AI Eats the World — a16z Podcast: Benedict Evans on Where Investors Should Place Bets
Update: 2025-12-12
Description
Benedict Evans reframes AI investing: it’s less about flashy models and more about productization, distribution, and infrastructure. This condensed summary (3 minutes) captures the core of the original 1-hour a16z Podcast conversation so you can learn the essentials fast. Hear a16z hosts and guest Benedict Evans unpack why many users sign up for AI but don’t use it daily, which job categories see clear wins (software dev, marketing), and why the real value lies in wrapping models into defensible products and workflows. Learn how platform shifts, hyperscaler economics, and distribution shape winners and losers, why bubbles are likely, and which use cases are immediate versus speculative. Keywords: AI, machine learning, startups, venture capital, productization, infrastructure, hyperscalers, distribution. Listen now to get the key ideas in minutes.
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