AI Eats the World? A Reality Check with Benedict Evans
Open original episodeTech analyst Benedict Evans joins a16z's Erik Torenberg for a reality check on AI's current state, covering coding agents as AI's first breakout use case, foundation model economics, infrastructure spending, and whether AI models capture value or become commoditized infrastructure.
Why this matters: Evans' framing of coding as AI's first breakout use case—and the open question of whether models capture value or become infrastructure—directly shapes how developers should think about building on top of today's AI stack.