Is AI Really Eating the World? - philippdubach.com

kept by eddie nov 25, 25

AI models are commoditizing, shifting value to applications and integration over model providers, despite massive infrastructure spending.

2026 Spring Final
Benedict Evans argues AI models are becoming commodity infrastructure, with value shifting to applications, workflows, and proprietary data as the platform matures.
also on Benedict Evans, #cloud-computing, #generative-ai, OpenAI, #business-strategy, #ai
Presentations — Benedict Evans
Benedict Evans presents his annual slide deck on macro tech trends, arguing that rapid acceleration across retail, TV, advertising, and regulation is reshaping the global industry.
also on Benedict Evans, #business-strategy
OpenAI's cash burn will be one of the big bubble questions of 2026
Hacker News commenters argue OpenAI's high valuation and spending mirror historical railroad bubbles, predicting a market downturn by 2026.
also on DeepSeek, Meta, Google, OpenAI, #business-strategy, #ai
8 plots that explain the state of open models
Qwen dominates open-model downloads and finetunes globally, while DeepSeek leads in large-scale models and GPT-OSS is the only Western contender gaining adoption.
also on DeepSeek, Meta, OpenAI, #ai
DSHR's Blog: Mind The GAAP Again
Hyperscalers and pure-play AI companies face a severe accounting mismatch between straight-line depreciation of GPUs and their rapidly declining value, potentially hiding hundreds of billions in future charges.
also on Meta, Microsoft, #cloud-computing, #enterprise, OpenAI, #business-strategy, #ai