AI infrastructure
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 20, 2025 by Benedict Evans · across every show →
Everything said about AI infrastructure, oldest first
Dec 20, 2025 neutral
Evans: AI infrastructure may become a high-cost oligopoly without network effects
“So you've got kind of a down the stack question, which might end up looking like semiconductors or aircraft or something where it's just, there's no network effects, it's just really expensive. And maybe, you know, there's only two people who make aircraft. Th…”