generative AI model market
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 generative AI model market, oldest first
Feb 28, 2026 neutral
Evans: AI model infrastructure likely settles into 3 to 6 company oligopoly
“So it seems quite likely that all of that will settle out at some point with some kind of oligopoly, where like the laws of gravity and the laws of financial gravity kick in, and while this is the amount of money that the revenue that you can get, and this is …”