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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 · Implications1 hit
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The slide uses a reverse-chronological flow (right to left) to show the evolution of ideas.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Zoom In1 hit
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The chart uses a bar chart to contrast two different historical periods/entities.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Zoom In1 hit
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The chart illustrates the long-term trend of e-commerce penetration, noting a significant, temporary deviation during the pandemic.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Zoom In1 hit
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The chart illustrates the temporary spike in e-commerce penetration during the pandemic followed by a return to long-term growth trends.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Zoom In1 hit
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The chart uses a red bar to highlight Shein among other grey bars. TJX is noted as having a portion of revenue from home goods.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Zoom In1 hit
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The slide uses a simple line chart to illustrate the rapid growth of Shopify's GMV.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Zoom In1 hit
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The chart illustrates a clear inflection point in early 2020.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Zoom In1 hit
80
2023 Benedict Evans 2023 AI and Everything Else2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Zoom In1 hit
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The chart uses a dotted line for earlier periods and a solid line for more recent data, indicating a change in reporting or data source.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Zoom In1 hit
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The chart highlights the revenue scale of digital-native platforms (red) versus traditional media conglomerates (grey).2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Zoom In1 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 · ImplicationsLoop · Zoom In1 hit
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The chart shows a stacked bar representation where Waymo (red) dominates the volume, with minor contributions from Cruise (light red) and Tesla (black, barely visible).2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Zoom In1 hit
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The chart compares regional BEV adoption against Tesla's individual performance.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Zoom In1 hit
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The slide uses a simple comparison list to show the relationship between specific industry questions and the relevant expert.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Ladder Abstraction1 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 · ImplicationsLoop · Ladder Abstraction1 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 · ImplicationsLoop · Ladder Abstraction1 hit
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The chart highlights the peak around 1950, coinciding with the launch of the Otis Autotronic elevator.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Ladder Abstraction1 hit
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2024 Benedict Evans 2024 AI eats the world2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Surface Observation1 hit
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2024 Benedict Evans 2024 AI eats the world2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Surface Observation1 hit
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The chart illustrates the 'hype cycle' phenomenon in tech media coverage.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
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The chart highlights a significant increase in AI-related startups in recent cohorts.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
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The chart illustrates a significant market correction following the 2021-2022 peak.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
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Uses a simple process flow diagram to illustrate market evolution.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
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The slide uses a simple flow/comparison diagram to contrast two potential future states for AI model architecture.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
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The chart illustrates the rapid shift in revenue composition towards Data Centre starting around 2022.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
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The chart illustrates the significant growth in infrastructure spending by the 'big three' cloud platforms.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
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Data source: McKinsey. The chart illustrates adoption levels ranging from 'Have not tried' to 'Use for work'.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
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2024 Benedict Evans 2024 AI eats the world2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
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The slide uses a screenshot of a NYT article as a visual anchor for the theme of AI regulation.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit