Commodity Infrastructure

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Another Podcast

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Evans: AI foundation models will likely become commodity infrastructure
“Are the model companies going to have come some kind of, you know, oligopolistic power over the tech industry, or is this going to be commodity infrastructure with, The value being somewhere else to which I think the answer is it's commodity infrastructure, bu…”
Benedict Evans Jun 5, 2026 ▶ 2:16 The spring updates on AI

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