Benedict Evans:

An overview of macro tech trends: capex explosion, unprecedented surge in chip demand, supply chain bottlenecks, model commoditization, AI automation, and more  —  Twice a year, I produce a big presentation exploring macro and strategic trends in the tech industry.  —  New in May 2026, ‘AI eats the world’.

Benedict Evans:

An overview of macro tech trends: capex explosion, unprecedented surge in chip demand, supply chain bottlenecks, model commoditization, AI automation, and more  —  Twice a year, I produce a big presentation exploring macro and strategic trends in the tech industry.  —  New in May 2026, ‘AI eats the world’.

Source: TechMeme
Source Link: https://www.techmeme.com/260518/p51#a260518p51