Benedict Evans · consulting-deck
2024 Benedict Evans 2024 AI eats the world
87 pages · 5 arc beats · 8 loops
2024 Benedict Evans 2024 AI eats the world
Benedict Evans arc beats above · slides in the middle · loops below · scroll → 8 LOOPS
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Deck intelligence map
5 coverage by narrative range · generated from this deck JSON
Narrative range 84 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Surface Observation 13 slides 100% 13/13 slides 100% 13/13 slides · 64 hits — 0/13 slides
92.3% 12/13 slides · 39 hits 15.4% 2/13 slides 100% 13/13 slides · 24 hits 76.9% 10/13 slides First Layer 34 slides 100% 34/34 slides 100% 34/34 slides · 152 hits — 0/34 slides
91.2% 31/34 slides · 66 hits 35.3% 12/34 slides · 16 hits 100% 34/34 slides · 68 hits 97.1% 33/34 slides Deeper Layer 14 slides 100% 14/14 slides 100% 14/14 slides · 48 hits — 0/14 slides
78.6% 11/14 slides · 20 hits 21.4% 3/14 slides 100% 14/14 slides · 28 hits 85.7% 12/14 slides Core Insight 11 slides 100% 11/11 slides 100% 11/11 slides · 43 hits — 0/11 slides
72.7% 8/11 slides · 16 hits 36.4% 4/11 slides 100% 11/11 slides · 22 hits 90.9% 10/11 slides Implications 12 slides 100% 12/12 slides 100% 12/12 slides · 65 hits — 0/12 slides
83.3% 10/12 slides · 27 hits 8.3% 1/12 slides 100% 12/12 slides · 24 hits 91.7% 11/12 slides Slide inventory
87 every slide · same image gating as the playbook
03
The chart illustrates the 'hype cycle' phenomenon in tech media coverage.establish_context
04
The chart highlights a significant increase in AI-related startups in recent cohorts.analyze_data
05
The chart illustrates a significant market correction following the 2021-2022 peak.establish_context
06
Uses a simple process flow diagram to illustrate market evolution.summarize
07
The slide uses a simple flow/comparison diagram to contrast two potential future states for AI model architecture.frame_problem
08
The chart illustrates the rapid shift in revenue composition towards Data Centre starting around 2022.analyze_data
09
The chart illustrates the significant growth in infrastructure spending by the 'big three' cloud platforms.analyze_data
10
Data source: McKinsey. The chart illustrates adoption levels ranging from 'Have not tried' to 'Use for work'.analyze_data
12
The slide uses a screenshot of a NYT article as a visual anchor for the theme of AI regulation.transition
13
The slide uses a simple process flow of three circles to represent competing or sequential hypotheses about a technology.frame_problem
Open slide detailBeat · Surface Observation
15
This is a classic Benedict Evans slide illustrating the cyclical nature of tech platform shifts.establish_context
16
The slide uses a simplified S-curve to map technology maturity phases.present_framework
17
The slide uses a simplified S-curve to categorize technology adoption phases.present_framework
18
The slide uses a simplified S-curve to categorize technology maturity into three stages: 'Why is this useful?', 'Exciting!', and 'Boring'.present_framework
19
The slide uses a classic S-curve model to frame the maturity of current tech trends.present_framework
20
The slide uses a classic computer vision example (object detection) to frame the question of ML's real-world value.frame_problem
21
The slide uses a simple linear process diagram to frame the core value proposition of machine learning.diagnose
23
The slide uses a rhetorical question to frame the upcoming section.transition
24
The slide uses a screenshot of a ChatGPT interface to illustrate a 'cool' but potentially non-useful use case.frame_problem
25
The slide uses a rhetorical question to challenge the traditional definition of search.frame_problem
26
The slide uses a screenshot of a New York Times article about a lawyer using ChatGPT to create fake case law as a cautionary example.transition
27
The slide uses a screenshot of a ChatGPT response to illustrate AI hallucination.establish_context
31
Data source: Deloitte, UK June 2023 survey.analyze_data
32
The slide uses a simple split-screen layout to define the nature of AI systems.diagnose
33
The slide uses a simple comparison framework to contrast two eras of machine learning.present_framework
34
The slide uses a simple linear process diagram to frame the inquiry into generative AI.diagnose
35
This is a minimalist quote slide used to emphasize a core thesis point.summarize
36
The slide uses a circular flow to represent the evolution of LLM application maturity.present_solution
37
The slide uses a satirical tone regarding the ubiquity of AI in social media platforms.illustrate_case
38
The slide uses a split-screen image to show a raw product shot vs. a generated lifestyle shot.illustrate_case
39
The slide uses a simple circular layout to present three distinct strategic responses to platform shifts.summarize
41
The slide uses a visual metaphor of a central AI-generated image to illustrate the 'both' strategy.compare_options
42
The image is a still from the 1960 film 'The Apartment'.transition
43
The slide uses a causal chain structure to illustrate how foundational technological shifts lead to broad, unforeseen societal or business outcomes.establish_context
44
The image shows an early iPhone App Store interface, serving as a visual metaphor for the 'gatekeeper' concept.establish_context
45
The slide uses a linear process flow to illustrate the shift in information consumption paradigms.transition
46
Uses a BlackBerry as a metaphor for a technology that was once dominant but eventually superseded by a different interface model (touchscreen smartphones).summarize
47
The slide uses a simple hub-and-spoke diagram to present a binary choice for AI inquiry.present_framework
50
The slide uses a linear process flow to illustrate the shift in human-computer interaction paradigms.present_framework
51
Uses Clippy as a cultural reference for early AI agents.establish_context
52
The slide uses Clippy as a visual metaphor for the 'AI Agent' concept.establish_context
54
The slide uses a screenshot of the ChatGPT interface to illustrate the 'blank slate' problem of generative AI.frame_problem
55
The slide uses a screenshot of an empty Excel sheet to illustrate the 'blank canvas' concept.frame_problem
56
The image shows the Microsoft Excel template gallery, illustrating how a 'blank canvas' tool is used to create many specific solutions.frame_problem
57
The slide uses a parallel structure to show a historical progression of business models.summarize
58
The quote illustrates the trade-offs and context-dependency of software tools.illustrate_case
59
The chart shows a clear trend of increasing SaaS app usage across all segments, particularly in Mid-market and Large enterprises.analyze_data
60
The slide uses a central hub-and-spoke-like diagram to contrast two future scenarios.compare_options
61
The image is likely AI-generated (Midjourney) and serves as a metaphorical transition.transition
Open slide detailBeat · Deeper Layer
64
The slide uses a simple linear process diagram to define the scope of AGI.frame_problem
65
The slide uses a screenshot of a research paper as a primary source of authority.cite_precedent
66
The slide uses a screenshot of a web article as a primary visual anchor.illustrate_case
67
The slide uses a provocative, high-quality AI-generated image to illustrate the 'brilliance' of Generative ML, likely setting up a counter-argument about its prframe_problem
68
The slide uses an AI-generated image to illustrate the 'hallucination' or lack of true understanding in generative models.other
69
The slide uses a simple visual layout with three circles representing different viewpoints, followed by a shrug emoji to indicate uncertainty.present_framework
70
The slide uses a screenshot of a Wikipedia page about cognitive biases to support a philosophical or psychological argument.establish_context
71
The chart is Figure 4 from an OpenAI report, showing GPT performance on exams.diagnose
72
Uses an analogy of the Apollo program to highlight the lack of metrics for AGI.frame_problem
74
The slide uses a reverse-chronological or retrospective flow, showing how past ideas evolved into current ones and looking forward to future ones.present_framework
75
The chart uses a grouped bar format to contrast positive revenue against negative operating income.analyze_data
76
The slide uses a simple flow diagram (circle to grid) to show the expansion of regulatory scope.frame_problem
77
The chart uses dotted lines to indicate the long-term trend trajectory.analyze_data
78
The chart marks key historical milestones like Apple Macintosh and Mosaic.establish_context
80
The chart shows a clear divergence in growth trajectories between traditional fast fashion retailers and Shein.analyze_data
81
The chart tracks search interest from Jan 2016 to late 2023.analyze_data
83
The slide uses a simple comparison list to show that domain expertise is required to answer questions about industry disruption.frame_problem
84
The slide uses a historical chart from a 1979 Walmart Annual Report to frame a discussion about market evolution.establish_context