An interview with analyst Benedict Evans on the role of ...
22 hours ago · An interview with analyst Benedict Evans on the role of productization in AI adoption, AI bubble, OpenAI, comparing Nvidia to Sun Microsystems, and more X:
An interview with analyst Benedict Evans on the position of ...
1 day ago · An interview with analyst Benedict Evans on the position of productization in AI adoption, AI bubble, OpenAI, evaluating Nvidia to Solar Microsystems, and extra (The Circuit …
An interview with analyst Benedict Evans on the role of ...
1 day ago · The Circuit on YouTube: An interview with analyst Benedict Evans on the role of productization in AI adoption, an AI bubble, OpenAI, comparing Nvidia and Sun Microsystems, …
OpenAI is buying Nvidia chips with Nvidia’s cashflow... Which comes from the hyperscalers... and using Nvidia’s cash to turn AMD into an Nvidia competitor, and pay Broadcom to make its own …
AI Eats the World: Benedict Evans on the Next Platform Shift
In this episode, technology analyst and former a16z partner Benedict Evans joins General Partner Erik Torenberg to break down what is real, what is hype, and how much history can guide us.
Benedict Evans's (former a16z partner) Autumn update on AI ...
• Circular Financing: Companies like OpenAI, which lack their own cashflows or platform moats, are making ambitious infrastructure commitments (e.g., 30GW+ capacity, estimated at $1.4t) …
Benedict Evans
May 25, 2025 · Generative AI chatbots might be a life-changing transformation in the nature of computing, that can replace all software, but so far, most of its users only pick it up every week …