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2022 Benedict Evans 2022 The New Gatekeepers2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Myth Buster2 hits
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The chart highlights that despite layoffs, the net hiring growth in recent years remains significant.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Myth Buster2 hits
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The chart shows a massive increase in headcount for Amazon compared to other tech giants.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Myth Buster2 hits
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Uses a binary comparison framework to balance pessimistic and optimistic outlooks.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Myth Buster2 hits
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The chart illustrates that despite market volatility (e.g., dotcom bubble), the underlying adoption trend remains consistent.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Myth Buster2 hits
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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 · Surface Observation2 hits
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The slide uses a quote to establish the significance of AI, supported by a recent news clipping.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · The Reveal2 hits
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The slide uses a news article as a credibility anchor to contrast the speed of AI company valuation growth against historical tech giants.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · The Reveal2 hits
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Data source: Reuters Institute. The chart compares 'Heard of but not used' vs 'Used' segments.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Myth Buster2 hits
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The chart illustrates a high percentage of 'heard of but not used' or 'once or twice' usage compared to daily or weekly usage.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Myth Buster2 hits
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The chart displays two bars per category, representing two different time periods, with each bar split into production (red) and development/pilot (grey) segments.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Myth Buster2 hits
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The slide uses screenshots of external research reports (Sequoia, BCG, Goldman Sachs) to establish a skeptical industry consensus.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Myth Buster2 hits
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The slide uses a screenshot of an AI-generated image to make a point about the 'Hype Cycle' concept, specifically highlighting the humorous misspelling 'Pleacom of Productity'.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Myth Buster2 hits
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The slide uses a sequential growth model to illustrate historical platform shifts.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Myth Buster2 hits
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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 · Surface ObservationLoop · Myth Buster2 hits
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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 Hunter2 hits
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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 Hunter2 hits
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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 Hunter2 hits
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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 Hunter2 hits
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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 Hunter2 hits
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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 Hunter2 hits
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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 Hunter2 hits
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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 Hunter2 hits
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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 Hunter2 hits
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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 Hunter2 hits
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The slide uses a simple process flow of three circles to represent competing or sequential hypotheses about a technology.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Surface Observation2 hits
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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 · Setup & Stakes2 hits
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The slide uses a series of S-curves to represent successive technology eras.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Setup & StakesLoop · Precedent2 hits
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The slide uses a simple process flow diagram to categorize the effects of a platform shift.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Setup & StakesLoop · Precedent2 hits
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The chart illustrates the 'S-curve' or lifecycle of a dominant platform.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Setup & StakesLoop · Precedent2 hits