model labs
2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 15, 2026 by Benedict Evans · across every show →
Everything said about model labs, oldest first
Jul 15, 2026 bullish
Evans: Agentic Coding Has Driven Token Demand Up Multiple Orders of Magnitude
“And as hopefully everyone listening to this will understand, like in the last six months or so, the sudden product market fit of agentic coding means that demand for tokens has gone up by many orders of magnitude, and the model labs have been sort of scramblin…”
Jul 15, 2026 neutral
Evans: AI Model Inference Alone Generates 40% to 50% Gross Margins
“And meanwhile, we sort of know that you have positive gross margins on inference alone of sort of 40, 50%, but you've got the cost of building the next model, and you don't know where the cost The cost will move, or the cost of the next model will move, and yo…”