
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

Evans 2026 deck notes - three chapters held together by one question: infrastructure boom rarely turns into value capture

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.
Evans 2026 deck notes - three chapters held together by one question: infrastructure boom rarely turns into value capture
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.