<p>📊 In the context of the AI lectures we watch together, Benedict Evans has updated his regular presentation "AI eats the world", with the spring 2026 version now available.</p>
<p>Evans is one of the top analysts in the industry, releasing a major presentation every six months about where the tech sector is heading. He loves to think in terms of platform shifts - mainframes, PCs, web, smartphones, and now generative AI. A strong idea: existing players usually retain their market, but the market itself gradually stops being the main focus. IBM didn’t lose mainframes, Microsoft didn’t lose PCs - these categories just shifted.</p>
<p>The two central questions this year are how the competition between foundation model companies will resolve, and how everything that isn’t just a chatbot (agents, advertising, agentic commerce, enterprise) reaches hundreds of millions of users.</p>
<p>One eye-catching figure: by 2026, the big four plan $700 billion in capex. The entire global telecoms sector spends about $300 billion, oil & gas - about a trillion. Money in AI is already at an industrial scale.</p>
<p>In the image - one of Evans' favorite graphs. The number of elevator operators in the USA over a century: by 1950 there were about 95,000, by 1990 - almost zero. The profession quietly disappeared over a couple of decades when elevators learned to operate without an operator.</p>
<p>Also, I recommend his newsletter - one of the best in the industry.</p>
<p><a href="https://www.ben-evans.com/">https://www.ben-evans.com/</a></p>;
<p>#ai #benedict_evans #analytics</p>
