AI Is Not a Product, It’s Infrastructure
Insights from the a16z episode “The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z”, published June 8, 2026.
In "The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z" (a16z, June 2026), benedict Evans argues that foundation models are currently commodities, not finished products. The real value will emerge further up the stack as companies move beyond simple chatbots to solve specific, complex industry problems. We are currently in a period of extreme supply-demand disequilibrium, but the long-term future will see AI become as…
In "The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z" (a16z, June 2026), the intended audience is: Tech investors, product managers, and enterprise strategy leaders.
Benedict Evans argues that foundation models are currently commodities, not finished products. The real value will emerge further up the stack as companies move beyond simple chatbots to solve specific, complex industry problems. We are currently in a period of extreme supply-demand disequilibrium, but the long-term future will see AI become as invisible and essential as electricity.
Tech investors, product managers, and enterprise strategy leaders.
Topics: AI, Infrastructure, SaaS, Tech Strategy, Benedict Evans
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Benedict Evans argues that foundation models are currently commodities, not finished products. The real value will emerge further up the stack as companies move beyond simple chatbots to solve specific, complex industry problems. We are currently in a period of extreme supply-demand disequilibrium, but the long-term future will see AI become as invisible and essential as electricity.
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