apps
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 31, 2026 by Benedict Evans · across every show →
Everything said about apps, oldest first
May 31, 2026 bearish
Evans: AI Model Providers Will Lack Pricing Power and Become Commodities
“And so it does sort of seem to me that like, if the chatbot isn't the UX and it needs to be apps and the model companies aren't going to build that. And the models themselves are basically commodities, as, at least as you can see them as users, then why would …”