{
  "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": 80,
  "pageCount": 90,
  "prevPage": 79,
  "nextPage": 81,
  "slideType": "industry_trends",
  "function": "analyze_data",
  "density": "balanced",
  "nDataPoints": 24,
  "notes": "The chart highlights the dominance of Waymo in the robotaxi market compared to Cruise and Tesla.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "line_chart"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-92cb9e5864da/80",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-92cb9e5864da#slide-80",
  "components": [
    {
      "bbox": {
        "h": 0.6,
        "w": 0.85,
        "x": 0.13,
        "y": 0.25
      },
      "kind": "chart",
      "text": "Monthly 'robotaxi' trips in California",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "637c7fe1-204e-4f2b-947b-f6ef086907d5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.05,
        "x": 0.03,
        "y": 0.345
      },
      "kind": "legend",
      "text": "Waymo, Cruise, Tesla",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "092884ab-811c-45d2-a46c-ae0810390bfb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Monthly robotaxi trips: 1,000,000",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-4e53-702a-8b72-5a73e36a2d5d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.65,
        "x": 0.205,
        "y": 0.12
      },
      "kind": "paragraph",
      "text": "After a decade of promises and tens of billions of dollars, 'automatic cars' might be starting to work",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1f933d61-377f-417b-a289-8e57c6cc5eb8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.25,
        "x": 0.205,
        "y": 0.91
      },
      "kind": "source-note",
      "text": "Source: California Public Utilities Commission",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cfc5a6df-8e73-4622-b1a4-15ea94a73400",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.38,
        "x": 0.205,
        "y": 0.05
      },
      "kind": "title",
      "text": "And all the other new stuff",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "948af8ec-fa23-4319-b662-0f58667a4208",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1b83-7130-9343-cde447939682",
      "evidence": "Title 'automatic cars might be starting to work'",
      "confidence": 75
    },
    {
      "name": "Concrete Language",
      "slug": "concrete-language",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019dd95a-1b83-7130-9343-d33e1fba62d2",
      "evidence": "'1,000,000' cited",
      "confidence": 70
    },
    {
      "name": "Narrative foundations (from the Storymakers methodology)",
      "slug": "narrative-foundations",
      "agent": "storyteller",
      "layer": "slide",
      "matchId": "967be868-60dc-4a05-a590-adca727a12bc",
      "evidence": "After a decade of promises and tens of billions of dollars, 'automatic cars' might be starting to work",
      "confidence": 0.6
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 90,
      "from": 78,
      "beatId": "019dd95a-07a7-7579-bd65-5695c3a394b1",
      "arcName": "The Mountain",
      "arcSlug": "mountain",
      "beatName": "Resolution",
      "beatSlug": "mountain-resolution",
      "evidence": "1955 automation precedent + Otis elevator: 'AI is whatever machines can't do yet'",
      "position": 4,
      "confidence": 70,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    },
    {
      "to": 90,
      "from": 78,
      "beatId": "019dd95a-07a7-7579-bd65-6230f2b2656d",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Action (Now What)",
      "beatSlug": "triple-take-the-action-now-what",
      "evidence": "Look to 1955 automation precedents; ask the right questions (p89)",
      "position": 3,
      "confidence": 60,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [
    {
      "to": 87,
      "from": 79,
      "name": "Precedent",
      "slug": "09-precedent",
      "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches",
      "matchId": "019dd95a-08f8-7619-ac2e-d0bc25041564",
      "evidence": "1955 'Automation' report (83-84), Otis Autotronic elevator (86), 'AI is whatever machines can't do yet' (87)",
      "position": 6,
      "objective": "Re-anchor the AI debate on prior automation eras",
      "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning",
      "confidence": 85,
      "description": "Use historical or external examples to validate your approach"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}