Benedict Evans, one of tech’s most respected independent analysts, cuts through the AI hype to ask the questions that actually matter: models are improving and capital is flooding in, but after three years we still have no real clarity on the shape of the market.
Platform or commodity infrastructure? Bottom-line efficiency or top-line reinvention? Evans maps where we are, what’s unresolved, and what it will take to turn transformative raw technology into products people can actually use.
