Lenny's Podcast: Benedict Evans on where AI is actually going

AI may be as big as the internet or mobile, but Benedict Evans argues the real story is still unfolding. In this condensed version of Lenny's Podcast, Lenny Rachitsky and Benedict Evans break down where artificial intelligence is actually heading, why today feels “1997-like,” and why most AI products, business models, and workflows are still being figured out. You’ll hear why software is seeing the clearest gains, why enterprise adoption is slower than the hype suggests, and why job-apocalypse predictions often miss how technology changes work over time. Evans also explains where the economic value of AI may really land—possibly in applications, distribution, and platforms like Google, Apple, Meta, and Amazon rather than the foundation models themselves. This summary of the full episode gives you the key insights on AI, machine learning, productivity, and innovation without the full runtime. Listen now to get the key ideas in minutes.