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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 · Deeper LayerLoop · Tale Two Worlds1 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
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The chart highlights the increasing proportion of AI-focused startups in recent YC batches.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Pivot1 hit
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The slide uses a linear process diagram to illustrate the commoditization of AI technology.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Pivot1 hit
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The chart highlights the revenue scale of digital-native platforms (red) versus traditional media conglomerates (grey).2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Zoom In1 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 · ImplicationsLoop · Zoom In1 hit
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The chart shows a stacked bar representation where Waymo (red) dominates the volume, with minor contributions from Cruise (light red) and Tesla (black, barely visible).2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Zoom In1 hit
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The slide uses a simplified S-curve to map technology maturity phases.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Precedent1 hit
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The slide uses a simplified S-curve to categorize technology adoption phases.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Precedent1 hit
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The slide uses a simplified S-curve to categorize technology maturity into three stages: 'Why is this useful?', 'Exciting!', and 'Boring'.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Precedent1 hit
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The slide uses a classic S-curve model to frame the maturity of current tech trends.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Precedent1 hit
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This is a minimalist quote slide used to emphasize a core thesis point.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Analogy1 hit
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The slide uses a split-screen image to show a raw product shot vs. a generated lifestyle shot.2024 Benedict Evans 2024 AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Analogy1 hit
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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 a screenshot of an empty Excel sheet to illustrate the 'blank canvas' concept.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 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
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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
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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
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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
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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
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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
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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
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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
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The slide uses screenshots of web articles as evidence for the thesis.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Maturity Curve1 hit
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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
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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
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2025 Benedict Evans 2025 Autum AI eats the world2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Time Machine1 hit
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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
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The slide uses a contrast-pair structure to illustrate the evolution of AI's perceived role.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Time Machine1 hit
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Uses two Wired magazine covers from different eras and a modern NPR article screenshot to show the persistence of the 'web is dead' narrative.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Time Machine1 hit