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The chart highlights the relative scale of major tech players (Apple, Amazon, Google, Facebook) against broader industry categories.2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart uses a series of bars for each manufacturer to show quarterly progression, with a highlighted orange bar representing the most recent data point.2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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2013 Benedict Evans 2013 Mobile is Eating the World2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart tracks 16 quarters of data, with two categories per quarter.2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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2013 Benedict Evans 2013 Mobile is Eating the World2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart illustrates the disparity in business models between high-volume/low-price Android/feature phone players and high-price/lower-volume players like Apple.2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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2013 Benedict Evans 2013 Mobile is Eating the World2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide uses a horizontal layout with four distinct blocks, one of which is highlighted in a darker shade.2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)1 hit
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2013 Benedict Evans 2013 Mobile is Eating the World2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
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2013 Benedict Evans 2013 Mobile is Eating the World2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
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2013 Benedict Evans 2013 Mobile is Eating the World2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
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The chart tracks the evolution of the tablet market, highlighting the shift from iPad dominance to a more fragmented Android landscape.2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
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2013 Benedict Evans 2013 Mobile is Eating the World2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
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2013 Benedict Evans 2013 Mobile is Eating the World2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
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2013 Benedict Evans 2013 Mobile is Eating the World2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
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2013 Benedict Evans 2013 Mobile is Eating the World2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
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The chart illustrates the shift in device preference, specifically the higher adoption of phablets in South Korea compared to the global average.2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
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2013 Benedict Evans 2013 Mobile is Eating the World2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
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2013 Benedict Evans 2013 Mobile is Eating the World2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)1 hit
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The slide uses a horizontal layout to segment four distinct topics, with 'Ecosystems' highlighted in a darker shade.2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)1 hit
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2013 Benedict Evans 2013 Mobile is Eating the World2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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Data source: dealroom.co as of 19 Sept 2023.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide contains four distinct bar charts showing investment and deal volume metrics for AI categories.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart shows a clear dominance of acquisitions over IPOs in recent years, with 2023 data being partially projected.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart highlights a significant drop in non-AI investment in 2023 compared to previous years.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart highlights a significant spike in funding in 2023 compared to previous years.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart illustrates the shift toward massive capital requirements for AI model training, with a specific callout to CoreWeave's debt financing model.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide evaluates a past prediction and provides evidence of the actual outcome through three categories of NVIDIA's activities.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide maps AI startups (left) to their funding round size (middle) and corporate investors (right).2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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Data source: dealroom.co2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit