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Answer this question
BenedictEvans · transition
Answer this question
 Answer this question
BenedictEvans · problem_statement
Answer this question
 A little exposure can be misleading
BenedictEvans · analyze_data
A little exposure can be misleading
 What is this? We’re still working it out
BenedictEvans · context
What is this? We’re still working it out
 Machine learning, automated learning
BenedictEvans · context
Machine learning, automated learning
 2023: how should we understand generative ML?
BenedictEvans · process_diagram
2023: how should we understand generative ML?
 “AI gives you infinite interns”
BenedictEvans · quote_slide
“AI gives you infinite interns”
 Every text box on the internet will get an LLM
BenedictEvans · client_example
Every text box on the internet will get an LLM
 Infinite interns (to make your product shots)
BenedictEvans · case_study
Infinite interns (to make your product shots)
 How is value captured in a platform shift?
BenedictEvans · framework_other
How is value captured in a platform shift?
 And Adobe is trying to do both
BenedictEvans · process_diagram
And Adobe is trying to do both
 But then, new tools change the nature of the work
BenedictEvans · context
But then, new tools change the nature of the work
 Platform shifts tend to change everything else
BenedictEvans · context
Platform shifts tend to change everything else
 And create new gatekeepers
BenedictEvans · context
And create new gatekeepers
 The end of links?
BenedictEvans · process_diagram
The end of links?
 But beware of extrapolating
BenedictEvans · context
But beware of extrapolating
 Posit: all AI questions have one of two answers
BenedictEvans · framework_other
Posit: all AI questions have one of two answers
 More than a platform shift?
BenedictEvans · transition
More than a platform shift?
 A step change in generalisation?
BenedictEvans · process_diagram
A step change in generalisation?
 Return of the ‘agent’ (or the mainframe)?
BenedictEvans · context
Return of the ‘agent’ (or the mainframe)?
 Return of the ‘agent’ (or the mainframe)?
BenedictEvans · other
Return of the ‘agent’ (or the mainframe)?
 “There are two ways to make money. You can bundle, or you can unbundle”
BenedictEvans · quote_slide
“There are two ways to make money. You can bundle, or you can unbundle”
 Is this a product?
BenedictEvans · problem_statement
Is this a product?
 The blank canvas problem
BenedictEvans · problem_statement
The blank canvas problem
 Every Unix function became a company
BenedictEvans · key_messages
Every Unix function became a company
 “Half my jobs are telling people who use Excel to use a database... and the other half are telling people who use a database to use Excel”
BenedictEvans · quote_slide
“Half my jobs are telling people who use Excel to use a database... and the other half are telling people who use a database to use Excel”
 A product paradox, perhaps?
BenedictEvans · framework_other
A product paradox, perhaps?
 Unless, of course...
BenedictEvans · transition
Unless, of course...
 A path to AGI?
BenedictEvans · section_divider
A path to AGI?
 “Artificial intelligence is whatever hasn’t been done yet”
BenedictEvans · quote_slide
“Artificial intelligence is whatever hasn’t been done yet”
 What are we trying to build when we say ‘AGI’?
BenedictEvans · context
What are we trying to build when we say ‘AGI’?
 And generative AI might be on a path to that...
BenedictEvans · case_study
And generative AI might be on a path to that...
 Hence the OpenAI mess
BenedictEvans · case_study
Hence the OpenAI mess
 The problem: again, Generative ML seems brilliant...
BenedictEvans · problem_statement
The problem: again, Generative ML seems brilliant...
 But can it “understand”?
BenedictEvans · other
But can it “understand”?
 (Maybe people don't have 'general intelligence' either?)
BenedictEvans · other
(Maybe people don't have 'general intelligence' either?)
 We don't know
BenedictEvans · context
We don't know
 (Meta is still metaversing)
BenedictEvans · financial_analysis
(Meta is still metaversing)
$16bn — Operating income
 Meanwhile, “back to the trend line”
BenedictEvans · industry_trends
Meanwhile, “back to the trend line”
15-20% — Ecommerce as % US retail
 From exciting to universal
BenedictEvans · industry_trends
From exciting to universal
5bn — Global computer users
 The new normal
BenedictEvans · context
The new normal
50% — Percentage of couples meeting online
 A new bundle and a new channel build a new global fast fashion business
BenedictEvans · industry_trends
A new bundle and a new channel build a new global fast fashion business
$30bn — Global retail revenue
 And whatever comes next
BenedictEvans · industry_trends
And whatever comes next
 But what kinds of questions?
BenedictEvans · context
But what kinds of questions?
 The last time this happened
BenedictEvans · case_study
The last time this happened
900 — Net Sales
 What matters in tech? What’s going on, what might it mean, and what will happen next?
BenedictEvans · other
What matters in tech? What’s going on, what might it mean, and what will happen next?
 The rise in Nigeria’s public debt to N87.4trillion in Q2 2023 could be attributed to the impact of securitisation of ways & means, and the naira devaluation
Strategy_and · 2023 · financial_analysis
The rise in Nigeria’s public debt to N87.4trillion in Q2 2023 could be attributed to the impact of securitisation of ways & means, and the naira devaluation
N87.4trillion — Public Debt
 The rise in all energy pressure points may further squeeze consumer’s purchasing power
Strategy_and · 2023 · industry_trends
The rise in all energy pressure points may further squeeze consumer’s purchasing power
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