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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...