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2,551-2,580 of 2,918
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The slide uses a simple flow diagram to contrast two potential future scenarios based on current trends.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
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2023 Benedict Evans 2023 AI and Everything Else2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
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The slide uses screenshots of news articles to frame a market trend discussion.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
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The slide uses a simple circular layout to present four distinct challenges.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
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The slide uses screenshots of web articles to present quotes from Alphabet and Meta executives.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
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The slide features a screenshot of a Semianalysis article titled 'Google "We Have No Moat, And Neither Does OpenAI"'.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
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2023 Benedict Evans 2023 AI and Everything Else2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
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2023 Benedict Evans 2023 AI and Everything Else2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
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Uses circular callouts to emphasize scale.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
21
The chart uses a combination of stacked bars for Nvidia and a line graph for Intel to illustrate the divergence in performance.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
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The chart highlights the significant increase in infrastructure spending by major tech companies.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
23
The chart illustrates the shift in capital intensity between traditional telco infrastructure (Verizon) and software/cloud infrastructure (Microsoft).2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First Layer1 hit
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The slide uses screenshots of web articles to illustrate the trend of financial institutions entering the AI hardware space.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First Layer1 hit
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The slide uses a central 'This is amazing! (Now what?)' node branching into two opposing directions: 'Better results' and 'Efficiency'.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First Layer1 hit
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The slide uses a historical photo of an IBM System/360 to illustrate the concept of marginal cost in software.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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The chart uses arrows to show the progression of model iterations towards higher quality and lower cost.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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The chart visualizes the 'feeds and speeds' phase of the AI market, where performance and price are the primary competitive differentiators.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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The chart shows a clear trade-off between model performance and cost, with open-source models (Meta) clustering at the lower price point.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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The slide uses a pull-quote to highlight a strategic shift in the tech industry towards open source AI models.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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The slide uses a screenshot of the Apple Intelligence landing page to exemplify the 'API-fication' of AI models.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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The slide uses a play on the 'Better, faster, cheaper - pick two' project management adage to describe the current state of AI model development.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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The quote is from The Godfather Part II.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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The quote is from The Godfather Part II (Michael Corleone).2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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The quote is presented as a philosophical anchor for the subsequent observations about market cycles and commodity tech.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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2023 Benedict Evans 2023 AI and Everything Else2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Deeper Layer1 hit
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The slide uses an image with bounding boxes to demonstrate early computer vision capabilities.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Tale Two Worlds1 hit
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The slide uses a simple linear process flow to abstract the utility of ML.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Tale Two Worlds1 hit
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The slide uses a screenshot of a ChatGPT interface to provide a real-world example of information retrieval.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Tale Two Worlds1 hit
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The slide uses a screenshot of a news article from The Register as a case study to illustrate AI failure.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Tale Two Worlds1 hit
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2023 Benedict Evans 2023 AI and Everything Else2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Tale Two Worlds1 hit