marginal cost

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 marginal cost, oldest first

May 31, 2026 bearish

Insight

Evans: High marginal compute costs hinder breakout consumer AI apps

“We don't have breakout a consumer AI apps yet because I think because of marginal cost more than anything else, you can't make it free and get fifty million users and then have a revenue model.”

Benedict Evans May 31, 2026 ▶ 1:15:14 The most rational take on AI you’ll hear this year

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marginal cost

Everything said about marginal cost, oldest first

Turn any episode into a week of clips.