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Benedict Evans Podcasts

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Another Podcast

Benedict Evans, Toni Cowan-Brown

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If you're looking for another over-scripted and edited podcast, this is not it. But if you want to listen to honest and unfiltered discussions about the latest in tech and its impact on society, welcome, you have come to the right place. This is Another Podcast where two friends and colleagues discuss their overlapping experiences and perspectives on what happens in technology. We might know some of the same things, yet we also have different backgrounds and expertise, or at least, we ask di ...
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What comes after Google, Facebook, Bitcoin, and Ethereum? Perhaps it's the startup country — the network state. Balaji interviews tech founders and policymakers from around the world on managing billions of dollars and millions of people, as well as what it might take to start a new kind of state.
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/ideas

Intercom

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/ideas podcast is all about what it really takes to become an AI-first company. Hosted by the visionary minds behind Fin, the show brings together leaders from forward-thinking companies to share how they’re reworking the way they build, operate, and think in the age of AI. These are honest, fast-moving conversations - the kind that usually happen off the record. From overhauling product and engineering processes to reshaping marketing teams, /ideas captures how companies are navigating the ...
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Bubble Trouble features conversations between economist and author Will Page and independent analyst Richard Kramer that lay out some inconvenient truths about how financial markets really work. Like the “boy who cried wolf,” financial markets have a peculiar tendency to repeat past mistakes and get themselves into “bubble trouble.” They party hard, drink too much of the Kool Aid, and wake up with a pounding hangover...only to do the same thing the next day. With tech dominating daily headli ...
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Benedict Evans is a former partner at Andreessen Horowitz and runs a newsletter with ~200k subscribers. We discuss smart glasses, amplified intelligence, robot dogs, the decentralization of media, and how AI is disrupting the very concept of user interfaces. If these ideas interest you, we're working on this kind of technology at Network School. Yo…
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What if your company had a digital brain that never forgot, always knew the answer, and could instantly tap the knowledge of your best engineers, even after they left? Superintelligence can feel like a hand‑wavy pipe‑dream— yet, as Misha Laskin argues, it becomes a tractable engineering problem once you scope it to the enterprise level. Former Deep…
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Solana has become by some measures the #1 new ecosystem for crypto devs. Why? We talk with Akshay and Lily on how Solana is creating Internet Capital Markets, enabling micropayments, and building Solana special economic zones like Forma. If you're building on Solana, you should come to Network School. Apply online at https://ns.com.…
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India is now #3 in global unicorns, and was the #1 fastest growing economy in the world from 2015-2025. How did that come about? I'm joined by Hemant Mohapatra at Lightspeed India to give a quick survey of Indian tech for people who know nothing about India. We cover biotech, genomics, space, California vs India, and the game plan for the global te…
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Claire is the founder of Quillette.com, a digital magazine covering tech, culture, and centrist politics. We cover the rise of China, why Australia may indeed be this century's lucky country, and the realist take on American Empire. If you're interested in these topics, you'll be interested in Network School. Apply online at https://ns.com.…
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Jeremy Howard is the creator of fast.ai, perhaps the best way to get a running start in modern deep learning. We talk about AI research, decentralizing education, and funding the world's dark talent. If you're interested in these ideas, especially regarding AI-first education, come to Network School. You can apply online at https://ns.com.…
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Vitalik Buterin is the co-founder of Ethereum and Zuzalu. We had a fireside chat on the state of Ethereum, defi, prediction markets, AI, biotech, stablecoins, the Abundance Agenda, San Francisco, Zuzalu, and startup societies. If these ideas interest you, this discussion was held live at Network School. You can apply online at ns.com.…
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Jason Calacanis is the co-host of All-In and one of Silicon Valley's most successful angels. We discuss Network School, startup societies, voting with your feet, and strengthening democratic rights in a digital age. If these ideas interest you, we're building startup societies at Network School. You can apply online at https://ns.com.…
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Agentic commerce is no longer science fiction — it’s arriving in your browser, your development IDE, and soon, your bank statement. In this episode of The MAD Podcast, Matt Turck sits down with Emily Glassberg Sands, Stripe’s Head of Information, to explore how autonomous “buying bots” and the Model Context Protocol (MCP) are reshaping the very mec…
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Welcome to a special FirstMark Deep Dive edition of the MAD Podcast. In this episode, Matt Turck and David Waltcher unpack the explosive impact of generative AI on engineering — hands-down the biggest shift the field has seen in decades. You’ll get a front-row seat to the real numbers and stories behind the AI code revolution, including how compani…
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In this episode, Vercel CEO Guillermo Rauch goes deep on how V0, their text-to-app platform, has already generated over 100 million applications and doubled Vercel’s user base in under a year. Guillermo reveals how a tiny SWAT team inside Vercel built V0 from scratch, why “vibe coding” is making software creation accessible to everyone (not just en…
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Canva just announced $3 billion in ARR, 230 million monthly active users, and 24 million paying subscribers—including 95% of the Fortune 500. Even more impressive? They’ve been profitable for seven years while growing at 40–50% per year. In this episode, Canva’s Head of Engineering, Brendan Humphreys, reveals how he went from employee #12 to leadin…
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In the first episode of /ideas, Chief Product Officer Paul Adams talks with Co-founder and Chief Strategy Officer Des Traynor about how AI is reshaping everything: how we build products, structure teams, and go to market. Follow the people https://www.linkedin.com/in/destraynor/ https://www.linkedin.com/in/pauladams/ LinkedIn: https://www.linkedin.…
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AI coding is in full-blown gold-rush mode, and GitHub sits at the epicenter. In this episode, GitHub CEO Thomas Dohmke tells Matt Turck how a $7.5 B acquisition in 2018 became a $2 B ARR rocket ship, and reveals how Copilot was born from a secret AI strategy years before anyone else saw the opportunity. We dig into the dizzying pace of AI innovatio…
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What really happened inside Google Brain when the “Attention is All You Need” paper was born? In this episode, Aidan Gomez — one of the eight co-authors of the Transformers paper and now CEO of Cohere — reveals the behind-the-scenes story of how a cold email and a lucky administrative mistake landed him at the center of the AI revolution. Aidan sha…
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What if the smartest people in finance and law never had to do “stupid tasks” again? In this episode, we sit down with George Sivulka, founder of Hebbia, the AI company quietly powering 50% of the world’s largest asset managers and some of the fastest-growing law firms. George reveals how Hebbia’s Matrix platform is automating the equivalent of 50,…
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What if the “AI revolution” is actually… stuck in the messy middle? In this episode, Benedict Evans returns to tackle the big question we left hanging a year ago: Is AI a true paradigm shift, or just another tech platform shift like mobile or cloud? One year later, the answer is more complicated — and more revealing — than anyone expected. Benedict…
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What happens when you try to build the “General Electric of AI” with just 14 people? In this episode, Jeremy Howard reveals the radical inside story of Answer AI — a new kind of AI R&D lab that’s not chasing AGI, but instead aims to ship thousands of real-world products, all while staying tiny, open, and mission-driven. Jeremy shares how open-sourc…
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InfluxDB just dropped its biggest update ever — InfluxDB 3.0 — and in this episode, we go deep with the team behind the world’s most popular open-source time series database. You’ll hear the inside story of how InfluxDB grew from 3,000 users in 2015 to over 1.3 million today, and why the company decided to rewrite its entire architecture from scrat…
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Sigma Computing recently hit $100M in ARR — planning on doubling revenue again this year— and in this episode, CEO Mike Palmer reveals exactly how they did it by throwing out the old BI playbook. We open with the provocative claim that “the world did not need another BI tool,” and dig into why the last 20 years of business intelligence have been “b…
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A week after OpenAI’s o3/o4-mini volleyed with Google’s Gemini 2.5 Flash, I sat down with Arvind Jain— ex-Google search luminary, Rubrik co-founder, and now CEO of Glean —just as his company released its agentic reasoning platform and swirled with rumors of a new round at a $7 billion valuation. We open on that whirlwind: why the model race is acce…
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In this episode, we sit down with Aaron Levie, CEO and co-founder of Box, for a wide-ranging conversation that’s equal parts insightful, technical, and fun. We kick things off with a candid discussion about what it’s like to be a public company CEO during times of volatility, and then rewind to the early days of Box — from dorm room experiments to …
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In this episode, we sit down with Sridhar Ramaswamy, CEO of Snowflake, for an in-depth conversation about the company’s transformation from a cloud analytics platform into a comprehensive AI data cloud. Sridhar shares insights on Snowflake’s shift toward open formats like Apache Iceberg and why monetizing storage was, in his view, a strategic misst…
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In this fascinating episode, we dive deep into the race towards true AI intelligence, AGI benchmarks, test-time adaptation, and program synthesis with star AI researcher (and philosopher) Francois Chollet, creator of Keras and the ARC AGI benchmark, and Mike Knoop, co-founder of Zapier and now co-founder with Francois of both the ARC Prize and the …
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In 2022, Lin Qiao decided to leave Meta, where she was managing several hundred engineers, to start Fireworks AI. In this episode, we sit down with Lin for a deep dive on her work, starting with her leadership on PyTorch, now one of the most influential machine learning frameworks in the industry, powering research and production at scale across th…
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Rudyard Lynch runs the popular YouTube channel WhatIfAltHist. We're both into applied history — namely, studying the past to forecast the future — and everything we spoke about fell under that rubric. We cover alchemy vs technology, left vs right, nature vs nurture, China vs America, communism vs wokeness, and (of course) networks vs states.Our ove…
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As Intercom’s product scaled, we struggled to keep the navigation clear and user-friendly. So how do you redesign information architecture without disrupting users? Senior Product Designer Pranava Tandra breaks down the process, from balancing simplicity with depth to making AI features more discoverable. She chats with Senior Director of Product M…
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Retrieval-Augmented Generation (RAG) has become a dominant architecture in modern AI deployments, and in this episode, we sit down with Douwe Kiela, who co-authored the original RAG paper in 2020. Douwe is now the founder and CEO of Contextual AI, a startup focusing on helping enterprises deploy RAG as an agentic system. We start the conversation w…
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In this episode, we dive into how AI is transforming video editing with Gaurav Misra, the CEO of Captions. Launched in New York in 2021, Captions already empowers over 10 million creators worldwide, leveraging AI to make video production as simple as clicking a button. Discover the strategic framework that led to the inception of Captions, and lear…
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After 138 episodes and almost four years to the day since we recorded our first one, Will and Richard have decided to take a short break. We do plan to continue Bubble Trouble, and we are not short of bubbles that are causing trouble, but we want to take time to recharge and reflect on how we can make the show better than ever. We hope you’ll look …
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AI customer service agents are quickly replacing the often clunky AI chatbots of years past, and revolutionizing how we all interact with customer service. In this episode, we dive into this rapid transformation with Mike Murchison, CEO of Ada, a fast-growing leader in the space. Mike shares how harnessing the power of several Generative AI models …
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AI models are getting cheaper, faster, and more accessible – but what does that mean for businesses and product builders? Renowned tech analyst Benedict Evans joins us to unpack the latest AI shifts, from DeepSeek’s rapid rise to the ongoing debate between deterministic and probabilistic AI. He chats with our Co-founder and Chief Strategy Officer D…
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Replit is one of the most visible and exciting companies reshaping how we approach software and application development in the Generative AI era. In this episode, we sit down with its CEO, Amjad Masad, for an in-depth discussion on all things AI, agents, and software. Amjad shares the journey of building Replit, from its humble beginnings as a stud…
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Who doesn’t like to talk about Twitter and Tweets? Word of mouth (or tweet) is the secret sauce of its success. But has it ever been successful? And if it hasn’t, how do you gauge the impact of Elon Musk’s shock therapy over the past two years? Journalist Kurt Wagner joins to share his deep dive profile of the tortured history of Twitter. [Repeat f…
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In this episode, we explore the cutting-edge world of data infrastructure with Justin Borgman, CEO of Starburst — a company transforming data analytics through its open-source project, Trino, and empowering industry giants like Netflix, Airbnb, and LinkedIn. Justin takes us through Starburst’s journey from a Yale University spin-out to a leading fo…
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This week let’s settle back to our sofas, grab our remote controls and work out what to watch with Doug Shapiro, among the most prominent voices in the world of television and its tech disrupters. His clear and concise work, all available to watch and read on his website is the go to for thousands. For more on Bubble Trouble, including transcripts …
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As AI takes over the world, data is more than ever “the new oil”, and data engineering is the discipline that makes data usable behind the scenes. In this episode, we dive deep into the present and future of data engineering with Ben Rogojan, also known as the Seattle Data Guy. A seasoned data engineering consultant, Ben has built a big brand and r…
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In this episode of Bubble Trouble, hosts Richard Kramer and Will Page return with guest Dror Poleg, an expert in real estate and economic history. They discuss the volatility expected in 2025, reflections on the work-from-home trend, and the dynamic interplay between geopolitics and everyday life. With insights into real estate bubbles, economic pr…
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In this episode, we dive deep into the world of AI engineering with Chip Huyen, author of the excellent, newly released book "AI Engineering: Building Applications with Foundation Models". We explore the nuances of AI engineering, distinguishing it from traditional machine learning, discuss how foundational models make it possible for anyone to bui…
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This week we get into portfolio theory, or lack of, as for many the rush to big tech and wilful ignorance of everything else Wall Street has to offer seems to be the rule as opposed to the exception. Why is that, and is it sustainable? [Repeat from February, 2024] For more on Bubble Trouble, including transcripts of the show, visit us online at htt…
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We have had over 30 episodes of Bubble Trouble this year, and had some real highlights along with a mad world we are living in. And now after a predictions show with Benedict Evans last week, we move on to our own look back to highlight the must-listen shows of 2024 and turn to the top troubles with bubbles to watch out for in 2025. Will’s favorite…
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Back by popular demand, returning guest Benedict Evans to help us work out where we’ll be a year from now. This is our first predictions show, and Benedict has been brave enough to lead from the front with his latest presentation AI Eats the World. Will it? And if it does, what sort of indigestion will it bring? We double down on what the next twel…
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How is AI changing the way we build product, the rituals we rely on to ship consistently innovative software, and our fundamental strategy as a customer service platform? In the latest episode of Intercom on Product, our Co-founder and Chief Strategy Officer Des Traynor and our Chief Product Officer Paul Adams discuss all the far-reaching ways we a…
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When markets get fooled, stocks get …well, WHACKED, to quote a famous Kramerism. Our audience deserves to know more about volatility - for all the PhDs, MBAs and CFAs working on Wall Street, for all the compliance rules and regulations, why is it that a stock can go from hero to zero so quickly? Why is stability in itself destabilizing? [Repeat fro…
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In this episode, we sit down with Florian Douetteau, co-founder and CEO of Dataiku, a global category leader in enterprise AI and a fixture on the Forbes Cloud 100 list and in the Gartner Leader Quadrant. Florian shares his journey from a Parisian student fascinated by functional programming to leading a global enterprise software company. We discu…
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In the last couple episodes, we've looked at the property market, we've looked at the demise of Credit Suisse, but now we're gonna go one-on-one with Will Page, talking about his latest work: How much is copyright worth and the way in which music is having its own, getting back at cinema. For more on Bubble Trouble, including transcripts of the sho…
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