model

also referred to as: models

2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 16, 2025 by Benedict Evans · across every show →

Everything said about model, oldest first

Nov 16, 2025 neutral
Opinion
Evans: AI models are commodities outside specialist use cases
“It's been very clear for like the last year that these models are commodities outside of specialist use cases and outside of very, people who are very, very deeply into using them all the time every day. Unless you're doing image, for image generation or codin…”
Benedict Evans Nov 16, 2025 ▶ 20:08 The AI presentation
Feb 28, 2026 bearish
Opinion
Evans: No AI lab has unique models because everyone builds identical tech
“What's happened so far is that people leapfrog each other every couple of weeks or every month or two, but because everyone is basically building the same stuff nobody has anything unique in the models.”
Benedict Evans Feb 28, 2026 ▶ 15:21 The end of the network effect
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