An overview of macro tech trends for 2026, as "AI eats the world": bubbles, the AI platform shift, Big Tech FOMO, capex, Nvidia, US power backlogs, and more (Benedict Evans)

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About This Page This is a Techmeme archive page. It shows how the site appeared at 6:20 AM ET, November 20, 2025. The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.

First seen: 2025-11-20 12:04

Last seen: 2025-11-20 14:04

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