utilities
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 15, 2026 by Benedict Evans · across every show →
Everything said about utilities, oldest first
Jul 15, 2026 negative
Evans: Sam Altman's Windows and utility analogies for AI are flawed
“Sam Altman talked about windows, which is a really bad analogy because windows had network effects. He also talked about water companies and electricity companies, which are like completely the opposite. They're regulated utilities with crappy margins selling …”