How far do LLMs give us a step change in how good a search and recommendation system can be? Do they let you build one without needing a vast user base of your own?

With every platform shift, we want to measure the growth but we’re confused about what to measure. That’s partly a problem of data and definitions, but it’s really a question about what this is going to be.

Generative AI chatbots might be a life-changing transformation in the nature of computing, that can replace all software, but so far, most of its users only pick it up every week or two, and far fewer have made it part of their lives. Is that a time problem or a product problem?

Software ate the world. Uber and Airbnb didn’t sell software - they disrupted and redefined markets. But what kind of disruption are we talking about ?

Hundreds of millions of people have tried ChatGPT, but most of them haven’t been back. Every big company has done a pilot, but far fewer are in deployment. Some of this is just a matter of time. But LLMs might also be a trap: they look like products and they look magic, but they aren’t. Maybe we have to go through the slow, boring hunt for product-market fit after all.

Our evolving thoughts on investing in AI applications

Benedict's keynote at Slush 2023

LLMs and generative AI can offer huge benefits in healthcare, education, and social outcomes – if deployed safely

LLMs will enhance current marketplaces, allow for completely new exchange, and alter the economics of this business model.

The cloud defined the past two decades of B2B software. Agent-based applications could define the next two.

ChatGPT and generative AI will change how we work, but how different is this to all the other waves of automation of the last 200 years? What does it mean for employment? Disruption? Coal consumption?

LLMs and generative AI could change education for good

Where does power really lie in the creator economy value chain, and which are the most attractive market segments?

As large language models are applied to code, we can give ‘superpowers’ to developers. Could this transform the way we build software in the coming decades?

Exploring macro and strategic trends in the tech industry. This year, ‘Three Steps to the Future’.

The future of B2B commerce is open and frictionless

New tooling will emerge to power the next generation of online retail. The future is headless, social, and content-driven.

COVID, China, regulation.. tech is becoming a regulated industry, but what does that actually mean? How will tech look like when entering its second 50 years?

Anyone will do anything online, and a whole wave of companies is being created to take advantage of that, even, yes, in Europe.

Machine intelligence applied to the law is not a new concept – yet its gestation has been slow, and it has not inflected into widespread adoption.