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The chart uses indexed market cap values to compare the relative dominance of top companies across two distinct time periods.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
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The chart illustrates the massive increase in infrastructure investment by major tech firms over a 15-year period.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
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The chart highlights Amazon's significant headcount growth compared to other tech giants, with a caveat regarding warehouse and retail staff.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
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2016 Benedict Evans 2016 Mobile is Eating the World2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
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The slide uses a rhetorical closing statement to emphasize the scale of Apple's retail business.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
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The slide emphasizes that Amazon's content spend is a strategic lever rather than a core business model compared to Netflix.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
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This is a classic example of hubris/underestimation of a disruptive competitor.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
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The slide highlights the trend of vertical integration in hardware design among hyperscalers and consumer electronics giants.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
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Uses a simple additive framework to illustrate the components of modern competitive advantage.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
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2016 Benedict Evans 2016 Mobile is Eating the World2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper Layer1 hit
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The slide uses a famous internet meme/dataset example to demonstrate the limitations of traditional computer vision before the deep learning era.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Aha Moment1 hit
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2016 Benedict Evans 2016 Mobile is Eating the World2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Aha Moment1 hit
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The slide uses a chevron-style transition to contrast two paradigms.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Aha Moment1 hit
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This is a classic industry anecdote often used to illustrate the superiority of data-driven/statistical approaches over expert-driven/rule-based approaches in AI.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Aha Moment1 hit
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The slide uses a conversational tone to bridge the gap between specific examples (like identifying dogs in images) and broader applications of data science.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Aha Moment1 hit
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The slide uses a high-impact photo of data center infrastructure to illustrate the application of AI in physical systems.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Aha Moment1 hit
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2016 Benedict Evans 2016 Mobile is Eating the World2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Aha Moment1 hit
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The slide uses a simple additive process flow to categorize ML applications.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Zoom In1 hit
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Illustrates the shift from centralized cloud computing to edge computing.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Zoom In1 hit
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The chart illustrates the 'universal sensor' thesis by showing the decline/stagnation of the 'Camera' segment relative to others.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Zoom In1 hit
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2016 Benedict Evans 2016 Mobile is Eating the World2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Zoom In1 hit
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Uses a two-circle diagram to represent the tension between building complex engineering and abstracting it for consumption.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Zoom In1 hit
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The slide uses a classic S-curve (technology adoption/lifecycle) framework to contextualize the current state of ML.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Zoom In1 hit
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2017 Benedict Evans 2017 Ten Year Futures2017 Benedict Evans 2017 Ten Year Futures · Benedict Evans
Consulting deck Independent analyst Beat · New Bliss1 hit
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The slide uses visual metaphors (The Economist and Bloomberg Businessweek covers) to frame AI as a widely discussed topic.2017 Benedict Evans 2017 Ten Year Futures · Benedict Evans
Consulting deck Independent analyst Beat · New BlissLoop · Myth Buster1 hit
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Uses a cultural metaphor (the monolith) to suggest that current AI discourse is primitive or misguided.2017 Benedict Evans 2017 Ten Year Futures · Benedict Evans
Consulting deck Independent analyst Beat · New BlissLoop · Myth Buster1 hit
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2017 Benedict Evans 2017 Ten Year Futures2017 Benedict Evans 2017 Ten Year Futures · Benedict Evans
Consulting deck Independent analyst Beat · New BlissLoop · Myth Buster1 hit
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The slide uses a simple process flow to show how foundational technologies (Oracle, SAP) enabled a wave of downstream applications.2017 Benedict Evans 2017 Ten Year Futures · Benedict Evans
Consulting deck Independent analyst Beat · New BlissLoop · Myth Buster1 hit
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The chart is a high-dimensional data visualization showing clustering of product categories.2017 Benedict Evans 2017 Ten Year Futures · Benedict Evans
Consulting deck Independent analyst Beat · New BlissLoop · Myth Buster1 hit
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This slide is likely used as a humorous break or a placeholder in a presentation.2017 Benedict Evans 2017 Ten Year Futures · Benedict Evans
Consulting deck Independent analyst Beat · New BlissLoop · Myth Buster1 hit