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Matching slides 11,188
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2,521-2,550 of 11,188
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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
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The slide uses a historical photo of an IBM System/360 to illustrate the concept of marginal cost in software.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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The chart uses arrows to show the progression of model iterations towards higher quality and lower cost.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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The chart visualizes the 'feeds and speeds' phase of the AI market, where performance and price are the primary competitive differentiators.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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The chart shows a clear trade-off between model performance and cost, with open-source models (Meta) clustering at the lower price point.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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The slide uses a pull-quote to highlight a strategic shift in the tech industry towards open source AI models.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
31
The slide uses a screenshot of the Apple Intelligence landing page to exemplify the 'API-fication' of AI models.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
32
The slide uses a play on the 'Better, faster, cheaper - pick two' project management adage to describe the current state of AI model development.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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The quote is from The Godfather Part II.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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The quote is from The Godfather Part II (Michael Corleone).2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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The quote is presented as a philosophical anchor for the subsequent observations about market cycles and commodity tech.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 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 · Deeper Layer1 hit
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The slide uses an image with bounding boxes to demonstrate early computer vision capabilities.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Tale Two Worlds1 hit
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The slide uses a simple linear process flow to abstract the utility of ML.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Tale Two Worlds1 hit
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The slide uses a screenshot of a ChatGPT interface to provide a real-world example of information retrieval.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Tale Two Worlds1 hit
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The slide uses a screenshot of a news article from The Register as a case study to illustrate AI failure.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Tale Two Worlds1 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 · Deeper LayerLoop · Tale Two Worlds1 hit
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The slide frames the problem of AI errors as a choice between model improvement vs. product design/UX.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Tale Two Worlds1 hit
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The slide uses a screenshot of a ChatGPT response to illustrate the limitations of LLMs in search contexts.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Tale Two Worlds1 hit
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The slide uses a simple process flow to frame the problem of understanding LLM utility.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Tale Two Worlds1 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 · Deeper LayerLoop · Tale Two Worlds1 hit
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Uses a rhetorical question to frame the difficulty of long-term forecasting.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Tale Two Worlds1 hit
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The chart uses error bars to show the range of exposure within each industry sector.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Tale Two Worlds1 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 · Deeper LayerLoop · Tale Two Worlds1 hit
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Uses a historical photo of Dan Bricklin with an Apple II to frame the 'use case' problem.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Tale Two Worlds1 hit
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The slide uses a simple circular layout to categorize early adoption use cases.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Tale Two Worlds1 hit
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The chart highlights a significant gap in adoption across different professional sectors.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Tale Two Worlds1 hit