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51,416 slides across 1229 decks match.
Treemap Arc Catalog
Less than half of companies disclose their governance risks
KPMG · 2022 · industry_trends
Less than half of companies disclose their governance risks
41% — Governance risk disclosure rate
 Tax transparency is a key component of the G in ESG
KPMG · 2022 · quote_slide
Tax transparency is a key component of the G in ESG
 Leadership-level representation for sustainability not yet prevalent
KPMG · 2022 · key_takeaways
Leadership-level representation for sustainability not yet prevalent
34% — Sustainability representation at leadership level
 Compensation can help meet targets. Are companies leveraging it?
KPMG · 2022 · key_takeaways
Compensation can help meet targets. Are companies leveraging it?
40% — Sustainability-linked compensation adoption
 AI eats the world
BenedictEvans · cover
AI eats the world
 In my lifetime, I’ve seen two demonstrations of tech that struck me as revolutionary: the GUI and ChatGPT
BenedictEvans · quote_slide
In my lifetime, I’ve seen two demonstrations of tech that struck me as revolutionary: the GUI and ChatGPT
$157 Billion — Valuation
 (Microsoft took 20 years to reach a $150bn valuation*)
BenedictEvans · precedent
(Microsoft took 20 years to reach a $150bn valuation*)
$157bn — Valuation
 Huge interest
BenedictEvans · market_landscape
Huge interest
 Huge interest, limited use so far
BenedictEvans · market_landscape
Huge interest, limited use so far
 Huge interest, limited use so far
BenedictEvans · industry_trends
Huge interest, limited use so far
 An investment surge ahead of a proven market prompts the obvious questions
BenedictEvans · context
An investment surge ahead of a proven market prompts the obvious questions
 Welcome to the hype cycle?
BenedictEvans · context
Welcome to the hype cycle?
 Beyond the noise - the next platform shift
BenedictEvans · context
Beyond the noise - the next platform shift
 But everything is wide open
BenedictEvans · context
But everything is wide open
 How far will this scale?
BenedictEvans · section_divider
How far will this scale?
 Foundational question: will LLMs keep scaling?
BenedictEvans · problem_statement
Foundational question: will LLMs keep scaling?
 Just give yourself the option that what’s been happening for six years now is going to continue
BenedictEvans · quote_slide
Just give yourself the option that what’s been happening for six years now is going to continue
 Is it slowing down right now?
BenedictEvans · context
Is it slowing down right now?
 Scaling is hard
BenedictEvans · problem_statement
Scaling is hard
 We’re going to find out - if only for FOMO
BenedictEvans · quote_slide
We’re going to find out - if only for FOMO
 “We have no moat”
BenedictEvans · case_study
“We have no moat”
 “The amount of compute needed to train Llama 4 will likely be almost 10x more than what we used to train Llama 3 - and future models will continue to grow beyond that”
BenedictEvans · quote_slide
“The amount of compute needed to train Llama 4 will likely be almost 10x more than what we used to train Llama 3 - and future models will continue to grow beyond that”
10x — compute requirements
 If the moat is capital...
BenedictEvans · market_landscape
If the moat is capital...
$35bn — Quarterly revenue
 The capex surge
BenedictEvans · market_landscape
The capex surge
$220bn — Capex
 From the edge to the centre
BenedictEvans · industry_trends
From the edge to the centre
 Here come the bankers
BenedictEvans · industry_trends
Here come the bankers
$11bn — Debt market size
 And everything is still changing under our feet
BenedictEvans · context
And everything is still changing under our feet
 The last time software had marginal cost
BenedictEvans · context
The last time software had marginal cost
 Huge efficiency gains
BenedictEvans · market_landscape
Huge efficiency gains
 The ‘feeds & speeds’ phase of the market
BenedictEvans · market_landscape
The ‘feeds & speeds’ phase of the market
 Better or cheaper - plus open source
BenedictEvans · analyze_data
Better or cheaper - plus open source
 “Everyone in tech is giving someone else’s business model away for free”
BenedictEvans · quote_slide
“Everyone in tech is giving someone else’s business model away for free”
 “Everyone in tech is giving someone else’s business model away for free”
BenedictEvans · other
“Everyone in tech is giving someone else’s business model away for free”
 The great model boom of 2023-2024
BenedictEvans · context
The great model boom of 2023-2024
 “If anything in this life is certain, if history has taught us anything, it is that you can kill anyone.”
BenedictEvans · quote_slide
“If anything in this life is certain, if history has taught us anything, it is that you can kill anyone.”
 How is this useful?
BenedictEvans · transition
How is this useful?
 2013: how is Machine Learning useful?
BenedictEvans · context
2013: how is Machine Learning useful?
 2013: how is Machine Learning useful?
BenedictEvans · process_diagram
2013: how is Machine Learning useful?
 2023: why is Generative Machine Learning useful?
BenedictEvans · context
2023: why is Generative Machine Learning useful?
1 billion — de minimis shipments
 And what can't it do?
BenedictEvans · case_study
And what can't it do?
 Error awareness is still limited
BenedictEvans · analyze_data
Error awareness is still limited
 Handling ‘errors’ in a probabilistic system
BenedictEvans · framework_other
Handling ‘errors’ in a probabilistic system
 Can you use this for general search?
BenedictEvans · problem_statement
Can you use this for general search?
$56bn — Free Cash Flow
 2024: how are LLMs useful?
BenedictEvans · process_diagram
2024: how are LLMs useful?
 AI gives you infinite interns
BenedictEvans · key_messages
AI gives you infinite interns
 Can we predict the effects from first principles?
BenedictEvans · context
Can we predict the effects from first principles?
 Can we predict the effects top-down?
BenedictEvans · context
Can we predict the effects top-down?
 “The jury is still out out on whether Copilot is useful enough to justify the cost”
BenedictEvans · quote_slide
“The jury is still out out on whether Copilot is useful enough to justify the cost”
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