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big four platform companies

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

Everything said about big four platform companies, oldest first

Feb 28, 2026 neutral
Assertion Supported
Evans: Big four platforms spent $400B CapEx last year, targeting $650B+
“Like the big four platform companies spent Four hundred billion dollars on CapEx last year, and they've announced something in the region of six hundred and fifty billion dollars this year, maybe more.”
Benedict Evans Feb 28, 2026 ▶ 2:54 The end of the network effect
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