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AI compute market

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 8, 2026 by Benedict Evans · across every show →

Everything said about AI compute market, oldest first

Jun 8, 2026 neutral
Assertion Not checkable as stated
Evans: Current AI compute and token scarcity is transitory
“This situation right now is transitory. You know, we're in this extreme scarcity, and then we have a pricing system, and we have a free market, and we have a surge of capex, and like a trillion dollars of capex.”
Benedict Evans Jun 8, 2026 ▶ 23:31 The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
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