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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
82
2024 Benedict Evans 2024 AI eats the world2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Precedent1 hit
84
The slide uses a historical chart from a 1979 Walmart Annual Report to frame a discussion about market evolution.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Precedent1 hit
04
The chart illustrates the 'S-curve' or lifecycle of a dominant platform.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Setup & StakesLoop · 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
09
The chart illustrates the normalization of internet usage in social life.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Setup & StakesLoop · Precedent1 hit
10
The slide uses a process flow to illustrate the historical progression of technology platforms.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
18
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
19
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
21
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
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
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
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
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
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
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
53
The slide uses a rhetorical question to frame the growth of AI integration services as a proxy for market automation trends.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Maturity Curve1 hit
54
The slide uses a humorous subtitle 'Step two: buy some SaaS from Dr Evil' to frame the data.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Maturity Curve1 hit
55
The chart illustrates the 'deployment gap' in AI adoption.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Maturity Curve1 hit
57
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
58
The chart illustrates the gap between current cloud adoption and future expectations, highlighting a slower-than-anticipated transition.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Maturity Curve1 hit
66
The chart shows a massive divergence between human population and machine-generated labour capacity.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Time Machine1 hit
68
The chart illustrates the dominance of major tech platforms in global ad spend.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Time Machine1 hit
72
The chart displays a clear trend where older demographics rely more heavily on traditional search, while younger demographics show higher adoption of GenAI.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Time Machine1 hit