are some of the key takeaways from this year's presentation - AI, and everything else.
Presentation - https://www.ben-evans.com/presentations
LLMs, links, and the death of links
29 oktober 2023 |
31 min
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 links for us.
Bundling/Unbundling AI
22 oktober 2023 |
38 min
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-purpose interface, or do we unbundle them back into single-purpose software?
The magic customer
15 oktober 2023 |
59 min
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 choice and infinite media? And how does celebrity fit into that?
Unbundling ChatGPT
17 augusti 2023 |
25 min
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 the product? How does this get unbundled?
Threads
21 juli 2023 |
43 min
What is Threads? A Twitter that doesn't suck? Something else? Could it work?
Vision Pro, two weeks on
18 juni 2023 |
45 min
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 back in 2025.
Apple's product pages (watch some of this if you haven't already).
Apple Vision
5 juni 2023 |
28 min
Apple does VR. We watched. We took pictures. We talk about it.
Working out AI questions
1 maj 2023 |
38 min
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
24 april 2023 |
34 min
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 in an LLM age? Are those the right questions? What should we be asking?
Metaverse and crypto - beyond the BS
16 april 2023 |
39 min
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 moved on, the reasons web3 and VR were interesting haven't really changed.
AI, copyright and collective knowledge
2 april 2023 |
30 min
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 questions with new puzzles, much like radio, photography or music before.
GPT-4 is here, now what?
27 mars 2023 |
40 min
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 week?
The right questions to ask about TikTok
20 mars 2023 |
41 min
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 Chinese apps? And meanwhile, how well do we pay attention to the product itself?
Amazon's $40B advertising business
12 mars 2023 |
31 min
Amazon sold close to $40bn of advertising last year - bigger than Prime, bigger than the entire global newspaper industry and probably more profitable than AWS. But is this really advertising, rent, or something else? And what does that mean for Google?
ChatGPT versus Google
12 februari 2023 |
34 min
Microsoft thinks (or says) that Generative ML will reset the search market, unlocking Google's market share and collapsing those 60% operating margins. Really? What would that mean?
Generative search
6 februari 2023 |
35 min
What would generative search mean? Generative video? Indeed, Generative products? Last week we talked about how ChatGPT, LLMs and generative ML work - now, what might they mean.
Generative AI
30 januari 2023 |
35 min
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 far beyond the cool demos. But - it makes things up, and it doesn't actually understand anything it's doing. Probably. What does that mean? What's this for?
Why are chips interesting again?
19 december 2022 |
41 min
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 are actual real, big, interesting structural changes happening - what does that look like?
No Soup for You! Regulating tech M&A
11 december 2022 |
39 min
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
5 december 2022 |
41 min
When machine learning started really working, back in 2012-13-14, the demos were amazing, but it wasn't immediately obvious how universal the applications would be. The same with Generative AI now - now - the demos are cool, but what will they mean? How will this generalise to change search or law firms?
All the other things happening in tech part 1.
29 november 2022 |
30 min
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
18 november 2022 |
31 min
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?
31 oktober 2022 |
32 min
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 were a lot of "metaverse?!" emails. But what does 'metaverse' mean, can you have a strategy for it, and do you even need to care? Probably not.
Wondering about generative AI
19 oktober 2022 |
36 min
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
19 september 2022 |
37 min
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 until the antitrust lawsuit arrives?
TV after software
5 september 2022 |
30 min
‘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 questions, fashion questions, or music questions, while tech moves on to something else.
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A new wave of company creation
23 augusti 2022 |
31 min
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? Can this person make it work? As well as, is this the kind of deal we should be doing? Do we understand this?
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Lighting and tech diffusion
15 augusti 2022 |
26 min
What does a light on a restaurant table say about the failure of smart home startups? Or Shein?
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The FTC's antitrust thesis
1 augusti 2022 |
27 min
The US is fundamentally rethinking its approach to competition, and M&A, and tech, and big tech buying startups. The FTC trying to block Meta from buying Within is the test case for all of those. How many interesting problems can we cover in 30 minutes?
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When the point of leverage changes
25 juli 2022 |
38 min
What does 'focus' mean for a trillion dollar company? Amazon is buying doctors and Apple might be a bank - should we change our assumptions for what these kinds of companies would never do? How does the point of leverage change?
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Remember AI?
18 juli 2022 |
34 min
Five years ago AI was everything, but attention moved on (Metaverse! Crypto!) and ‘Applied AI’ became useful but boring. Now things like DALL-E look cool, but what are they useful for? What’s the second wave?
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What's next for advertising?
6 juni 2022 |
32 min
Advertising is $700bn - after IDFA and the cookie apocalypse, what else is breaking apart and where do things land?
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Three ways to say no
30 maj 2022 |
30 min
The more that governments, regulators, policy-makers and activists demand that tech works differently, the more argument there is, and the more that tech people and companies people say ‘no!’ But what does it mean when a tech company, or indeed any company in any industry, says ’no’?
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Shein, TikTok and Netflix - thinking about limits
26 maj 2022 |
36 min
Shein added 60k new products in the last week - double Zara and H&M's total combined stock. Netflix made more shows last year than the entire US TV industry back when it start streaming. What happens when you remove physical limits? What's the feedback cycle?
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Metaverse - how to be wrong in the right way
16 maj 2022 |
35 min
What do we mean when we say 'the metaverse'? And what do we mean by interoperability?
It's far more useful to get specific about how we think about the future of the internet. What will it do and not do? How will it work and not work? If we are going to make predictions and be wrong, we might as well be wrong in specific ways.
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Stories in the noise
2 maj 2022 |
39 min
Elon made a lot of noise this week, but what else was going on? We chat about half a dozen things that happened in tech this week, all of them more interesting than the bird company.
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Netflix isn't a tech company
25 april 2022 |
40 min
Netflix missed its numbers, but what's really going on in streaming? Is this a tech company, and does it have winner-takes-all effects? Or are all the questions to ask really about television? And whatever happened to the Apple TV?
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The future of Twitter
18 april 2022 |
36 min
Elon is on manoeuvres, but what are the problems? Has he thought about this at all? Why has Twitter always been such a mess, and why is it such a tiny company?
Are you a seal?
11 april 2022 |
31 min
‘Big tech’ is big and scary, but do they care about your market? They could come in, yes, and make a mess, but would that make any sense for them? And, do you look like a seal?
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The Evolution of networks
14 mars 2022 |
41 min
Web3 will remake networks, content and online publishing - apparently. But how many cycles have we been through, how much do the forms, networks and intersections change, and what does it mean to own your data? Is that even possible?
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Ukraine
7 mars 2022 |
38 min
A chat about Ukraine without pretending we know about Russia, geopolitics and Ukraine. Rather we will focus on some of the things happening in and around tech with regards to this. And we are absolutely conscious these may not be the most important things happening right now.
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Talking about crypto
1 mars 2022 |
40 min
Crypto is so big and yet so unclear that we can’t even agree what to call it. What does ‘web3’ mean, what might it mean, how do we ignore the noise, and what questions might matter?
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The retail reset
21 februari 2022 |
34 min
Everything comes out of Covid (we hope), especially retail. US ecommerce penetration jumped forward a little and the UK a lot, but what kinds of companies, brands and stories can be created now that everything and anything can be online?
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Asking the dumb questions
18 februari 2022 |
41 min
One thing is obvious in tech, there are so many questions worth exploring. In 2022, we are thinking about cars and infrastructure, crypto and web3, AR and VR, games and regulations. It's less about hat we focus on maybe, and more about how we think about these topics and what questions are worth paying attention to.
What we know about web 3 so far
15 november 2021 |
42 min
Another episode on our theme ‘how to talk about X if you’re not in the field’ - this time ‘Web3’, the new brand name for crypto. How do we ignore the noise (SO much noise) and think about where and how this will be useful?
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How to think about tech
8 november 2021 |
37 min
We can talk all day about crypto, or VR or Facebook, but how might we talk about *everything* in tech? What are the frameworks and tools to structure the noise?
The Meta reality
2 november 2021 |
41 min
There are two strands to this story: the second phase of Facebook which is the Metaverse (which we previously spoke about on the podcast) and Facebook actually changing its name to Meta. If and when you decide to create a new brand because the existing brand comes with a lot of baggage, a marketing person would probably suggest you fix the problems first, and then decide how to communicate the rebrand. So why would Facebook move to ‘Meta’ today?
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Metaverse - beyond the buzzword
18 oktober 2021 |
40 min
‘Metaverse’ is the buzzword of the moment, yet it doesn’t really exist as more than a label on a whiteboard, and many of the ideas it tries to combine might not happen, or not like that. This might be the new ‘information highway.’ But however it works, some kind of break-out of new devices, new experiences and new kinds of popular culture seems pretty easy to believe in.
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Regulation - Who will notice?
28 september 2021 |
36 min
Tech regulation and the problems that prompt it to fill every headline. But is structural change coming? Who will this affect? Who will notice?
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Apple's metronome
20 september 2021 |
40 min
The new iPhones are boring, and why that's interesting. Plus, Apple and Epic stumble towards a new App Store model, and - Real Soon Now - Apple! glasses! and! cars! It's the Apple metronome.
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Games and Roblox
26 augusti 2021 |
36 min
The barrier to entry to gaming is lower than it has ever been. But are there more gamers today? Are more 10-year-olds playing games today than they did 10 years ago? And why are we more focused on what is happening in this space?
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Telcos and Tesla
15 augusti 2021 |
40 min
Why hasn't tech disrupted mobile network operators? Smartphones changed everything about mobile, and yet the networks are all still there with pretty much the same business. Does software always matter? At what level of the stack? And what's the read-across to cars?
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Creativity and Optimism
13 juli 2021 |
52 min
A conversation about creativity, working with tech and optimism with Nicolas Roope, agency and startup co-founder who has ridden many of the revolutions we talk about on this show.
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'Digital transformation' - beyond the silly slogan
5 juli 2021 |
43 min
'Digital transformation' sounds like a terrible marketing slogan, but it describes a pretty basic generational change in how big companies do tech. Why is that interesting if you're not a big company?
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Tech in china, from inside and outside
29 juni 2021 |
57 min
This is a follow-up to our conversation on Chinese tech with someone who knows a lot more about this space than we do - Lillian Li, who writes the weekly newsletter, Chinese Characteristics.
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The Business of publishing
21 juni 2021 |
53 min
This is a follow-up to our conversation on Ad Tech with someone who knows a little more about this space than we do - Jeremy White, Executive Editor WIRED UK.
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Paying attention to Apple again
14 juni 2021 |
42 min
Why do we watch WWDC? Did Apple do anything that matters if you don't own an iPhone? And what's the war on privacy?
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Trying to understand Ad Tech
14 mars 2021 |
37 min
Online advertising is worth $300bn, and yet almost no-one that doesn't work on an ad team really understands much of it. So what is the cookie apocalypse, what does it mean, and where is the money and power moving? No, we don't know either.
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App stores: arguing like it's 2009
7 mars 2021 |
30 min
Benedict and Toni discuss the ongoing debates surrounding app stores, but specifically Apple's app store.
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Who's in the office? Notes on a year of remote work.
28 februari 2021 |
38 min
Benedict and Toni discuss remote work, collaboration and conferences in 2022.
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Shopify and digital transformation
21 februari 2021 |
37 min
Benedict and Toni discuss changing habits, digital transformation and Shopify.
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Clubhouse and the endless cycle of social apps
14 februari 2021 |
35 min
Benedict and Toni discuss the new forms of social, and specifically Clubhouse, the latest social audio app.
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Bezos and the Amazon machine
7 februari 2021 |
41 min
Benedict and Toni discuss Amazon and solving problems.
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Telling stories with charts
31 januari 2021 |
42 min
Benedict and Toni discuss the best ways to tell compelling stories with charts.
The presentation we discussed
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Why do we care about games?
24 januari 2021 |
31 min
Benedict and Toni discuss why games matter and their place within the tech industry.
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Two Europeans talk about China
17 januari 2021 |
40 min
How do we look at China if we're *not* China experts?
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There's no such thing as data
10 januari 2021 |
45 min
Benedict and Toni talk about data, buzzwords and TED talks.
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The history of doom-scrolling
3 januari 2021 |
45 min
Benedict and Toni talk about newsletters and more specifically, Substack.
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What comes next?
22 december 2020 |
27 min
Benedict and Toni talk about what comes after the smartphone, and whether even matter. Maybe the models of how to think about this question have more to offer us than the question itself.
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The FTC and Facebook
13 december 2020 |
38 min
Benedict and Toni talk about the latest big antitrust push - the US (both states and FTC) versus Facebook. Will it work? And how to contrast it with the laws the EU will announce this week?
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Slack, Salesforce and the future of work
7 december 2020 |
29 min
Benedict and Toni talk about the latest Slack acquisition by Salesforce and what this means for the whole 'future of work' thing.
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F1 - the plane that never takes off
29 november 2020 |
45 min
Benedict and Toni talk about Formula 1 and 50s experimental aircraft, and how they overlap in interesting ways with technology, innovation, and creation.
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The acceleration of ecommerce habits
23 november 2020 |
34 min
Benedict and Toni discuss how ecommerce shot up in lockdown and what habits may be sticking.
Ecommerce charts: Link
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The paradox of Apple
16 november 2020 |
33 min
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Is content moderation a dead end?
9 november 2020 |
42 min
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How do you destroy a tech monopoly?
2 november 2020 |
41 min
Amazon and eCommerce
26 oktober 2020 |
42 min
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What the Apple and Facebook events tell us about their product cycles
19 oktober 2020 |
32 min
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Is Europe a market?
11 oktober 2020 |
45 min
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00:00
-00:00
En liten tjänst av I'm With Friends. Finns även på engelska.