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The chart uses a descending order of sharing frequency by country, with the USA highlighted in red.2013 Bond Cap Internet Trends 2013 · Mary Meeker
Consulting deck VC research 1 hit
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Includes patent diagrams and real-world AR application examples.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Before After1 hit
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The chart uses a stacked bar for GMV (Desktop/Mobile) and a line for Mobile Y/Y growth.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
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Data source: GfK Survey (1/17). Sample size n=22K, ages 15+.2018 Bond Cap Internet Trends 2018 · Mary Meeker
Consulting deck VC research Beat · Action1 hit
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The chart shows a sharp upward trend in views of user-generated lenses from late 2018 to early 2019.2019 Bond Cap Internet Trends 2019 · Mary Meeker
Consulting deck VC research 1 hit
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The slide uses a 2x2 grid layout to compare four different companies' growth metrics.2019 Bond Cap Internet Trends 2019 · Mary Meeker
Consulting deck VC research 1 hit
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The chart uses three curves to represent different growth endurance scenarios (Good, Better, Best) starting from $1MM ARR.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Implications (So What)Loop · Sensitivity Test1 hit
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The chart shows individual company performance against two benchmark lines: Usage-based mean and Public cloud mean.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Implications (So What)Loop · Issue Tree1 hit
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The chart highlights the significant increase in capex spending by the 'big four' tech companies, projected to reach $400bn in 2025.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Pattern Hunter1 hit
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The chart illustrates the divergence in revenue trajectories between the three companies, with Nvidia's recent surge outpacing the others.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Pattern Hunter1 hit
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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
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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
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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
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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
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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
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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
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The chart visualizes survey data from Morgan Stanley regarding LLM adoption timelines.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Maturity Curve1 hit
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Uses Jevons paradox and price elasticity to frame the shift from labor-intensive models to automated ones.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Time Machine1 hit
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The slide uses a process flow diagram to contrast three eras of recommendation systems.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Time Machine1 hit
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The slide uses a simple binary contrast to frame the current discourse.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Why Now1 hit
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The chart illustrates the divergence in revenue trajectories between Intel and Nvidia.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart illustrates the competitive landscape of AI models, highlighting the clustering of most models at low price points with varying quality levels.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart uses a trend line to show the diminishing returns of quality relative to cost.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart highlights the volatility of competitor rankings versus the stability of ChatGPT.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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2025 Benedict Evans 2025 Spring AI eats the world2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
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The slide uses a simple circular layout to categorize early-adopter use cases.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Precedent1 hit
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The chart visualizes the concentration of global advertising spend.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Scenario Fork1 hit
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The charts illustrate the rapid acceleration of electricity demand for data centers, particularly in the US, starting around 2020.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
Consulting deck VC research Beat · Action1 hit
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Includes specific footnotes regarding data sources and estimation methodologies for each company.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
Consulting deck VC research Beat · Action1 hit
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The slide uses four line charts to visualize the frequency of 'AI' mentions in earnings calls for major tech incumbents.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
Consulting deck VC research Beat · Action1 hit