Evans: AI foundation models lack winner-takes-all network effects
Benedict Evans · Benedict Evans: OpenAI’s Moat Problem & the Future of Software · Mar 19, 2026 · at 1:50
Independent tech analyst Benedict Evans discusses the competitive dynamics and lack of defensible moats in AI foundation models with podcast host Matt Turck.
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“And the problem is that as far as we can see, there is no winner takes all effect or network effect in a foundation model.”
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