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Another Podcast
by Benedict Evans, Toni Cowan-Brown
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Latest episodes
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Looking for friction
September 20, 2026 · 22 minHow much consumer spending and how many business models are locked up by friction, inertia and complexity that AI might reduce or remove? How many businesses depend on making it too hard to bother? What happens if ‘the marginal cost of…
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AI deployment
August 16, 2026 · 26 minEvery 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'?
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Most people and companies aren't tool-builders
July 24, 2026 · 19 minAI 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…
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Token pricing
July 15, 2026 · 24 minAI 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…
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The spring updates on AI
June 5, 2026 · 39 minTwice 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?
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What jobs are AI jobs?
April 16, 2026 · 30 minHow 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…
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The end of the network effect
February 28, 2026 · 26 minOpenAI 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…
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AI and SaaS
February 23, 2026 · 32 minWhat does AI do to software? What's a more interesting answer than 'no, this won't kill SaaS'? And what comes after the euphoria?
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How does OpenAI compete?
December 20, 2025 · 21 minOpenAI 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?
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The AI presentation
November 16, 2025 · 38 minIt's time for Benedict's annual Tech Trends presentation. What's new, what's boring, what are the new questions?
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A double episode: AI differentiation, and Apple does F1
August 21, 2025 · 46 minHow 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?
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Looking for AI strategies
April 5, 2025 · 28 minIt'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…
About the show
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.