network effects
also referred to as: network effect
4 statements across 3 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 21, 2023 by Benedict Evans · across every show →
Everything said about network effects, oldest first
Jul 21, 2023 neutral
Network-effect winners are threatened by unbundling, not direct clones
“Once you've won a space that has strong network effects, then the threat is not from something that's the same, but 10% better. The threat is from something that either solves the underlying problem in some completely different way or complete or unbundles you…”
Dec 20, 2025 neutral
Feb 28, 2026 neutral
Feb 28, 2026 bearish
Evans: OpenAI lacks a technology lead, lock-in, or network effects
“If you're open AI, you've got, don't fundamentally have a technology lead. You're first among sequels at best. You've got this giant user base. That's not, that has very shallow usage and engagement. And it isn't really locked. It isn't locked in. It doesn't h…”