🎧 Highlights:
[00:00:00] Benedict Evans and “AI Eats the World”
[00:01:30] Will startups unbundle ChatGPT?
[00:05:00] Why vertical specialization wins
[00:07:03] Every startup is now “AI-first”
[00:07:48] The trillion-dollar AI consulting wave
[00:10:57] Is AI a new plateau or the next exponential curve?
[00:12:00] The pyramid of progress: computing → internet → mobile → AI
[00:13:42] Automation, elevators, and the future of jobs
[00:14:30] The “anti-AI” thesis — food, homes, live entertainment
[00:16:00] E-commerce still has 70% left to grow
[00:17:57] ChatGPT as the next shopping catalyst
[00:18:18] Robo-taxis, dating apps, and adoption curves
[00:23:15] How AI expands the creative pie (Suno songs example)
[00:25:03] Final takeaways: hype vs. reality, and why this wave is still early
In this Bootstrapped Giants episode, Jesse Pujji and Andrew Warner break down Benedict Evans’ “AI Eats the World” presentation and explore what it really means for founders, investors, and builders.
They dive deep into the data behind AI adoption, the rise of trillion-dollar service industries, and why this moment in technology might be bigger than the internet itself. From the unbundling of ChatGPT to the explosion of AI-native startups, they discuss where the real opportunities are—and how to spot the ones that last.
