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An overview of macro tech trends for 2026, as "AI eats the world": bubbles, the AI platform shift, Big Tech FOMO, capex, Nvidia, US power backlogs, and more (Benedict Evans) from Techmeme RSS feed.
An overview of macro tech trends for 2026, as "AI eats the world": bubbles, the AI platform shift, Big Tech FOMO, capex, Nvidia, US power backlogs, and more (Benedict Evans)
Benedict Evans:
An overview of macro tech trends for 2026, as “AI eats the world”: bubbles, the AI platform shift, Big Tech FOMO, capex, Nvidia, US power backlogs, and more — What happens in a platform shift? The New Thing! All tech innovation, investment and company creation switches …