Another Podcast

For some industries, a world-changing new technology really is just a useful tool, and for others it changes everything. How did that work for the internet, and how will it work for AI? Where's the point of leverage?

Anthropic’s S1 is a Rorschach test - what do you want to see? And does this have any predictive value?

How much consumer spending and how many business models are locked up by friction, inertia and complexity that AI might reduce or remove? How many businesses depend on making it too hard to bother? What happens if ‘the marginal cost of arguing goes to zero’?

Every big company deployed Copilot. Hmm. That doesn't seem to have changed everything, so now what? How does this work, how do change management and 'AI deploycos' turn out, and how does this fit into 'normal technology'?

AI makes it easy for anyone to build tools to automate their work... except most people and most companies aren't tool-builders, don't think like that, and can't and won't do that. This is why software companies and consultants exist - AI changes the thresholds but not the problem.