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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
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
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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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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 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
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
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
66
The chart highlights the increasing proportion of AI-focused startups in recent YC batches.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Pivot1 hit
75
The chart illustrates the long-term trend of e-commerce penetration, noting a significant, temporary deviation during the pandemic.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Zoom In1 hit
76
The chart illustrates the temporary spike in e-commerce penetration during the pandemic followed by a return to long-term growth trends.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Zoom In1 hit
80
2023 Benedict Evans 2023 AI and Everything Else2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Zoom In1 hit
81
The chart uses a dotted line for earlier periods and a solid line for more recent data, indicating a change in reporting or data source.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Zoom In1 hit
84
The chart shows a stacked bar representation where Waymo (red) dominates the volume, with minor contributions from Cruise (light red) and Tesla (black, barely visible).2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Zoom In1 hit
85
The chart compares regional BEV adoption against Tesla's individual performance.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Zoom In1 hit
03
The chart illustrates the 'hype cycle' phenomenon in tech media coverage.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
04
The chart highlights a significant increase in AI-related startups in recent cohorts.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
08
The chart illustrates the rapid shift in revenue composition towards Data Centre starting around 2022.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
09
The chart illustrates the significant growth in infrastructure spending by the 'big three' cloud platforms.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
10
Data source: McKinsey. The chart illustrates adoption levels ranging from 'Have not tried' to 'Use for work'.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
31
Data source: Deloitte, UK June 2023 survey.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
59
The chart shows a clear trend of increasing SaaS app usage across all segments, particularly in Mid-market and Large enterprises.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Paradox Resolver1 hit
75
The chart uses a grouped bar format to contrast positive revenue against negative operating income.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Precedent1 hit
77
The chart uses dotted lines to indicate the long-term trend trajectory.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Precedent1 hit
80
The chart shows a clear divergence in growth trajectories between traditional fast fashion retailers and Shein.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Precedent1 hit
81
The chart tracks search interest from Jan 2016 to late 2023.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Precedent1 hit
05
The chart illustrates the 'first-mover disadvantage' or market disruption by showing how initial market share dominance (All others) was overtaken by a new standard (IBM-compatible).2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Setup & StakesLoop · Precedent1 hit
17
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 compares the 'big four' tech companies' capex against global telecom spending.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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Data after July 2025 is noted as delayed due to a US government shutdown.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Pattern Hunter1 hit
20
The chart illustrates a dramatic shift in market dominance between two major semiconductor companies.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Pattern Hunter1 hit