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9,301-9,330 of 13,809
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2022 Benedict Evans 2022 The New Gatekeepers2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
52
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 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
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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
63
The chart illustrates the shift in Nike's sales mix towards D2C over time.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
65
The slide uses a hub-and-spoke style process flow to show the transition from centralized production/logistics to fragmented, targeted segments.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
69
The chart uses red bars for tech-focused companies (Amazon, Alibaba, Alphabet) and grey for others.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
74
The chart illustrates the volatility of NFT markets and the potential disconnect between speculative trading volume and actual user engagement.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Maturity Curve1 hit
77
Illustrates market disruption and the slow adoption curve of new technologies.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Maturity Curve1 hit
80
The slide uses a simple process flow diagram to illustrate the abstraction of machine learning capabilities.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Precedent1 hit
94
2022 Benedict Evans 2022 The New Gatekeepers2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)1 hit
97
The slide uses the 'Jobs to be Done' framework as a conceptual hook for analyzing market growth.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Jobs To Be Done1 hit
04
Data source: Reuters Institute. The chart compares 'Heard of but not used' vs 'Used' segments.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Myth Buster1 hit
06
The chart displays two bars per category, representing two different time periods, with each bar split into production (red) and development/pilot (grey) segments.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Myth Buster1 hit
07
The slide uses screenshots of external research reports (Sequoia, BCG, Goldman Sachs) to establish a skeptical industry consensus.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Myth Buster1 hit
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The slide uses a sequential growth model to illustrate historical platform shifts.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Myth Buster1 hit
12
The slide uses a simple flow diagram to contrast two potential future scenarios based on current trends.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
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The slide uses a simple circular layout to present four distinct challenges.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
21
The chart uses a combination of stacked bars for Nvidia and a line graph for Intel to illustrate the divergence in performance.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
22
The chart highlights the significant increase in infrastructure spending by major tech companies.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
23
The chart illustrates the shift in capital intensity between traditional telco infrastructure (Verizon) and software/cloud infrastructure (Microsoft).2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First Layer1 hit
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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
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The slide uses a central 'This is amazing! (Now what?)' node branching into two opposing directions: 'Better results' and 'Efficiency'.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First Layer1 hit
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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
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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
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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 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
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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
37
The slide uses an image with bounding boxes to demonstrate early computer vision capabilities.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Tale Two Worlds1 hit