{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 942, "pageSize": 60, "pageCount": 5333, "rows": [ { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": "thesis_headline", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/45", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-45", "loopMatches": [ { "to": 51, "from": 37, "name": "Tale Two Worlds", "slug": "04-tale-two-worlds", "bestFor": "Competitive analysis, benchmarking, case for change", "matchId": "019dd95a-08f8-7619-ac2e-5f1b452b0d9a", "evidence": "Repeats 'how is ML useful?' (2013) vs 'how is LLM useful?' (2023); occupation-by-occupation usage chart.", "position": 5, "objective": "Compare 2013 ML vs 2023 LLM use-case discovery, and 'I have'/'I don't have' that use case", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "confidence": 75, "description": "Show the gap between two states to drive urgency or highlight opportunity" } ], "arcBeatMatches": [ { "to": 52, "from": 36, "beatId": "019dd95a-07a7-7579-bd64-f4b4d0ccd18f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "'How is this useful?' divider; use-case discovery", "position": 3, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 46, "slideType": "diagnosis", "function": "frame_problem", "notes": "Uses a rhetorical question to frame the difficulty of long-term forecasting.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/46", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-46", "loopMatches": [ { "to": 51, "from": 37, "name": "Tale Two Worlds", "slug": "04-tale-two-worlds", "bestFor": "Competitive analysis, benchmarking, case for change", "matchId": "019dd95a-08f8-7619-ac2e-5f1b452b0d9a", "evidence": "Repeats 'how is ML useful?' (2013) vs 'how is LLM useful?' (2023); occupation-by-occupation usage chart.", "position": 5, "objective": "Compare 2013 ML vs 2023 LLM use-case discovery, and 'I have'/'I don't have' that use case", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "confidence": 75, "description": "Show the gap between two states to drive urgency or highlight opportunity" } ], "arcBeatMatches": [ { "to": 52, "from": 36, "beatId": "019dd95a-07a7-7579-bd64-f4b4d0ccd18f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "'How is this useful?' divider; use-case discovery", "position": 3, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 47, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart uses error bars to show the range of exposure within each industry sector.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/47", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-47", "loopMatches": [ { "to": 51, "from": 37, "name": "Tale Two Worlds", "slug": "04-tale-two-worlds", "bestFor": "Competitive analysis, benchmarking, case for change", "matchId": "019dd95a-08f8-7619-ac2e-5f1b452b0d9a", "evidence": "Repeats 'how is ML useful?' (2013) vs 'how is LLM useful?' (2023); occupation-by-occupation usage chart.", "position": 5, "objective": "Compare 2013 ML vs 2023 LLM use-case discovery, and 'I have'/'I don't have' that use case", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "confidence": 75, "description": "Show the gap between two states to drive urgency or highlight opportunity" } ], "arcBeatMatches": [ { "to": 52, "from": 36, "beatId": "019dd95a-07a7-7579-bd64-f4b4d0ccd18f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "'How is this useful?' divider; use-case discovery", "position": 3, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 48, "slideType": "quote_slide", "function": "illustrate_case", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/48", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-48", "loopMatches": [ { "to": 51, "from": 37, "name": "Tale Two Worlds", "slug": "04-tale-two-worlds", "bestFor": "Competitive analysis, benchmarking, case for change", "matchId": "019dd95a-08f8-7619-ac2e-5f1b452b0d9a", "evidence": "Repeats 'how is ML useful?' (2013) vs 'how is LLM useful?' (2023); occupation-by-occupation usage chart.", "position": 5, "objective": "Compare 2013 ML vs 2023 LLM use-case discovery, and 'I have'/'I don't have' that use case", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "confidence": 75, "description": "Show the gap between two states to drive urgency or highlight opportunity" } ], "arcBeatMatches": [ { "to": 52, "from": 36, "beatId": "019dd95a-07a7-7579-bd64-f4b4d0ccd18f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "'How is this useful?' divider; use-case discovery", "position": 3, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 49, "slideType": "client_example", "function": "illustrate_case", "notes": "Uses a historical photo of Dan Bricklin with an Apple II to frame the 'use case' problem.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/49", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-49", "loopMatches": [ { "to": 51, "from": 37, "name": "Tale Two Worlds", "slug": "04-tale-two-worlds", "bestFor": "Competitive analysis, benchmarking, case for change", "matchId": "019dd95a-08f8-7619-ac2e-5f1b452b0d9a", "evidence": "Repeats 'how is ML useful?' (2013) vs 'how is LLM useful?' (2023); occupation-by-occupation usage chart.", "position": 5, "objective": "Compare 2013 ML vs 2023 LLM use-case discovery, and 'I have'/'I don't have' that use case", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "confidence": 75, "description": "Show the gap between two states to drive urgency or highlight opportunity" } ], "arcBeatMatches": [ { "to": 52, "from": 36, "beatId": "019dd95a-07a7-7579-bd64-f4b4d0ccd18f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "'How is this useful?' divider; use-case discovery", "position": 3, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 50, "slideType": "key_takeaways", "function": "summarize", "notes": "The slide uses a simple circular layout to categorize early adoption use cases.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/50", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-50", "loopMatches": [ { "to": 51, "from": 37, "name": "Tale Two Worlds", "slug": "04-tale-two-worlds", "bestFor": "Competitive analysis, benchmarking, case for change", "matchId": "019dd95a-08f8-7619-ac2e-5f1b452b0d9a", "evidence": "Repeats 'how is ML useful?' (2013) vs 'how is LLM useful?' (2023); occupation-by-occupation usage chart.", "position": 5, "objective": "Compare 2013 ML vs 2023 LLM use-case discovery, and 'I have'/'I don't have' that use case", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "confidence": 75, "description": "Show the gap between two states to drive urgency or highlight opportunity" } ], "arcBeatMatches": [ { "to": 52, "from": 36, "beatId": "019dd95a-07a7-7579-bd64-f4b4d0ccd18f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "'How is this useful?' divider; use-case discovery", "position": 3, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 51, "slideType": "data_table", "function": "analyze_data", "notes": "The chart highlights a significant gap in adoption across different professional sectors.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/51", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-51", "loopMatches": [ { "to": 51, "from": 37, "name": "Tale Two Worlds", "slug": "04-tale-two-worlds", "bestFor": "Competitive analysis, benchmarking, case for change", "matchId": "019dd95a-08f8-7619-ac2e-5f1b452b0d9a", "evidence": "Repeats 'how is ML useful?' (2013) vs 'how is LLM useful?' (2023); occupation-by-occupation usage chart.", "position": 5, "objective": "Compare 2013 ML vs 2023 LLM use-case discovery, and 'I have'/'I don't have' that use case", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "confidence": 75, "description": "Show the gap between two states to drive urgency or highlight opportunity" } ], "arcBeatMatches": [ { "to": 52, "from": 36, "beatId": "019dd95a-07a7-7579-bd64-f4b4d0ccd18f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "'How is this useful?' divider; use-case discovery", "position": 3, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 52, "slideType": "quote_slide", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/52", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-52", "loopMatches": [], "arcBeatMatches": [ { "to": 52, "from": 36, "beatId": "019dd95a-07a7-7579-bd64-f4b4d0ccd18f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "'How is this useful?' divider; use-case discovery", "position": 3, "confidence": 70, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 53, "slideType": "transition", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/53", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-53", "loopMatches": [], "arcBeatMatches": [ { "to": 71, "from": 53, "beatId": "019dd95a-07a7-7579-bd64-fb99fa2c8e99", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "'How do we deploy this?' divider; AI becomes invisible automatic", "position": 4, "confidence": 70, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 54, "slideType": "other", "function": "present_framework", "notes": "The slide uses a simple linear process flow with circular nodes.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/54", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-54", "loopMatches": [ { "to": 60, "from": 54, "name": "Maturity Curve", "slug": "36-maturity-curve", "bestFor": "Digital transformation, capability building, benchmarking", "matchId": "019dd95a-08f8-7619-ac2e-60d775897cb3", "evidence": "'Standard tech procurement questions', cloud at 30%, only 25% of CIOs launched anything.", "position": 6, "objective": "Position AI deployment on the standard tech-adoption curve", "structure": "Current Maturity Level -> The Gap to Next Level -> Required Capabilities -> The Roadmap", "confidence": 70, "description": "Show where you are on a progression and what it takes to reach the next level" } ], "arcBeatMatches": [ { "to": 71, "from": 53, "beatId": "019dd95a-07a7-7579-bd64-fb99fa2c8e99", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "'How do we deploy this?' divider; AI becomes invisible automatic", "position": 4, "confidence": 70, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 55, "slideType": "transition", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/55", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-55", "loopMatches": [ { "to": 60, "from": 54, "name": "Maturity Curve", "slug": "36-maturity-curve", "bestFor": "Digital transformation, capability building, benchmarking", "matchId": "019dd95a-08f8-7619-ac2e-60d775897cb3", "evidence": "'Standard tech procurement questions', cloud at 30%, only 25% of CIOs launched anything.", "position": 6, "objective": "Position AI deployment on the standard tech-adoption curve", "structure": "Current Maturity Level -> The Gap to Next Level -> Required Capabilities -> The Roadmap", "confidence": 70, "description": "Show where you are on a progression and what it takes to reach the next level" } ], "arcBeatMatches": [ { "to": 71, "from": 53, "beatId": "019dd95a-07a7-7579-bd64-fb99fa2c8e99", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "'How do we deploy this?' divider; AI becomes invisible automatic", "position": 4, "confidence": 70, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 56, "slideType": "data_table", "function": "analyze_data", "notes": "The slide highlights that while bookings are growing, they are largely pilot-based.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/56", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-56", "loopMatches": [ { "to": 60, "from": 54, "name": "Maturity Curve", "slug": "36-maturity-curve", "bestFor": "Digital transformation, capability building, benchmarking", "matchId": "019dd95a-08f8-7619-ac2e-60d775897cb3", "evidence": "'Standard tech procurement questions', cloud at 30%, only 25% of CIOs launched anything.", "position": 6, "objective": "Position AI deployment on the standard tech-adoption curve", "structure": "Current Maturity Level -> The Gap to Next Level -> Required Capabilities -> The Roadmap", "confidence": 70, "description": "Show where you are on a progression and what it takes to reach the next level" } ], "arcBeatMatches": [ { "to": 71, "from": 53, "beatId": "019dd95a-07a7-7579-bd64-fb99fa2c8e99", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "'How do we deploy this?' divider; AI becomes invisible automatic", "position": 4, "confidence": 70, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 57, "slideType": "other", "function": "establish_context", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/57", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-57", "loopMatches": [ { "to": 60, "from": 54, "name": "Maturity Curve", "slug": "36-maturity-curve", "bestFor": "Digital transformation, capability building, benchmarking", "matchId": "019dd95a-08f8-7619-ac2e-60d775897cb3", "evidence": "'Standard tech procurement questions', cloud at 30%, only 25% of CIOs launched anything.", "position": 6, "objective": "Position AI deployment on the standard tech-adoption curve", "structure": "Current Maturity Level -> The Gap to Next Level -> Required Capabilities -> The Roadmap", "confidence": 70, "description": "Show where you are on a progression and what it takes to reach the next level" } ], "arcBeatMatches": [ { "to": 71, "from": 53, "beatId": "019dd95a-07a7-7579-bd64-fb99fa2c8e99", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "'How do we deploy this?' divider; AI becomes invisible automatic", "position": 4, "confidence": 70, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 58, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart illustrates the gap between current cloud adoption and future expectations over a decade.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/58", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-58", "loopMatches": [ { "to": 60, "from": 54, "name": "Maturity Curve", "slug": "36-maturity-curve", "bestFor": "Digital transformation, capability building, benchmarking", "matchId": "019dd95a-08f8-7619-ac2e-60d775897cb3", "evidence": "'Standard tech procurement questions', cloud at 30%, only 25% of CIOs launched anything.", "position": 6, "objective": "Position AI deployment on the standard tech-adoption curve", "structure": "Current Maturity Level -> The Gap to Next Level -> Required Capabilities -> The Roadmap", "confidence": 70, "description": "Show where you are on a progression and what it takes to reach the next level" } ], "arcBeatMatches": [ { "to": 71, "from": 53, "beatId": "019dd95a-07a7-7579-bd64-fb99fa2c8e99", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "'How do we deploy this?' divider; AI becomes invisible automatic", "position": 4, "confidence": 70, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 59, "slideType": "data_table", "function": "analyze_data", "notes": "The chart visualizes survey data from Morgan Stanley regarding enterprise AI adoption timelines.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/59", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-59", "loopMatches": [ { "to": 60, "from": 54, "name": "Maturity Curve", "slug": "36-maturity-curve", "bestFor": "Digital transformation, capability building, benchmarking", "matchId": "019dd95a-08f8-7619-ac2e-60d775897cb3", "evidence": "'Standard tech procurement questions', cloud at 30%, only 25% of CIOs launched anything.", "position": 6, "objective": "Position AI deployment on the standard tech-adoption curve", "structure": "Current Maturity Level -> The Gap to Next Level -> Required Capabilities -> The Roadmap", "confidence": 70, "description": "Show where you are on a progression and what it takes to reach the next level" } ], "arcBeatMatches": [ { "to": 71, "from": 53, "beatId": "019dd95a-07a7-7579-bd64-fb99fa2c8e99", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "'How do we deploy this?' divider; AI becomes invisible automatic", "position": 4, "confidence": 70, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 60, "slideType": "industry_trends", "function": "analyze_data", "notes": "Data source: Productiv. Slide 60 from Benedict Evans presentation.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/60", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-60", "loopMatches": [ { "to": 60, "from": 54, "name": "Maturity Curve", "slug": "36-maturity-curve", "bestFor": "Digital transformation, capability building, benchmarking", "matchId": "019dd95a-08f8-7619-ac2e-60d775897cb3", "evidence": "'Standard tech procurement questions', cloud at 30%, only 25% of CIOs launched anything.", "position": 6, "objective": "Position AI deployment on the standard tech-adoption curve", "structure": "Current Maturity Level -> The Gap to Next Level -> Required Capabilities -> The Roadmap", "confidence": 70, "description": "Show where you are on a progression and what it takes to reach the next level" } ], "arcBeatMatches": [ { "to": 71, "from": 53, "beatId": "019dd95a-07a7-7579-bd64-fb99fa2c8e99", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "'How do we deploy this?' divider; AI becomes invisible automatic", "position": 4, "confidence": 70, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 61, "slideType": "quote_slide", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/61", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-61", "loopMatches": [ { "to": 71, "from": 61, "name": "Pivot", "slug": "17-pivot", "bestFor": "Project updates, board meetings, agile retrospectives", "matchId": "019dd95a-08f8-7619-ac2e-66ce90467281", "evidence": "Bundle/unbundle quote, 'three models for LLM product', 'AI is whatever doesn't work yet'.", "position": 7, "objective": "Reframe LLMs: feature, platform, infra, or new UX?", "structure": "The Original Hypothesis -> The New Discovery -> The Strategic Shift", "confidence": 65, "description": "Validate a change in direction by showing it is a reaction to new intelligence, not failure" } ], "arcBeatMatches": [ { "to": 71, "from": 53, "beatId": "019dd95a-07a7-7579-bd64-fb99fa2c8e99", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "'How do we deploy this?' divider; AI becomes invisible automatic", "position": 4, "confidence": 70, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 62, "slideType": "strategic_options", "function": "compare_options", "notes": "The slide presents a simple decision tree or binary outcome model.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/62", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-62", "loopMatches": [ { "to": 71, "from": 61, "name": "Pivot", "slug": "17-pivot", "bestFor": "Project updates, board meetings, agile retrospectives", "matchId": "019dd95a-08f8-7619-ac2e-66ce90467281", "evidence": "Bundle/unbundle quote, 'three models for LLM product', 'AI is whatever doesn't work yet'.", "position": 7, "objective": "Reframe LLMs: feature, platform, infra, or new UX?", "structure": "The Original Hypothesis -> The New Discovery -> The Strategic Shift", "confidence": 65, "description": "Validate a change in direction by showing it is a reaction to new intelligence, not failure" } ], "arcBeatMatches": [ { "to": 71, "from": 53, "beatId": "019dd95a-07a7-7579-bd64-fb99fa2c8e99", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "'How do we deploy this?' divider; AI becomes invisible automatic", "position": 4, "confidence": 70, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 63, "slideType": "strategic_options", "function": "compare_options", "notes": "The slide uses a binary choice framework to explore the future of LLM integration.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/63", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-63", "loopMatches": [ { "to": 71, "from": 61, "name": "Pivot", "slug": "17-pivot", "bestFor": "Project updates, board meetings, agile retrospectives", "matchId": "019dd95a-08f8-7619-ac2e-66ce90467281", "evidence": "Bundle/unbundle quote, 'three models for LLM product', 'AI is whatever doesn't work yet'.", "position": 7, "objective": "Reframe LLMs: feature, platform, infra, or new UX?", "structure": "The Original Hypothesis -> The New Discovery -> The Strategic Shift", "confidence": 65, "description": "Validate a change in direction by showing it is a reaction to new intelligence, not failure" } ], "arcBeatMatches": [ { "to": 71, "from": 53, "beatId": "019dd95a-07a7-7579-bd64-fb99fa2c8e99", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "'How do we deploy this?' divider; AI becomes invisible automatic", "position": 4, "confidence": 70, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 64, "slideType": "quote_slide", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/64", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-64", "loopMatches": [ { "to": 71, "from": 61, "name": "Pivot", "slug": "17-pivot", "bestFor": "Project updates, board meetings, agile retrospectives", "matchId": "019dd95a-08f8-7619-ac2e-66ce90467281", "evidence": "Bundle/unbundle quote, 'three models for LLM product', 'AI is whatever doesn't work yet'.", "position": 7, "objective": "Reframe LLMs: feature, platform, infra, or new UX?", "structure": "The Original Hypothesis -> The New Discovery -> The Strategic Shift", "confidence": 65, "description": "Validate a change in direction by showing it is a reaction to new intelligence, not failure" } ], "arcBeatMatches": [ { "to": 71, "from": 53, "beatId": "019dd95a-07a7-7579-bd64-fb99fa2c8e99", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "'How do we deploy this?' divider; AI becomes invisible automatic", "position": 4, "confidence": 70, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 65, "slideType": "problem_statement", "function": "frame_problem", "notes": "The slide uses a simple diagram to contrast two models of software interaction.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/65", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-65", "loopMatches": [ { "to": 71, "from": 61, "name": "Pivot", "slug": "17-pivot", "bestFor": "Project updates, board meetings, agile retrospectives", "matchId": "019dd95a-08f8-7619-ac2e-66ce90467281", "evidence": "Bundle/unbundle quote, 'three models for LLM product', 'AI is whatever doesn't work yet'.", "position": 7, "objective": "Reframe LLMs: feature, platform, infra, or new UX?", "structure": "The Original Hypothesis -> The New Discovery -> The Strategic Shift", "confidence": 65, "description": "Validate a change in direction by showing it is a reaction to new intelligence, not failure" } ], "arcBeatMatches": [ { "to": 71, "from": 53, "beatId": "019dd95a-07a7-7579-bd64-fb99fa2c8e99", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "'How do we deploy this?' divider; AI becomes invisible automatic", "position": 4, "confidence": 70, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 66, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart highlights the increasing proportion of AI-focused startups in recent YC batches.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/66", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-66", "loopMatches": [ { "to": 71, "from": 61, "name": "Pivot", "slug": "17-pivot", "bestFor": "Project updates, board meetings, agile retrospectives", "matchId": "019dd95a-08f8-7619-ac2e-66ce90467281", "evidence": "Bundle/unbundle quote, 'three models for LLM product', 'AI is whatever doesn't work yet'.", "position": 7, "objective": "Reframe LLMs: feature, platform, infra, or new UX?", "structure": "The Original Hypothesis -> The New Discovery -> The Strategic Shift", "confidence": 65, "description": "Validate a change in direction by showing it is a reaction to new intelligence, not failure" } ], "arcBeatMatches": [ { "to": 71, "from": 53, "beatId": "019dd95a-07a7-7579-bd64-fb99fa2c8e99", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "'How do we deploy this?' divider; AI becomes invisible automatic", "position": 4, "confidence": 70, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 67, "slideType": "other", "function": "illustrate_case", "notes": "The slide illustrates the evolution of software features from simple rule-based systems to AI-integrated interfaces.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/67", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-67", "loopMatches": [ { "to": 71, "from": 61, "name": "Pivot", "slug": "17-pivot", "bestFor": "Project updates, board meetings, agile retrospectives", "matchId": "019dd95a-08f8-7619-ac2e-66ce90467281", "evidence": "Bundle/unbundle quote, 'three models for LLM product', 'AI is whatever doesn't work yet'.", "position": 7, "objective": "Reframe LLMs: feature, platform, infra, or new UX?", "structure": "The Original Hypothesis -> The New Discovery -> The Strategic Shift", "confidence": 65, "description": "Validate a change in direction by showing it is a reaction to new intelligence, not failure" } ], "arcBeatMatches": [ { "to": 71, "from": 53, "beatId": "019dd95a-07a7-7579-bd64-fb99fa2c8e99", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "'How do we deploy this?' divider; AI becomes invisible automatic", "position": 4, "confidence": 70, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 68, "slideType": "thesis_headline", "function": "present_framework", "notes": "The slide uses a linear process diagram to illustrate the commoditization of AI technology.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/68", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-68", "loopMatches": [ { "to": 71, "from": 61, "name": "Pivot", "slug": "17-pivot", "bestFor": "Project updates, board meetings, agile retrospectives", "matchId": "019dd95a-08f8-7619-ac2e-66ce90467281", "evidence": "Bundle/unbundle quote, 'three models for LLM product', 'AI is whatever doesn't work yet'.", "position": 7, "objective": "Reframe LLMs: feature, platform, infra, or new UX?", "structure": "The Original Hypothesis -> The New Discovery -> The Strategic Shift", "confidence": 65, "description": "Validate a change in direction by showing it is a reaction to new intelligence, not failure" } ], "arcBeatMatches": [ { "to": 71, "from": 53, "beatId": "019dd95a-07a7-7579-bd64-fb99fa2c8e99", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "'How do we deploy this?' divider; AI becomes invisible automatic", "position": 4, "confidence": 70, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 69, "slideType": "strategic_options", "function": "present_framework", "notes": "The slide uses a simple circular diagram to categorize LLM product strategies.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/69", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-69", "loopMatches": [ { "to": 71, "from": 61, "name": "Pivot", "slug": "17-pivot", "bestFor": "Project updates, board meetings, agile retrospectives", "matchId": "019dd95a-08f8-7619-ac2e-66ce90467281", "evidence": "Bundle/unbundle quote, 'three models for LLM product', 'AI is whatever doesn't work yet'.", "position": 7, "objective": "Reframe LLMs: feature, platform, infra, or new UX?", "structure": "The Original Hypothesis -> The New Discovery -> The Strategic Shift", "confidence": 65, "description": "Validate a change in direction by showing it is a reaction to new intelligence, not failure" } ], "arcBeatMatches": [ { "to": 71, "from": 53, "beatId": "019dd95a-07a7-7579-bd64-fb99fa2c8e99", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "'How do we deploy this?' divider; AI becomes invisible automatic", "position": 4, "confidence": 70, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 70, "slideType": "quote_slide", "function": "summarize", "notes": "The slide juxtaposes Marvin Minsky's optimistic prediction with Larry Tesler's definition of AI.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/70", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-70", "loopMatches": [ { "to": 71, "from": 61, "name": "Pivot", "slug": "17-pivot", "bestFor": "Project updates, board meetings, agile retrospectives", "matchId": "019dd95a-08f8-7619-ac2e-66ce90467281", "evidence": "Bundle/unbundle quote, 'three models for LLM product', 'AI is whatever doesn't work yet'.", "position": 7, "objective": "Reframe LLMs: feature, platform, infra, or new UX?", "structure": "The Original Hypothesis -> The New Discovery -> The Strategic Shift", "confidence": 65, "description": "Validate a change in direction by showing it is a reaction to new intelligence, not failure" } ], "arcBeatMatches": [ { "to": 71, "from": 53, "beatId": "019dd95a-07a7-7579-bd64-fb99fa2c8e99", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "'How do we deploy this?' divider; AI becomes invisible automatic", "position": 4, "confidence": 70, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 71, "slideType": "thesis_headline", "function": "frame_problem", "notes": "The slide uses a simple hub-and-spoke style diagram to illustrate two potential answers to any AI question.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/71", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-71", "loopMatches": [ { "to": 71, "from": 61, "name": "Pivot", "slug": "17-pivot", "bestFor": "Project updates, board meetings, agile retrospectives", "matchId": "019dd95a-08f8-7619-ac2e-66ce90467281", "evidence": "Bundle/unbundle quote, 'three models for LLM product', 'AI is whatever doesn't work yet'.", "position": 7, "objective": "Reframe LLMs: feature, platform, infra, or new UX?", "structure": "The Original Hypothesis -> The New Discovery -> The Strategic Shift", "confidence": 65, "description": "Validate a change in direction by showing it is a reaction to new intelligence, not failure" } ], "arcBeatMatches": [ { "to": 71, "from": 53, "beatId": "019dd95a-07a7-7579-bd64-fb99fa2c8e99", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "'How do we deploy this?' divider; AI becomes invisible automatic", "position": 4, "confidence": 70, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 71, "from": 36, "beatId": "019dd95a-07a7-7579-bd65-058a01252d39", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Use-case discovery and deployment patterns", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 72, "slideType": "transition", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/72", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-72", "loopMatches": [], "arcBeatMatches": [ { "to": 89, "from": 72, "beatId": "019dd95a-07a7-7579-bd64-fe51357d9f24", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Implications", "beatSlug": "onion-implications", "evidence": "'Meanwhile' divider; broader tech still trillions of dollars", "position": 5, "confidence": 70, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 92, "from": 72, "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "Meanwhile other tech, plus 'what questions to ask'", "position": 3, "confidence": 55, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 73, "slideType": "timeline", "function": "present_framework", "notes": "The slide uses a reverse-chronological flow (right to left) to show the evolution of ideas.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/73", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-73", "loopMatches": [ { "to": 85, "from": 73, "name": "Zoom In", "slug": "06-zoom-in", "bestFor": "Technical deep-dives, case studies, detailed analysis", "matchId": "019dd95a-08f8-7619-ac2e-6bf09bba929a", "evidence": "Distinct subsections per sector with one chart each; Meta VR, Shein, Shopify, Instacart, Tesla/BEVs.", "position": 8, "objective": "Sector-by-sector zooms (VR, e-commerce, media, autos) to keep AI in perspective", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "confidence": 70, "description": "Start broad, then progressively focus on specific details that prove your point" } ], "arcBeatMatches": [ { "to": 89, "from": 72, "beatId": "019dd95a-07a7-7579-bd64-fe51357d9f24", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Implications", "beatSlug": "onion-implications", "evidence": "'Meanwhile' divider; broader tech still trillions of dollars", "position": 5, "confidence": 70, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 92, "from": 72, "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "Meanwhile other tech, plus 'what questions to ask'", "position": 3, "confidence": 55, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 74, "slideType": "comparison_table", "function": "compare_options", "notes": "The chart uses a bar chart to contrast two different historical periods/entities.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/74", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-74", "loopMatches": [ { "to": 85, "from": 73, "name": "Zoom In", "slug": "06-zoom-in", "bestFor": "Technical deep-dives, case studies, detailed analysis", "matchId": "019dd95a-08f8-7619-ac2e-6bf09bba929a", "evidence": "Distinct subsections per sector with one chart each; Meta VR, Shein, Shopify, Instacart, Tesla/BEVs.", "position": 8, "objective": "Sector-by-sector zooms (VR, e-commerce, media, autos) to keep AI in perspective", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "confidence": 70, "description": "Start broad, then progressively focus on specific details that prove your point" } ], "arcBeatMatches": [ { "to": 89, "from": 72, "beatId": "019dd95a-07a7-7579-bd64-fe51357d9f24", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Implications", "beatSlug": "onion-implications", "evidence": "'Meanwhile' divider; broader tech still trillions of dollars", "position": 5, "confidence": 70, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 92, "from": 72, "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "Meanwhile other tech, plus 'what questions to ask'", "position": 3, "confidence": 55, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 75, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart illustrates the long-term trend of e-commerce penetration, noting a significant, temporary deviation during the pandemic.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/75", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-75", "loopMatches": [ { "to": 85, "from": 73, "name": "Zoom In", "slug": "06-zoom-in", "bestFor": "Technical deep-dives, case studies, detailed analysis", "matchId": "019dd95a-08f8-7619-ac2e-6bf09bba929a", "evidence": "Distinct subsections per sector with one chart each; Meta VR, Shein, Shopify, Instacart, Tesla/BEVs.", "position": 8, "objective": "Sector-by-sector zooms (VR, e-commerce, media, autos) to keep AI in perspective", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "confidence": 70, "description": "Start broad, then progressively focus on specific details that prove your point" } ], "arcBeatMatches": [ { "to": 89, "from": 72, "beatId": "019dd95a-07a7-7579-bd64-fe51357d9f24", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Implications", "beatSlug": "onion-implications", "evidence": "'Meanwhile' divider; broader tech still trillions of dollars", "position": 5, "confidence": 70, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 92, "from": 72, "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "Meanwhile other tech, plus 'what questions to ask'", "position": 3, "confidence": 55, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 76, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart illustrates the temporary spike in e-commerce penetration during the pandemic followed by a return to long-term growth trends.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/76", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-76", "loopMatches": [ { "to": 85, "from": 73, "name": "Zoom In", "slug": "06-zoom-in", "bestFor": "Technical deep-dives, case studies, detailed analysis", "matchId": "019dd95a-08f8-7619-ac2e-6bf09bba929a", "evidence": "Distinct subsections per sector with one chart each; Meta VR, Shein, Shopify, Instacart, Tesla/BEVs.", "position": 8, "objective": "Sector-by-sector zooms (VR, e-commerce, media, autos) to keep AI in perspective", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "confidence": 70, "description": "Start broad, then progressively focus on specific details that prove your point" } ], "arcBeatMatches": [ { "to": 89, "from": 72, "beatId": "019dd95a-07a7-7579-bd64-fe51357d9f24", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Implications", "beatSlug": "onion-implications", "evidence": "'Meanwhile' divider; broader tech still trillions of dollars", "position": 5, "confidence": 70, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 92, "from": 72, "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "Meanwhile other tech, plus 'what questions to ask'", "position": 3, "confidence": 55, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 77, "slideType": "competitive_analysis", "function": "compare_peers", "notes": "The chart uses a red bar to highlight Shein among other grey bars. TJX is noted as having a portion of revenue from home goods.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/77", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-77", "loopMatches": [ { "to": 85, "from": 73, "name": "Zoom In", "slug": "06-zoom-in", "bestFor": "Technical deep-dives, case studies, detailed analysis", "matchId": "019dd95a-08f8-7619-ac2e-6bf09bba929a", "evidence": "Distinct subsections per sector with one chart each; Meta VR, Shein, Shopify, Instacart, Tesla/BEVs.", "position": 8, "objective": "Sector-by-sector zooms (VR, e-commerce, media, autos) to keep AI in perspective", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "confidence": 70, "description": "Start broad, then progressively focus on specific details that prove your point" } ], "arcBeatMatches": [ { "to": 89, "from": 72, "beatId": "019dd95a-07a7-7579-bd64-fe51357d9f24", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Implications", "beatSlug": "onion-implications", "evidence": "'Meanwhile' divider; broader tech still trillions of dollars", "position": 5, "confidence": 70, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 92, "from": 72, "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "Meanwhile other tech, plus 'what questions to ask'", "position": 3, "confidence": 55, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 78, "slideType": "market_landscape", "function": "quantify_impact", "notes": "The slide uses a simple line chart to illustrate the rapid growth of Shopify's GMV.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/78", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-78", "loopMatches": [ { "to": 85, "from": 73, "name": "Zoom In", "slug": "06-zoom-in", "bestFor": "Technical deep-dives, case studies, detailed analysis", "matchId": "019dd95a-08f8-7619-ac2e-6bf09bba929a", "evidence": "Distinct subsections per sector with one chart each; Meta VR, Shein, Shopify, Instacart, Tesla/BEVs.", "position": 8, "objective": "Sector-by-sector zooms (VR, e-commerce, media, autos) to keep AI in perspective", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "confidence": 70, "description": "Start broad, then progressively focus on specific details that prove your point" } ], "arcBeatMatches": [ { "to": 89, "from": 72, "beatId": "019dd95a-07a7-7579-bd64-fe51357d9f24", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Implications", "beatSlug": "onion-implications", "evidence": "'Meanwhile' divider; broader tech still trillions of dollars", "position": 5, "confidence": 70, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 92, "from": 72, "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "Meanwhile other tech, plus 'what questions to ask'", "position": 3, "confidence": 55, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 79, "slideType": "data_table", "function": "analyze_data", "notes": "The chart illustrates a clear inflection point in early 2020.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/79", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-79", "loopMatches": [ { "to": 85, "from": 73, "name": "Zoom In", "slug": "06-zoom-in", "bestFor": "Technical deep-dives, case studies, detailed analysis", "matchId": "019dd95a-08f8-7619-ac2e-6bf09bba929a", "evidence": "Distinct subsections per sector with one chart each; Meta VR, Shein, Shopify, Instacart, Tesla/BEVs.", "position": 8, "objective": "Sector-by-sector zooms (VR, e-commerce, media, autos) to keep AI in perspective", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "confidence": 70, "description": "Start broad, then progressively focus on specific details that prove your point" } ], "arcBeatMatches": [ { "to": 89, "from": 72, "beatId": "019dd95a-07a7-7579-bd64-fe51357d9f24", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Implications", "beatSlug": "onion-implications", "evidence": "'Meanwhile' divider; broader tech still trillions of dollars", "position": 5, "confidence": 70, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 92, "from": 72, "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "Meanwhile other tech, plus 'what questions to ask'", "position": 3, "confidence": 55, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 80, "slideType": "financial_analysis", "function": "analyze_data", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/80", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-80", "loopMatches": [ { "to": 85, "from": 73, "name": "Zoom In", "slug": "06-zoom-in", "bestFor": "Technical deep-dives, case studies, detailed analysis", "matchId": "019dd95a-08f8-7619-ac2e-6bf09bba929a", "evidence": "Distinct subsections per sector with one chart each; Meta VR, Shein, Shopify, Instacart, Tesla/BEVs.", "position": 8, "objective": "Sector-by-sector zooms (VR, e-commerce, media, autos) to keep AI in perspective", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "confidence": 70, "description": "Start broad, then progressively focus on specific details that prove your point" } ], "arcBeatMatches": [ { "to": 89, "from": 72, "beatId": "019dd95a-07a7-7579-bd64-fe51357d9f24", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Implications", "beatSlug": "onion-implications", "evidence": "'Meanwhile' divider; broader tech still trillions of dollars", "position": 5, "confidence": 70, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 92, "from": 72, "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "Meanwhile other tech, plus 'what questions to ask'", "position": 3, "confidence": 55, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 81, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart uses a dotted line for earlier periods and a solid line for more recent data, indicating a change in reporting or data source.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/81", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-81", "loopMatches": [ { "to": 85, "from": 73, "name": "Zoom In", "slug": "06-zoom-in", "bestFor": "Technical deep-dives, case studies, detailed analysis", "matchId": "019dd95a-08f8-7619-ac2e-6bf09bba929a", "evidence": "Distinct subsections per sector with one chart each; Meta VR, Shein, Shopify, Instacart, Tesla/BEVs.", "position": 8, "objective": "Sector-by-sector zooms (VR, e-commerce, media, autos) to keep AI in perspective", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "confidence": 70, "description": "Start broad, then progressively focus on specific details that prove your point" } ], "arcBeatMatches": [ { "to": 89, "from": 72, "beatId": "019dd95a-07a7-7579-bd64-fe51357d9f24", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Implications", "beatSlug": "onion-implications", "evidence": "'Meanwhile' divider; broader tech still trillions of dollars", "position": 5, "confidence": 70, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 92, "from": 72, "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "Meanwhile other tech, plus 'what questions to ask'", "position": 3, "confidence": 55, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 82, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart highlights the revenue scale of digital-native platforms (red) versus traditional media conglomerates (grey).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/82", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-82", "loopMatches": [ { "to": 85, "from": 73, "name": "Zoom In", "slug": "06-zoom-in", "bestFor": "Technical deep-dives, case studies, detailed analysis", "matchId": "019dd95a-08f8-7619-ac2e-6bf09bba929a", "evidence": "Distinct subsections per sector with one chart each; Meta VR, Shein, Shopify, Instacart, Tesla/BEVs.", "position": 8, "objective": "Sector-by-sector zooms (VR, e-commerce, media, autos) to keep AI in perspective", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "confidence": 70, "description": "Start broad, then progressively focus on specific details that prove your point" } ], "arcBeatMatches": [ { "to": 89, "from": 72, "beatId": "019dd95a-07a7-7579-bd64-fe51357d9f24", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Implications", "beatSlug": "onion-implications", "evidence": "'Meanwhile' divider; broader tech still trillions of dollars", "position": 5, "confidence": 70, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 92, "from": 72, "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "Meanwhile other tech, plus 'what questions to ask'", "position": 3, "confidence": 55, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 83, "slideType": "competitive_analysis", "function": "compare_peers", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/83", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-83", "loopMatches": [ { "to": 85, "from": 73, "name": "Zoom In", "slug": "06-zoom-in", "bestFor": "Technical deep-dives, case studies, detailed analysis", "matchId": "019dd95a-08f8-7619-ac2e-6bf09bba929a", "evidence": "Distinct subsections per sector with one chart each; Meta VR, Shein, Shopify, Instacart, Tesla/BEVs.", "position": 8, "objective": "Sector-by-sector zooms (VR, e-commerce, media, autos) to keep AI in perspective", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "confidence": 70, "description": "Start broad, then progressively focus on specific details that prove your point" } ], "arcBeatMatches": [ { "to": 89, "from": 72, "beatId": "019dd95a-07a7-7579-bd64-fe51357d9f24", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Implications", "beatSlug": "onion-implications", "evidence": "'Meanwhile' divider; broader tech still trillions of dollars", "position": 5, "confidence": 70, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 92, "from": 72, "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "Meanwhile other tech, plus 'what questions to ask'", "position": 3, "confidence": 55, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 84, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart shows a stacked bar representation where Waymo (red) dominates the volume, with minor contributions from Cruise (light red) and Tesla (black, barely visible).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/84", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-84", "loopMatches": [ { "to": 85, "from": 73, "name": "Zoom In", "slug": "06-zoom-in", "bestFor": "Technical deep-dives, case studies, detailed analysis", "matchId": "019dd95a-08f8-7619-ac2e-6bf09bba929a", "evidence": "Distinct subsections per sector with one chart each; Meta VR, Shein, Shopify, Instacart, Tesla/BEVs.", "position": 8, "objective": "Sector-by-sector zooms (VR, e-commerce, media, autos) to keep AI in perspective", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "confidence": 70, "description": "Start broad, then progressively focus on specific details that prove your point" } ], "arcBeatMatches": [ { "to": 89, "from": 72, "beatId": "019dd95a-07a7-7579-bd64-fe51357d9f24", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Implications", "beatSlug": "onion-implications", "evidence": "'Meanwhile' divider; broader tech still trillions of dollars", "position": 5, "confidence": 70, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 92, "from": 72, "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "Meanwhile other tech, plus 'what questions to ask'", "position": 3, "confidence": 55, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 85, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart compares regional BEV adoption against Tesla's individual performance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/85", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-85", "loopMatches": [ { "to": 85, "from": 73, "name": "Zoom In", "slug": "06-zoom-in", "bestFor": "Technical deep-dives, case studies, detailed analysis", "matchId": "019dd95a-08f8-7619-ac2e-6bf09bba929a", "evidence": "Distinct subsections per sector with one chart each; Meta VR, Shein, Shopify, Instacart, Tesla/BEVs.", "position": 8, "objective": "Sector-by-sector zooms (VR, e-commerce, media, autos) to keep AI in perspective", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "confidence": 70, "description": "Start broad, then progressively focus on specific details that prove your point" } ], "arcBeatMatches": [ { "to": 89, "from": 72, "beatId": "019dd95a-07a7-7579-bd64-fe51357d9f24", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Implications", "beatSlug": "onion-implications", "evidence": "'Meanwhile' divider; broader tech still trillions of dollars", "position": 5, "confidence": 70, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 92, "from": 72, "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "Meanwhile other tech, plus 'what questions to ask'", "position": 3, "confidence": 55, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 86, "slideType": "key_messages", "function": "frame_problem", "notes": "The slide uses a simple comparison list to show the relationship between specific industry questions and the relevant expert.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/86", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-86", "loopMatches": [ { "to": 89, "from": 86, "name": "Ladder Abstraction", "slug": "28-ladder-abstraction", "bestFor": "Training, thought leadership, making complex ideas accessible", "matchId": "019dd95a-08f8-7619-ac2e-6eab9e94d4c2", "evidence": "'Intelligence is whatever machines haven't done yet' generalised; Otis automatic elevator concrete callback.", "position": 9, "objective": "Lift specific cases up to a universal principle: tech that works disappears", "structure": "The Concrete Example -> The Pattern It Represents -> The Universal Principle -> Back to Specific Application", "confidence": 65, "description": "Move between concrete examples and abstract principles to make ideas stick" } ], "arcBeatMatches": [ { "to": 89, "from": 72, "beatId": "019dd95a-07a7-7579-bd64-fe51357d9f24", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Implications", "beatSlug": "onion-implications", "evidence": "'Meanwhile' divider; broader tech still trillions of dollars", "position": 5, "confidence": 70, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 92, "from": 72, "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "Meanwhile other tech, plus 'what questions to ask'", "position": 3, "confidence": 55, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 87, "slideType": "quote_slide", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/87", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-87", "loopMatches": [ { "to": 89, "from": 86, "name": "Ladder Abstraction", "slug": "28-ladder-abstraction", "bestFor": "Training, thought leadership, making complex ideas accessible", "matchId": "019dd95a-08f8-7619-ac2e-6eab9e94d4c2", "evidence": "'Intelligence is whatever machines haven't done yet' generalised; Otis automatic elevator concrete callback.", "position": 9, "objective": "Lift specific cases up to a universal principle: tech that works disappears", "structure": "The Concrete Example -> The Pattern It Represents -> The Universal Principle -> Back to Specific Application", "confidence": 65, "description": "Move between concrete examples and abstract principles to make ideas stick" } ], "arcBeatMatches": [ { "to": 89, "from": 72, "beatId": "019dd95a-07a7-7579-bd64-fe51357d9f24", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Implications", "beatSlug": "onion-implications", "evidence": "'Meanwhile' divider; broader tech still trillions of dollars", "position": 5, "confidence": 70, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 92, "from": 72, "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "Meanwhile other tech, plus 'what questions to ask'", "position": 3, "confidence": 55, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 88, "slideType": "thesis_headline", "function": "frame_problem", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/88", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-88", "loopMatches": [ { "to": 89, "from": 86, "name": "Ladder Abstraction", "slug": "28-ladder-abstraction", "bestFor": "Training, thought leadership, making complex ideas accessible", "matchId": "019dd95a-08f8-7619-ac2e-6eab9e94d4c2", "evidence": "'Intelligence is whatever machines haven't done yet' generalised; Otis automatic elevator concrete callback.", "position": 9, "objective": "Lift specific cases up to a universal principle: tech that works disappears", "structure": "The Concrete Example -> The Pattern It Represents -> The Universal Principle -> Back to Specific Application", "confidence": 65, "description": "Move between concrete examples and abstract principles to make ideas stick" } ], "arcBeatMatches": [ { "to": 89, "from": 72, "beatId": "019dd95a-07a7-7579-bd64-fe51357d9f24", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Implications", "beatSlug": "onion-implications", "evidence": "'Meanwhile' divider; broader tech still trillions of dollars", "position": 5, "confidence": 70, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 92, "from": 72, "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "Meanwhile other tech, plus 'what questions to ask'", "position": 3, "confidence": 55, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 89, "slideType": "industry_trends", "function": "establish_context", "notes": "The chart highlights the peak around 1950, coinciding with the launch of the Otis Autotronic elevator.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/89", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-89", "loopMatches": [ { "to": 89, "from": 86, "name": "Ladder Abstraction", "slug": "28-ladder-abstraction", "bestFor": "Training, thought leadership, making complex ideas accessible", "matchId": "019dd95a-08f8-7619-ac2e-6eab9e94d4c2", "evidence": "'Intelligence is whatever machines haven't done yet' generalised; Otis automatic elevator concrete callback.", "position": 9, "objective": "Lift specific cases up to a universal principle: tech that works disappears", "structure": "The Concrete Example -> The Pattern It Represents -> The Universal Principle -> Back to Specific Application", "confidence": 65, "description": "Move between concrete examples and abstract principles to make ideas stick" } ], "arcBeatMatches": [ { "to": 89, "from": 72, "beatId": "019dd95a-07a7-7579-bd64-fe51357d9f24", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Implications", "beatSlug": "onion-implications", "evidence": "'Meanwhile' divider; broader tech still trillions of dollars", "position": 5, "confidence": 70, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 92, "from": 72, "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "Meanwhile other tech, plus 'what questions to ask'", "position": 3, "confidence": 55, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 90, "slideType": "appendix", "function": "front_matter", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/90", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-90", "loopMatches": [], "arcBeatMatches": [ { "to": 92, "from": 72, "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "Meanwhile other tech, plus 'what questions to ask'", "position": 3, "confidence": 55, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 91, "slideType": "team_bio", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/91", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-91", "loopMatches": [], "arcBeatMatches": [ { "to": 92, "from": 72, "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "Meanwhile other tech, plus 'what questions to ask'", "position": 3, "confidence": 55, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-893216e9a633", "docSlug": "3fc7a1c5528471f7", "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else", "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": 92, "slideType": "closing_ask", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/92", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-92", "loopMatches": [], "arcBeatMatches": [ { "to": 92, "from": 72, "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "Meanwhile other tech, plus 'what questions to ask'", "position": 3, "confidence": 55, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-8f9067e49fd6", "docSlug": "67108284e9fcdd32", "documentTitle": "2024 Benedict Evans 2024 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": 1, "slideType": "cover", "function": "front_matter", "notes": null, "imagePath": "https://imgproxy.kitesheet.com/2Se76w6q-HqNOC9njOhZtmWIQS1J_Zfcmg90av4QLJs/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy82NzEwODI4NGU5ZmNkZDMyL3AwMDEuanBn", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/1", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-1", "loopMatches": [], "arcBeatMatches": [ { "to": 13, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-293b3d0dc452", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Surface Observation", "beatSlug": "onion-surface-observation", "evidence": "AI hype, GPU spend, regulation noise; ends 'but what is this?'", "position": 1, "confidence": 82, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": "https://imgproxy.kitesheet.com/aycFdvcmAMHJaLfu7FCOxG6SjZ1Zli02obr8TNcMw-Y/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy82NzEwODI4NGU5ZmNkZDMyL3AwMDEucG5n", "thumbSrc": "https://imgproxy.kitesheet.com/BZ5OfUSQmIWIp5YIoVhMxiYYWCLSgr_YtBDZ4Xyes_8/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy82NzEwODI4NGU5ZmNkZDMyL3AwMDEuanBn", "thumbSrcAlt": "https://imgproxy.kitesheet.com/BinoFJjNk4JMxT1bAkqRWX3A8yS1Svb0AeGeQDZnkCA/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy82NzEwODI4NGU5ZmNkZDMyL3AwMDEucG5n" }, { "docId": "019dd923-5e88-73ef-bd5d-8f9067e49fd6", "docSlug": "67108284e9fcdd32", "documentTitle": "2024 Benedict Evans 2024 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": 2, "slideType": "quote_slide", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/2", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-2", "loopMatches": [], "arcBeatMatches": [ { "to": 13, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-293b3d0dc452", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Surface Observation", "beatSlug": "onion-surface-observation", "evidence": "AI hype, GPU spend, regulation noise; ends 'but what is this?'", "position": 1, "confidence": 82, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-8f9067e49fd6", "docSlug": "67108284e9fcdd32", "documentTitle": "2024 Benedict Evans 2024 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": 3, "slideType": "industry_trends", "function": "establish_context", "notes": "The chart illustrates the 'hype cycle' phenomenon in tech media coverage.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/3", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-3", "loopMatches": [ { "to": 12, "from": 3, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-9dbf62e77ba8", "evidence": "Sequential proof points: hype, startup surge, Nvidia, $100bn capex, 100m users, regulation.", "position": 1, "objective": "Stack evidence that AI has become The Thing", "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": 13, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-293b3d0dc452", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Surface Observation", "beatSlug": "onion-surface-observation", "evidence": "AI hype, GPU spend, regulation noise; ends 'but what is this?'", "position": 1, "confidence": 82, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 13, "from": 3, "beatId": "019dd95a-07a7-7579-bd65-3ee068101fd2", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Concrete data: $18bn GPUs, $100bn capex, 100m users.", "position": 1, "confidence": 55, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-8f9067e49fd6", "docSlug": "67108284e9fcdd32", "documentTitle": "2024 Benedict Evans 2024 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": 4, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart highlights a significant increase in AI-related startups in recent cohorts.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/4", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-4", "loopMatches": [ { "to": 12, "from": 3, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-9dbf62e77ba8", "evidence": "Sequential proof points: hype, startup surge, Nvidia, $100bn capex, 100m users, regulation.", "position": 1, "objective": "Stack evidence that AI has become The Thing", "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": 13, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-293b3d0dc452", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Surface Observation", "beatSlug": "onion-surface-observation", "evidence": "AI hype, GPU spend, regulation noise; ends 'but what is this?'", "position": 1, "confidence": 82, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 13, "from": 3, "beatId": "019dd95a-07a7-7579-bd65-3ee068101fd2", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Concrete data: $18bn GPUs, $100bn capex, 100m users.", "position": 1, "confidence": 55, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-8f9067e49fd6", "docSlug": "67108284e9fcdd32", "documentTitle": "2024 Benedict Evans 2024 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": 5, "slideType": "industry_trends", "function": "establish_context", "notes": "The chart illustrates a significant market correction following the 2021-2022 peak.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/5", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-5", "loopMatches": [ { "to": 12, "from": 3, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-9dbf62e77ba8", "evidence": "Sequential proof points: hype, startup surge, Nvidia, $100bn capex, 100m users, regulation.", "position": 1, "objective": "Stack evidence that AI has become The Thing", "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": 13, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-293b3d0dc452", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Surface Observation", "beatSlug": "onion-surface-observation", "evidence": "AI hype, GPU spend, regulation noise; ends 'but what is this?'", "position": 1, "confidence": 82, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 13, "from": 3, "beatId": "019dd95a-07a7-7579-bd65-3ee068101fd2", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Concrete data: $18bn GPUs, $100bn capex, 100m users.", "position": 1, "confidence": 55, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-8f9067e49fd6", "docSlug": "67108284e9fcdd32", "documentTitle": "2024 Benedict Evans 2024 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": 6, "slideType": "industry_trends", "function": "summarize", "notes": "Uses a simple process flow diagram to illustrate market evolution.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/6", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-6", "loopMatches": [ { "to": 12, "from": 3, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-9dbf62e77ba8", "evidence": "Sequential proof points: hype, startup surge, Nvidia, $100bn capex, 100m users, regulation.", "position": 1, "objective": "Stack evidence that AI has become The Thing", "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": 13, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-293b3d0dc452", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Surface Observation", "beatSlug": "onion-surface-observation", "evidence": "AI hype, GPU spend, regulation noise; ends 'but what is this?'", "position": 1, "confidence": 82, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 13, "from": 3, "beatId": "019dd95a-07a7-7579-bd65-3ee068101fd2", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Concrete data: $18bn GPUs, $100bn capex, 100m users.", "position": 1, "confidence": 55, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-8f9067e49fd6", "docSlug": "67108284e9fcdd32", "documentTitle": "2024 Benedict Evans 2024 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": 7, "slideType": "problem_statement", "function": "frame_problem", "notes": "The slide uses a simple flow/comparison diagram to contrast two potential future states for AI model architecture.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/7", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-7", "loopMatches": [ { "to": 12, "from": 3, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-9dbf62e77ba8", "evidence": "Sequential proof points: hype, startup surge, Nvidia, $100bn capex, 100m users, regulation.", "position": 1, "objective": "Stack evidence that AI has become The Thing", "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": 13, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-293b3d0dc452", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Surface Observation", "beatSlug": "onion-surface-observation", "evidence": "AI hype, GPU spend, regulation noise; ends 'but what is this?'", "position": 1, "confidence": 82, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 13, "from": 3, "beatId": "019dd95a-07a7-7579-bd65-3ee068101fd2", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Concrete data: $18bn GPUs, $100bn capex, 100m users.", "position": 1, "confidence": 55, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-8f9067e49fd6", "docSlug": "67108284e9fcdd32", "documentTitle": "2024 Benedict Evans 2024 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": 8, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart illustrates the rapid shift in revenue composition towards Data Centre starting around 2022.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/8", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-8", "loopMatches": [ { "to": 12, "from": 3, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-9dbf62e77ba8", "evidence": "Sequential proof points: hype, startup surge, Nvidia, $100bn capex, 100m users, regulation.", "position": 1, "objective": "Stack evidence that AI has become The Thing", "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": 13, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-293b3d0dc452", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Surface Observation", "beatSlug": "onion-surface-observation", "evidence": "AI hype, GPU spend, regulation noise; ends 'but what is this?'", "position": 1, "confidence": 82, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 13, "from": 3, "beatId": "019dd95a-07a7-7579-bd65-3ee068101fd2", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Concrete data: $18bn GPUs, $100bn capex, 100m users.", "position": 1, "confidence": 55, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-8f9067e49fd6", "docSlug": "67108284e9fcdd32", "documentTitle": "2024 Benedict Evans 2024 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": 9, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart illustrates the significant growth in infrastructure spending by the 'big three' cloud platforms.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/9", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-9", "loopMatches": [ { "to": 12, "from": 3, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-9dbf62e77ba8", "evidence": "Sequential proof points: hype, startup surge, Nvidia, $100bn capex, 100m users, regulation.", "position": 1, "objective": "Stack evidence that AI has become The Thing", "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": 13, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-293b3d0dc452", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Surface Observation", "beatSlug": "onion-surface-observation", "evidence": "AI hype, GPU spend, regulation noise; ends 'but what is this?'", "position": 1, "confidence": 82, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 13, "from": 3, "beatId": "019dd95a-07a7-7579-bd65-3ee068101fd2", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Concrete data: $18bn GPUs, $100bn capex, 100m users.", "position": 1, "confidence": 55, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-8f9067e49fd6", "docSlug": "67108284e9fcdd32", "documentTitle": "2024 Benedict Evans 2024 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": 10, "slideType": "industry_trends", "function": "analyze_data", "notes": "Data source: McKinsey. The chart illustrates adoption levels ranging from 'Have not tried' to 'Use for work'.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/10", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-10", "loopMatches": [ { "to": 12, "from": 3, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-9dbf62e77ba8", "evidence": "Sequential proof points: hype, startup surge, Nvidia, $100bn capex, 100m users, regulation.", "position": 1, "objective": "Stack evidence that AI has become The Thing", "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": 13, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-293b3d0dc452", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Surface Observation", "beatSlug": "onion-surface-observation", "evidence": "AI hype, GPU spend, regulation noise; ends 'but what is this?'", "position": 1, "confidence": 82, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 13, "from": 3, "beatId": "019dd95a-07a7-7579-bd65-3ee068101fd2", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Concrete data: $18bn GPUs, $100bn capex, 100m users.", "position": 1, "confidence": 55, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-8f9067e49fd6", "docSlug": "67108284e9fcdd32", "documentTitle": "2024 Benedict Evans 2024 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": 11, "slideType": "key_takeaways", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/11", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-11", "loopMatches": [ { "to": 12, "from": 3, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-9dbf62e77ba8", "evidence": "Sequential proof points: hype, startup surge, Nvidia, $100bn capex, 100m users, regulation.", "position": 1, "objective": "Stack evidence that AI has become The Thing", "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": 13, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-293b3d0dc452", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Surface Observation", "beatSlug": "onion-surface-observation", "evidence": "AI hype, GPU spend, regulation noise; ends 'but what is this?'", "position": 1, "confidence": 82, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 13, "from": 3, "beatId": "019dd95a-07a7-7579-bd65-3ee068101fd2", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Concrete data: $18bn GPUs, $100bn capex, 100m users.", "position": 1, "confidence": 55, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-8f9067e49fd6", "docSlug": "67108284e9fcdd32", "documentTitle": "2024 Benedict Evans 2024 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": 12, "slideType": "transition", "function": "transition", "notes": "The slide uses a screenshot of a NYT article as a visual anchor for the theme of AI regulation.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/12", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-12", "loopMatches": [ { "to": 12, "from": 3, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-9dbf62e77ba8", "evidence": "Sequential proof points: hype, startup surge, Nvidia, $100bn capex, 100m users, regulation.", "position": 1, "objective": "Stack evidence that AI has become The Thing", "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": 13, "from": 1, "beatId": "019dd95a-07a7-7579-bd65-293b3d0dc452", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Surface Observation", "beatSlug": "onion-surface-observation", "evidence": "AI hype, GPU spend, regulation noise; ends 'but what is this?'", "position": 1, "confidence": 82, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 13, "from": 3, "beatId": "019dd95a-07a7-7579-bd65-3ee068101fd2", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Concrete data: $18bn GPUs, $100bn capex, 100m users.", "position": 1, "confidence": 55, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }