Value Capture

topic on 1 show · 1 statements across 1 episodes

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Evans: AI Model Makers Lack Value Capture Due to Identical Technologies
“Because right now there isn't a path to value capture because right now you've got a lot of people doing basically the same thing with basically the same technology and the same data and the same chips.”
Benedict Evans Jul 15, 2026 ▶ 14:35 Token pricing

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