Benedict Evans · consulting-deck
2025 Benedict Evans 2025 Spring AI eats the world
59 pages · 3 arc beats · 7 loops
2025 Benedict Evans 2025 Spring AI eats the world
Benedict Evans arc beats above · slides in the middle · loops below · scroll → 7 LOOPS
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Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 58 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Facts (What) 25 slides 100% 25/25 slides 100% 25/25 slides · 130 hits — 0/25 slides
100% 25/25 slides · 69 hits 20% 5/25 slides · 8 hits 100% 25/25 slides · 49 hits 84% 21/25 slides The Implications (So What) 25 slides 100% 25/25 slides 100% 25/25 slides · 125 hits — 0/25 slides
100% 25/25 slides · 56 hits 20% 5/25 slides · 6 hits 100% 25/25 slides · 50 hits 96% 24/25 slides The Action (Now What) 8 slides 100% 8/8 slides 100% 8/8 slides · 35 hits — 0/8 slides
87.5% 7/8 slides · 20 hits 25% 2/8 slides 100% 8/8 slides · 16 hits 62.5% 5/8 slides Slide inventory
59 every slide · same image gating as the playbook
03
The slide uses a process diagram to illustrate the 'AI effect' where successful technologies lose their 'AI' label over time.summarize
06
The slide uses a sequential growth curve to illustrate the cyclical nature of tech industry platform shifts.present_framework
07
The slide uses a series of S-curves to represent technology adoption cycles, with a speculative branching path for Generative AI.establish_context
08
The slide uses a simple circular diagram to contrast two extreme viewpoints with a central question.frame_problem
09
The slide uses a split-screen layout to present two distinct quotes.summarize
10
The slide uses a simple binary contrast to frame the current discourse.establish_context
13
The chart illustrates the significant increase in infrastructure investment by major tech companies, attributed to FOMO regarding the next decade of tech.analyze_data
14
The chart illustrates a significant upward trend in capex intensity, likely reflecting the shift from software licensing to cloud infrastructure.analyze_data
15
The chart illustrates the divergence in revenue trajectories between Intel and Nvidia.analyze_data
16
The chart uses a scatter plot to show the convergence of model performance over time.analyze_data
17
The chart uses a line to connect DeepSeek data points, emphasizing its rapid improvement.analyze_data
18
Log scale used for price axis.analyze_data
19
The chart uses a log scale to illustrate the divergence between usage volume and financial value.analyze_data
20
The chart illustrates the competitive landscape of AI models, highlighting the clustering of most models at low price points with varying quality levels.analyze_data
21
The chart uses a trend line to show the diminishing returns of quality relative to cost.analyze_data
22
The slide uses visual evidence (magazine covers) to show how technical specifications (MHz, 486, 56K) dominated consumer tech marketing.establish_context
23
The chart highlights the volatility of competitor rankings versus the stability of ChatGPT.compare_peers
24
The slide uses a circular layout to present four distinct strategic archetypes with examples.compare_options
Open slide detailBeat · The Facts (What)
27
The slide uses a process flow to contrast the nature of tasks and predictability across three software generations.establish_context
30
This is a transition or thought-provoking slide.frame_problem
31
The slide questions the product-market fit of chatbots by highlighting the gap between perceived value and actual usage metrics (WAU/DAU).frame_problem
32
The chart highlights 'ROI unclear' and 'Use cases' in red, contrasting them with the other grey bars.diagnose
33
The chart illustrates the gap between current adoption and future expectations, highlighting the slow pace of cloud migration.analyze_data
34
Uses a before-after-framing structure to highlight how initial doubts about 3G, Cloud, and LLMs were overcome by scale and utility.frame_problem
35
The slide uses a simple linear process flow with circular nodes.present_framework
36
The slide uses a quote from Dan Bricklin to highlight the 'use case' barrier to adoption.illustrate_case
37
The slide uses a simple circular layout to categorize early-adopter use cases.illustrate_case
38
The slide uses screenshots of web articles to support the thesis.establish_context
40
The slide highlights the rapid adoption of generative AI in back-office automation.analyze_data
41
The slide uses screenshots of browser windows to illustrate the concept of unbundling.illustrate_case
42
The chart illustrates a clear shift in startup focus toward AI over the last decade.analyze_data
43
The chart displays 10 categories, each with 3 time-series bars, each bar split into two segments (pilot vs production).analyze_data
45
The slide uses a linear progression to illustrate the historical trend of increasing application complexity, culminating in the current LLM era.establish_context
46
The slide uses a series of questions to challenge the audience to categorize the problem at hand.transition
47
The slide uses two line charts to illustrate that disruption manifests differently across industries.analyze_data
48
The slide uses a before-after visual metaphor to contrast a standard recipe search with a multimodal 'what can I cook with this' query.compare_options
49
The chart visualizes the concentration of global advertising spend.analyze_data
52
The slide uses a simple flow diagram to present a binary choice for any AI-related inquiry.frame_problem
53
The slide uses a historical diagram from TeleGeography to contrast past perceptions of the internet with current reality.establish_context
54
The chart highlights a significant jump in e-commerce penetration around 2020.analyze_data
55
The chart highlights the divergence between Waymo's growth and the stagnation/decline of Cruise.analyze_data
56
The slide uses a simple linear progression to categorize technological eras.establish_context