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The chart illustrates the fragmentation of Android compared to the concentration of iOS on current versions.2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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The chart uses a dual-bar comparison across three time-period markers on the x-axis.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
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The slide emphasizes that Amazon's content spend is a strategic lever rather than a core business model compared to Netflix.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
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The chart highlights that tech giants like Apple and Google have capex spending comparable to major automotive manufacturers.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Analogy1 hit
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The chart illustrates the divergence in headcount growth between Amazon and other major tech firms.2017 Benedict Evans 2017 Ten Year Futures · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Precedent1 hit
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The chart illustrates the revenue gap between a traditional retail giant and a newer e-commerce competitor.2017 Benedict Evans 2017 Ten Year Futures · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Precedent1 hit
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The chart uses a color highlight (orange) to distinguish the USA from other markets.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What Could BeLoop · Tale Two Worlds1 hit
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The chart uses color to emphasize the USA as an outlier compared to other developed nations.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Myth Buster1 hit
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The chart highlights the USA's relative underperformance in online grocery market size compared to other major economies.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Zoom In1 hit
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The chart uses a grouped bar format to show two distinct metrics per country.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Zoom In1 hit
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The chart highlights Tesla's sales volume relative to established luxury brands.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What Could BeLoop · Pattern Hunter1 hit
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The chart uses color to distinguish between gaming-related platforms (orange) and traditional media/sports (blue).2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What Could BeLoop · Pattern Hunter1 hit
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The chart highlights that E-sports viewership is comparable to or exceeds traditional sports leagues.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What Could BeLoop · Pattern Hunter1 hit
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The chart highlights the discrepancy between high viewership and low revenue for E-Sports compared to traditional sports.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What Could BeLoop · Pattern Hunter1 hit
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The slide uses two bar charts to contrast market maturity and scale.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What Could BeLoop · Pattern Hunter1 hit
156
Includes a line chart of financial metrics and a timeline of semiconductor process nodes.2020 Air Street Capital The State of AI Report 2020 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
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The chart highlights Tesla's valuation relative to the traditional automotive sector.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pivot1 hit
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The chart distinguishes between industry labs (blue) and academic labs (red).2021 Air Street Capital The State of AI Report 2021 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Cost Of Inaction1 hit
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The charts use a diverging bar chart format where red bars indicate higher prevalence in China and blue bars indicate higher prevalence in the US.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Tale Two Worlds1 hit
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The slide uses two horizontal bar charts to contrast national output vs institutional output.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Tale Two Worlds1 hit
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The slide uses a comparison of valuation vs revenue to illustrate the scale gap between incumbents and startups.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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The slide uses a bar-chart-in-table format to visualize the data.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Segmentation Split1 hit
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Data source: CSET, stateof.ai 2022 report.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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The chart tracks the number of mentions or usage metrics for AI chip companies among researchers.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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Data source: Sequoia Capital. The slide uses two grouped bar charts to contrast incumbent apps (green) with AI-first companies (blue).2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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Data source: dealroom.co as of 19 Sept 2023.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide uses a combination of bar charts to illustrate the financial performance gap between NVIDIA and its competitors.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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The slide uses a narrative approach to compare the performance of various competitors against NVIDIA.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Tale Two Worlds1 hit
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The slide uses two separate line charts to accommodate the extreme difference in scale between xAI and its peers.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit