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The slide uses a network diagram to illustrate how capital flows between AI companies and hardware providers.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
33
Uses a simple contrast layout to frame the problem statement.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 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
35
The y-axis is truncated starting at 90%.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 hit
36
The chart illustrates market penetration differences between AI tools, suggesting that distribution and brand are currently more significant differentiators than the underlying technology.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 hit
37
The slide uses a skeptical tone to question the quality of the reported user metrics.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
40
The slide uses a simple process flow to frame a strategic question about product adoption.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 hit
42
The slide uses a central question to frame a binary strategic choice.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
44
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
46
The slide uses screenshots of hypothetical or future product interfaces to illustrate the concept of bundling/unbundling AI features.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
48
The slide uses a series of circles to present competing hypotheses for value capture.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 hit
50
The slide uses a linear process flow to categorize AI strategy approaches.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Maturity Curve1 hit
51
The slide uses a simple visual list of circles to categorize use cases.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Maturity Curve1 hit
52
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
53
The slide uses a rhetorical question to frame the growth of AI integration services as a proxy for market automation trends.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Maturity Curve1 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
56
The slide uses a series of circles to categorize common failure points, highlighting that these are standard technology deployment issues.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
61
The slide uses a simple linear process flow to frame future strategic possibilities.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Climax1 hit
62
The slide uses a simple contrast framework to prompt strategic thinking about LLM impact.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Climax1 hit
64
The slide uses a simple linear process flow to guide the reader through the logic of managing LLM-based automation.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Time Machine1 hit
65
Uses Jevons paradox and price elasticity to frame the shift from labor-intensive models to automated ones.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Time Machine1 hit