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69
The chart uses red bars for tech-focused companies (Amazon, Alibaba, Alphabet) and grey for others.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
72
The chart compares 'Today' (actual) vs 'Expected in 3 years' (forecast) for each time period.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Maturity Curve1 hit
74
The chart illustrates the volatility of NFT markets and the potential disconnect between speculative trading volume and actual user engagement.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Maturity Curve1 hit
75
The chart highlights the massive scale of Meta's investment compared to Apple's historical R&D spend.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Maturity Curve1 hit
77
Illustrates market disruption and the slow adoption curve of new technologies.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Maturity Curve1 hit
90
The chart illustrates the increasing demand for computing capacity driven by ML and Generative ML.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Precedent1 hit
93
The slide uses a bubble chart to represent a non-exhaustive list of tech trends or issues.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)1 hit
94
2022 Benedict Evans 2022 The New Gatekeepers2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)1 hit
95
The chart illustrates the decline of traditional industrial giants like GM relative to the rise of modern tech companies.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)1 hit
96
The chart illustrates the shift from physical retail (car-commerce) to digital retail (e-commerce).2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Jobs To Be Done1 hit
97
The slide uses the 'Jobs to be Done' framework as a conceptual hook for analyzing market growth.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Jobs To Be Done1 hit
98
The slide uses the 'Jobs to be Done' framework to challenge the viewer to look beyond the surface-level revenue data.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Jobs To Be Done1 hit
99
The slide uses the 'Jobs to be Done' framework to frame the inquiry into market trends.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Jobs To Be Done1 hit
100
The chart highlights the exponential growth in satellite launches starting around 2020.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Jobs To Be Done1 hit
04
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 Buster1 hit
05
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 Buster1 hit
06
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 Buster1 hit
21
The chart uses a combination of stacked bars for Nvidia and a line graph for Intel to illustrate the divergence in performance.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
22
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
23
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
27
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
28
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
29
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
41
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
47
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
51
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
56
The slide highlights that while bookings are growing, they are largely pilot-based.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Maturity Curve1 hit
58
The chart illustrates the gap between current cloud adoption and future expectations over a decade.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Maturity Curve1 hit
59
The chart visualizes survey data from Morgan Stanley regarding enterprise AI adoption timelines.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Maturity Curve1 hit
60
Data source: Productiv. Slide 60 from Benedict Evans presentation.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Maturity Curve1 hit