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The slide features a block quote from a 1956 report, emphasizing that automation was already a broad topic of concern in various industrial sectors.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ResolutionLoop · Precedent1 hit
85
The juxtaposition of the word 'Automation' with a highly manual, legacy control interface serves as a visual metaphor for the evolution of technology.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ResolutionLoop · Precedent1 hit
86
The chart illustrates the concept of automation making a role obsolete.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ResolutionLoop · Precedent1 hit
87
2025 Benedict Evans 2025 Autum AI eats the world2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ResolutionLoop · Precedent1 hit
88
2025 Benedict Evans 2025 Autum AI eats the world2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Resolution1 hit
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2025 Benedict Evans 2025 Autum AI eats the world2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Resolution1 hit
90
2025 Benedict Evans 2025 Autum AI eats the world2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Resolution1 hit
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Slide 1
2025 Benedict Evans 2025 Spring AI eats the world2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)1 hit
02
2025 Benedict Evans 2025 Spring AI eats the world2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Why Now1 hit
03
The slide uses a process diagram to illustrate the 'AI effect' where successful technologies lose their 'AI' label over time.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Why Now1 hit
04
2025 Benedict Evans 2025 Spring AI eats the world2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Why Now1 hit
05
2025 Benedict Evans 2025 Spring AI eats the world2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Why Now1 hit
06
The slide uses a sequential growth curve to illustrate the cyclical nature of tech industry platform shifts.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Why Now1 hit
07
The slide uses a series of S-curves to represent technology adoption cycles, with a speculative branching path for Generative AI.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Why Now1 hit
08
The slide uses a simple circular diagram to contrast two extreme viewpoints with a central question.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Why Now1 hit
09
The slide uses a split-screen layout to present two distinct quotes.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Why Now1 hit
10
The slide uses a simple binary contrast to frame the current discourse.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Why Now1 hit
11
2025 Benedict Evans 2025 Spring AI eats the world2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)1 hit
12
2025 Benedict Evans 2025 Spring AI eats the world2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
13
The chart illustrates the significant increase in infrastructure investment by major tech companies, attributed to FOMO regarding the next decade of tech.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
14
The chart illustrates a significant upward trend in capex intensity, likely reflecting the shift from software licensing to cloud infrastructure.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart illustrates the divergence in revenue trajectories between Intel and Nvidia.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
16
The chart uses a scatter plot to show the convergence of model performance over time.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
17
The chart uses a line to connect DeepSeek data points, emphasizing its rapid improvement.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
18
Log scale used for price axis.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart uses a log scale to illustrate the divergence between usage volume and financial value.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
20
The chart illustrates the competitive landscape of AI models, highlighting the clustering of most models at low price points with varying quality levels.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart uses a trend line to show the diminishing returns of quality relative to cost.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
22
The slide uses visual evidence (magazine covers) to show how technical specifications (MHz, 486, 56K) dominated consumer tech marketing.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart highlights the volatility of competitor rankings versus the stability of ChatGPT.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit