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2,011-2,040 of 2,436
04
Includes a callout bubble questioning the impact of a global pandemic.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Why Now1 hit
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The chart illustrates the rapid market crash in early 2020.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Why Now1 hit
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The slide uses a large metric callout to emphasize growth, accompanied by a visual of the product in use.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide uses a large percentage metric to establish market context for the Brightwheel platform.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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2021 Bessemer Venture Partners State of Cloud 20212021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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Procore branding present; uses a large metric callout to emphasize market size.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart uses a stepped bar representation to visualize the cumulative market cap.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
23
The chart tracks the performance of the EMCLOUD index over time, showing significant growth, particularly after 2020.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
28
2021 Bessemer Venture Partners State of Cloud 20212021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
29
The chart displays 9 distinct M&A deals with their respective revenue multiples, with Slack as the outlier.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 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
18
The chart compares the 'big four' tech companies' capex against global telecom spending.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Pattern Hunter1 hit
22
The chart highlights 'Utility power' as the most significant constraint among the listed factors.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
26
2025 Benedict Evans 2025 Autum AI eats the world2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Pattern Hunter1 hit
29
The slide uses screenshots of news articles from Financial Times, WSJ, and Reuters to provide external validation of the financial strain on hyperscalers.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Pattern Hunter1 hit
30
The slide highlights the scale of AI infrastructure investment, comparing it to global capacity.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Pattern Hunter1 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
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
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
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The chart illustrates the dominance of major tech platforms in global ad spend.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Time Machine1 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
70
The slide uses browser window mockups to present real-world case studies of AI adoption in marketing.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