Benedict Evans quote, Jul 9, 2026

Independent analyst · Jul 9, 2026 · Essay, Ways to think about token pricing

Even so, that brings me back to the same point: the current market dynamics point to a future in which, as today’s supply crunch eases, frontier models move towards becoming commodity infrastructure, with all of the value built on top, and for a different outcome, something needs to happen that we don’t see yet.

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Words found on the source page on Sep 25, 2026.

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About this quote

Said by: Benedict Evans, Independent analyst
Where: Ways to think about token pricing
Topics: Economics
Source: ben-evans.com/benedictevans/2026/7/9/ways-to-think-about-token-pricing

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