{
  "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": 3,
  "pageCount": 92,
  "prevPage": 2,
  "nextPage": 4,
  "slideType": "client_example",
  "function": "cite_precedent",
  "density": "balanced",
  "nDataPoints": 3,
  "notes": "The slide uses a news article as a credibility anchor to contrast the speed of AI company valuation growth against historical tech giants.",
  "elementsJson": [
    "headline_text",
    "screenshot",
    "footnote"
  ],
  "metadataConfidence": 0.95,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/3",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-3",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "OpenAI Nearly Doubles Valuation to $157 Billion in Funding Round",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-47c8-76a3-bc57-da79aa994712",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.85,
        "w": 0.4,
        "x": 0.55,
        "y": 0.08
      },
      "kind": "image",
      "text": "WSJ article screenshot",
      "attrs": null,
      "subkind": "screenshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f6e543a9-ffa0-44a0-8665-869150613e7c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Valuation: $157bn",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-47c8-76a3-bc57-ddde8ada0ef7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.42,
        "x": 0.06,
        "y": 0.28
      },
      "kind": "paragraph",
      "text": "(Microsoft took 20 years to reach a $150bn valuation*)",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "79f3b44d-d5b7-415a-9522-0067612afd38",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.3,
        "x": 0.06,
        "y": 0.91
      },
      "kind": "source-note",
      "text": "* $150bn market cap in summer 1996. 2024 dollars.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f1144453-3093-4f12-951c-f00109fa5616",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Anchoring Bias",
      "slug": "anchoring-bias",
      "agent": "Architect",
      "layer": "block",
      "matchId": "019dd95a-1b83-7130-933a-3ecaf2b115e4",
      "evidence": "$157bn anchors how audience reads everything later",
      "confidence": 75
    },
    {
      "name": "Reveal vs. Headline Strategy",
      "slug": "reveal-vs-headline-strategy",
      "agent": "Designer",
      "layer": "loop",
      "matchId": "019dd95a-1b83-7130-933a-40426cfb6144",
      "evidence": "Dramatic reveal: Microsoft took 20 years vs OpenAI's run-rate",
      "confidence": 70
    },
    {
      "name": "Von Restorff Effect",
      "slug": "von-restorff-effect",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019dd95a-1b83-7130-933a-387d7338e684",
      "evidence": "Bold $157bn callout designed to stand out",
      "confidence": 80
    }
  ],
  "frameworks": [
    {
      "name": "authority-citation",
      "slug": null,
      "matchId": "c6cd347b-f99e-455d-b7c9-b21850fbfad5",
      "evidence": "Uses a WSJ article to validate the comparison point.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 10,
      "from": 1,
      "beatId": "019dd95a-07a7-7579-bd64-eca450e0ad82",
      "arcName": "The Onion",
      "arcSlug": "onion",
      "beatName": "Surface Observation",
      "beatSlug": "onion-surface-observation",
      "evidence": "OpenAI valuation, hype cycle, 'next platform shift' framing",
      "position": 1,
      "confidence": 70,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    },
    {
      "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": [
    {
      "to": 3,
      "from": 2,
      "name": "The Reveal",
      "slug": "05-the-reveal",
      "bestFor": "Product launches, strategic pivots, unexpected findings",
      "matchId": "019dd95a-08f8-7619-ac2e-4fd0d06e27ff",
      "evidence": "Quote sets up 'two revolutionary techs'; payoff is OpenAI $157bn vs MSFT 20-year comparison.",
      "position": 1,
      "objective": "Frame magnitude of AI moment via Microsoft analog",
      "structure": "Setup the Question -> Build Suspense -> The Big Reveal",
      "confidence": 80,
      "description": "Build mystery and anticipation, then deliver a surprising or powerful conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}