value capture

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 value capture, oldest first

Jul 15, 2026 bearish

Opinion

Evans: AI Model Makers Lack Value Capture Due to Identical Technologies

“Because right now there isn't a path to value capture because right now you've got a lot of people doing basically the same thing with basically the same technology and the same data and the same chips.”

Benedict Evans Jul 15, 2026 ▶ 14:35 Token pricing

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value capture

Everything said about value capture, oldest first

Turn any episode into a week of clips.