machine learning

18 statements across 14 episodes · 4 bullish · 1 bearish · 1 people on the record · first statement Dec 22, 2020 by Benedict Evans · across every show →

Everything said about machine learning, oldest first

Dec 22, 2020 bullish
Prediction Not checkable as stated
Machine Learning Will Dominate Enterprise Computing for Another Decade
“The big thing now is machine learning, and that will be the thing for another 10 years.”
Benedict Evans Dec 22, 2020 ▶ 10:17 What comes next?
Jul 5, 2021 positive
Assertion Not checkable as stated
Evans: Every large company is using machine learning, often unknowingly
“Every big company has got dozens of projects and more every big company is probably using machine learning without knowing because it's inside something that they've already bought.”
Benedict Evans Jul 5, 2021 ▶ 32:22 'Digital transformation' - beyond the silly slogan
Jul 18, 2022
Insight
Evans: Machine learning succeeds by turning logic problems into statistical problems
“And so then what machine learning does, or neural networks, or deep learning, whatever, or slightly different terms that all kind of get at the same thing, is you say, instead of making it a logic problem, we make it a statistics problem.”
Benedict Evans Jul 18, 2022 ▶ 5:46 Remember AI?
Jul 18, 2022
Insight
Evans: Applied AI disappears as products sell business outcomes
“And of course at this point, yes, you've got lots of AI inside it, but the product isn't machine learning. The product is sales process optimization or, you know, fraud detection or, you know, network security intrusion detection or something. And so the produ…”
Benedict Evans Jul 18, 2022 ▶ 10:40 Remember AI?
Oct 19, 2022
Insight
Evans: Generative AI tackles things easy to imagine but hard to describe
“Generically what machine learning did was it let you solve problems that are hard for people to explain, but easy for people to do. The problem with these generative networks is of course, this is prompt engineering is it's easy for you to imagine, but very ha…”
Benedict Evans Oct 19, 2022 ▶ 11:26 Wondering about generative AI
Oct 19, 2022 neutral
Insight
Evans: Traditional ML recognizes patterns, while generative AI creates new ones
“So basically what this is, is if you think very, very crude terms of machine learning is pattern recognition on a massive scale. This is take that pattern and make another one. So where image recognition is to say, does this, which pattern does this fit? Does …”
Benedict Evans Oct 19, 2022 ▶ 0:54 Wondering about generative AI
Oct 31, 2022 negative
Insight
Evans: Software productivity advances via automation and ML, not bigger screens
“I don't think the direction of travel of software is bigger screens. I don't think the direction, or more fundamentally, is not about showing you more information. It's not about having more rows in the spreadsheet. It's having less rows in the spreadsheet and…”
Benedict Evans Oct 31, 2022 ▶ 13:37 How many metaverses?
Dec 5, 2022
Insight
Evans: Machine Learning Turns Logic Problems Into Statistics Problems
“And so this was, there was this sort of whole class of problem where, which people say easy for people to do, hard for people to describe. So something like calculating a mortgage is hard for people to do, but easy to describe. It's very easy to write down the…”
Benedict Evans Dec 5, 2022 ▶ 10:07 ChatGPT and the Imagenet Moment
Jan 30, 2023 neutral
Insight
Evans: AI accuracy fails because statistical models tackle logical problems
“So, you know, you do a database or a financial model, you know, you've made a series of logical steps and it will follow those logical steps. Whereas with machine learning systems, you're saying do something that's sort of like that, and it will be sort of lik…”
Benedict Evans Jan 30, 2023 ▶ 20:48 Generative AI
Feb 6, 2023 positive
Insight
Evans: Machine learning acts as 'infinite interns' for simple tasks
“Well, the analogy I always used to use talking about machine learning was that this gives you infinite intents, that all these sort of things where it doesn't need an expert, you just, you know, because I'm listening to the call, coming into the call center, i…”
Benedict Evans Feb 6, 2023 ▶ 32:59 Generative search
Mar 27, 2023
Insight
Evans: Crypto builds infrastructure stacks while ML builds atop existing stacks
“Creation of the stack with the enthusiasm for crypto, whereas creation at the top of the stack is the enthusiasm for machine learning.”
Benedict Evans Mar 27, 2023 ▶ 28:28 GPT-4 is here, now what?
Mar 27, 2023 bullish
Prediction Not checkable as stated
Evans: Generative AI is at minimum as big as prior ML wave
“It changes an awful lot of how tech works and what tech products you'll use. And there'll be all sorts of stuff that's happening inside stuff you use you don't even know is using this, which is also what happened with machine learning. So at the minimum, it's …”
Benedict Evans Mar 27, 2023 ▶ 2:25 GPT-4 is here, now what?
May 1, 2023 neutral
Insight
Benedict Evans: Banning facial recognition is absurd because ML is commoditized
“But in general, machine learning has become a commodity very quickly which is sort of the absurdity of people saying, well, we have to ban face recognition, or you can ban it, but that won't work. Cause it's just a commodity technology.”
Benedict Evans May 1, 2023 ▶ 10:15 Working out AI questions
Oct 22, 2023 neutral
Insight
Evans: Machine learning gives you 'infinite interns'
“The way I always used to talk about machine learning is it gives you infinite interns. You can get an intern to do something. Anything you can get an intern to do, machine learning can do for you know.”
Benedict Evans Oct 22, 2023 ▶ 6:52 Bundling/Unbundling AI
Dec 17, 2023 neutral
Insight
Evans: Tech Still Lacks a Useful Mental Model for Generative AI
“We haven't got to the point that we've got a mental, even if you think it's a platform shift, we haven't got to a point that we've got like a kind of a useful mental model of what would, what is this? Whereas for the last wave of machine learning, we're now ki…”
Benedict Evans Dec 17, 2023 ▶ 18:47 AI and Everything Else
Dec 17, 2023 neutral
Insight
Evans: Previous wave of machine learning effectively provides 'infinite interns'
“The analogy I used to use for the last wave of machine learning was to say, this gives you infinite interns. So you want to listen to every call coming into the call center and tell me when the customer's angry. You want to look at every credit card transactio…”
Benedict Evans Dec 17, 2023 ▶ 22:43 AI and Everything Else
Apr 1, 2024
Insight
Evans: Articulating personal taste to AI mirrors classic machine learning problems
“It's hard to tell a computer how I recognize a cat, and that's the same category of problem as it's hard to tell a computer why I like that suitcase, or why I like that hotel, or why that's a bad flight to book.”
Benedict Evans Apr 1, 2024 ▶ 13:46 Looking for AI use-cases
Feb 23, 2026 neutral
Opinion
Evans: The machine learning wave ten years ago was not transformative
“I mean, the last wave of AI was machine learning, 1015 years ago now, 10 years ago, really. That was not transformative across everything. It was a new bunch of stuff that everybody could build, and there were a bunch of new companies with it, but it wasn't th…”
Benedict Evans Feb 23, 2026 ▶ 4:07 AI and SaaS
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