Caterpillar
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 18, 2022 by Benedict Evans · said 4 times in 3 episodes since 2022 · across every show →
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2026 2 mentions in 1 episode
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Everything said about Caterpillar, oldest first
Jul 18, 2022 bearish
Evans: Standalone AI primitives fail against AWS and Azure
“And of course this didn't really work because That level of primitive was actually better done inside AWS or inside Azure rather than as a standalone startup. And B, if you're like Caterpillar or like Chase, you can't Chase, like you can't buy natural language…”