Episodes

Tech analyst Benedict Evans and host Tony Karen Brown speak with venture partner Jay Goldberg to explore the economic, technological, and geopolitical forces reshaping the global semiconduct…

In this podcast episode, Benedict Evans and Tony Cowan-Brown examine the intensifying regulatory scrutiny of Big Tech mergers and acquisitions. They analyze major antitrust challenges like M…

Benedict Evans and Toni Cowan-Bran analyze the explosive rise of generative AI and large language models, examining their technical evolution from early machine learning breakthroughs to the…

Co-hosts Toni Cameron Brown and Benedict Evans look past sensationalized tech news headlines to analyze major structural shifts in direct-to-consumer commerce, creator economics, and retail …

Benedict Evans and Toni Cowan-Brown analyze the sudden collapse of cryptocurrency exchange FTX, framing it as a classic financial scandal rather than a software failure while exploring regul…

Tech analyst Benedict Evans and co-host Tony critically examine the metaverse hype by analyzing its narrow VR/AR and broad utopian definitions. Drawing on computing history, they explore int…

In this podcast episode, co-hosts Toni Cowan-Brown and Benedict Evans explore the technological evolution, creative disruption, and societal implications of generative AI. They analyze histo…

Tech analysts Benedict Evans and Toni Cowan-Brown examine Adobe's $20 billion acquisition of Figma, analyzing browser-native software disruption, enterprise SaaS economics, regulatory antitr…

Benedict Evans and Toni Karen Brown analyze the shifting landscape of modern television and digital media, arguing that long-term industry success is driven by content investment, creative t…

Tech analysts Benedict Evans and Tony Cameron Brown examine Andreessen Horowitz's massive investment in Adam Neumann's startup Flow to explore the shifting boundaries of modern venture capit…

Benedict Evans and Toni Karen Brown explore how technological breakthroughs inevitably mature into commoditized building blocks, shifting competitive advantages away from pure software and h…

Tech commentators Benedict Evans and Toni Cowan-Brown examine the FTC's lawsuit blocking Meta's acquisition of Within, evaluating Lina Khan's aggressive antitrust thesis, its ramifications f…

Benedict Evans and Tony Karen Brown analyze how the unprecedented balance sheets of Big Tech allow them to expand into legacy sectors like banking and healthcare. They evaluate the operation…

Tech analysts Benedict Evans and Tony Cameron unpack the resurgence of artificial intelligence, evaluating how generative models like DALL-E reflect previous tech maturation cycles, the natu…

Benedict Evans and Tony Cameron analyze the sweeping macroeconomic and structural shifts disrupting the global digital advertising industry, from the deprecation of tracking cookies to the r…

In this podcast episode, Benedict Evans and Tony Cameron explore why technology companies resist government regulations, categorizing their objections into distinct tiers ranging from commer…

Toni Cameron Brown and Benedict Evans examine the mechanics behind Shein's explosive growth, drawing cross-industry parallels with TikTok, Netflix, and Google to explore how algorithmic feed…

Technology analysts Benedict Evans and Toni Karen Brown critically evaluate the metaverse by drawing historical parallels to past computing cycles, deconstructing misconceptions around Web3 …

Co-hosts Benedict Evans and Tony Cowan-Brown bypass sensationalized tech headlines to analyze fundamental structural shifts across direct-to-consumer retail, streaming television distributio…

Benedict Evans and Tony Cameron Brown examine why Netflix and the streaming industry function under traditional television economics rather than software-driven tech dynamics. They analyze t…

Toni Karen Brown and Benedict Evans analyze Elon Musk's bid to acquire Twitter, examining the platform's user onboarding hurdles, monetization struggles, content moderation realities, and th…

Benedict Evans and Tony Cameron Brown explore the strategic realities of Big Tech expansion, using the 'shark and seal' metaphor to explain why tech giants prioritize internal ecosystem scal…

Benedict Evans and Toni Caron-Brown examine the technological and sociological evolution of digital networks, exploring how shifting platform architectures dictate creator behavior and creat…

Benedict Evans and Toni Karen Brown examine the Russian invasion of Ukraine through a business and technology lens, analyzing how real-time media, digital sanctions, semiconductor supply cha…

Technology analysts Benedict Evans and Toni Karen Brown critically evaluate the mechanics, history, and real-world utility of cryptocurrency and Web3. They explore the tensions between specu…

In this discussion, Benedict Evans and Tony Cameron Brown analyze the post-pandemic retail reset, exploring how channel shifts, experiential flagships, DTC proliferation, and evolving supply…

Co-hosts Benedict Evans and Toni Cowan-Brown evaluate the fragmented 2022 technology landscape, exploring shifting advertising gatekeepers, regulatory and privacy dilemmas, speculative front…