{
  "docId": "019dd923-5e88-73ef-bd5d-893216e9a633",
  "docSlug": "3fc7a1c5528471f7",
  "documentTitle": "2023 Benedict Evans 2023 AI and Everything Else",
  "authorId": "BenedictEvans",
  "authorName": "Benedict Evans",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "independent_analyst",
  "sourceTypeLabel": "Independent analyst",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 85,
  "pageCount": 92,
  "prevPage": 84,
  "nextPage": 86,
  "slideType": "industry_trends",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 27,
  "notes": "The chart compares regional BEV adoption against Tesla's individual performance.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "bar_chart_stacked",
    "line_chart"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-893216e9a633/85",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-893216e9a633#slide-85",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "BEVs are close to 10% of unit sales, but who will win? Will this work like Android?",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-47c8-76a3-bc5f-a33c2ab7a713",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.55,
        "w": 0.73,
        "x": 0.205,
        "y": 0.27
      },
      "kind": "chart",
      "text": "BEV unit sales (m)",
      "attrs": null,
      "subkind": "bar-stacked",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f3950696-2dff-4cc1-86a3-9f7354045521",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.08,
        "x": 0.03,
        "y": 0.35
      },
      "kind": "legend",
      "text": "United States, Europe, China, Tesla",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "75e29ce9-2a2a-4afa-bb35-bf8eccab2086",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "BEV unit sales: 10.0m",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-47c8-76a3-bc5f-a6894bca0a8c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.1,
        "x": 0.205,
        "y": 0.91
      },
      "kind": "source-note",
      "text": "Source: IEA, Tesla",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "41bd135d-35b1-49c5-968b-15079eca3d31",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.31,
        "x": 0.205,
        "y": 0.05
      },
      "kind": "title",
      "text": "Cars become software?",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2bae266e-cb2e-4112-ae71-ced80301e066",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.58,
        "x": 0.205,
        "y": 0.1
      },
      "kind": "title",
      "text": "BEVs are close to 10% of unit sales, but who will win? Will this work like Android?",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a6c30531-3a95-420d-92c9-27ad78ca8c0c",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Argument from Analogy",
      "slug": "argument-from-analogy",
      "agent": "Architect",
      "layer": "loop",
      "matchId": "019dd95a-1b83-7130-933c-7aef891c223e",
      "evidence": "Callout: 'Will this work like Android?'",
      "confidence": 70
    },
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1b83-7130-933c-741f43101e96",
      "evidence": "'Cars become software?' as the thesis question",
      "confidence": 75
    },
    {
      "name": "Storytelling: audience calibration",
      "slug": "audience",
      "agent": "storyteller",
      "layer": "slide",
      "matchId": "6355ae59-46e2-4b2f-ab20-7878a2266a16",
      "evidence": "BEVs are close to 10% of unit sales, but who will win? Will this work like Android?",
      "confidence": 0.7
    }
  ],
  "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
}