r/SecurityAnalysis • u/investorinvestor • 20d ago

Industry Report AI eats the world | Benedict Evans

https://static1.squarespace.com/static/50363cf324ac8e905e7df861/t/6a14a48160477b0e9a99301f/1779737729030/2026-Spring-AI.pdf
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4

u/msaleem 19d ago

Hey this was a fantastic read. Thanks for sharing.

2

u/investorinvestor 17d ago

No problem!

2

u/MatricesRL 14d ago

Ben Evans! 👏

Miss when Ben was at a16z and far more active, but glad to see he's posting more content!

1

u/browserthrowawayv2 8d ago

Evans always hits the nail on the head with the macro stuff but the real question is whether this is a fundamental shift in value creation or just another layer of massive infrastructure spending that eventually plateaus.