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Content provided by Magnificent Noise and Magnificent Noise x Richard Kramer x Will Page. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Magnificent Noise and Magnificent Noise x Richard Kramer x Will Page or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work
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Calling Bubbles with Benedict Evans (Part Two)
Manage episode 426484081 series 2987036
Content provided by Magnificent Noise and Magnificent Noise x Richard Kramer x Will Page. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Magnificent Noise and Magnificent Noise x Richard Kramer x Will Page or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week, part two of our continued conversation with Benedict Evans, an analyst with over 175,000 avid readers for his tech blog.
For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.com
You can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/
More on Will Page at: https://pivotaleconomics.com
(Times below correspond to the episode without considering any inserted advertisements.)
In this episode of Bubble Trouble, hosts Richard Kramer and Will Page delve into the intricacies of technology bubbles with special guest Benedict Evans. The discussion revolves around AI advancements, particularly focusing on Apple's recent integrations of AI models, the differentiation between small and large models, and the implications for email summarization and other features. They explore the economic and strategic decisions behind Apple's use of AI, the potential for various large language models (LLMs) to disrupt industries like legal tech, and the broader market dynamics and antitrust considerations. The conversation also touches on the challenges and opportunities presented by these technological advancements, emphasizing the importance of careful analysis and skepticism in the face of rapid innovation.
00:03 Introduction
00:29 Part One
00:29 AI and Apple's New Developments
01:53 Apple's AI Integration and Market Dynamics
04:20 The Evolution of AI Models and Market Impact
12:29 Antitrust and Market Strategies
17:34 Cloud Computing and Business Models
24:49 The Future of Cloud Machine Learning Providers
25:36 Marginal Costs in Consumer Internet Companies
26:16 Generative AI and Cost Efficiency
28:14 Part Two
28:14 Legal Tech and Large Language Models
30:05 Challenges in Selling Software to Law Firms
31:08 Error Rates and AI Hallucinations
34:36 Practical Use Cases for AI in Legal Scenarios
36:27 Evaluating AI's Potential and Limitations
41:05 Recognizing Tech Bubbles and Market Hype
44:59 Concluding Thoughts on AI and Market Trends
47:27 Credits
Hosted on Acast. See acast.com/privacy for more information.
163 episodes
Calling Bubbles with Benedict Evans (Part Two)
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work
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Manage episode 426484081 series 2987036
Content provided by Magnificent Noise and Magnificent Noise x Richard Kramer x Will Page. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Magnificent Noise and Magnificent Noise x Richard Kramer x Will Page or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week, part two of our continued conversation with Benedict Evans, an analyst with over 175,000 avid readers for his tech blog.
For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.com
You can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/
More on Will Page at: https://pivotaleconomics.com
(Times below correspond to the episode without considering any inserted advertisements.)
In this episode of Bubble Trouble, hosts Richard Kramer and Will Page delve into the intricacies of technology bubbles with special guest Benedict Evans. The discussion revolves around AI advancements, particularly focusing on Apple's recent integrations of AI models, the differentiation between small and large models, and the implications for email summarization and other features. They explore the economic and strategic decisions behind Apple's use of AI, the potential for various large language models (LLMs) to disrupt industries like legal tech, and the broader market dynamics and antitrust considerations. The conversation also touches on the challenges and opportunities presented by these technological advancements, emphasizing the importance of careful analysis and skepticism in the face of rapid innovation.
00:03 Introduction
00:29 Part One
00:29 AI and Apple's New Developments
01:53 Apple's AI Integration and Market Dynamics
04:20 The Evolution of AI Models and Market Impact
12:29 Antitrust and Market Strategies
17:34 Cloud Computing and Business Models
24:49 The Future of Cloud Machine Learning Providers
25:36 Marginal Costs in Consumer Internet Companies
26:16 Generative AI and Cost Efficiency
28:14 Part Two
28:14 Legal Tech and Large Language Models
30:05 Challenges in Selling Software to Law Firms
31:08 Error Rates and AI Hallucinations
34:36 Practical Use Cases for AI in Legal Scenarios
36:27 Evaluating AI's Potential and Limitations
41:05 Recognizing Tech Bubbles and Market Hype
44:59 Concluding Thoughts on AI and Market Trends
47:27 Credits
Hosted on Acast. See acast.com/privacy for more information.
163 episodes
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Similar to Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work
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continue reading
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Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
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