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Data source: NewsWhip - Spike, 4/14.2014 Bond Cap Internet Trends 2014 · Mary Meeker
Consulting deck VC research Beat · Deeper Layer2 hits
63
The chart highlights the shift in platform dominance over time, specifically the emergence of Snapchat and WhatsApp in later years.2014 Bond Cap Internet Trends 2014 · Mary Meeker
Consulting deck VC research Beat · Deeper LayerLoop · Pattern Hunter2 hits
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The chart highlights the dominance of mobile phones in MEMS shipments.2014 Bond Cap Internet Trends 2014 · Mary Meeker
Consulting deck VC research Beat · Deeper LayerLoop · Pattern Hunter2 hits
90
The chart shows a logarithmic scale for cost over time, demonstrating that genome sequencing costs have fallen significantly faster than Moore's Law.2014 Bond Cap Internet Trends 2014 · Mary Meeker
Consulting deck VC research Beat · Deeper LayerLoop · Aha Moment2 hits
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The chart shows a clear inflection point for mobile devices around 2009-2010.2014 Bond Cap Internet Trends 2014 · Mary Meeker
Consulting deck VC research Beat · ImplicationsLoop · Pattern Hunter2 hits
119
Data from Millward Brown Digital study, N=7,500+.2014 Bond Cap Internet Trends 2014 · Mary Meeker
Consulting deck VC research Beat · ImplicationsLoop · Benchmark Gap2 hits
07
2015 Benedict Evans 2015 Mobile is Eating the World2015 Benedict Evans 2015 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter2 hits
15
The chart illustrates the 'crossover' point around 2011 where smartphone shipments surpassed PC shipments.2015 Benedict Evans 2015 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter2 hits
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2015 Benedict Evans 2015 Mobile is Eating the World2015 Benedict Evans 2015 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter2 hits
18
The slide compares PlaNet's performance against established RL benchmarks (A3C, D4PG) using both a summary table and performance charts.2019 Air Street Capital The State of AI Report 2019 · Nathan Benaich and Ian Hogarth
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In2 hits
23
The slide tracks the evolution of NLP model performance against the GLUE benchmark, noting the introduction of SUPERglue due to rapid progress.2019 Air Street Capital The State of AI Report 2019 · Nathan Benaich and Ian Hogarth
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter2 hits
56
The slide uses a combination of a combo chart (bar + line) and a 100% stacked bar chart to illustrate growth and regional composition.2019 Air Street Capital The State of AI Report 2019 · Nathan Benaich and Ian Hogarth
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter2 hits
86
The slide highlights the disparity between mature cloud infrastructure revenue and nascent AI service revenue.2019 Air Street Capital The State of AI Report 2019 · Nathan Benaich and Ian Hogarth
Consulting deck VC research Beat · The Facts (What)Loop · Benchmark Gap2 hits
04
The slide uses two distinct charts to illustrate the shift toward digital transformation.2020 FY21 Investor Day from SEC · Salesforce
Consulting deck Strategy consulting Beat · Situation & ContextLoop · Why Now2 hits
08
The chart uses a stacked bar format to visualize the composition and growth of the TAM over time, with icons representing each segment.2020 FY21 Investor Day from SEC · Salesforce
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Build Up2 hits
05
The slide uses a split layout with financial bar charts on the left and a grid of key performance indicators on the right.2024 02 Investor Deck · BILL
Consulting deck Strategy consulting Beat · Situation & ContextLoop · Golden Circle2 hits
14
The chart shows skill disruption levels (High, Moderate, Low) for HRBP, L&D, and Recruiter roles, alongside examples of required upskilling and new hiring needs.2024 Executive Perspectives Human Resources · BCG
Consulting deck Strategy consulting Beat · Impact & Next StepsLoop · Mece Breakdown2 hits
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The chart displays revenue in billions on a reported basis and YoY growth rates adjusted for FX.2024 Q1 Earnings Presentation · American Express
Consulting deck Strategy consulting Beat · Rising ActionLoop · Build Up2 hits
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Includes revenue growth comparisons for full fiscal years and quarterly periods, alongside key business KPIs.2025 08 Investor Deck · BILL
Consulting deck Strategy consulting Beat · Situation & ContextLoop · Golden Circle2 hits
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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 Hunter2 hits
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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 Hunter2 hits
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 Moment2 hits
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 Moment2 hits
18
Log scale used for price axis.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter2 hits
02
The slide uses a line chart to visualize time-to-milestone for different company archetypes.2025 Bessemer Venture Partners State of AI 2025 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Segmentation Split2 hits
16
The chart illustrates the divergence between value realization and rising tech costs/complexity over the course of an AI transformation journey.2025 Executive Perspectives Unlocking Impact from AI Driving Sustaingable Cost Advantage with AI · BCG
Consulting deck Strategy consulting Beat · Impact & Next StepsLoop · Pre Mortem2 hits
15
The slide emphasizes the 'cost of misalignment' and the 'virtuous cycle' created by integrating business, platform, and AI strategies.2025 The new rules of Platform Strategy in the age of agentic AI · Accenture
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Benchmark Gap2 hits
14
The chart uses arrows to emphasize growth rates between years for the total Capex.2026 04 Investor Presentation · Applied Digital
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Why Now2 hits
44
The chart illustrates how the company offsets dilution through specific financial instruments and repurchase strategies.2026 04 Investor Presentation · Applied Digital
Consulting deck Strategy consulting Beat · Evidence & ProofLoop · Build Up2 hits
22
The chart uses an area-stacked visualization to show the proportion of AI workload traffic relative to total traffic.2026 Investor Day · A10 Networks
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Why Now2 hits