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The chart highlights Amazon's exponential growth in headcount compared to other tech giants, likely due to its retail and logistics operations.2017 Benedict Evans 2017 Ten Year Futures · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Precedent1 hit
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The chart illustrates the divergence in headcount growth between Amazon and other major tech firms.2017 Benedict Evans 2017 Ten Year Futures · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Precedent1 hit
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The chart illustrates the structural shift in the advertising industry from traditional print media to digital platforms.2017 Benedict Evans 2017 Ten Year Futures · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Precedent1 hit
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The slide uses a simple additive visual structure to present four distinct factors.2017 Benedict Evans 2017 Ten Year Futures · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Precedent1 hit
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The chart illustrates the concept of disruption or market share erosion.2017 Benedict Evans 2017 Ten Year Futures · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Precedent1 hit
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The chart illustrates the revenue gap between a traditional retail giant and a newer e-commerce competitor.2017 Benedict Evans 2017 Ten Year Futures · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Precedent1 hit
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Slide 1
2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Setup & Stakes1 hit
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2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Setup & Stakes1 hit
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Slide 1
2020 Benedict Evans 2020 January Shoulders of Giants2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is1 hit
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2020 Benedict Evans 2020 January Shoulders of Giants2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is1 hit
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The slide uses a simplified S-curve visualization to describe technology adoption phases.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is1 hit
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The slide uses a simple curve to represent product maturity over time, categorizing stages of innovation.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is1 hit
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The slide uses a curve to represent the maturity of technology, specifically highlighting 'Smart Phones' as they enter the 'Boring' phase.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is1 hit
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Slide 1
2021 Benedict Evans 2021 Three Steps to the Future2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface Observation1 hit
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The slide uses a simple temporal progression framework.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface Observation1 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 Layer1 hit
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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
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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
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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