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Benedict Evans

The a16z Show

AI Eats the World? A Reality Check with Benedict Evans

Published
June 4, 2026
Duration
1h 2m
Summary source
description
Last updated
Jun 24, 2026

Discusses ai.

Summary

Erik Torenberg speaks with tech analyst Benedict Evans about the current state of AI, what has changed over the past year, and which questions remain unanswered. The conversation covers coding agents, foundation models, AI infrastructure spending, software economics, and the tension between today's AI excitement and the long-term realities of technology a…

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Show notes

Erik Torenberg speaks with tech analyst Benedict Evans about the current state of AI, what has changed over the past year, and which questions remain unanswered. The conversation covers coding agents, foundation models, AI infrastructure spending, software economics, and the tension between today's AI excitement and the long-term realities of technology adoption. Evans discusses why coding has emerged as AI's first breakout use case, how previous platform shifts can help frame the current moment

Themes

  • ai