Benedict Evans · consulting-deck
2023 Benedict Evans 2023 AI and Everything Else
92 pages · 5 arc beats · 9 loops
2023 Benedict Evans 2023 AI and Everything Else
Benedict Evans arc beats above · slides in the middle · loops below · scroll → 9 LOOPS
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Deck intelligence map
5 coverage by narrative range · generated from this deck JSON
Narrative range 89 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Surface Observation 10 slides 100% 10/10 slides 100% 10/10 slides · 55 hits — 0/10 slides
100% 10/10 slides · 24 hits 30% 3/10 slides · 4 hits 100% 10/10 slides · 20 hits 90% 9/10 slides First Layer 25 slides 100% 25/25 slides 100% 25/25 slides · 135 hits — 0/25 slides
100% 25/25 slides · 52 hits 4% 1/25 slides 100% 25/25 slides · 50 hits 84% 21/25 slides Deeper Layer 17 slides 100% 17/17 slides 100% 17/17 slides · 77 hits — 0/17 slides
100% 17/17 slides · 34 hits 11.8% 2/17 slides 100% 17/17 slides · 34 hits 88.2% 15/17 slides Core Insight 19 slides 100% 19/19 slides 100% 19/19 slides · 84 hits — 0/19 slides
100% 19/19 slides · 43 hits 31.6% 6/19 slides 100% 19/19 slides · 38 hits 94.7% 18/19 slides Implications 18 slides 100% 18/18 slides 100% 18/18 slides · 96 hits — 0/18 slides
100% 18/18 slides · 37 hits 5.6% 1/18 slides 100% 18/18 slides · 36 hits 94.4% 17/18 slides Slide inventory
92 every slide · same image gating as the playbook
02
The slide uses a quote to establish the significance of AI, supported by a recent news clipping.illustrate_case
03
The slide uses a news article as a credibility anchor to contrast the speed of AI company valuation growth against historical tech giants.cite_precedent
04
Data source: Reuters Institute. The chart compares 'Heard of but not used' vs 'Used' segments.analyze_data
05
The chart illustrates a high percentage of 'heard of but not used' or 'once or twice' usage compared to daily or weekly usage.analyze_data
06
The chart displays two bars per category, representing two different time periods, with each bar split into production (red) and development/pilot (grey) segmenanalyze_data
07
The slide uses screenshots of external research reports (Sequoia, BCG, Goldman Sachs) to establish a skeptical industry consensus.frame_problem
08
The slide uses a screenshot of an AI-generated image to make a point about the 'Hype Cycle' concept, specifically highlighting the humorous misspelling 'Pleacomillustrate_case
09
The slide uses a sequential growth model to illustrate historical platform shifts.present_framework
12
The slide uses a simple flow diagram to contrast two potential future scenarios based on current trends.frame_problem
14
The slide uses screenshots of news articles to frame a market trend discussion.establish_context
15
The slide uses a simple circular layout to present four distinct challenges.frame_problem
16
The slide uses screenshots of web articles to present quotes from Alphabet and Meta executives.cite_precedent
17
The slide features a screenshot of a Semianalysis article titled 'Google "We Have No Moat, And Neither Does OpenAI"'.cite_precedent
20
Uses circular callouts to emphasize scale.quantify_impact
21
The chart uses a combination of stacked bars for Nvidia and a line graph for Intel to illustrate the divergence in performance.compare_options
22
The chart highlights the significant increase in infrastructure spending by major tech companies.analyze_data
23
The chart illustrates the shift in capital intensity between traditional telco infrastructure (Verizon) and software/cloud infrastructure (Microsoft).analyze_data
Open slide detailBeat · First Layer
24
The slide uses screenshots of web articles to illustrate the trend of financial institutions entering the AI hardware space.establish_context
Open slide detailBeat · First Layer
25
The slide uses a central 'This is amazing! (Now what?)' node branching into two opposing directions: 'Better results' and 'Efficiency'.transition
Open slide detailBeat · First Layer
26
The slide uses a historical photo of an IBM System/360 to illustrate the concept of marginal cost in software.establish_context
27
The chart uses arrows to show the progression of model iterations towards higher quality and lower cost.analyze_data
28
The chart visualizes the 'feeds and speeds' phase of the AI market, where performance and price are the primary competitive differentiators.analyze_data
29
The chart shows a clear trade-off between model performance and cost, with open-source models (Meta) clustering at the lower price point.compare_peers
30
The slide uses a pull-quote to highlight a strategic shift in the tech industry towards open source AI models.illustrate_case
31
The slide uses a screenshot of the Apple Intelligence landing page to exemplify the 'API-fication' of AI models.illustrate_case
32
The slide uses a play on the 'Better, faster, cheaper - pick two' project management adage to describe the current state of AI model development.summarize
33
The quote is from The Godfather Part II.other
34
The quote is from The Godfather Part II (Michael Corleone).summarize
35
The quote is presented as a philosophical anchor for the subsequent observations about market cycles and commodity tech.summarize
37
The slide uses an image with bounding boxes to demonstrate early computer vision capabilities.frame_problem
38
The slide uses a simple linear process flow to abstract the utility of ML.frame_problem
39
The slide uses a screenshot of a ChatGPT interface to provide a real-world example of information retrieval.illustrate_case
40
The slide uses a screenshot of a news article from The Register as a case study to illustrate AI failure.frame_problem
42
The slide frames the problem of AI errors as a choice between model improvement vs. product design/UX.diagnose
43
The slide uses a screenshot of a ChatGPT response to illustrate the limitations of LLMs in search contexts.frame_problem
44
The slide uses a simple process flow to frame the problem of understanding LLM utility.transition
46
Uses a rhetorical question to frame the difficulty of long-term forecasting.frame_problem
47
The chart uses error bars to show the range of exposure within each industry sector.analyze_data
49
Uses a historical photo of Dan Bricklin with an Apple II to frame the 'use case' problem.illustrate_case
50
The slide uses a simple circular layout to categorize early adoption use cases.summarize
51
The chart highlights a significant gap in adoption across different professional sectors.analyze_data
54
The slide uses a simple linear process flow with circular nodes.present_framework
56
The slide highlights that while bookings are growing, they are largely pilot-based.analyze_data
58
The chart illustrates the gap between current cloud adoption and future expectations over a decade.analyze_data
59
The chart visualizes survey data from Morgan Stanley regarding enterprise AI adoption timelines.analyze_data
60
Data source: Productiv. Slide 60 from Benedict Evans presentation.analyze_data
62
The slide presents a simple decision tree or binary outcome model.compare_options
63
The slide uses a binary choice framework to explore the future of LLM integration.compare_options
65
The slide uses a simple diagram to contrast two models of software interaction.frame_problem
66
The chart highlights the increasing proportion of AI-focused startups in recent YC batches.analyze_data
67
The slide illustrates the evolution of software features from simple rule-based systems to AI-integrated interfaces.illustrate_case
68
The slide uses a linear process diagram to illustrate the commoditization of AI technology.present_framework
69
The slide uses a simple circular diagram to categorize LLM product strategies.present_framework
70
The slide juxtaposes Marvin Minsky's optimistic prediction with Larry Tesler's definition of AI.summarize
71
The slide uses a simple hub-and-spoke style diagram to illustrate two potential answers to any AI question.frame_problem
73
The slide uses a reverse-chronological flow (right to left) to show the evolution of ideas.present_framework
74
The chart uses a bar chart to contrast two different historical periods/entities.compare_options
75
The chart illustrates the long-term trend of e-commerce penetration, noting a significant, temporary deviation during the pandemic.analyze_data
76
The chart illustrates the temporary spike in e-commerce penetration during the pandemic followed by a return to long-term growth trends.analyze_data
77
The chart uses a red bar to highlight Shein among other grey bars. TJX is noted as having a portion of revenue from home goods.compare_peers
78
The slide uses a simple line chart to illustrate the rapid growth of Shopify's GMV.quantify_impact
79
The chart illustrates a clear inflection point in early 2020.analyze_data
81
The chart uses a dotted line for earlier periods and a solid line for more recent data, indicating a change in reporting or data source.analyze_data
82
The chart highlights the revenue scale of digital-native platforms (red) versus traditional media conglomerates (grey).analyze_data
84
The chart shows a stacked bar representation where Waymo (red) dominates the volume, with minor contributions from Cruise (light red) and Tesla (black, barely vanalyze_data
85
The chart compares regional BEV adoption against Tesla's individual performance.analyze_data
86
The slide uses a simple comparison list to show the relationship between specific industry questions and the relevant expert.frame_problem
89
The chart highlights the peak around 1950, coinciding with the launch of the Otis Autotronic elevator.establish_context