The Circuit

A podcast about the business and market of semiconductors.

Author: Ben Bajarin and Jay Goldberg

A podcast about the business and market of semiconductors
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Language: en

Genres: Business, Technology

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EP 147: Talking All Things AI with Benedict Evans
Episode 149
Monday, 29 December, 2025

In this conversation, Ben Bajarin and Jay Goldberg engage with Benedict Evans to explore the current state of AI development, its historical context, and future predictions. They discuss the potential for an AI bubble, the importance of productization for user adoption, and the varying levels of AI integration across different industries. The conversation also touches on the comparison between Nvidia and Sun Microsystems, highlighting the challenges and opportunities in the AI landscape.