Benedict Evans:

An overview of macro tech trends for 2026, as “AI eats the world”: bubbles, the AI platform shift, Big Tech FOMO, capex, Nvidia, US power backlogs, and more  —  What happens in a platform shift?  The New Thing!  All tech innovation, investment and company creation switches …

Benedict Evans:

An overview of macro tech trends for 2026, as “AI eats the world”: bubbles, the AI platform shift, Big Tech FOMO, capex, Nvidia, US power backlogs, and more  —  What happens in a platform shift?  The New Thing!  All tech innovation, investment and company creation switches …

Source: TechMeme
Source Link: http://www.techmeme.com/251120/p13#a251120p13