Keep pulling the thread on Benedict Evans.
Major AI labs, including OpenAI and Anthropic, are investing in or acquiring professional services firms and consultancies.
Marc Andreessen believes the total addressable market for technology companies has expanded to the point where there will be dozens of trillion-dollar companies in the future.
Sam Altman has stated that OpenAI's business model will be analogous to selling a utility like electricity or water, where AI intelligence is metered and sold.
Benedict Evans predicts that foundation model companies like Anthropic and OpenAI will face margin compression over time, with greater economic opportunity existing in the application layer built on top of their models.
Benedict Evans speculates that Apple may announce at its upcoming WWDC that its new AI features will be powered by Google's Gemini model.
A faulty point-of-sale system developed by Fujitsu for the UK Post Office led to the wrongful prosecution of hundreds of sub-postmasters, resulting in imprisonments, bankruptcies, and suicides.
Major AI labs, including OpenAI and Anthropic, are investing in professional services and consulting capabilities, such as hiring forward-deployed engineers to help enterprises adopt their technology.
Benedict Evans believes that current foundation models do not exhibit strong network effects, making a winner-takes-all market outcome unlikely.
Advanced AI companies, including OpenAI, are increasing their headcount.
Benedict Evans suggests that the current leaders in the AI model space, like OpenAI and Anthropic, may not be the long-term winners, similar to how early internet search leaders like Excite and Yahoo were eventually displaced.
Companies including OpenAI, Anthropic, Cursor, Vercel, Replit, Sierra, and Clay use WorkOS for their enterprise features.
Benedict Evans views the introduction of Claude Code as a transformative event for software developers, comparable to the impact of VisiCalc on accountants.