Evidence receipt / belief
Published · transcript-backedBenedict Evans: belief
31 May 2026 Lenny's Podcast A rational conversation on where AI is actually going | Benedict Evans
“Actually, this is to the earlier point, we don't have breakout a consumer AI apps yet, but I think because of marginal cost more than anything else, you can't make it free and get 50 million users and then have a revenue bottle.”
Source trail
Everything needed to verify it.
- Speaker
- Benedict Evans
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 31 May 2026
- Publisher
- Lenny's Podcast
Transcript context
…Do you want to share the brand or you want to keep it secret? Okay, we'll keep it secret. I don't know. I think one comes in waves of new products, and you get into waves of new things. And when's the last time there was a cool app, iPhone apps, all that white space went. I mean, it's partly a function of product ships, a platform chips. All the white space went for cool new apps, and now we haven't quite got... Actually, this is to the earlier point, we don't have breakout a consumer AI apps yet, but I think because of marginal cost more than anything else, you can't make it free and get 50 million users and then have a revenue bottle. But we don't have those breakout things yet. For consumer.…
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