{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 943, "pageSize": 60, "pageCount": 5333, "rows": [ { "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": 13, "slideType": "problem_statement", "function": "frame_problem", "notes": "The slide uses a simple process flow of three circles to represent competing or sequential hypotheses about a technology.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/13", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-13", "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" }, { "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": 14, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/14", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-14", "loopMatches": [], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 15, "slideType": "industry_trends", "function": "establish_context", "notes": "This is a classic Benedict Evans slide illustrating the cyclical nature of tech platform shifts.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/15", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-15", "loopMatches": [ { "to": 19, "from": 15, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-a023ff7d8546", "evidence": "Explicit 'tech moves in platform shifts' + S-curve placing GenML at start of new cycle.", "position": 2, "objective": "Use S-curve precedent to frame GenAI as next platform", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 85, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 16, "slideType": "industry_trends", "function": "present_framework", "notes": "The slide uses a simplified S-curve to map technology maturity phases.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/16", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-16", "loopMatches": [ { "to": 19, "from": 15, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-a023ff7d8546", "evidence": "Explicit 'tech moves in platform shifts' + S-curve placing GenML at start of new cycle.", "position": 2, "objective": "Use S-curve precedent to frame GenAI as next platform", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 85, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 17, "slideType": "industry_trends", "function": "present_framework", "notes": "The slide uses a simplified S-curve to categorize technology adoption phases.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/17", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-17", "loopMatches": [ { "to": 19, "from": 15, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-a023ff7d8546", "evidence": "Explicit 'tech moves in platform shifts' + S-curve placing GenML at start of new cycle.", "position": 2, "objective": "Use S-curve precedent to frame GenAI as next platform", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 85, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 18, "slideType": "industry_trends", "function": "present_framework", "notes": "The slide uses a simplified S-curve to categorize technology maturity into three stages: 'Why is this useful?', 'Exciting!', and 'Boring'.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/18", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-18", "loopMatches": [ { "to": 19, "from": 15, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-a023ff7d8546", "evidence": "Explicit 'tech moves in platform shifts' + S-curve placing GenML at start of new cycle.", "position": 2, "objective": "Use S-curve precedent to frame GenAI as next platform", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 85, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 19, "slideType": "industry_trends", "function": "present_framework", "notes": "The slide uses a classic S-curve model to frame the maturity of current tech trends.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/19", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-19", "loopMatches": [ { "to": 19, "from": 15, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-a023ff7d8546", "evidence": "Explicit 'tech moves in platform shifts' + S-curve placing GenML at start of new cycle.", "position": 2, "objective": "Use S-curve precedent to frame GenAI as next platform", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 85, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 20, "slideType": "problem_statement", "function": "frame_problem", "notes": "The slide uses a classic computer vision example (object detection) to frame the question of ML's real-world value.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/20", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-20", "loopMatches": [ { "to": 31, "from": 20, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2e-a43c928c9371", "evidence": "Mirrored titles '2013: why is ML useful?' and '2023: why is Generative ML useful?'", "position": 3, "objective": "Contrast 2013 ML utility framing with 2023 GenML utility/risks", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 75, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 21, "slideType": "diagnosis", "function": "diagnose", "notes": "The slide uses a simple linear process diagram to frame the core value proposition of machine learning.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/21", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-21", "loopMatches": [ { "to": 31, "from": 20, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2e-a43c928c9371", "evidence": "Mirrored titles '2013: why is ML useful?' and '2023: why is Generative ML useful?'", "position": 3, "objective": "Contrast 2013 ML utility framing with 2023 GenML utility/risks", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 75, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 22, "slideType": "quote_slide", "function": "summarize", "notes": "Tesler's Theorem", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/22", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-22", "loopMatches": [ { "to": 31, "from": 20, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2e-a43c928c9371", "evidence": "Mirrored titles '2013: why is ML useful?' and '2023: why is Generative ML useful?'", "position": 3, "objective": "Contrast 2013 ML utility framing with 2023 GenML utility/risks", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 75, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 23, "slideType": "section_divider", "function": "transition", "notes": "The slide uses a rhetorical question to frame the upcoming section.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/23", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-23", "loopMatches": [ { "to": 31, "from": 20, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2e-a43c928c9371", "evidence": "Mirrored titles '2013: why is ML useful?' and '2023: why is Generative ML useful?'", "position": 3, "objective": "Contrast 2013 ML utility framing with 2023 GenML utility/risks", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 75, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 24, "slideType": "client_example", "function": "frame_problem", "notes": "The slide uses a screenshot of a ChatGPT interface to illustrate a 'cool' but potentially non-useful use case.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/24", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-24", "loopMatches": [ { "to": 31, "from": 20, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2e-a43c928c9371", "evidence": "Mirrored titles '2013: why is ML useful?' and '2023: why is Generative ML useful?'", "position": 3, "objective": "Contrast 2013 ML utility framing with 2023 GenML utility/risks", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 75, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 25, "slideType": "problem_statement", "function": "frame_problem", "notes": "The slide uses a rhetorical question to challenge the traditional definition of search.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/25", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-25", "loopMatches": [ { "to": 31, "from": 20, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2e-a43c928c9371", "evidence": "Mirrored titles '2013: why is ML useful?' and '2023: why is Generative ML useful?'", "position": 3, "objective": "Contrast 2013 ML utility framing with 2023 GenML utility/risks", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 75, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 26, "slideType": "transition", "function": "transition", "notes": "The slide uses a screenshot of a New York Times article about a lawyer using ChatGPT to create fake case law as a cautionary example.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/26", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-26", "loopMatches": [ { "to": 31, "from": 20, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2e-a43c928c9371", "evidence": "Mirrored titles '2013: why is ML useful?' and '2023: why is Generative ML useful?'", "position": 3, "objective": "Contrast 2013 ML utility framing with 2023 GenML utility/risks", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 75, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 27, "slideType": "other", "function": "establish_context", "notes": "The slide uses a screenshot of a ChatGPT response to illustrate AI hallucination.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/27", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-27", "loopMatches": [ { "to": 31, "from": 20, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2e-a43c928c9371", "evidence": "Mirrored titles '2013: why is ML useful?' and '2023: why is Generative ML useful?'", "position": 3, "objective": "Contrast 2013 ML utility framing with 2023 GenML utility/risks", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 75, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 28, "slideType": "transition", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/28", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-28", "loopMatches": [ { "to": 31, "from": 20, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2e-a43c928c9371", "evidence": "Mirrored titles '2013: why is ML useful?' and '2023: why is Generative ML useful?'", "position": 3, "objective": "Contrast 2013 ML utility framing with 2023 GenML utility/risks", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 75, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 29, "slideType": "problem_statement", "function": "frame_problem", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/29", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-29", "loopMatches": [ { "to": 31, "from": 20, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2e-a43c928c9371", "evidence": "Mirrored titles '2013: why is ML useful?' and '2023: why is Generative ML useful?'", "position": 3, "objective": "Contrast 2013 ML utility framing with 2023 GenML utility/risks", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 75, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 30, "slideType": "transition", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/30", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-30", "loopMatches": [ { "to": 31, "from": 20, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2e-a43c928c9371", "evidence": "Mirrored titles '2013: why is ML useful?' and '2023: why is Generative ML useful?'", "position": 3, "objective": "Contrast 2013 ML utility framing with 2023 GenML utility/risks", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 75, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 31, "slideType": "key_takeaways", "function": "analyze_data", "notes": "Data source: Deloitte, UK June 2023 survey.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/31", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-31", "loopMatches": [ { "to": 31, "from": 20, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2e-a43c928c9371", "evidence": "Mirrored titles '2013: why is ML useful?' and '2023: why is Generative ML useful?'", "position": 3, "objective": "Contrast 2013 ML utility framing with 2023 GenML utility/risks", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 75, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 32, "slideType": "diagnosis", "function": "diagnose", "notes": "The slide uses a simple split-screen layout to define the nature of AI systems.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/32", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-32", "loopMatches": [ { "to": 38, "from": 32, "name": "Analogy", "slug": "08-analogy", "bestFor": "Complex concepts, new markets, technical explanations for non-experts", "matchId": "019dd95a-08f8-7619-ac2e-a953c37b6155", "evidence": "Quote slide 'AI gives you infinite interns' followed by interns-style use cases.", "position": 4, "objective": "Make GenAI concrete via 'infinite interns' analogy", "structure": "The Familiar Domain -> Key Parallel -> Applied to Our Situation -> Insight", "confidence": 78, "description": "Explain the unfamiliar through a well-understood parallel domain" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 33, "slideType": "industry_trends", "function": "present_framework", "notes": "The slide uses a simple comparison framework to contrast two eras of machine learning.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/33", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-33", "loopMatches": [ { "to": 38, "from": 32, "name": "Analogy", "slug": "08-analogy", "bestFor": "Complex concepts, new markets, technical explanations for non-experts", "matchId": "019dd95a-08f8-7619-ac2e-a953c37b6155", "evidence": "Quote slide 'AI gives you infinite interns' followed by interns-style use cases.", "position": 4, "objective": "Make GenAI concrete via 'infinite interns' analogy", "structure": "The Familiar Domain -> Key Parallel -> Applied to Our Situation -> Insight", "confidence": 78, "description": "Explain the unfamiliar through a well-understood parallel domain" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 34, "slideType": "diagnosis", "function": "diagnose", "notes": "The slide uses a simple linear process diagram to frame the inquiry into generative AI.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/34", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-34", "loopMatches": [ { "to": 38, "from": 32, "name": "Analogy", "slug": "08-analogy", "bestFor": "Complex concepts, new markets, technical explanations for non-experts", "matchId": "019dd95a-08f8-7619-ac2e-a953c37b6155", "evidence": "Quote slide 'AI gives you infinite interns' followed by interns-style use cases.", "position": 4, "objective": "Make GenAI concrete via 'infinite interns' analogy", "structure": "The Familiar Domain -> Key Parallel -> Applied to Our Situation -> Insight", "confidence": 78, "description": "Explain the unfamiliar through a well-understood parallel domain" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 35, "slideType": "quote_slide", "function": "summarize", "notes": "This is a minimalist quote slide used to emphasize a core thesis point.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/35", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-35", "loopMatches": [ { "to": 38, "from": 32, "name": "Analogy", "slug": "08-analogy", "bestFor": "Complex concepts, new markets, technical explanations for non-experts", "matchId": "019dd95a-08f8-7619-ac2e-a953c37b6155", "evidence": "Quote slide 'AI gives you infinite interns' followed by interns-style use cases.", "position": 4, "objective": "Make GenAI concrete via 'infinite interns' analogy", "structure": "The Familiar Domain -> Key Parallel -> Applied to Our Situation -> Insight", "confidence": 78, "description": "Explain the unfamiliar through a well-understood parallel domain" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 36, "slideType": "roadmap", "function": "present_solution", "notes": "The slide uses a circular flow to represent the evolution of LLM application maturity.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/36", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-36", "loopMatches": [ { "to": 38, "from": 32, "name": "Analogy", "slug": "08-analogy", "bestFor": "Complex concepts, new markets, technical explanations for non-experts", "matchId": "019dd95a-08f8-7619-ac2e-a953c37b6155", "evidence": "Quote slide 'AI gives you infinite interns' followed by interns-style use cases.", "position": 4, "objective": "Make GenAI concrete via 'infinite interns' analogy", "structure": "The Familiar Domain -> Key Parallel -> Applied to Our Situation -> Insight", "confidence": 78, "description": "Explain the unfamiliar through a well-understood parallel domain" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 37, "slideType": "client_example", "function": "illustrate_case", "notes": "The slide uses a satirical tone regarding the ubiquity of AI in social media platforms.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/37", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-37", "loopMatches": [ { "to": 38, "from": 32, "name": "Analogy", "slug": "08-analogy", "bestFor": "Complex concepts, new markets, technical explanations for non-experts", "matchId": "019dd95a-08f8-7619-ac2e-a953c37b6155", "evidence": "Quote slide 'AI gives you infinite interns' followed by interns-style use cases.", "position": 4, "objective": "Make GenAI concrete via 'infinite interns' analogy", "structure": "The Familiar Domain -> Key Parallel -> Applied to Our Situation -> Insight", "confidence": 78, "description": "Explain the unfamiliar through a well-understood parallel domain" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 38, "slideType": "client_example", "function": "illustrate_case", "notes": "The slide uses a split-screen image to show a raw product shot vs. a generated lifestyle shot.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/38", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-38", "loopMatches": [ { "to": 38, "from": 32, "name": "Analogy", "slug": "08-analogy", "bestFor": "Complex concepts, new markets, technical explanations for non-experts", "matchId": "019dd95a-08f8-7619-ac2e-a953c37b6155", "evidence": "Quote slide 'AI gives you infinite interns' followed by interns-style use cases.", "position": 4, "objective": "Make GenAI concrete via 'infinite interns' analogy", "structure": "The Familiar Domain -> Key Parallel -> Applied to Our Situation -> Insight", "confidence": 78, "description": "Explain the unfamiliar through a well-understood parallel domain" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 39, "slideType": "key_messages", "function": "summarize", "notes": "The slide uses a simple circular layout to present three distinct strategic responses to platform shifts.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/39", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-39", "loopMatches": [ { "to": 47, "from": 39, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-ac438cc4e264", "evidence": "'If GenAI is the new platform — this is the pattern' three pillars + bundling/unbundling precedent.", "position": 5, "objective": "Apply prior platform-shift pattern to predict GenAI value capture", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 78, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 40, "slideType": "quote_slide", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/40", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-40", "loopMatches": [ { "to": 47, "from": 39, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-ac438cc4e264", "evidence": "'If GenAI is the new platform — this is the pattern' three pillars + bundling/unbundling precedent.", "position": 5, "objective": "Apply prior platform-shift pattern to predict GenAI value capture", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 78, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 41, "slideType": "strategic_options", "function": "compare_options", "notes": "The slide uses a visual metaphor of a central AI-generated image to illustrate the 'both' strategy.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/41", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-41", "loopMatches": [ { "to": 47, "from": 39, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-ac438cc4e264", "evidence": "'If GenAI is the new platform — this is the pattern' three pillars + bundling/unbundling precedent.", "position": 5, "objective": "Apply prior platform-shift pattern to predict GenAI value capture", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 78, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 42, "slideType": "transition", "function": "transition", "notes": "The image is a still from the 1960 film 'The Apartment'.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/42", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-42", "loopMatches": [ { "to": 47, "from": 39, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-ac438cc4e264", "evidence": "'If GenAI is the new platform — this is the pattern' three pillars + bundling/unbundling precedent.", "position": 5, "objective": "Apply prior platform-shift pattern to predict GenAI value capture", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 78, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 43, "slideType": "thesis_headline", "function": "establish_context", "notes": "The slide uses a causal chain structure to illustrate how foundational technological shifts lead to broad, unforeseen societal or business outcomes.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/43", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-43", "loopMatches": [ { "to": 47, "from": 39, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-ac438cc4e264", "evidence": "'If GenAI is the new platform — this is the pattern' three pillars + bundling/unbundling precedent.", "position": 5, "objective": "Apply prior platform-shift pattern to predict GenAI value capture", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 78, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 44, "slideType": "thesis_headline", "function": "establish_context", "notes": "The image shows an early iPhone App Store interface, serving as a visual metaphor for the 'gatekeeper' concept.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/44", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-44", "loopMatches": [ { "to": 47, "from": 39, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-ac438cc4e264", "evidence": "'If GenAI is the new platform — this is the pattern' three pillars + bundling/unbundling precedent.", "position": 5, "objective": "Apply prior platform-shift pattern to predict GenAI value capture", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 78, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 45, "slideType": "transition", "function": "transition", "notes": "The slide uses a linear process flow to illustrate the shift in information consumption paradigms.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/45", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-45", "loopMatches": [ { "to": 47, "from": 39, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-ac438cc4e264", "evidence": "'If GenAI is the new platform — this is the pattern' three pillars + bundling/unbundling precedent.", "position": 5, "objective": "Apply prior platform-shift pattern to predict GenAI value capture", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 78, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 46, "slideType": "key_messages", "function": "summarize", "notes": "Uses a BlackBerry as a metaphor for a technology that was once dominant but eventually superseded by a different interface model (touchscreen smartphones).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/46", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-46", "loopMatches": [ { "to": 47, "from": 39, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-ac438cc4e264", "evidence": "'If GenAI is the new platform — this is the pattern' three pillars + bundling/unbundling precedent.", "position": 5, "objective": "Apply prior platform-shift pattern to predict GenAI value capture", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 78, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 47, "slideType": "thesis_headline", "function": "present_framework", "notes": "The slide uses a simple hub-and-spoke diagram to present a binary choice for AI inquiry.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/47", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-47", "loopMatches": [ { "to": 47, "from": 39, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-ac438cc4e264", "evidence": "'If GenAI is the new platform — this is the pattern' three pillars + bundling/unbundling precedent.", "position": 5, "objective": "Apply prior platform-shift pattern to predict GenAI value capture", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 78, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 47, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-2d38f59889ae", "arcName": "The Onion", "arcSlug": "onion", "beatName": "First Layer", "beatSlug": "onion-first-layer", "evidence": "Section 'A platform shift?' — S-curves, value capture pattern.", "position": 2, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 48, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/48", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-48", "loopMatches": [], "arcBeatMatches": [ { "to": 61, "from": 48, "beatId": "019dd95a-07a7-7579-bd65-305a0e87be3f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Section 'More than a platform shift?' — agents, blank canvas, product paradox.", "position": 3, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 49, "slideType": "quote_slide", "function": "cite_precedent", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/49", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-49", "loopMatches": [ { "to": 60, "from": 49, "name": "Paradox Resolver", "slug": "20-paradox-resolver", "bestFor": "Strategic pivots, innovation pitches, challenging conventional wisdom", "matchId": "019dd95a-08f8-7619-ac2e-b2ff2fb41865", "evidence": "Builds to slide 60 'A product paradox, perhaps?' via blank canvas, bundling/unbundling.", "position": 6, "objective": "Surface and reconcile the general-purpose vs single-purpose product paradox", "structure": "The Apparent Contradiction -> Why Both Seem True -> The Deeper Truth That Reconciles", "confidence": 80, "description": "Introduce a seeming contradiction that captures attention, then resolve it with a deeper truth" } ], "arcBeatMatches": [ { "to": 61, "from": 48, "beatId": "019dd95a-07a7-7579-bd65-305a0e87be3f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Section 'More than a platform shift?' — agents, blank canvas, product paradox.", "position": 3, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 50, "slideType": "transition", "function": "present_framework", "notes": "The slide uses a linear process flow to illustrate the shift in human-computer interaction paradigms.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/50", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-50", "loopMatches": [ { "to": 60, "from": 49, "name": "Paradox Resolver", "slug": "20-paradox-resolver", "bestFor": "Strategic pivots, innovation pitches, challenging conventional wisdom", "matchId": "019dd95a-08f8-7619-ac2e-b2ff2fb41865", "evidence": "Builds to slide 60 'A product paradox, perhaps?' via blank canvas, bundling/unbundling.", "position": 6, "objective": "Surface and reconcile the general-purpose vs single-purpose product paradox", "structure": "The Apparent Contradiction -> Why Both Seem True -> The Deeper Truth That Reconciles", "confidence": 80, "description": "Introduce a seeming contradiction that captures attention, then resolve it with a deeper truth" } ], "arcBeatMatches": [ { "to": 61, "from": 48, "beatId": "019dd95a-07a7-7579-bd65-305a0e87be3f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Section 'More than a platform shift?' — agents, blank canvas, product paradox.", "position": 3, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 51, "slideType": "thesis_headline", "function": "establish_context", "notes": "Uses Clippy as a cultural reference for early AI agents.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/51", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-51", "loopMatches": [ { "to": 60, "from": 49, "name": "Paradox Resolver", "slug": "20-paradox-resolver", "bestFor": "Strategic pivots, innovation pitches, challenging conventional wisdom", "matchId": "019dd95a-08f8-7619-ac2e-b2ff2fb41865", "evidence": "Builds to slide 60 'A product paradox, perhaps?' via blank canvas, bundling/unbundling.", "position": 6, "objective": "Surface and reconcile the general-purpose vs single-purpose product paradox", "structure": "The Apparent Contradiction -> Why Both Seem True -> The Deeper Truth That Reconciles", "confidence": 80, "description": "Introduce a seeming contradiction that captures attention, then resolve it with a deeper truth" } ], "arcBeatMatches": [ { "to": 61, "from": 48, "beatId": "019dd95a-07a7-7579-bd65-305a0e87be3f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Section 'More than a platform shift?' — agents, blank canvas, product paradox.", "position": 3, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 52, "slideType": "thesis_headline", "function": "establish_context", "notes": "The slide uses Clippy as a visual metaphor for the 'AI Agent' concept.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/52", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-52", "loopMatches": [ { "to": 60, "from": 49, "name": "Paradox Resolver", "slug": "20-paradox-resolver", "bestFor": "Strategic pivots, innovation pitches, challenging conventional wisdom", "matchId": "019dd95a-08f8-7619-ac2e-b2ff2fb41865", "evidence": "Builds to slide 60 'A product paradox, perhaps?' via blank canvas, bundling/unbundling.", "position": 6, "objective": "Surface and reconcile the general-purpose vs single-purpose product paradox", "structure": "The Apparent Contradiction -> Why Both Seem True -> The Deeper Truth That Reconciles", "confidence": 80, "description": "Introduce a seeming contradiction that captures attention, then resolve it with a deeper truth" } ], "arcBeatMatches": [ { "to": 61, "from": 48, "beatId": "019dd95a-07a7-7579-bd65-305a0e87be3f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Section 'More than a platform shift?' — agents, blank canvas, product paradox.", "position": 3, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 53, "slideType": "quote_slide", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/53", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-53", "loopMatches": [ { "to": 60, "from": 49, "name": "Paradox Resolver", "slug": "20-paradox-resolver", "bestFor": "Strategic pivots, innovation pitches, challenging conventional wisdom", "matchId": "019dd95a-08f8-7619-ac2e-b2ff2fb41865", "evidence": "Builds to slide 60 'A product paradox, perhaps?' via blank canvas, bundling/unbundling.", "position": 6, "objective": "Surface and reconcile the general-purpose vs single-purpose product paradox", "structure": "The Apparent Contradiction -> Why Both Seem True -> The Deeper Truth That Reconciles", "confidence": 80, "description": "Introduce a seeming contradiction that captures attention, then resolve it with a deeper truth" } ], "arcBeatMatches": [ { "to": 61, "from": 48, "beatId": "019dd95a-07a7-7579-bd65-305a0e87be3f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Section 'More than a platform shift?' — agents, blank canvas, product paradox.", "position": 3, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 54, "slideType": "problem_statement", "function": "frame_problem", "notes": "The slide uses a screenshot of the ChatGPT interface to illustrate the 'blank slate' problem of generative AI.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/54", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-54", "loopMatches": [ { "to": 60, "from": 49, "name": "Paradox Resolver", "slug": "20-paradox-resolver", "bestFor": "Strategic pivots, innovation pitches, challenging conventional wisdom", "matchId": "019dd95a-08f8-7619-ac2e-b2ff2fb41865", "evidence": "Builds to slide 60 'A product paradox, perhaps?' via blank canvas, bundling/unbundling.", "position": 6, "objective": "Surface and reconcile the general-purpose vs single-purpose product paradox", "structure": "The Apparent Contradiction -> Why Both Seem True -> The Deeper Truth That Reconciles", "confidence": 80, "description": "Introduce a seeming contradiction that captures attention, then resolve it with a deeper truth" } ], "arcBeatMatches": [ { "to": 61, "from": 48, "beatId": "019dd95a-07a7-7579-bd65-305a0e87be3f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Section 'More than a platform shift?' — agents, blank canvas, product paradox.", "position": 3, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 55, "slideType": "problem_statement", "function": "frame_problem", "notes": "The slide uses a screenshot of an empty Excel sheet to illustrate the 'blank canvas' concept.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/55", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-55", "loopMatches": [ { "to": 60, "from": 49, "name": "Paradox Resolver", "slug": "20-paradox-resolver", "bestFor": "Strategic pivots, innovation pitches, challenging conventional wisdom", "matchId": "019dd95a-08f8-7619-ac2e-b2ff2fb41865", "evidence": "Builds to slide 60 'A product paradox, perhaps?' via blank canvas, bundling/unbundling.", "position": 6, "objective": "Surface and reconcile the general-purpose vs single-purpose product paradox", "structure": "The Apparent Contradiction -> Why Both Seem True -> The Deeper Truth That Reconciles", "confidence": 80, "description": "Introduce a seeming contradiction that captures attention, then resolve it with a deeper truth" } ], "arcBeatMatches": [ { "to": 61, "from": 48, "beatId": "019dd95a-07a7-7579-bd65-305a0e87be3f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Section 'More than a platform shift?' — agents, blank canvas, product paradox.", "position": 3, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 56, "slideType": "problem_statement", "function": "frame_problem", "notes": "The image shows the Microsoft Excel template gallery, illustrating how a 'blank canvas' tool is used to create many specific solutions.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/56", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-56", "loopMatches": [ { "to": 60, "from": 49, "name": "Paradox Resolver", "slug": "20-paradox-resolver", "bestFor": "Strategic pivots, innovation pitches, challenging conventional wisdom", "matchId": "019dd95a-08f8-7619-ac2e-b2ff2fb41865", "evidence": "Builds to slide 60 'A product paradox, perhaps?' via blank canvas, bundling/unbundling.", "position": 6, "objective": "Surface and reconcile the general-purpose vs single-purpose product paradox", "structure": "The Apparent Contradiction -> Why Both Seem True -> The Deeper Truth That Reconciles", "confidence": 80, "description": "Introduce a seeming contradiction that captures attention, then resolve it with a deeper truth" } ], "arcBeatMatches": [ { "to": 61, "from": 48, "beatId": "019dd95a-07a7-7579-bd65-305a0e87be3f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Section 'More than a platform shift?' — agents, blank canvas, product paradox.", "position": 3, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 57, "slideType": "key_messages", "function": "summarize", "notes": "The slide uses a parallel structure to show a historical progression of business models.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/57", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-57", "loopMatches": [ { "to": 60, "from": 49, "name": "Paradox Resolver", "slug": "20-paradox-resolver", "bestFor": "Strategic pivots, innovation pitches, challenging conventional wisdom", "matchId": "019dd95a-08f8-7619-ac2e-b2ff2fb41865", "evidence": "Builds to slide 60 'A product paradox, perhaps?' via blank canvas, bundling/unbundling.", "position": 6, "objective": "Surface and reconcile the general-purpose vs single-purpose product paradox", "structure": "The Apparent Contradiction -> Why Both Seem True -> The Deeper Truth That Reconciles", "confidence": 80, "description": "Introduce a seeming contradiction that captures attention, then resolve it with a deeper truth" } ], "arcBeatMatches": [ { "to": 61, "from": 48, "beatId": "019dd95a-07a7-7579-bd65-305a0e87be3f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Section 'More than a platform shift?' — agents, blank canvas, product paradox.", "position": 3, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 58, "slideType": "quote_slide", "function": "illustrate_case", "notes": "The quote illustrates the trade-offs and context-dependency of software tools.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/58", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-58", "loopMatches": [ { "to": 60, "from": 49, "name": "Paradox Resolver", "slug": "20-paradox-resolver", "bestFor": "Strategic pivots, innovation pitches, challenging conventional wisdom", "matchId": "019dd95a-08f8-7619-ac2e-b2ff2fb41865", "evidence": "Builds to slide 60 'A product paradox, perhaps?' via blank canvas, bundling/unbundling.", "position": 6, "objective": "Surface and reconcile the general-purpose vs single-purpose product paradox", "structure": "The Apparent Contradiction -> Why Both Seem True -> The Deeper Truth That Reconciles", "confidence": 80, "description": "Introduce a seeming contradiction that captures attention, then resolve it with a deeper truth" } ], "arcBeatMatches": [ { "to": 61, "from": 48, "beatId": "019dd95a-07a7-7579-bd65-305a0e87be3f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Section 'More than a platform shift?' — agents, blank canvas, product paradox.", "position": 3, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 59, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart shows a clear trend of increasing SaaS app usage across all segments, particularly in Mid-market and Large enterprises.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/59", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-59", "loopMatches": [ { "to": 60, "from": 49, "name": "Paradox Resolver", "slug": "20-paradox-resolver", "bestFor": "Strategic pivots, innovation pitches, challenging conventional wisdom", "matchId": "019dd95a-08f8-7619-ac2e-b2ff2fb41865", "evidence": "Builds to slide 60 'A product paradox, perhaps?' via blank canvas, bundling/unbundling.", "position": 6, "objective": "Surface and reconcile the general-purpose vs single-purpose product paradox", "structure": "The Apparent Contradiction -> Why Both Seem True -> The Deeper Truth That Reconciles", "confidence": 80, "description": "Introduce a seeming contradiction that captures attention, then resolve it with a deeper truth" } ], "arcBeatMatches": [ { "to": 61, "from": 48, "beatId": "019dd95a-07a7-7579-bd65-305a0e87be3f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Section 'More than a platform shift?' — agents, blank canvas, product paradox.", "position": 3, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 60, "slideType": "strategic_options", "function": "compare_options", "notes": "The slide uses a central hub-and-spoke-like diagram to contrast two future scenarios.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/60", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-60", "loopMatches": [ { "to": 60, "from": 49, "name": "Paradox Resolver", "slug": "20-paradox-resolver", "bestFor": "Strategic pivots, innovation pitches, challenging conventional wisdom", "matchId": "019dd95a-08f8-7619-ac2e-b2ff2fb41865", "evidence": "Builds to slide 60 'A product paradox, perhaps?' via blank canvas, bundling/unbundling.", "position": 6, "objective": "Surface and reconcile the general-purpose vs single-purpose product paradox", "structure": "The Apparent Contradiction -> Why Both Seem True -> The Deeper Truth That Reconciles", "confidence": 80, "description": "Introduce a seeming contradiction that captures attention, then resolve it with a deeper truth" } ], "arcBeatMatches": [ { "to": 61, "from": 48, "beatId": "019dd95a-07a7-7579-bd65-305a0e87be3f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Section 'More than a platform shift?' — agents, blank canvas, product paradox.", "position": 3, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 61, "slideType": "transition", "function": "transition", "notes": "The image is likely AI-generated (Midjourney) and serves as a metaphorical transition.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/61", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-61", "loopMatches": [], "arcBeatMatches": [ { "to": 61, "from": 48, "beatId": "019dd95a-07a7-7579-bd65-305a0e87be3f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Section 'More than a platform shift?' — agents, blank canvas, product paradox.", "position": 3, "confidence": 82, "parentBeatName": "Development", "parentBeatSlug": "development" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 62, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/62", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-62", "loopMatches": [], "arcBeatMatches": [ { "to": 72, "from": 62, "beatId": "019dd95a-07a7-7579-bd65-36e6c9c1eb5f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "Section 'A path to AGI?' — three views of understanding, 'we don't know'.", "position": 4, "confidence": 82, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 63, "slideType": "quote_slide", "function": "other", "notes": "Tesler's Theorem", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/63", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-63", "loopMatches": [ { "to": 72, "from": 63, "name": "Hypothesis Test", "slug": "42-hypothesis-test", "bestFor": "Strategy validation, due diligence, research presentations", "matchId": "019dd95a-08f8-7619-ac2e-b4b318b6911b", "evidence": "Three views slide + 'we don't have a chart for AGI' resolves to inconclusive.", "position": 7, "objective": "Test competing hypotheses on whether LLMs can reach AGI-level understanding", "structure": "The Hypothesis -> Test 1 (Supports/Refutes) -> Test 2 (Supports/Refutes) -> Conclusion (Validated/Pivoted)", "confidence": 75, "description": "State a hypothesis upfront, then systematically prove or disprove it with evidence" } ], "arcBeatMatches": [ { "to": 72, "from": 62, "beatId": "019dd95a-07a7-7579-bd65-36e6c9c1eb5f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "Section 'A path to AGI?' — three views of understanding, 'we don't know'.", "position": 4, "confidence": 82, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 64, "slideType": "problem_statement", "function": "frame_problem", "notes": "The slide uses a simple linear process diagram to define the scope of AGI.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/64", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-64", "loopMatches": [ { "to": 72, "from": 63, "name": "Hypothesis Test", "slug": "42-hypothesis-test", "bestFor": "Strategy validation, due diligence, research presentations", "matchId": "019dd95a-08f8-7619-ac2e-b4b318b6911b", "evidence": "Three views slide + 'we don't have a chart for AGI' resolves to inconclusive.", "position": 7, "objective": "Test competing hypotheses on whether LLMs can reach AGI-level understanding", "structure": "The Hypothesis -> Test 1 (Supports/Refutes) -> Test 2 (Supports/Refutes) -> Conclusion (Validated/Pivoted)", "confidence": 75, "description": "State a hypothesis upfront, then systematically prove or disprove it with evidence" } ], "arcBeatMatches": [ { "to": 72, "from": 62, "beatId": "019dd95a-07a7-7579-bd65-36e6c9c1eb5f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "Section 'A path to AGI?' — three views of understanding, 'we don't know'.", "position": 4, "confidence": 82, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 65, "slideType": "other", "function": "cite_precedent", "notes": "The slide uses a screenshot of a research paper as a primary source of authority.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/65", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-65", "loopMatches": [ { "to": 72, "from": 63, "name": "Hypothesis Test", "slug": "42-hypothesis-test", "bestFor": "Strategy validation, due diligence, research presentations", "matchId": "019dd95a-08f8-7619-ac2e-b4b318b6911b", "evidence": "Three views slide + 'we don't have a chart for AGI' resolves to inconclusive.", "position": 7, "objective": "Test competing hypotheses on whether LLMs can reach AGI-level understanding", "structure": "The Hypothesis -> Test 1 (Supports/Refutes) -> Test 2 (Supports/Refutes) -> Conclusion (Validated/Pivoted)", "confidence": 75, "description": "State a hypothesis upfront, then systematically prove or disprove it with evidence" } ], "arcBeatMatches": [ { "to": 72, "from": 62, "beatId": "019dd95a-07a7-7579-bd65-36e6c9c1eb5f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "Section 'A path to AGI?' — three views of understanding, 'we don't know'.", "position": 4, "confidence": 82, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 66, "slideType": "case_study", "function": "illustrate_case", "notes": "The slide uses a screenshot of a web article as a primary visual anchor.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/66", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-66", "loopMatches": [ { "to": 72, "from": 63, "name": "Hypothesis Test", "slug": "42-hypothesis-test", "bestFor": "Strategy validation, due diligence, research presentations", "matchId": "019dd95a-08f8-7619-ac2e-b4b318b6911b", "evidence": "Three views slide + 'we don't have a chart for AGI' resolves to inconclusive.", "position": 7, "objective": "Test competing hypotheses on whether LLMs can reach AGI-level understanding", "structure": "The Hypothesis -> Test 1 (Supports/Refutes) -> Test 2 (Supports/Refutes) -> Conclusion (Validated/Pivoted)", "confidence": 75, "description": "State a hypothesis upfront, then systematically prove or disprove it with evidence" } ], "arcBeatMatches": [ { "to": 72, "from": 62, "beatId": "019dd95a-07a7-7579-bd65-36e6c9c1eb5f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "Section 'A path to AGI?' — three views of understanding, 'we don't know'.", "position": 4, "confidence": 82, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 67, "slideType": "problem_statement", "function": "frame_problem", "notes": "The slide uses a provocative, high-quality AI-generated image to illustrate the 'brilliance' of Generative ML, likely setting up a counter-argument about its practical limitations.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/67", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-67", "loopMatches": [ { "to": 72, "from": 63, "name": "Hypothesis Test", "slug": "42-hypothesis-test", "bestFor": "Strategy validation, due diligence, research presentations", "matchId": "019dd95a-08f8-7619-ac2e-b4b318b6911b", "evidence": "Three views slide + 'we don't have a chart for AGI' resolves to inconclusive.", "position": 7, "objective": "Test competing hypotheses on whether LLMs can reach AGI-level understanding", "structure": "The Hypothesis -> Test 1 (Supports/Refutes) -> Test 2 (Supports/Refutes) -> Conclusion (Validated/Pivoted)", "confidence": 75, "description": "State a hypothesis upfront, then systematically prove or disprove it with evidence" } ], "arcBeatMatches": [ { "to": 72, "from": 62, "beatId": "019dd95a-07a7-7579-bd65-36e6c9c1eb5f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "Section 'A path to AGI?' — three views of understanding, 'we don't know'.", "position": 4, "confidence": 82, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 68, "slideType": "filler", "function": "other", "notes": "The slide uses an AI-generated image to illustrate the 'hallucination' or lack of true understanding in generative models.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/68", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-68", "loopMatches": [ { "to": 72, "from": 63, "name": "Hypothesis Test", "slug": "42-hypothesis-test", "bestFor": "Strategy validation, due diligence, research presentations", "matchId": "019dd95a-08f8-7619-ac2e-b4b318b6911b", "evidence": "Three views slide + 'we don't have a chart for AGI' resolves to inconclusive.", "position": 7, "objective": "Test competing hypotheses on whether LLMs can reach AGI-level understanding", "structure": "The Hypothesis -> Test 1 (Supports/Refutes) -> Test 2 (Supports/Refutes) -> Conclusion (Validated/Pivoted)", "confidence": 75, "description": "State a hypothesis upfront, then systematically prove or disprove it with evidence" } ], "arcBeatMatches": [ { "to": 72, "from": 62, "beatId": "019dd95a-07a7-7579-bd65-36e6c9c1eb5f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "Section 'A path to AGI?' — three views of understanding, 'we don't know'.", "position": 4, "confidence": 82, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 69, "slideType": "strategic_options", "function": "present_framework", "notes": "The slide uses a simple visual layout with three circles representing different viewpoints, followed by a shrug emoji to indicate uncertainty.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/69", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-69", "loopMatches": [ { "to": 72, "from": 63, "name": "Hypothesis Test", "slug": "42-hypothesis-test", "bestFor": "Strategy validation, due diligence, research presentations", "matchId": "019dd95a-08f8-7619-ac2e-b4b318b6911b", "evidence": "Three views slide + 'we don't have a chart for AGI' resolves to inconclusive.", "position": 7, "objective": "Test competing hypotheses on whether LLMs can reach AGI-level understanding", "structure": "The Hypothesis -> Test 1 (Supports/Refutes) -> Test 2 (Supports/Refutes) -> Conclusion (Validated/Pivoted)", "confidence": 75, "description": "State a hypothesis upfront, then systematically prove or disprove it with evidence" } ], "arcBeatMatches": [ { "to": 72, "from": 62, "beatId": "019dd95a-07a7-7579-bd65-36e6c9c1eb5f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "Section 'A path to AGI?' — three views of understanding, 'we don't know'.", "position": 4, "confidence": 82, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 70, "slideType": "other", "function": "establish_context", "notes": "The slide uses a screenshot of a Wikipedia page about cognitive biases to support a philosophical or psychological argument.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/70", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-70", "loopMatches": [ { "to": 72, "from": 63, "name": "Hypothesis Test", "slug": "42-hypothesis-test", "bestFor": "Strategy validation, due diligence, research presentations", "matchId": "019dd95a-08f8-7619-ac2e-b4b318b6911b", "evidence": "Three views slide + 'we don't have a chart for AGI' resolves to inconclusive.", "position": 7, "objective": "Test competing hypotheses on whether LLMs can reach AGI-level understanding", "structure": "The Hypothesis -> Test 1 (Supports/Refutes) -> Test 2 (Supports/Refutes) -> Conclusion (Validated/Pivoted)", "confidence": 75, "description": "State a hypothesis upfront, then systematically prove or disprove it with evidence" } ], "arcBeatMatches": [ { "to": 72, "from": 62, "beatId": "019dd95a-07a7-7579-bd65-36e6c9c1eb5f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "Section 'A path to AGI?' — three views of understanding, 'we don't know'.", "position": 4, "confidence": 82, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 71, "slideType": "diagnosis", "function": "diagnose", "notes": "The chart is Figure 4 from an OpenAI report, showing GPT performance on exams.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/71", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-71", "loopMatches": [ { "to": 72, "from": 63, "name": "Hypothesis Test", "slug": "42-hypothesis-test", "bestFor": "Strategy validation, due diligence, research presentations", "matchId": "019dd95a-08f8-7619-ac2e-b4b318b6911b", "evidence": "Three views slide + 'we don't have a chart for AGI' resolves to inconclusive.", "position": 7, "objective": "Test competing hypotheses on whether LLMs can reach AGI-level understanding", "structure": "The Hypothesis -> Test 1 (Supports/Refutes) -> Test 2 (Supports/Refutes) -> Conclusion (Validated/Pivoted)", "confidence": 75, "description": "State a hypothesis upfront, then systematically prove or disprove it with evidence" } ], "arcBeatMatches": [ { "to": 72, "from": 62, "beatId": "019dd95a-07a7-7579-bd65-36e6c9c1eb5f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "Section 'A path to AGI?' — three views of understanding, 'we don't know'.", "position": 4, "confidence": 82, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "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": 72, "slideType": "problem_statement", "function": "frame_problem", "notes": "Uses an analogy of the Apollo program to highlight the lack of metrics for AGI.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/72", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-72", "loopMatches": [ { "to": 72, "from": 63, "name": "Hypothesis Test", "slug": "42-hypothesis-test", "bestFor": "Strategy validation, due diligence, research presentations", "matchId": "019dd95a-08f8-7619-ac2e-b4b318b6911b", "evidence": "Three views slide + 'we don't have a chart for AGI' resolves to inconclusive.", "position": 7, "objective": "Test competing hypotheses on whether LLMs can reach AGI-level understanding", "structure": "The Hypothesis -> Test 1 (Supports/Refutes) -> Test 2 (Supports/Refutes) -> Conclusion (Validated/Pivoted)", "confidence": 75, "description": "State a hypothesis upfront, then systematically prove or disprove it with evidence" } ], "arcBeatMatches": [ { "to": 72, "from": 62, "beatId": "019dd95a-07a7-7579-bd65-36e6c9c1eb5f", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Core Insight", "beatSlug": "onion-core-insight", "evidence": "Section 'A path to AGI?' — three views of understanding, 'we don't know'.", "position": 4, "confidence": 82, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 72, "from": 14, "beatId": "019dd95a-07a7-7579-bd65-41b6cdc28844", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "Platform shift, value capture, agents, AGI debate.", "position": 2, "confidence": 55, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }