AI industry
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 industry, oldest first
Jun 5, 2026 bullish
Evans: AI code generation found PMF, driving 10x compute surge
“Writing software with AI really in the last six months has suddenly found product market fit. And suddenly everyone is You know, using 10 times more capacity, more compute than they thought they were going to use at the beginning of the year. And the tech indu…”