commodity infrastructure
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 5, 2026 by Benedict Evans · across every show →
Everything said about commodity infrastructure, oldest first
Jun 5, 2026 neutral
Evans: AI foundation models will likely become commodity infrastructure
“Are the model companies going to have come some kind of, you know, oligopolistic power over the tech industry, or is this going to be commodity infrastructure with,
The value being somewhere else to which I think the answer is it's commodity infrastructure, bu…”