You may know the name Benedict Evans, he's an independent analyst with a long background in tech, research and plenty of time at firms like a16z and Mosaic Ventures. In his own words, " I try to work out what’s really happening, what matters, and what it might mean."

So, looking at this 2024 presentation on AI eats the world is pretty intriguing. You can watch him give the presentation but, honestly, I found reading through the slides to be adequately informative and engaging. Certainly worth a read and a ponder.