{
  "docId": "019dd923-5e88-73ef-bd5d-92cb9e5864da",
  "docSlug": "dfd94aead7429e9f",
  "documentTitle": "2025 Benedict Evans 2025 Autum 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": 11,
  "pageCount": 90,
  "prevPage": 10,
  "nextPage": 12,
  "slideType": "quote_slide",
  "function": "establish_context",
  "density": "balanced",
  "nDataPoints": 0,
  "notes": null,
  "elementsJson": [
    "paragraph",
    "quote_block"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/11",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-11",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "With LLMs, we don’t know how much better this could get",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-4e52-728e-927b-85f34e9c9f92",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.4,
        "x": 0.07,
        "y": 0.42
      },
      "kind": "paragraph",
      "text": "For PCs, the web or smartphones, we knew the physical limits of what could happen next year. With LLMs, we don't know how much better this could get",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "30b0d0c6-49fe-4df9-a259-ecbcfe250621",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.35,
        "x": 0.56,
        "y": 0.3
      },
      "kind": "quote",
      "text": "\"The race to AGI is afoot\" Sergey Brin",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2b4bf2a6-6522-4275-abd9-b2b903350ab5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.35,
        "x": 0.56,
        "y": 0.5
      },
      "kind": "quote",
      "text": "\"AGI needs multiple further breakthroughs\" Demis Hassabis",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e863f7ee-4cda-4054-8dc0-c43728bea52d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "“The race to AGI is afoot” Sergey Brin; “AGI needs multiple further breakthroughs” Demis Hassabis",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd952-4e52-728e-927b-8826b486b13f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.4,
        "x": 0.07,
        "y": 0.25
      },
      "kind": "title",
      "text": "One way this platform shift is different, though",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "faf3cb30-96ac-4732-9355-510dbb8da6d5",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Curiosity Gap",
      "slug": "curiosity-gap",
      "agent": "Storyteller",
      "layer": "block",
      "matchId": "019dd95a-1b83-7130-9341-a385e893bbea",
      "evidence": "Quote slide: 'we don't know how much better this could get'",
      "confidence": 65
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 13,
      "from": 1,
      "beatId": "019dd95a-07a7-7579-bd65-48cb4415b3df",
      "arcName": "The Mountain",
      "arcSlug": "mountain",
      "beatName": "Setup & Stakes",
      "beatSlug": "mountain-setup-stakes",
      "evidence": "Platform-shift framing, dominance lost, hype/bubble cycles establish stakes",
      "position": 1,
      "confidence": 70,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    },
    {
      "to": 48,
      "from": 1,
      "beatId": "019dd95a-07a7-7579-bd65-5b209794247f",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Facts (What)",
      "beatSlug": "triple-take-the-facts-what",
      "evidence": "Platform shift evidence + capex surge + model proliferation data",
      "position": 1,
      "confidence": 60,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    }
  ],
  "loops": [
    {
      "to": 13,
      "from": 2,
      "name": "Precedent",
      "slug": "09-precedent",
      "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches",
      "matchId": "019dd95a-08f8-7619-ac2e-be305d2977e9",
      "evidence": "PCs, browsers, search, social, mobile cited as precedents (pp 4-5,9-10)",
      "position": 1,
      "objective": "Use prior platform shifts to set expectations for AI",
      "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning",
      "confidence": 80,
      "description": "Use historical or external examples to validate your approach"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}