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If AI Models Have No Moat, What Are Investors Buying? with Benedict Evans artwork
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If AI Models Have No Moat, What Are Investors Buying? with Benedict Evans

Analyse Asia with Bernard Leong by Bernard Leong

Jun 24, 202600:57:40Business

Fresh out of the studio, Benedict Evans, independent technology analyst and author of AI Eats the World, returns to explore whether the AI model layer is becoming commodity infrastructure. Benedict argues there is no win...

About This Episode

If AI Models Have No Moat, What Are Investors Buying? with Benedict Evans is an episode from Analyse Asia with Bernard Leong by Bernard Leong. Fresh out of the studio, Benedict Evans, independent technology analyst and author of AI Eats the...

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This episode belongs to Analyse Asia with Bernard Leong.

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Episode Details

Published Jun 24, 2026, 00:57:40 long, audio available.