fiber
2 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 fiber, oldest first
Jul 15, 2026 neutral
Jul 15, 2026
Evans: Mobile networks are a better analogy for AI than fiber
“So the more interesting comparison or the more relevant comparison is mobile because mobile does have marginal cost. Like if your mobile traffic doubles, you kind of have to go out and build, not exactly double, but kind of double the infrastructure.”