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The end of the network effect

26 min28 februari 2026

OpenAI has some big questions. It doesn’t have unique tech. It has a big user base, but with limited engagement and stickiness and no network effect. The incumbents have matched the tech and are leveraging their product and distribution. And a lot of the value and leverage will come from new experiences that haven’t been invented yet, and it can’t invent all of those itself. What’s the plan?

Another Podcast med Benedict Evans, Toni Cowan-Brown finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.