AI labs

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 28, 2026 by Benedict Evans · across every show →

Everything said about AI labs, oldest first

Feb 28, 2026 bearish

Opinion

Evans: No AI lab has unique models because everyone builds identical tech

“What's happened so far is that people leapfrog each other every couple of weeks or every month or two, but because everyone is basically building the same stuff nobody has anything unique in the models.”

Benedict Evans Feb 28, 2026 ▶ 15:21 The end of the network effect

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AI labs

Everything said about AI labs, oldest first

Turn any episode into a week of clips.