Benedict Evans Says AI Capex Is Eating The World And Investors Still Have No Map
AI’s $400 Billion Capex Paradox: Why Investors Are Flying Blind (And What It Means for B2B Revenue Teams) If you’re leading a SaaS or tech revenue team in 2025, you’ve likely felt the gravitational pull of AI spending. Every board meeting includes a slide on “AI strategy.” Every pitch deck features a chatbot or co-pilot. … Read more