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13,231-13,260 of 58,039
59
The chart shows a clear trend of increasing SaaS app usage across all segments, particularly in Mid-market and Large enterprises.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Paradox Resolver1 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
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
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
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
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
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
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
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
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
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
59
The chart shows a significant inflection point in SKU growth following the introduction of barcodes in 1974.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Climax1 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
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
79
The chart tracks three categories: Core retail, Addressable retail, and All retail from 2000 to 2025.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ResolutionLoop · Precedent1 hit
80
The chart highlights the dominance of Waymo in the robotaxi market compared to Cruise and Tesla.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ResolutionLoop · Precedent1 hit
13
The chart illustrates the significant increase in infrastructure investment by major tech companies, attributed to FOMO regarding the next decade of tech.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
14
The chart illustrates a significant upward trend in capex intensity, likely reflecting the shift from software licensing to cloud infrastructure.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit