Benedict Evans · consulting-deck
2025 Benedict Evans 2025 Autum AI eats the world
90 pages · 4 arc beats · 6 loops
2025 Benedict Evans 2025 Autum AI eats the world
Benedict Evans arc beats above · slides in the middle · loops below · scroll → 6 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 90 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Setup & Stakes 13 slides 100% 13/13 slides 100% 13/13 slides · 64 hits — 0/13 slides
100% 13/13 slides · 30 hits 53.8% 7/13 slides 100% 13/13 slides · 26 hits 92.3% 12/13 slides Rising Action 35 slides 100% 35/35 slides 100% 35/35 slides · 211 hits — 0/35 slides
100% 35/35 slides · 97 hits 20% 7/35 slides 100% 35/35 slides · 70 hits 94.3% 33/35 slides Climax 29 slides 100% 29/29 slides 100% 29/29 slides · 147 hits — 0/29 slides
96.6% 28/29 slides · 80 hits 34.5% 10/29 slides · 11 hits 100% 29/29 slides · 58 hits 82.8% 24/29 slides Resolution 13 slides 100% 13/13 slides 100% 13/13 slides · 48 hits — 0/13 slides
84.6% 11/13 slides · 25 hits — 0/13 slides
100% 13/13 slides · 26 hits 69.2% 9/13 slides Slide inventory
90 every slide · same image gating as the playbook
02
The slide uses a series of S-curves to represent successive technology eras.establish_context
03
The slide uses a simple process flow diagram to categorize the effects of a platform shift.diagnose
04
The chart illustrates the 'S-curve' or lifecycle of a dominant platform.summarize
05
The chart illustrates the 'first-mover disadvantage' or market disruption by showing how initial market share dominance (All others) was overtaken by a new stanillustrate_case
06
The slide uses a chronological progression to illustrate the recurring pattern of technological uncertainty.frame_problem
07
The slide uses screenshots of news articles from Fortune, Business Insider, and CNBC to demonstrate the 'noise' in the current AI market.establish_context
08
The slide uses a book cover as a visual anchor to discuss cognitive biases in financial analysis.establish_context
09
The chart illustrates the normalization of internet usage in social life.establish_context
10
The slide uses a process flow to illustrate the historical progression of technology platforms.present_framework
12
The slide uses a series of S-curves to represent successive technology waves, with Generative AI shown as a branching point of unknown trajectory.establish_context
16
The slide uses a simple linear process flow to show the progression of strategic thinking.diagnose
17
The chart highlights the significant increase in capex spending by the 'big four' tech companies, projected to reach $400bn in 2025.analyze_data
18
The chart compares the 'big four' tech companies' capex against global telecom spending.quantify_impact
19
Data after July 2025 is noted as delayed due to a US government shutdown.analyze_data
20
The chart illustrates a dramatic shift in market dominance between two major semiconductor companies.analyze_data
21
The chart illustrates the divergence in revenue trajectories between the three companies, with Nvidia's recent surge outpacing the others.analyze_data
22
The chart highlights 'Utility power' as the most significant constraint among the listed factors.diagnose
25
The slide highlights the discrepancy between current capacity and ambitious future projections, questioning the realism of the 'bragawatts'.analyze_data
27
The chart illustrates the significant increase in capital expenditure relative to free cash flow for major tech companies, attributed to AI investments.analyze_data
28
The chart highlights the significant increase in capital leases for hyperscalers, particularly in recent years.analyze_data
29
The slide uses screenshots of news articles from Financial Times, WSJ, and Reuters to provide external validation of the financial strain on hyperscalers.establish_context
30
The slide highlights the scale of AI infrastructure investment, comparing it to global capacity.illustrate_case
31
The slide uses a network diagram to illustrate how capital flows between AI companies and hardware providers.present_framework
32
The slide uses a causal-chain style logic to map company situations to strategic imperatives.analyze_data
33
Uses a simple contrast layout to frame the problem statement.diagnose
34
The chart illustrates the 'AI model explosion' trend, highlighting the increasing frequency of new model releases and the saturation of benchmarks.analyze_data
35
The y-axis is truncated starting at 90%.compare_peers
36
The chart illustrates market penetration differences between AI tools, suggesting that distribution and brand are currently more significant differentiators thacompare_options
37
The slide uses a skeptical tone to question the quality of the reported user metrics.diagnose
38
The chart shows a clear trend of increasing usage, but with 'monthly' usage significantly outpacing 'daily' usage.analyze_data
39
The chart highlights the variance in survey results while pointing to a consistent trend in usage levels.analyze_data
40
The slide uses a simple process flow to frame a strategic question about product adoption.diagnose
42
The slide uses a central question to frame a binary strategic choice.compare_options
43
The chart illustrates a dramatic spike in capex/sales ratio in recent years, suggesting a shift in business model intensity.analyze_data
44
The slide uses a visual metaphor of circles to categorize OpenAI's strategic bets, with one highlighted in red.summarize
46
The slide uses screenshots of hypothetical or future product interfaces to illustrate the concept of bundling/unbundling AI features.present_solution
47
The chart illustrates the shift from 'Other' to 'AI' startups in Y Combinator batches from 2015 to 2025.analyze_data
48
The slide uses a series of circles to present competing hypotheses for value capture.frame_problem
50
The slide uses a linear process flow to categorize AI strategy approaches.present_framework
51
The slide uses a simple visual list of circles to categorize use cases.summarize
52
The slide uses screenshots of web articles as evidence for the thesis.establish_context
53
The slide uses a rhetorical question to frame the growth of AI integration services as a proxy for market automation trends.establish_context
54
The slide uses a humorous subtitle 'Step two: buy some SaaS from Dr Evil' to frame the data.analyze_data
55
The chart illustrates the 'deployment gap' in AI adoption.analyze_data
56
The slide uses a series of circles to categorize common failure points, highlighting that these are standard technology deployment issues.summarize
57
The chart visualizes survey data from Morgan Stanley regarding LLM adoption timelines.analyze_data
58
The chart illustrates the gap between current cloud adoption and future expectations, highlighting a slower-than-anticipated transition.analyze_data
59
The chart shows a significant inflection point in SKU growth following the introduction of barcodes in 1974.analyze_data
Open slide detailBeat · Climax
61
The slide uses a simple linear process flow to frame future strategic possibilities.state_next_steps
Open slide detailBeat · Climax
62
The slide uses a simple contrast framework to prompt strategic thinking about LLM impact.diagnose
Open slide detailBeat · Climax
64
The slide uses a simple linear process flow to guide the reader through the logic of managing LLM-based automation.frame_problem
65
Uses Jevons paradox and price elasticity to frame the shift from labor-intensive models to automated ones.frame_problem
66
The chart shows a massive divergence between human population and machine-generated labour capacity.analyze_data
67
The slide uses a process flow diagram to contrast three eras of recommendation systems.transition
68
The chart illustrates the dominance of major tech platforms in global ad spend.size_opportunity
70
The slide uses browser window mockups to present real-world case studies of AI adoption in marketing.illustrate_case
71
The slide uses a contrast-pair structure to illustrate the evolution of AI's perceived role.summarize
72
The chart displays a clear trend where older demographics rely more heavily on traditional search, while younger demographics show higher adoption of GenAI.analyze_data
73
Uses two Wired magazine covers from different eras and a modern NPR article screenshot to show the persistence of the 'web is dead' narrative.establish_context
74
The slide uses a process flow to illustrate a shift in AI/recommendation logic.transition
75
The slide uses a photo of Morioka Shoten, a bookstore that famously sells only one book at a time, as a visual counterpoint to the 'infinite' retail mentioned iframe_problem
76
The slide uses a circular flow diagram to contrast two types of value propositions.frame_problem
77
The slide uses a series of questions to highlight the lack of clarity regarding ownership and nature of AI initiatives.frame_problem
79
The chart tracks three categories: Core retail, Addressable retail, and All retail from 2000 to 2025.analyze_data
80
The chart highlights the dominance of Waymo in the robotaxi market compared to Cruise and Tesla.analyze_data
81
This slide appears to be a visual transition or filler slide in a presentation by Benedict Evans.filler
82
The slide uses a vintage IBM advertisement as a visual metaphor for the cyclical nature of technological disruption.transition
83
This slide serves as a historical reference point for discussions on automation.illustrate_case
84
The slide features a block quote from a 1956 report, emphasizing that automation was already a broad topic of concern in various industrial sectors.cite_precedent
85
The juxtaposition of the word 'Automation' with a highly manual, legacy control interface serves as a visual metaphor for the evolution of technology.filler
86
The chart illustrates the concept of automation making a role obsolete.illustrate_case