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Large language models have no network effect, and remembering a user is a switching cost rather than one.

Drawn from what Benedict Evans said

LLMs

Network effects

What Benedict Evans actually said

  1. Benedict Evans Technology analyst whose weekly email on tech reaches over 150,000 readers
    there's no apparent equivalent in LLM right now there's no reason why the LMS get better because more people use them now that may come you have that open AI and people have doing memory where it remembers what else you've asked, but that seems more like a switching cost than a network effect.

    Watch from 0:30:55 plays here

    ↗Why Everyone Is Wrong About AI (Including You) | Benedict Evansyoutube.com

    2 Sept 2025 · video · 1h 11m · spoken · machine transcript

    All 16 korrents from this recordingthis one is 12th

Added to korrents 8 Sept 2026 · How quotes work · Something wrong? Tell us

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