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  "path": "/260518/p51#a260518p51",
  "publishedAt": "2026-05-19T03:40:34.000Z",
  "site": "https://www.techmeme.com",
  "tags": [
    "Benedict Evans",
    "An overview of macro tech trends: capex explosion, unprecedented surge in chip demand, supply chain bottlenecks, model commoditization, AI automation, and more"
  ],
  "textContent": "Benedict Evans:\n**An overview of macro tech trends: capex explosion, unprecedented surge in chip demand, supply chain bottlenecks, model commoditization, AI automation, and more** — Twice a year, I produce a big presentation exploring macro and strategic trends in the tech industry. — New in May 2026, ‘AI eats the world’.",
  "title": "An overview of macro tech trends: capex explosion, unprecedented surge in chip demand, supply chain bottlenecks, model commoditization, AI automation, and more (Benedict Evans)"
}