The race to shoehorn half-baked AI features into enterprise products is a cynical subversion of UX that’s likely to lead to less adoption…
Companies That Replaced Humans With AI Are Realizing Their Mistake
As AI agents have yet to pay for themselves, more and more executives are waking up to the sloppy reality of AI hype.
Nature is Laughing at the AI Build Out -
I was catching up on Acquired episodes this week and listened to the spectacular “Google: The AI Company” episode that Ben and David put together. What the two of them have created with their podcast fascinates me in the inevitability of its success. I think Acquired proves that if you are smart and work your […]
AI companies are pivoting from creating gods to building products. Good.
Turning models into products runs into five challenges
70 years of AI hype
Quoting from Olivia Guest et al. (2025) "Against the Uncritical Adoption of AI Technologies in Academia."
What fully automated firms will look like
Everyone is sleeping on the *collective* advantages AIs will have, which have nothing to do with raw IQ - they can be copied, distilled, merged, scaled, and evolved in ways humans simply can't.
Everything is ugly, so go build something that isn't — Raiza Martin, Huxe (ex NotebookLM)
Don’t Believe the Hype — or Doom — About AI
For America’s VC-dominated tech industry, AI hype isn’t just a crazy by-product — it’s a structural part of the US economy in which capital tries to write our destinies. We shouldn’t let it.
Enterprise Philosophy and the First Wave of AI
The first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer …
AI is now unpopular. That may not make a difference.
Companies rushed in on AI. Now some are pulling back
Rapid AI adoption left workers cleaning up a flood of errors and low-quality work
The AI Takeover Has Arrived
...but it looks completely different from what we imagined
Paradigm Shifts and the Winner’s Curse
When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon
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’.
AI Has No Wisdom and Neither Will You
Certainly the industry is transforming, however, the people and organizations falling into the trap of no longer reading and writing code only do so at their peril.
AI is Creating Peak Software, Media is the Best Analogy
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