{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 1888, "pageSize": 30, "pageCount": 10666, "rows": [ { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 16, "slideType": "diagnosis", "function": "diagnose", "notes": "The slide uses a simple linear process flow to show the progression of strategic thinking.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/16", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-16", "loopMatches": [ { "to": 32, "from": 16, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-c14e75f113cd", "evidence": "Sequence of $400bn, $1.4tr, supply-constraint, hyperscaler-cashflow charts", "position": 2, "objective": "Stack capex evidence to prove unprecedented investment cycle", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 17, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart highlights the significant increase in capex spending by the 'big four' tech companies, projected to reach $400bn in 2025.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/17", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-17", "loopMatches": [ { "to": 32, "from": 16, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-c14e75f113cd", "evidence": "Sequence of $400bn, $1.4tr, supply-constraint, hyperscaler-cashflow charts", "position": 2, "objective": "Stack capex evidence to prove unprecedented investment cycle", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 18, "slideType": "industry_trends", "function": "quantify_impact", "notes": "The chart compares the 'big four' tech companies' capex against global telecom spending.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/18", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-18", "loopMatches": [ { "to": 32, "from": 16, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-c14e75f113cd", "evidence": "Sequence of $400bn, $1.4tr, supply-constraint, hyperscaler-cashflow charts", "position": 2, "objective": "Stack capex evidence to prove unprecedented investment cycle", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 19, "slideType": "industry_trends", "function": "analyze_data", "notes": "Data after July 2025 is noted as delayed due to a US government shutdown.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/19", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-19", "loopMatches": [ { "to": 32, "from": 16, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-c14e75f113cd", "evidence": "Sequence of $400bn, $1.4tr, supply-constraint, hyperscaler-cashflow charts", "position": 2, "objective": "Stack capex evidence to prove unprecedented investment cycle", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 20, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart illustrates a dramatic shift in market dominance between two major semiconductor companies.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/20", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-20", "loopMatches": [ { "to": 32, "from": 16, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-c14e75f113cd", "evidence": "Sequence of $400bn, $1.4tr, supply-constraint, hyperscaler-cashflow charts", "position": 2, "objective": "Stack capex evidence to prove unprecedented investment cycle", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 21, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart illustrates the divergence in revenue trajectories between the three companies, with Nvidia's recent surge outpacing the others.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/21", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-21", "loopMatches": [ { "to": 32, "from": 16, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-c14e75f113cd", "evidence": "Sequence of $400bn, $1.4tr, supply-constraint, hyperscaler-cashflow charts", "position": 2, "objective": "Stack capex evidence to prove unprecedented investment cycle", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 22, "slideType": "industry_trends", "function": "diagnose", "notes": "The chart highlights 'Utility power' as the most significant constraint among the listed factors.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/22", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-22", "loopMatches": [ { "to": 32, "from": 16, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-c14e75f113cd", "evidence": "Sequence of $400bn, $1.4tr, supply-constraint, hyperscaler-cashflow charts", "position": 2, "objective": "Stack capex evidence to prove unprecedented investment cycle", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 23, "slideType": "quote_slide", "function": "illustrate_case", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/23", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-23", "loopMatches": [ { "to": 32, "from": 16, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-c14e75f113cd", "evidence": "Sequence of $400bn, $1.4tr, supply-constraint, hyperscaler-cashflow charts", "position": 2, "objective": "Stack capex evidence to prove unprecedented investment cycle", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 24, "slideType": "key_messages", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/24", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-24", "loopMatches": [ { "to": 32, "from": 16, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-c14e75f113cd", "evidence": "Sequence of $400bn, $1.4tr, supply-constraint, hyperscaler-cashflow charts", "position": 2, "objective": "Stack capex evidence to prove unprecedented investment cycle", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 25, "slideType": "industry_trends", "function": "analyze_data", "notes": "The slide highlights the discrepancy between current capacity and ambitious future projections, questioning the realism of the 'bragawatts'.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/25", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-25", "loopMatches": [ { "to": 32, "from": 16, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-c14e75f113cd", "evidence": "Sequence of $400bn, $1.4tr, supply-constraint, hyperscaler-cashflow charts", "position": 2, "objective": "Stack capex evidence to prove unprecedented investment cycle", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 26, "slideType": "impact_sizing", "function": "quantify_impact", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/26", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-26", "loopMatches": [ { "to": 32, "from": 16, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-c14e75f113cd", "evidence": "Sequence of $400bn, $1.4tr, supply-constraint, hyperscaler-cashflow charts", "position": 2, "objective": "Stack capex evidence to prove unprecedented investment cycle", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 27, "slideType": "financial_analysis", "function": "analyze_data", "notes": "The chart illustrates the significant increase in capital expenditure relative to free cash flow for major tech companies, attributed to AI investments.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/27", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-27", "loopMatches": [ { "to": 32, "from": 16, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-c14e75f113cd", "evidence": "Sequence of $400bn, $1.4tr, supply-constraint, hyperscaler-cashflow charts", "position": 2, "objective": "Stack capex evidence to prove unprecedented investment cycle", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 28, "slideType": "financial_analysis", "function": "analyze_data", "notes": "The chart highlights the significant increase in capital leases for hyperscalers, particularly in recent years.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/28", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-28", "loopMatches": [ { "to": 32, "from": 16, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-c14e75f113cd", "evidence": "Sequence of $400bn, $1.4tr, supply-constraint, hyperscaler-cashflow charts", "position": 2, "objective": "Stack capex evidence to prove unprecedented investment cycle", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 29, "slideType": "industry_trends", "function": "establish_context", "notes": "The slide uses screenshots of news articles from Financial Times, WSJ, and Reuters to provide external validation of the financial strain on hyperscalers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/29", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-29", "loopMatches": [ { "to": 32, "from": 16, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-c14e75f113cd", "evidence": "Sequence of $400bn, $1.4tr, supply-constraint, hyperscaler-cashflow charts", "position": 2, "objective": "Stack capex evidence to prove unprecedented investment cycle", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 30, "slideType": "case_study", "function": "illustrate_case", "notes": "The slide highlights the scale of AI infrastructure investment, comparing it to global capacity.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/30", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-30", "loopMatches": [ { "to": 32, "from": 16, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-c14e75f113cd", "evidence": "Sequence of $400bn, $1.4tr, supply-constraint, hyperscaler-cashflow charts", "position": 2, "objective": "Stack capex evidence to prove unprecedented investment cycle", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 31, "slideType": "industry_trends", "function": "present_framework", "notes": "The slide uses a network diagram to illustrate how capital flows between AI companies and hardware providers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/31", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-31", "loopMatches": [ { "to": 32, "from": 16, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-c14e75f113cd", "evidence": "Sequence of $400bn, $1.4tr, supply-constraint, hyperscaler-cashflow charts", "position": 2, "objective": "Stack capex evidence to prove unprecedented investment cycle", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 32, "slideType": "strategic_options", "function": "analyze_data", "notes": "The slide uses a causal-chain style logic to map company situations to strategic imperatives.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/32", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-32", "loopMatches": [ { "to": 32, "from": 16, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-c14e75f113cd", "evidence": "Sequence of $400bn, $1.4tr, supply-constraint, hyperscaler-cashflow charts", "position": 2, "objective": "Stack capex evidence to prove unprecedented investment cycle", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 33, "slideType": "diagnosis", "function": "diagnose", "notes": "Uses a simple contrast layout to frame the problem statement.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/33", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-33", "loopMatches": [ { "to": 48, "from": 33, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-c68666bae910", "evidence": "Model convergence (35), 5% paying (37), 'where is value capture?' (48)", "position": 3, "objective": "Reveal that despite spend, value capture location is unclear", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 75, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 34, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart illustrates the 'AI model explosion' trend, highlighting the increasing frequency of new model releases and the saturation of benchmarks.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/34", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-34", "loopMatches": [ { "to": 48, "from": 33, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-c68666bae910", "evidence": "Model convergence (35), 5% paying (37), 'where is value capture?' (48)", "position": 3, "objective": "Reveal that despite spend, value capture location is unclear", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 75, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 35, "slideType": "industry_trends", "function": "compare_peers", "notes": "The y-axis is truncated starting at 90%.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/35", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-35", "loopMatches": [ { "to": 48, "from": 33, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-c68666bae910", "evidence": "Model convergence (35), 5% paying (37), 'where is value capture?' (48)", "position": 3, "objective": "Reveal that despite spend, value capture location is unclear", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 75, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 36, "slideType": "market_landscape", "function": "compare_options", "notes": "The chart illustrates market penetration differences between AI tools, suggesting that distribution and brand are currently more significant differentiators than the underlying technology.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/36", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-36", "loopMatches": [ { "to": 48, "from": 33, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-c68666bae910", "evidence": "Model convergence (35), 5% paying (37), 'where is value capture?' (48)", "position": 3, "objective": "Reveal that despite spend, value capture location is unclear", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 75, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 37, "slideType": "diagnosis", "function": "diagnose", "notes": "The slide uses a skeptical tone to question the quality of the reported user metrics.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/37", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-37", "loopMatches": [ { "to": 48, "from": 33, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-c68666bae910", "evidence": "Model convergence (35), 5% paying (37), 'where is value capture?' (48)", "position": 3, "objective": "Reveal that despite spend, value capture location is unclear", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 75, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 38, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart shows a clear trend of increasing usage, but with 'monthly' usage significantly outpacing 'daily' usage.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/38", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-38", "loopMatches": [ { "to": 48, "from": 33, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-c68666bae910", "evidence": "Model convergence (35), 5% paying (37), 'where is value capture?' (48)", "position": 3, "objective": "Reveal that despite spend, value capture location is unclear", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 75, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 39, "slideType": "data_table", "function": "analyze_data", "notes": "The chart highlights the variance in survey results while pointing to a consistent trend in usage levels.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/39", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-39", "loopMatches": [ { "to": 48, "from": 33, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-c68666bae910", "evidence": "Model convergence (35), 5% paying (37), 'where is value capture?' (48)", "position": 3, "objective": "Reveal that despite spend, value capture location is unclear", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 75, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 40, "slideType": "diagnosis", "function": "diagnose", "notes": "The slide uses a simple process flow to frame a strategic question about product adoption.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/40", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-40", "loopMatches": [ { "to": 48, "from": 33, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-c68666bae910", "evidence": "Model convergence (35), 5% paying (37), 'where is value capture?' (48)", "position": 3, "objective": "Reveal that despite spend, value capture location is unclear", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 75, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 41, "slideType": "quote_slide", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/41", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-41", "loopMatches": [ { "to": 48, "from": 33, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-c68666bae910", "evidence": "Model convergence (35), 5% paying (37), 'where is value capture?' (48)", "position": 3, "objective": "Reveal that despite spend, value capture location is unclear", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 75, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 42, "slideType": "strategic_options", "function": "compare_options", "notes": "The slide uses a central question to frame a binary strategic choice.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/42", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-42", "loopMatches": [ { "to": 48, "from": 33, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-c68666bae910", "evidence": "Model convergence (35), 5% paying (37), 'where is value capture?' (48)", "position": 3, "objective": "Reveal that despite spend, value capture location is unclear", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 75, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 43, "slideType": "financial_analysis", "function": "analyze_data", "notes": "The chart illustrates a dramatic spike in capex/sales ratio in recent years, suggesting a shift in business model intensity.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/43", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-43", "loopMatches": [ { "to": 48, "from": 33, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-c68666bae910", "evidence": "Model convergence (35), 5% paying (37), 'where is value capture?' (48)", "position": 3, "objective": "Reveal that despite spend, value capture location is unclear", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 75, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 44, "slideType": "key_messages", "function": "summarize", "notes": "The slide uses a visual metaphor of circles to categorize OpenAI's strategic bets, with one highlighted in red.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/44", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-44", "loopMatches": [ { "to": 48, "from": 33, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-c68666bae910", "evidence": "Model convergence (35), 5% paying (37), 'where is value capture?' (48)", "position": 3, "objective": "Reveal that despite spend, value capture location is unclear", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 75, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da", "docSlug": "dfd94aead7429e9f", "documentTitle": "2025 Benedict Evans 2025 Autum AI eats the world", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 45, "slideType": "quote_slide", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/45", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-45", "loopMatches": [ { "to": 48, "from": 33, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-c68666bae910", "evidence": "Model convergence (35), 5% paying (37), 'where is value capture?' (48)", "position": 3, "objective": "Reveal that despite spend, value capture location is unclear", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 75, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 48, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-4f5b40875a96", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "Inside tech: $400bn capex, $1.4tr OpenAI, models commoditize, value capture unclear", "position": 2, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 48, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-5b209794247f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Platform shift evidence + capex surge + model proliferation data", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }