AI coding
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 5, 2026 by Benedict Evans · across every show →
Everything said about AI coding, oldest first
Jun 5, 2026 bullish
Evans: External customers will spend $100B–$150B on AI coding this year
“This year, people outside of those labs will spend, clearly will spend something in the order of hundred, hundred and fifty billion dollars to use AI coding. Just to use AI coding. And that's not AI people spending money from NVIDIA. That's real money. And tha…”