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The Metrics Brothers (fka SaaS Talk)Author: Ray Rike & Dave Kellogg
The Metrics Brothers (formerly SaaS Talk with the Metrics Brothers) is hosted by Dave "CAC" Kellogg and Ray "Growth" Rike. The Metrics Brothers provides unique insights, strategies, tactics and the metrics that are relevant to Native-AI and B2B software and SaaS companies.Each 20-minute episode will cover a topic critical to leading a B2B software company, and chalked full of practical advice that can be introduced and applied in most Native-AI, Agentic AI and B2B software and SaaS companies. Language: en Genres: Business, Management, Technology Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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AI Eats the World by Benedict Evans
Episode 104
Monday, 29 December, 2025
In this episode of The Metrics Brothers, Ray Rike and Dave Kellogg unpack Benedict Evans’ latest landmark presentation, AI Eats the World, and explore why this moment may rival or even surpass the original “software is eating the world” era. Drawing parallels to Marc Andreessen’s 2011 thesis, they examine how AI is no longer just another platform shift, but a force capable of reshaping labor, capital allocation, and entire industries at once.The conversation spans the explosive rise in AI infrastructure spending, from hyperscaler capex surging past $400B to the growing strain on power, compute, and supply chains. Ray and Dave discuss why this moment feels different from past tech cycles, not just because of scale, but because AI directly targets labor, which represents more than half of global GDP. They explore whether AI is creating real moats or accelerating commoditization, and why many enterprises are still stuck in experimentation rather than true deployment.The episode also dives into historical parallels from elevators and telephone operators to cloud computing highlighting how software enabled automation always feels threatening before it quietly becomes invisible. Along the way, they unpack the strategic tension facing AI leaders: go down the stack for scale or up the stack for value capture. With insights on hyperscalers, OpenAI, Oracle, and the economics of AI adoption, this episode challenges leaders to rethink how value will actually be created and captured in the age of AI.If you want to understand what’s hype, what’s durable, and why “AI eating the world” may be the most consequential shift since the internet itself, this episode is a must-listen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
