Benedict Evans on Why AI Feels Like the Internet in 1997 Benedict Evans joins Erik Torenberg for a conversation on the state of AI, including how coding agents hit product-market fit, why foundation models should be thought of as infrastructure, the value of vertical products, and more. 00:00 Intro 00:44 What's changed since last year 05:53 OpenAI vs Anthropic strategy 10:31 The pricing crunch & platform history 22:48 What comes after coding 38:18 AI & the future of enterprise software 48:43…