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Why Everyone Is Wrong About AI (Including You) | Benedict Evans Sep 2, 2025 · 17 mentions

• ▶ 6:10 Benedict Evans I'm pretty sure people thought Microsoft had an advantage on the internet, and Google and, um, Meta had an advantage on mobile, and everyone thought IBM was going to win PCs.
• ▶ 12:13 Benedict Evans Which is you need such an enormous amount of generalized text that the amount that Google has or that Meta has is not actually enough to move, to be a kind of a fundamental difference in what you can train with. 4 times in the scene
• ▶ 32:43 Benedict Evans It was very easy, actually, to get people to switch back and forth between MySpace and Facebook and Bebo and, and, and Friends Reunited and whatever the, um, um, Orkut and all these other things. 2 times in the scene
• ▶ 38:01 Benedict Evans So even the absolute numbers are faster than they were for Facebook 20 years ago, 15 years ago, because there's way more people online now, yes.
• ▶ 1:00:37 Benedict Evans Like, this was a technology that had been kind of floating around before ChatGPT, 3.5, and everyone kind of saw that it didn't work very well, and then ChatGPT works, well, no, actually it works well enough, and then there's this explosion… 3 times in the scene
• ▶ 1:06:09 Benedict Evans I think meta and Google, there is this sort of big question around where the ad revenue goes and how much the ad revenue gets pulled away to different places. 5 times in the scene
• ▶ 1:06:36 Benedict Evans This is why Meta made it open source, because they want to make it commodity info that sold at cost, and they differentiate on top with Meta stuff, with Facebook, social, Instagram-y stuff, and they want the model itself to be just…