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The end of the network effect

EPISODE · Feb 28, 2026 · 26 MIN

The end of the network effect

from Another Podcast · host Benedict Evans and Toni Cowan-Brown

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?

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The end of the network effect

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