How I Built the Most AI-Pilled Company in the World

Feeding the machine

The fastest growing companies in the world aren’t AI companies, but the startups that supply them with warm bodies.

AI companies are pivoting from creating gods to building products. Good.

Turning models into products runs into five challenges

I am often wrong

[I shared this note with my team earlier this week, and am posting it here as well. I hope it is interesting or helpful for others working on building product in the age of AI.]

Perhaps Inc. | Faces

A company building AI-native products

An AI capitalism primer

How do you make money in AI? Who's doing it?

Presentations — Benedict Evans

Every year, I produce a big presentation exploring macro and strategic trends in the tech industry. New in May 2025, ‘AI eats the world’.

The Four Fits: A Growth Framework for the AI Era

Everything's changed. Here's how to reach $100m at venture speed.

How a 40-Minute Window Brought Down a $10 Billion AI Startup: The Mercor Data Breach, Explained

A poisoned open-source package, a credential-stealing payload, and 4 terabytes of stolen data here’s what every AI company needs to learn…

AI machines aren’t ‘hallucinating’. But their makers are | Naomi Klein

Tech CEOs want us to believe that generative AI will benefit humanity. They are kidding themselves

Human-Scale AI Incubator: Call for proposals

Calling all builders of small models, intentional systems, and tailored solutions. Receive up to $500,000 USD in funding over three years from Mozilla Foundation.

AI's Affordability Crisis

A year ago in The Back Of The AI Envelope I pointed out that the AI platforms were running the drug-dealer's algorithm, "the first one's fr...

Startups Target the Tricky Task of Making AI Seem More Human

Simulated human behavior companies raise millions

What AI companies can do today to help with the most important century

Major AI companies can increase or reduce global catastrophic risks.

How AI Saved My Company From a 2-Year Litigation Nightmare

After 2+ years and a tremendous waste of energy and money, my firm Calm Company Fund resolved a lawsuit against us on very favorable terms. What started as one of the most challenging periods of my life became an unexpected masterclass in using AI to level the playing field against well-funded opponents. If you’re an... Continue reading →

Google Cloud Next 2026: The End Of The AI Pilot Era

Google Cloud Next 2026 opened with Thomas Kurian declaring the end of the AI pilot era and Sundar Pichai comparing the enterprise refrain of last year (“Can we build an agent?”) to today’s: “How do we manage thousands of them?” Google Cloud Next ’26 answers the second question with a single product story: Gemini Enterprise […]