AI eats the world

Benedict Evans

Research

79 Pages

Benedict Evans frames AI as the next major platform shift in technology, but one whose adoption, product shape, and business model remain unsettled. The core issue is not whether AI matters, but whether companies can turn fast model progress into durable products, workflows, and distribution.

Key Takeaways

AI Adoption Is Uneven: ChatGPT reached 100 million users quickly, but many enterprise sales cycles still take longer than the product has existed.
Products Still Matter: General purpose technologies become valuable through specific use cases, not just model capability, demos, or thin software wrappers.
Strategy Remains Open: Evans’ 2026 deck continues a series that has tracked AI since 2023 across platforms, adoption, and business models.
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