supercuts / ai-predictions
Every big AI prediction
AGI timelines, model wars, who wins. As said, when said. · 20 clips, 5 minutes, hands free.
0:00 / 0:04exact quote · 4.1s
1/20Evans: AI foundation models become commodities if frontier progress slows
Benedict Evans · 2026full source →
1Evans: AI foundation models become commodities if frontier progress slowsBenedict Evans · 4s
2Evans: Newsletter platforms will inevitably need algorithmic feeds as they scaleBenedict Evans · 13s
3Evans: Model makers will lose pricing power within five yearsBenedict Evans · 17s
4Evans: External customers will spend $100B–$150B on AI coding this yearBenedict Evans · 22sDidn’t hold up
5Evans: Tech companies will spend over $400B on AI infrastructureBenedict Evans · 4s
6Apple will maintain Google defaults while routing specialized queries to AIBenedict Evans · 9sHeld up
7Evans: OpenAI will face half a dozen competitorsBenedict Evans · 9sHeld up
8Evans: AI wrappers will evolve into specialized vertical softwareBenedict Evans · 7s
9Evans: AI startup value will accrue in the intermediate application layerBenedict Evans · 7s
10Benedict Evans: VR cannot become general computing without text-capable high-resolution screensBenedict Evans · 25s
11Evans: Generative AI is going to demolish the porn industryBenedict Evans · 7s
12Evans: Generative AI is at minimum as big as prior ML waveBenedict Evans · 16s
13Evans: Radically new AI UX will reset default consumer search habitsBenedict Evans · 15s
14Evans: The tech industry will aggressively push AI compute to local devicesBenedict Evans · 6s
15Evans: AI search answers will drain web traffic from lifestyle publishersBenedict Evans · 30sHeld up
16Goldberg: TSMC's Arizona fab will remain dependent on Taiwan's expertiseJay Goldberg · 10s
17Evans: Policy papers cannot control AI because models are open sourceBenedict Evans · 15s
18Evans: Generative AI will create a massive flood of automated search spamBenedict Evans · 26sHeld up
19Evans: Future primary computers will run sandboxed OSs without raw filesystem accessBenedict Evans · 20s
20Evans: AI will not fundamentally alter enterprise software adoption dynamicsBenedict Evans · 13s