ISP

also referred to as: isps

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 ISP, oldest first

Jun 8, 2026 neutral
Insight
Evans: Infrastructure providers historically fail to capture value compared to OS
“Chip companies didn't capture the value. ISPs didn't capture the value. Mobile network operators didn't capture the value. Windows and iOS did, but they were doing something else.”
Benedict Evans Jun 8, 2026 ▶ 13:55 The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
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