Latest / The MAD Podcast: How AI Gets Built — with Matt Turck
Benedict Evans: OpenAI’s Moat Problem & the Future of Software
Is OpenAI trapped without a defensible moat? World-renowned independent tech analyst Benedict Evans returns to the MAD Podcast and argues that foundation models have zero network effects, making them closer to commodity infrastructure than the next iOS. We unpack OpenAI’s "mile wide, inch deep" usage problem, why simply having a "better model" does not solve the core UX challenge, and whether the hyperscalers' massive CapEx spending is a sustainable strategy or a fast track to financial gravity.
We also explore the reality behind the recent "SaaSpocalypse", the structural shift from…
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