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

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Benedict Evans released his comprehensive 90-slide presentation, "AI Eats the World," online around November 20, 2025.

The full presentation is available on his website: https://www.ben-evans.com/presentations

For a condensed overview, the talk has been summarized and reviewed in the article: "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.

This video offers an in-depth look at the strategic forces currently driving AI adoption, drawing heavily from Benedict Evans' analysis:

• Platform Cycles: Exploration of Evans' argument that AI follows established platform adoption and maturity cycles.
• Model Differentiation: How large language models transition into essential inputs, while the cutting-edge capabilities remain concentrated in frontier research labs.
• Path-Dependent Adoption: The necessity of redesigning existing workflows based on the unique capabilities of AI, rather than simply slotting it into old processes.
• Organizational Redesign: Examination of how AI agents are fundamentally reshaping professional roles, coordination methods, and the overall leverage within organizational structures.

The Crucial Conclusion: Teams treating AI merely as an optional tool will inevitably fall behind those who commit to comprehensively redesigning their workflows, organizational charts, and vendor strategies around the fundamental inevitability of AI integration.

 

[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