{
  "docId": "019dd923-5e88-73ef-bd5d-893216e9a633",
  "docSlug": "3fc7a1c5528471f7",
  "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else",
  "authorId": "BenedictEvans",
  "authorName": "Benedict Evans",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "independent_analyst",
  "sourceTypeLabel": "Independent analyst",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 24,
  "pageCount": 92,
  "prevPage": 23,
  "nextPage": 25,
  "slideType": "industry_trends",
  "function": "establish_context",
  "density": "balanced",
  "nDataPoints": 3,
  "notes": "The slide uses screenshots of web articles to illustrate the trend of financial institutions entering the AI hardware space.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "screenshot"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/24",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-24",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "A flood of capital creates opportunities for capitalists.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-47c8-76a3-bc59-fc7c818544e0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.296,
        "x": 0.352,
        "y": 0.288
      },
      "kind": "image",
      "text": "The Information article screenshot",
      "attrs": null,
      "subkind": "screenshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2ac77e9d-1003-478e-a271-ad267f4290d3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.31,
        "x": 0.065,
        "y": 0.22
      },
      "kind": "image",
      "text": "KKR press release screenshot",
      "attrs": null,
      "subkind": "screenshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3d8b1d01-c0ac-4070-9a4e-a39060cb1115",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.285,
        "x": 0.65,
        "y": 0.22
      },
      "kind": "image",
      "text": "Financial Times article screenshot",
      "attrs": null,
      "subkind": "screenshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "874c37ce-151a-4390-a77e-d75e55e569e0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Debt market size: $11bn",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-47c8-76a3-bc5a-002a65d72e03",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.045,
        "w": 0.333,
        "x": 0.205,
        "y": 0.055
      },
      "kind": "title",
      "text": "Here come the bankers",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cc210c6e-04d9-4856-b635-126468a6fb6d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.025,
        "w": 0.425,
        "x": 0.205,
        "y": 0.125
      },
      "kind": "title",
      "text": "A flood of capital creates opportunities for capitalists",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ae5637d5-3e2a-4bd3-95e2-caeffc4287d8",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1b83-7130-933a-e047ddda77a4",
      "evidence": "'Here come the bankers' - narrative framing",
      "confidence": 75
    },
    {
      "name": "Metaphor & Analogy",
      "slug": "metaphor-analogy",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019dd95a-1b83-7130-933a-e56e4193523d",
      "evidence": "Bankers as metaphor for capital pile-on",
      "confidence": 65
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 35,
      "from": 11,
      "beatId": "019dd95a-07a7-7579-bd64-f3dd8d10c3db",
      "arcName": "The Onion",
      "arcSlug": "onion",
      "beatName": "First Layer",
      "beatSlug": "onion-first-layer",
      "evidence": "'How far will this scale?' divider, capex, commodification",
      "position": 2,
      "confidence": 70,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    },
    {
      "to": 35,
      "from": 1,
      "beatId": "019dd95a-07a7-7579-bd65-021cd0a5f51d",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Facts (What)",
      "beatSlug": "triple-take-the-facts-what",
      "evidence": "Investment, capex, commodification data",
      "position": 1,
      "confidence": 55,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}