Explore

Slice the corpus on any axis.

Filter by firm, year, function, metric or slide category — then see the result as a narrative arc, a treemap of slide types, or a catalog of slides.

clear
51,416 slides across 1229 decks match.
Treemap Arc Catalog
Do you have that use case?
BenedictEvans · case_study
Do you have that use case?
 “I have that use case!”
BenedictEvans · other
“I have that use case!”
 “I have that use case!”
BenedictEvans · market_landscape
“I have that use case!”
10% — Generative AI adoption rate
 How do we deploy this?
BenedictEvans · section_divider
How do we deploy this?
 How do we always deploy new technologies?
BenedictEvans · process_diagram
How do we always deploy new technologies?
 Is this an Accenture question?
BenedictEvans · context
Is this an Accenture question?
 “What’s our AI strategy?”
BenedictEvans · analyze_data
“What’s our AI strategy?”
$1,000m — Generative AI bookings
 The future can take a long time
BenedictEvans · industry_trends
The future can take a long time
30% — Enterprise workloads in public cloud
 The future can take a long time
BenedictEvans · industry_trends
The future can take a long time
25% — CIO adoption timing
 But eventually, new platforms mean new tools
BenedictEvans · industry_trends
But eventually, new platforms mean new tools
 “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”
 Unless the LLM can do the whole thing?
BenedictEvans · framework_other
Unless the LLM can do the whole thing?
 Are LLMs Infra? APIs? Platforms? The new UX?
BenedictEvans · framework_other
Are LLMs Infra? APIs? Platforms? The new UX?
 “It's not the customer's job to know what they want”
BenedictEvans · quote_slide
“It's not the customer's job to know what they want”
 Do LLMs break our use-case-discovery models?
BenedictEvans · problem_statement
Do LLMs break our use-case-discovery models?
 New use cases, new unbundlers
BenedictEvans · industry_trends
New use cases, new unbundlers
 Sometimes, it really is just a feature
BenedictEvans · client_example
Sometimes, it really is just a feature
 ‘AI’ tends to turn into ‘automatic’
BenedictEvans · process_diagram
‘AI’ tends to turn into ‘automatic’
 In from three to eight years we will have a machine with the general intelligence of an average human being
BenedictEvans · quote_slide
In from three to eight years we will have a machine with the general intelligence of an average human being
 Perhaps, all AI questions have one of two answers
BenedictEvans · framework_other
Perhaps, all AI questions have one of two answers
 Meta is still metaversing
BenedictEvans · financial_analysis
Meta is still metaversing
$17.4bn — Operating loss
 E-commerce is still there
BenedictEvans · market_landscape
E-commerce is still there
 ‘Back to the trend line’
BenedictEvans · industry_trends
‘Back to the trend line’
40% — E-commerce as % UK retail
 New channels, new winners
BenedictEvans · market_landscape
New channels, new winners
$45bn — Revenue
 Unbundling Amazon
BenedictEvans · market_landscape
Unbundling Amazon
$270bn — Shopify GMV
 Breaking habits
BenedictEvans · context
Breaking habits
$33bn — GTV
 A delivery business, or a $1bn ad business?
BenedictEvans · financial_analysis
A delivery business, or a $1bn ad business?
$1bn — Revenue
 Amazon probably has more cashflow from advertising than from retail or AWS
BenedictEvans · industry_trends
Amazon probably has more cashflow from advertising than from retail or AWS
$50bn+ — Advertising Revenue (TTM)
 Software eats media
BenedictEvans · market_landscape
Software eats media
 Big fish, little fish
BenedictEvans · competitive_analysis
Big fish, little fish
$25bn — 2024 content spending ($bn)
 Software eats cars?
BenedictEvans · industry_trends
Software eats cars?
300,000 — Monthly robotaxi trips
 Cars become software?
BenedictEvans · market_landscape
Cars become software?
10.0m — BEV unit sales
 But what kinds of questions are these?
BenedictEvans · context
But what kinds of questions are these?
 “Intelligence’ is whatever machines haven't done yet”
BenedictEvans · quote_slide
“Intelligence’ is whatever machines haven't done yet”
 ‘Tech’ is whatever machines haven’t done yet?
BenedictEvans · other
‘Tech’ is whatever machines haven’t done yet?
 When automation works, it disappears
BenedictEvans · case_study
When automation works, it disappears
 What matters in tech? What’s going on, what might it mean, and what will happen next?
BenedictEvans · closing_ask
What matters in tech? What’s going on, what might it mean, and what will happen next?
 A strong German bank with a broad global network
DeutscheBank · 2023 · context
A strong German bank with a broad global network
€ 1.3tn — Regional revenue split
 Ongoing progress across metrics, supported by strong capital ratios
DeutscheBank · 2023 · kpi_dashboard
Ongoing progress across metrics, supported by strong capital ratios
6.3% — RoTE
 Revenue performance has exceeded expectations
DeutscheBank · 2023 · financial_analysis
Revenue performance has exceeded expectations
28.5 — Group revenue
 Better balanced franchise across divisions
DeutscheBank · 2023 · key_takeaways
Better balanced franchise across divisions
28.5 — Net revenues
 Significantly reduced cost/income ratio (CIR)
DeutscheBank · 2023 · financial_analysis
Significantly reduced cost/income ratio (CIR)
72% — Cost/Income Ratio
 Rating upgrades confirm transformation achievements
DeutscheBank · 2023 · key_takeaways
Rating upgrades confirm transformation achievements
 Positioning as Global Hausbank enables sustainable growth
DeutscheBank · 2023 · context
Positioning as Global Hausbank enables sustainable growth
 Continued positive momentum year-to-date
DeutscheBank · 2023 · kpi_dashboard
Continued positive momentum year-to-date
6.9% — Revenue CAGR
 Revenues planned to reach >€ 30bn by 2025
DeutscheBank · 2023 · financial_analysis
Revenues planned to reach >€ 30bn by 2025
>€ 30bn — Revenue
 Focus on cost base supports further CIR reduction
DeutscheBank · 2023 · financial_analysis
Focus on cost base supports further CIR reduction
€2.5bn — Cost-Income Ratio
 Shifting gears to drive long-term value
DeutscheBank · 2023 · strategic_options
Shifting gears to drive long-term value
~€ 3bn — Capital freed up
Next page →