AI Eats the World? A Reality Check with Benedict Evans

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, and why many of the most important questions about AI remain unresolved. Along the way, they explore the future of software, enterprise adoption, consumer behavior, and whether AI models ultimately capture value themselves or become infrastructure for the next generation of applications.

You can listen to AI Eats the World? A Reality Check with Benedict Evans online on Radio and Podcast. Open the player on this page to stream the available audio.

AI Eats the World? A Reality Check with Benedict Evans is an episode from a16z Podcast by a16z.

This episode is 01:02:57 long.

This episode was published on Jun 4, 2026.

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