Why AI's Big Bang Mirrors the Internet's Early Days

Benedict Evans, the independent analyst and former Andreessen Horowitz partner, is making waves with his bold claim: AI is as impactful as the internet or mobile, but not beyond. It’s a hot take that’s sparking conversations across the tech world.

AI's 1997 Moment

Evans paints a vivid picture of AI in its current state, likening it to the internet circa 1997. It's early, it's thrilling, and let's face it, nobody really knows what's coming next. But even in this uncertainty, Evans sees parallels with the internet's early days. Remember when we thought email was just a novel way to send letters? Exactly.

Where's the Real Value?

One of Evans' key points is understanding where value will actually build in the AI stack. He questions whether we're looking at tasks or whole jobs being transformed by AI. As software becomes easier to build, distribution emerges as the ultimate moat. If everyone can build, then getting your product out there's what matters.

Consulting Boom and Distribution Wars

Surprisingly, consulting and professional services are booming in AI companies. Who would've thought? It seems the old guard has found a way back into the game. But the real battleground is distribution. As software becomes plug-and-play, the companies that can get their product into the most hands win.

Evans also talks backlash. AI's got its critics, and it's not all sunshine and progress. How this pushback shapes the industry could be the real story to watch. Will it slow progress or spark a new wave of innovation?

So, What Now?

Evans insists that the right question isn’t how much of your job AI can do. Instead, ask if your role is a task or a job. It’s a nuanced view that suggests we should be focusing on adaptability over panic.

He remains optimistic. Despite the uncertainty and the swirl of questions around AI's future, Evans believes things will probably be okay. So, are you ready for the AI wave, or are you still wondering if this is all hype?

Missed it? Here's what happened. AI is creating waves, just like the internet did. And the smartest folks are already thinking about how to ride them.