aircraft

2 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 31, 2021 by Benedict Evans · across every show →

Everything said about aircraft, oldest first

Jan 31, 2021 neutral
Insight
Benedict Evans: Tech has entered its phase of universal adoption consequences
“The first 50 years of tech, of cars or aircraft were about making car companies and working out what cars are and working out what aircraft are, and the second 50 years was everything that happened once everyone had a car, and everything that happened once air…”
Benedict Evans Jan 31, 2021 ▶ 36:38 Telling stories with charts
Dec 20, 2025 neutral
Prediction Not checkable as stated
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…”
Benedict Evans Dec 20, 2025 ▶ 3:25 How does OpenAI compete?
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