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319,975 slides
319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.
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- 319,974
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Showing 319,974 described slides — 100.0% of 319,975 rendered pages
+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs
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Slide collection
56,581-56,640 of 319,975
73
2024 Benedict Evans 2024 AI eats the world2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Implications1 hit
74
The slide uses a reverse-chronological or retrospective flow, showing how past ideas evolved into current ones and looking forward to future ones.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Precedent1 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
76
The slide uses a simple flow diagram (circle to grid) to show the expansion of regulatory scope.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
78
The chart marks key historical milestones like Apple Macintosh and Mosaic.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Precedent1 hit
79
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
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
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
83
The slide uses a simple comparison list to show that domain expertise is required to answer questions about industry disruption.2024 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
85
2024 Benedict Evans 2024 AI eats the world2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst 1 hit
86
This is an introductory slide for a presentation deck by Benedict Evans.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst 1 hit
87
2024 Benedict Evans 2024 AI eats the world2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst 1 hit
01
2025 Benedict Evans 2025 Autum AI eats the world2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Setup & Stakes1 hit
02
The slide uses a series of S-curves to represent successive technology eras.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Setup & StakesLoop · Precedent1 hit
03
The slide uses a simple process flow diagram to categorize the effects of a platform shift.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Setup & StakesLoop · 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
06
The slide uses a chronological progression to illustrate the recurring pattern of technological uncertainty.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Setup & StakesLoop · Precedent1 hit
07
The slide uses screenshots of news articles from Fortune, Business Insider, and CNBC to demonstrate the 'noise' in the current AI market.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Setup & StakesLoop · Precedent1 hit
08
The slide uses a book cover as a visual anchor to discuss cognitive biases in financial analysis.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
11
2025 Benedict Evans 2025 Autum AI eats the world2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Setup & StakesLoop · Precedent1 hit
12
The slide uses a series of S-curves to represent successive technology waves, with Generative AI shown as a branching point of unknown trajectory.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Setup & StakesLoop · Precedent1 hit
13
2025 Benedict Evans 2025 Autum AI eats the world2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Setup & StakesLoop · Precedent1 hit
14
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 Action1 hit
15
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 Action1 hit
16
The slide uses a simple linear process flow to show the progression of strategic thinking.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Pattern Hunter1 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
22
The chart highlights 'Utility power' as the most significant constraint among the listed factors.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Pattern Hunter1 hit
23
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
24
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
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