Strategy & Economics
AI eats the world 2026 - Reading Benedict Evans' 79-slide deck
Evans 2026 deck notes - three chapters held together by one question: infrastructure boom rarely turns into value capture
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Strategy & Economics
AI eats the world 2026 - Reading Benedict Evans' 79-slide deck
Evans 2026 deck notes - three chapters held together by one question: infrastructure boom rarely turns into value capture
Strategy & Economics
Re-reading the Stanford AI Index 2026 - Why It Feels Weaker Than Last Year
Reading the 2026 AI Index left a recurring impression - this year's edition lands softer than last year's. This piece chases that impression. Side by side: the report's headline indicators, and the shifts that landed outside it during the eight weeks before publication.