# Stratechery: An Interview with Benedict Evans About AI and Software

> In this Stratechery interview, Ben Thompson sits down with tech analyst Benedict Evans to work through what AI is actually doing to software, and the conversation is less about hype than about the awkward questions the hype skips. A central thread is what Evans frames as a crisis in software itself: if models can increasingly generate and operate applications, the value of building and selling conventional software gets murkier. From there the discussion widens to how corporations evolve in response, OpenAI's role in shaping the landscape, and the surprisingly unresolved problem of even defining what large language models are and are not good for. It is a useful antidote to product-launch coverage. Rather than asking which model won this week, Evans and Thompson circle the structural questions: what happens to the software business, to organizations, and to the categories we use to think about all of it. For readers trying to see past the noise, it is a thoughtful map of the uncertainties the industry is still talking around.

_Section: [Interesting AI Articles](https://www.wortins.com/articles) · Source: Stratechery · Published Monday, August 10, 2026_

## Wortins' read

In this Stratechery interview, Ben Thompson sits down with tech analyst Benedict Evans to work through what AI is actually doing to software, and the conversation is less about hype than about the awkward questions the hype skips. A central thread is what Evans frames as a crisis in software itself: if models can increasingly generate and operate applications, the value of building and selling conventional software gets murkier. From there the discussion widens to how corporations evolve in response, OpenAI's role in shaping the landscape, and the surprisingly unresolved problem of even defining what large language models are and are not good for. It is a useful antidote to product-launch coverage. Rather than asking which model won this week, Evans and Thompson circle the structural questions: what happens to the software business, to organizations, and to the categories we use to think about all of it. For readers trying to see past the noise, it is a thoughtful map of the uncertainties the industry is still talking around.

## Source

[Read the full story at Stratechery](https://stratechery.com/2026/an-interview-with-benedict-evans-about-ai-and-software/)

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