The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
说话人分离结果（匿名标签）。同目录的
transcript.md未作任何改动。 标签 → 真人姓名的映射属于编辑判断，请记在 wiki 视频页开头，见 CLAUDE.md。 分离在抢话/串场处会错配：标签是证据不是判决，与内容矛盾时以内容为准。
说话占比¶
| 说话人 | 时长 | 占比 |
|---|---|---|
| SPEAKER_01 | 00:54:44 | 91.9% |
| SPEAKER_00 | 00:04:46 | 8.0% |
| SPEAKER_02 | 00:00:04 | 0.1% |
（访谈里占比低的通常是主持人，可作为认人的线索之一。）
说话轮次¶
| 起 | 止 | 说话人 |
|---|---|---|
| 00:00:00 | 00:00:07 | SPEAKER_01 |
| 00:00:07 | 00:00:17 | SPEAKER_00 |
| 00:00:17 | 00:00:18 | SPEAKER_01 |
| 00:00:18 | 00:00:18 | SPEAKER_00 |
| 00:00:18 | 00:00:18 | SPEAKER_01 |
| 00:00:18 | 00:00:18 | SPEAKER_00 |
| 00:00:18 | 00:00:25 | SPEAKER_01 |
| 00:00:25 | 00:00:30 | SPEAKER_00 |
| 00:00:30 | 00:00:30 | SPEAKER_01 |
| 00:00:30 | 00:00:30 | SPEAKER_00 |
| 00:00:30 | 00:00:33 | SPEAKER_01 |
| 00:00:32 | 00:00:35 | SPEAKER_00 |
| 00:00:35 | 00:00:40 | SPEAKER_01 |
| 00:00:40 | 00:00:40 | SPEAKER_00 |
| 00:00:44 | 00:00:46 | SPEAKER_00 |
| 00:00:46 | 00:00:47 | SPEAKER_01 |
| 00:00:47 | 00:01:13 | SPEAKER_00 |
| 00:01:13 | 00:02:50 | SPEAKER_01 |
| 00:02:48 | 00:02:48 | SPEAKER_00 |
| 00:02:51 | 00:03:03 | SPEAKER_00 |
| 00:03:04 | 00:04:10 | SPEAKER_01 |
| 00:04:10 | 00:04:22 | SPEAKER_00 |
| 00:04:23 | 00:04:41 | SPEAKER_01 |
| 00:04:30 | 00:04:30 | SPEAKER_02 |
| 00:04:41 | 00:05:39 | SPEAKER_01 |
| 00:05:40 | 00:05:52 | SPEAKER_00 |
| 00:05:53 | 00:06:00 | SPEAKER_01 |
| 00:05:58 | 00:05:58 | SPEAKER_00 |
| 00:06:00 | 00:08:26 | SPEAKER_01 |
| 00:08:26 | 00:08:36 | SPEAKER_00 |
| 00:08:37 | 00:14:55 | SPEAKER_01 |
| 00:14:55 | 00:15:34 | SPEAKER_00 |
| 00:15:35 | 00:17:48 | SPEAKER_01 |
| 00:17:49 | 00:17:58 | SPEAKER_00 |
| 00:17:58 | 00:21:00 | SPEAKER_01 |
| 00:21:00 | 00:21:00 | SPEAKER_02 |
| 00:21:00 | 00:23:52 | SPEAKER_01 |
| 00:23:53 | 00:24:08 | SPEAKER_00 |
| 00:24:10 | 00:28:50 | SPEAKER_01 |
| 00:28:52 | 00:28:53 | SPEAKER_00 |
| 00:28:53 | 00:28:57 | SPEAKER_01 |
| 00:28:53 | 00:28:54 | SPEAKER_00 |
| 00:28:58 | 00:29:04 | SPEAKER_00 |
| 00:29:04 | 00:32:43 | SPEAKER_01 |
| 00:32:09 | 00:32:10 | SPEAKER_02 |
| 00:32:43 | 00:34:02 | SPEAKER_01 |
| 00:33:46 | 00:33:46 | SPEAKER_00 |
| 00:34:02 | 00:35:15 | SPEAKER_01 |
| 00:35:17 | 00:35:57 | SPEAKER_01 |
| 00:35:58 | 00:36:15 | SPEAKER_00 |
| 00:36:16 | 00:36:16 | SPEAKER_01 |
| 00:36:16 | 00:36:16 | SPEAKER_02 |
| 00:36:16 | 00:38:08 | SPEAKER_01 |
| 00:38:09 | 00:38:16 | SPEAKER_00 |
| 00:38:16 | 00:38:25 | SPEAKER_01 |
| 00:38:18 | 00:38:19 | SPEAKER_00 |
| 00:38:26 | 00:39:53 | SPEAKER_01 |
| 00:38:58 | 00:38:59 | SPEAKER_02 |
| 00:39:54 | 00:43:10 | SPEAKER_01 |
| 00:43:10 | 00:43:27 | SPEAKER_00 |
| 00:43:28 | 00:45:31 | SPEAKER_01 |
| 00:45:32 | 00:45:47 | SPEAKER_00 |
| 00:45:49 | 00:45:50 | SPEAKER_02 |
| 00:45:50 | 00:45:50 | SPEAKER_01 |
| 00:45:53 | 00:46:03 | SPEAKER_01 |
| 00:46:04 | 00:46:04 | SPEAKER_02 |
| 00:46:04 | 00:48:19 | SPEAKER_01 |
| 00:48:20 | 00:48:29 | SPEAKER_00 |
| 00:48:31 | 00:48:53 | SPEAKER_01 |
| 00:48:55 | 00:51:12 | SPEAKER_01 |
| 00:49:12 | 00:49:12 | SPEAKER_00 |
| 00:51:14 | 00:51:32 | SPEAKER_01 |
| 00:51:35 | 00:52:16 | SPEAKER_01 |
| 00:52:16 | 00:52:25 | SPEAKER_00 |
| 00:52:27 | 00:55:07 | SPEAKER_01 |
| 00:55:07 | 00:55:32 | SPEAKER_00 |
| 00:55:32 | 00:58:09 | SPEAKER_01 |
| 00:57:23 | 00:57:23 | SPEAKER_02 |
| 00:57:44 | 00:57:44 | SPEAKER_02 |
| 00:58:09 | 00:58:10 | SPEAKER_01 |
| 00:58:10 | 00:58:11 | SPEAKER_02 |
| 00:58:11 | 00:58:15 | SPEAKER_01 |
| 00:58:15 | 00:58:21 | SPEAKER_00 |
| 00:58:22 | 01:00:00 | SPEAKER_01 |
| 01:00:02 | 01:00:16 | SPEAKER_00 |
| 01:00:16 | 01:00:17 | SPEAKER_02 |