Strategy & EconomicsWhere AI Value Accrues: Benedict Evans and Jensen Huang's Two MapsEvans and Jensen both treat the model as a commodity, then split on whether value flows up to apps or down to infrastructureJun 7, 2026
Jun 7, 2026Strategy & EconomicsWhere AI Value Accrues: Benedict Evans and Jensen Huang's Two MapsEvans and Jensen both treat the model as a commodity, then split on whether value flows up to apps or down to infrastructure
