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2021 Benedict Evans 2021 Three Steps to the Future2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Aha Moment1 hit
50
2021 Benedict Evans 2021 Three Steps to the Future2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Domino Effect1 hit
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The chart highlights the divergence between traditional TV, Pay TV, and streaming services.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Domino Effect1 hit
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The slide uses a rhetorical question as a title to frame the industry shift.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Domino Effect1 hit
67
The slide title 'Endless waves of new competitors' seems disconnected from the chart showing Shopify's own growth, implying Shopify is the 'new competitor' or that the market is crowded.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
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The chart illustrates the cyclical nature of retail disruption, comparing the rise of ecommerce to previous retail shifts.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
92
The slide uses a series of S-curves to represent the diffusion of technology across different segments of society over time.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Ladder Abstraction1 hit
93
Uses a historical illustration of a Sears store to frame a question about value capture in the automotive era.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Ladder Abstraction1 hit
04
The chart illustrates the long-term trend of interest rates, emphasizing the recent period of near-zero rates.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide uses a photo of competing quick-commerce ads to illustrate the 'free money' era of rapid customer acquisition.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart illustrates that despite market volatility (e.g., dotcom bubble), the underlying adoption trend remains consistent.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Myth Buster1 hit
39
The slide uses a quote to illustrate the dependency of retailers on promotional money from manufacturers.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
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The chart illustrates the impact of technology (UPCs, barcodes, computers) on retail inventory management.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
79
The slide uses a rhetorical question to transition into a discussion about the utility of AI/computer vision.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Precedent1 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
14
The slide uses screenshots of news articles to frame a market trend discussion.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
24
The slide uses screenshots of web articles to illustrate the trend of financial institutions entering the AI hardware space.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First Layer1 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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2023 Benedict Evans 2023 AI and Everything Else2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Maturity Curve1 hit
89
The chart highlights the peak around 1950, coinciding with the launch of the Otis Autotronic elevator.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Ladder Abstraction1 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
05
The chart illustrates a significant market correction following the 2021-2022 peak.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
15
This is a classic Benedict Evans slide illustrating the cyclical nature of tech platform shifts.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Precedent1 hit
27
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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The slide uses a causal chain structure to illustrate how foundational technological shifts lead to broad, unforeseen societal or business outcomes.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Precedent1 hit
44
The image shows an early iPhone App Store interface, serving as a visual metaphor for the 'gatekeeper' concept.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Precedent1 hit
51
Uses Clippy as a cultural reference for early AI agents.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Paradox Resolver1 hit
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The slide uses Clippy as a visual metaphor for the 'AI Agent' concept.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Paradox Resolver1 hit
70
The slide uses a screenshot of a Wikipedia page about cognitive biases to support a philosophical or psychological argument.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Hypothesis Test1 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