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The slide uses a split-screen layout to contrast the removal of user friction with the strategic capture of user choices.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Before After1 hit
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The slide uses a visual metaphor to set the stage for a discussion on the evolution of computing or data interfaces.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Before After1 hit
48
The slide uses a high-quality photograph to demonstrate a use case for augmented reality technology.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Before After1 hit
51
The chart illustrates the disruption of the physical rental market by digital streaming services.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Before After1 hit
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The chart highlights the convergence of spending between traditional media giants (grey) and tech platforms (red).2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Before After1 hit
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The chart highlights the rapid growth of Disney's streaming services relative to Netflix's established trajectory.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Before After1 hit
54
The chart uses a diverging bar structure to show the contrast between a profitable incumbent/disruptor (Netflix) and the heavy investment losses of a legacy player (Disney) entering the D2C space.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Before After1 hit
55
The chart uses color to distinguish between legacy media companies (grey) and new entrants (red).2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Before After1 hit
56
The chart highlights YouTube's growing content spend relative to traditional media giants.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Before After1 hit
57
The chart shows the convergence and crossover of Netflix and YouTube viewing shares.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Before After1 hit
58
The chart highlights how YouTube creator content competes with traditional streaming platform metrics.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Before After1 hit
26
The slide uses a historical photo of an IBM System/360 to illustrate the concept of marginal cost in software.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 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
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The slide uses a pull-quote to highlight a strategic shift in the tech industry towards open source AI models.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
31
The slide uses a screenshot of the Apple Intelligence landing page to exemplify the 'API-fication' of AI models.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
32
The slide uses a play on the 'Better, faster, cheaper - pick two' project management adage to describe the current state of AI model development.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 quote is from The Godfather Part II.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 quote is from The Godfather Part II (Michael Corleone).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 quote is presented as a philosophical anchor for the subsequent observations about market cycles and commodity tech.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 slide uses a classic computer vision example (object detection) to frame the question of ML's real-world value.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
21
The slide uses a simple linear process diagram to frame the core value proposition of machine learning.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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Tesler's Theorem2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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The slide uses a rhetorical question to frame the upcoming section.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
24
The slide uses a screenshot of a ChatGPT interface to illustrate a 'cool' but potentially non-useful use case.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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The slide uses a rhetorical question to challenge the traditional definition of search.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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The slide uses a screenshot of a New York Times article about a lawyer using ChatGPT to create fake case law as a cautionary example.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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The slide uses a screenshot of a ChatGPT response to illustrate AI hallucination.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
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2024 Benedict Evans 2024 AI eats the world2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit