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•2 min read•By Ayush
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AI Isn't the End of the World (But It's Not Nothing Either)

A refreshingly honest take on what AI actually means for the rest of us

Everyone's either panicking about AI destroying civilization or dismissing it as overhyped nonsense. Technology analyst Benedict Evans thinks both camps are wrong.

His take? AI is the biggest thing since the iPhone - significant, transformative, industry-reshaping - but also only the biggest thing since the iPhone. Not electricity. Not the industrial revolution. Not the singularity. Just another major platform shift that will dominate tech for 10-15 years before becoming invisible infrastructure.

What makes Evans' perspective valuable is that he's spent decades spotting patterns in platform shifts - from the internet to mobile to social media. He knows what actually matters versus what just makes headlines. And right now, he sees something fascinating: despite all the hype, most people still don't really use AI.

Survey data shows only 10% of people use tools like ChatGPT daily. Many try it once and never return. Even regular users struggle to think of things to do with it more than once a week. Meanwhile, tech insiders live in a bubble where 90% of people they know are power users.

This disconnect reveals something important about where we actually are in the AI revolution - and where we're headed.

In this deep dive, we'll explore:

  • Why every platform shift feels confusing in real-time (and AI is no different)
  • What past disruptions teach us about winners, losers, and unexpected outcomes
  • Why the "data moat" advantage isn't what you think
  • The real threats to Google, Apple, Microsoft, and Meta
  • Why most people still don't "get" AI - and what that means
  • The questions we should be asking (and the ones we're getting wrong)

No hype. No panic. Just clear thinking about what's actually happening.

Let's dive in.

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