Hardware Podcasts

EP 147: Talking All Things AI with Benedict Evans

The Circuit · 29 Dec 2025 · 52m · Episode 149

What this episode covers

Benedict Evans, a technology analyst and author, discusses the current state of AI with hosts Ben Bajarin and Jay Goldberg, comparing the industry's early uncertainty to the internet in 1997. Evans argues that while general-purpose models are becoming commodities, value will accrue to companies that productize these models into specific workflows rather than relying on blank prompts. He draws a parallel between Nvidia and Sun Microsystems, suggesting that Nvidia's current dominance may face long-term pressure from Moore's Law and commoditization, similar to how Sun was eventually squeezed by general-purpose PCs.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Nvidia, Sun Microsystems, OpenAI, Google, Meta, Salesforce, Oracle
Products
ChatGPT, Instacart

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