cloud hyperscalers

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 15, 2026 by Benedict Evans · across every show →

Everything said about cloud hyperscalers, oldest first

Jul 15, 2026 neutral

Insight

Evans: Applications Captured Most Cloud Value, Not Hyperscalers

“Because that's kind of what happened with cloud. For example, there's only three hyperscalers, but, and yet like most of the applications are built by other people and most of the value is captured by people who run on AWS.”

Benedict Evans Jul 15, 2026 ▶ 6:02 Token pricing

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cloud hyperscalers

Everything said about cloud hyperscalers, oldest first

Turn any episode into a week of clips.