AI Eats the World - Benedict Evans

AI reports are everywhere, but few offer the strategic clarity of AI Eats the World by Benedict Evans.

In this episode, Dave “CAC” Kellogg and Ray “Growth” Rike break down Evans’ latest presentation and explore what it reveals about platform shifts, AI adoption, and the massive capital bets reshaping the tech industry.

They discuss where AI is already delivering real gains, how AI first companies are changing user behavior, and why this wave of automation feels both familiar and fundamentally different.

A concise, top-down look at why AI really is eating the world and what it means for operators, investors, and builders.