{
  "docId": "019dd923-5e88-73ef-bd5d-893216e9a633",
  "docSlug": "3fc7a1c5528471f7",
  "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else",
  "authorId": "BenedictEvans",
  "authorName": "Benedict Evans",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "independent_analyst",
  "sourceTypeLabel": "Independent analyst",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 80,
  "pageCount": 92,
  "prevPage": 79,
  "nextPage": 81,
  "slideType": "financial_analysis",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 40,
  "notes": null,
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "bar_chart_stacked"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/80",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-80",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "A quarter of Instacart revenue and almost all the FCF comes from advertising",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-47c8-76a3-bc5e-e1be71e0c8f6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.5,
        "w": 0.6,
        "x": 0.205,
        "y": 0.25
      },
      "kind": "chart",
      "text": "Instacart revenue ($m)",
      "attrs": null,
      "subkind": "bar-stacked",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "195a300f-f9df-4a42-ab91-27e36f547eb7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.1,
        "x": 0.205,
        "y": 0.91
      },
      "kind": "disclaimer",
      "text": "Source: Instacart",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b1457c7d-4a90-47e8-a3dc-351974178289",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.1,
        "x": 0.05,
        "y": 0.35
      },
      "kind": "legend",
      "text": "Transaction\nAds & Other",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a990ae40-3478-436f-a195-7be504f5d770",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Revenue: $1bn",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-47c8-76a3-bc5e-e6fceda5b8e0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.55,
        "x": 0.205,
        "y": 0.12
      },
      "kind": "title",
      "text": "A quarter of Instacart revenue and almost all the FCF comes from advertising",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1afcfe8a-f031-4eee-93cb-cf80c9f3116e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.59,
        "x": 0.205,
        "y": 0.05
      },
      "kind": "title",
      "text": "A delivery business, or a $1bn ad business?",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "05504d56-e70a-4a6b-8260-878a7b4f191e",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Curiosity Gap",
      "slug": "curiosity-gap",
      "agent": "Storyteller",
      "layer": "block",
      "matchId": "019dd95a-1b83-7130-933c-579245bccb47",
      "evidence": "Title posed as either/or question",
      "confidence": 60
    },
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1b83-7130-933c-521d9d2e81bf",
      "evidence": "'A delivery business, or a $1bn ad business?'",
      "confidence": 80
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 89,
      "from": 72,
      "beatId": "019dd95a-07a7-7579-bd64-fe51357d9f24",
      "arcName": "The Onion",
      "arcSlug": "onion",
      "beatName": "Implications",
      "beatSlug": "onion-implications",
      "evidence": "'Meanwhile' divider; broader tech still trillions of dollars",
      "position": 5,
      "confidence": 70,
      "parentBeatName": "Reflection",
      "parentBeatSlug": "reflection"
    },
    {
      "to": 92,
      "from": 72,
      "beatId": "019dd95a-07a7-7579-bd65-0b686690c97f",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Action (Now What)",
      "beatSlug": "triple-take-the-action-now-what",
      "evidence": "Meanwhile other tech, plus 'what questions to ask'",
      "position": 3,
      "confidence": 55,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [
    {
      "to": 85,
      "from": 73,
      "name": "Zoom In",
      "slug": "06-zoom-in",
      "bestFor": "Technical deep-dives, case studies, detailed analysis",
      "matchId": "019dd95a-08f8-7619-ac2e-6bf09bba929a",
      "evidence": "Distinct subsections per sector with one chart each; Meta VR, Shein, Shopify, Instacart, Tesla/BEVs.",
      "position": 8,
      "objective": "Sector-by-sector zooms (VR, e-commerce, media, autos) to keep AI in perspective",
      "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication",
      "confidence": 70,
      "description": "Start broad, then progressively focus on specific details that prove your point"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}