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The end of the network effect

Season 1 Episode 23

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.…

8 hours ago

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AI and SaaS

Season 5 Episode 16

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? 

5 days, 17 hours ago

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How does OpenAI compete?

Season 5 Episode 15

OpenAI has all the mindshare and 800m weekly active users, but the models remain commodities and platforms with their own distribution are coming up …

2 months, 1 week ago

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The AI presentation
The AI presentation

Season 5 Episode 14

It's time for Benedict's annual Tech Trends presentation. What's new, what's boring, what are the new questions? 

3 months, 1 week ago

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A double episode: AI differentiation, and Apple does F1

Season 5 Episode 13

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 te…

6 months, 1 week ago

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Looking for AI strategies

Season 5 Episode 12

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…

10 months, 3 weeks ago

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Ai eats the world

Season 5 Episode 10

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 …

1 year, 2 months ago

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From SAAS software to Formula 1

Season 5 Episode 9

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…

1 year, 4 months ago

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Google's Antitrust case

Season 5 Episode 8

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 whe…

1 year, 6 months ago

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The AI summer

Season 5 Episode 7

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. 

1 year, 8 months ago

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