Talking All Things AI with Benedict Evans - YouTube
2 days ago · The conversation also touches on the comparison between Nvidia and Sun Microsystems, highlighting the challenges and opportunities in the AI landscape. 00:00 …
An interview with analyst Benedict Evans on the role of ...
1 day ago · The Circuit on YouTube: An interview with analyst Benedict Evans on the role of productization in AI adoption, an AI bubble, OpenAI, comparing Nvidia and Sun Microsystems, …
EP 147: Talking All Things AI with Benedict Evans - The ...
In this conversation, Ben Bajarin and Jay Goldberg engage with Benedict Evans to explore the current state of AI development, its historical context, and future predictions. They discuss the …
An interview with analyst Benedict Evans on the position of ...
1 day ago · An interview with analyst Benedict Evans on the position of productization in AI adoption, AI bubble, OpenAI, evaluating Nvidia to Solar Microsystems, and extra (The Circuit …
An interview with analyst Benedict Evans on the role of ...
13 hours ago · An interview with analyst Benedict Evans on the role of productization in AI adoption, AI bubble, OpenAI, comparing Nvidia to Sun Microsystems, and more X:
AI Eats the World | Benedict Evans
Dec 19, 2025 · A "circular revenue" pattern exists: Hyperscalers pay Nvidia, Nvidia pays OpenAI. OpenAI uses the money to buy chips from Nvidia (competing with hyperscalers) and …
OpenAI has mindshare and expensive stock, but no platform, infra or moat Swap your paper for hard assets and market position Oracle is a cash-generative legacy business losing share to …