Benedict Evans' latest 90-slide "AI Eats the World"

[Uncle Gizmo]

Benedict Evans' latest 90-slide "AI Eats the World" presentation was released online around November 20, 2025, https://www.ben-evans.com/presentations

Here's the 90 Slide 'AI Eats the World' Talk in 15 Minutes—Plus My Top Takeaways by AI News & Strategy Daily | Nate B Jones​

In this video, I dive into the inside scoop on the strategic shifts shaping AI adoption:• Why Benedict Evans argues AI follows familiar platform cycles• How large language models become inputs while frontier labs stay differentiated• What path-dependent adoption means for workflow redesign• Where AI agents reshape roles, coordination, and org-level leverage...

The takeaway: teams that treat AI as optional tooling will lose ground to those redesigning workflows, org charts, and vendor strategy around its inevitability.

 

[BlueSpruce]

Google's Gemini 3 Pro is winning the AI race. All others will loose their users.

 

[Uncle Gizmo]

Google's Gemini 3 is winning the AI race. All others will loose their users.

Well, it is making good software for sure, but ChatGPT has the advantage in that it is the defacto LLM from the perspective of the public, and that gives it a phenomenal advantage over any other providers!

Look on the latest leaderboards and see!

 

[BlueSpruce]

ChatGPT has the advantage in that it is the defacto LLM from the perspective of the public,

I think as more people boast about Gemini's results, ChatGPT is going to loose market share. Google is a formidable behemoth. It owns the largest knowledgebase on the planet.

 

[Uncle Gizmo]

ChatGPT is going to loose market share.

I would like nothing more! Sam Altman, has not conducted his self at all well! And deserves taking down a peg or two...

But it's very difficult to turn people away from an early perception...

 

[BlueSpruce]

I would like nothing more! Sam Altman, has not conducted his self at all well! And deserves taking down a peg or two.

Agreed, but the most important factor is the quality of the results.

 

[BlueSpruce]

https://www.tomsguide.com/ai/google...ks-improving-search-and-outperforming-chatgpt

 

[Isaac]

Well, it is making good software for sure, but ChatGPT has the advantage in that it is the defacto LLM from the perspective of the public, and that gives it a phenomenal advantage over any other providers!

Look on the latest leaderboards and see!

Yeah .... imagine all the information google collects, now imagine a Google where people actually WANT and EXPECT it to remember EVERYTHING you ever have told it. The latter has to be at least as powerful if not more so than the former