Benedict's Newsletter
Weekly newsletter from Andreessen Horowitz analyst Ben Evans
Benedict's Newsletter launched on September 29, 2014 with 12 votes. The site was still online in September 2026, 12 years on.
What it does
What matters in tech? Newsletter, essays and presentations by Benedict Evans.
It’s very tempting to imagine that AI turns everyone into a tool-builder - now everyone can just ask the model to make the software they need, and apps as we know them are dead. I think that misunderstands how most people think and where software actually comes from, and more importantly, it isn’t a path to change how companies actually work. 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? Many people would like to analyse which jobs, companies and industries are most exposed…from ben-evans.com
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Source: Product Hunt launch ↗
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Forest▲533Put down your phone and stay focused. Or a tree will die. 🌳😵
Life & fun · 2014 · forestapp.cc
