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07
Likely used as a visual metaphor for social distancing, organization, or structured environments.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)1 hit
08
The slide uses a layered design with two overlapping panels containing the same four individuals.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)1 hit
09
This slide appears to be a placeholder or a 'filler' slide showing the team in a remote work setting.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)1 hit
16
The slide is a screenshot of a tweet.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
17
The chart displays market cap values for Zoom, ServiceNow, PayPal, Salesforce, and Adobe.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
18
The chart displays market cap values for Zoom, Shopify, Salesforce, Adobe, and PayPal.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
25
The slide highlights the discrepancy between current capacity and ambitious future projections, questioning the realism of the 'bragawatts'.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Pattern Hunter1 hit
26
2025 Benedict Evans 2025 Autum AI eats the world2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Pattern Hunter1 hit
27
The chart illustrates the significant increase in capital expenditure relative to free cash flow for major tech companies, attributed to AI investments.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Pattern Hunter1 hit
28
The chart highlights the significant increase in capital leases for hyperscalers, particularly in recent years.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Pattern Hunter1 hit
29
The slide uses screenshots of news articles from Financial Times, WSJ, and Reuters to provide external validation of the financial strain on hyperscalers.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Pattern Hunter1 hit
30
The slide highlights the scale of AI infrastructure investment, comparing it to global capacity.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Pattern Hunter1 hit
31
The slide uses a network diagram to illustrate how capital flows between AI companies and hardware providers.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Pattern Hunter1 hit
32
The slide uses a causal-chain style logic to map company situations to strategic imperatives.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Pattern Hunter1 hit
33
Uses a simple contrast layout to frame the problem statement.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 hit
34
The chart illustrates the 'AI model explosion' trend, highlighting the increasing frequency of new model releases and the saturation of benchmarks.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 hit
35
The y-axis is truncated starting at 90%.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 hit
36
The chart illustrates market penetration differences between AI tools, suggesting that distribution and brand are currently more significant differentiators than the underlying technology.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 hit
37
The slide uses a skeptical tone to question the quality of the reported user metrics.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 hit
38
The chart shows a clear trend of increasing usage, but with 'monthly' usage significantly outpacing 'daily' usage.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 hit
39
The chart highlights the variance in survey results while pointing to a consistent trend in usage levels.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 hit
40
The slide uses a simple process flow to frame a strategic question about product adoption.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 hit
41
2025 Benedict Evans 2025 Autum AI eats the world2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 hit
42
The slide uses a central question to frame a binary strategic choice.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 hit
43
The chart illustrates a dramatic spike in capex/sales ratio in recent years, suggesting a shift in business model intensity.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 hit
44
The slide uses a visual metaphor of circles to categorize OpenAI's strategic bets, with one highlighted in red.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 hit
45
2025 Benedict Evans 2025 Autum AI eats the world2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 hit
46
The slide uses screenshots of hypothetical or future product interfaces to illustrate the concept of bundling/unbundling AI features.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 hit
47
The chart illustrates the shift from 'Other' to 'AI' startups in Y Combinator batches from 2015 to 2025.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 hit
48
The slide uses a series of circles to present competing hypotheses for value capture.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 hit