Decoding Chinese Internet 2.0 Next Chapter

BCG
arc beats above · slides in the middle · loops below · scroll → 11 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

63
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
front_matter
03
Includes a timeline of key milestones from 2008 to 2017 and a quote from Jack Ma.establish_context
04
summarize
05
Uses BCG branding and standard consulting chart layout for market sizing.size_opportunity
Open slide detailBeat · Surface ObservationLoop · Tale Two Worlds
06
The slide uses a line chart for user growth and a horizontal bar chart for spending CAGR.analyze_data
Open slide detailBeat · Surface ObservationLoop · Tale Two Worlds
07
The chart uses color coding to distinguish between developed and emerging countries, with China highlighted by a dashed box.compare_peers
Open slide detailBeat · Surface ObservationLoop · Tale Two Worlds
08
The slide uses a BCG-developed indicator (eGDP) to measure the Internet economy.compare_peers
Open slide detailBeat · Surface ObservationLoop · Tale Two Worlds
09
The slide uses a combination of a horizontal bar chart for market cap and two stacked bar charts for unicorn distribution.quantify_impact
Open slide detailBeat · Surface ObservationLoop · Tale Two Worlds
10
The slide uses a stacked bar chart comparison with visual callouts (red circles) to emphasize specific segments.compare_options
Open slide detailBeat · Surface ObservationLoop · Tale Two Worlds
11
front_matter
12
Uses population pyramid style charts to compare age demographics.compare_peers
Open slide detailBeat · First LayerLoop · Tale Two Worlds
13
Includes annotations for percentage differences between China and US.compare_options
Open slide detailBeat · First LayerLoop · Tale Two Worlds
14
The slide uses two bar charts to contrast app installation volume and retention frequency.compare_peers
Open slide detailBeat · First LayerLoop · Tale Two Worlds
15
The chart uses a timeline-based bar visualization to contrast adoption speeds across four categories: E-commerce, Online finance, Social networks, and Public secompare_options
Open slide detailBeat · First LayerLoop · Tale Two Worlds
16
The slide uses stacked bar charts to compare frequency distributions across two markets.compare_peers
Open slide detailBeat · First LayerLoop · Tale Two Worlds
17
front_matter
18
The chart uses a Marimekko (mosaic) layout to represent both segment size and market concentration.analyze_data
Open slide detailBeat · Deeper LayerLoop · Pattern Hunter
19
The slide uses a series of line charts to illustrate the 'fad' nature of specific business models.analyze_data
Open slide detailBeat · Deeper LayerLoop · Pattern Hunter
20
The slide uses two bar charts to compare the distribution of time to unicorn status between Chinese and US startups.compare_peers
Open slide detailBeat · Deeper LayerLoop · Pattern Hunter
21
summarize
Open slide detailBeat · Deeper Layer
22
establish_context
Open slide detailBeat · Deeper LayerLoop · Issue Tree
23
The slide uses a stepped arrow diagram to present the questions.frame_problem
Open slide detailLoop · Issue Tree
24
front_matter
25
The slide uses a process-like flow to map drivers to industry impact scope.present_framework
Open slide detailBeat · Core InsightLoop · Iceberg
26
The chart uses a dual-line graph to show industry efficiency over time, contrasting a steady US trajectory with a sharp, late-stage acceleration for China.compare_options
Open slide detailBeat · Core InsightLoop · Iceberg
27
Uses stacked bar charts to compare market segments; highlights 'leapfrogging' phenomenon.compare_peers
Open slide detailBeat · Core InsightLoop · Iceberg
28
Uses a comparative framework to highlight the 'gap' in offline retail maturity.frame_problem
Open slide detailBeat · Core InsightLoop · Before After
29
The slide uses two bar charts to illustrate how e-commerce addressed infrastructure and efficiency limitations in traditional retail.analyze_data
Open slide detailBeat · Core InsightLoop · Before After
30
The slide uses a comparative structure to highlight structural advantages in the Chinese market.analyze_data
Open slide detailBeat · Core InsightLoop · Before After
31
The chart uses a grouped bar chart format to show the trend of e-commerce penetration over time.compare_peers
Open slide detailBeat · Core InsightLoop · Before After
32
The chart uses a stacked bar format to compare two distinct market compositions.compare_options
Open slide detailBeat · Core InsightLoop · Before After
33
The slide uses a comparative structure to diagnose the root causes of low credit card usage in China.diagnose
Open slide detailBeat · Core InsightLoop · Before After
34
Uses stacked bar charts to show substitution effect and a simple bar chart to show market scale difference.illustrate_case
Open slide detailBeat · Core InsightLoop · Before After
35
summarize
Open slide detailBeat · Core Insight
36
The slide uses a matrix-like layout to compare two categories of innovation across two geographies.compare_options
Open slide detailBeat · Core InsightLoop · Zoom In
37
The slide uses a 3D cube framework to map business model innovations. The framework is a custom 3D matrix.illustrate_case
Open slide detailBeat · Core InsightLoop · Zoom In
38
Uses a causal mapping structure to link market gaps to product solutions.diagnose
Open slide detailBeat · Core InsightLoop · Zoom In
39
The slide uses a process flow diagram to show the shift from offline to online, followed by a stacked bar chart comparing time spent in different stages of the illustrate_case
Open slide detailBeat · Core InsightLoop · Zoom In
40
The slide uses a causal chain structure to link market conditions to outcomes.present_framework
Open slide detailBeat · Core InsightLoop · Zoom In
41
front_matter
42
The slide uses a list-based structure to map specific KSFs to their underlying market characteristics.summarize
Open slide detailBeat · ImplicationsLoop · Mece Breakdown
43
The slide uses a comparative timeline to highlight the competitive disadvantage of MSN's slower product development cycle.illustrate_case
Open slide detailBeat · ImplicationsLoop · Mece Breakdown
44
The slide uses a comparative table structure to highlight the disparity in operational headcount between Chinese and U.S. counterparts.illustrate_case
Open slide detailBeat · ImplicationsLoop · Mece Breakdown
45
The slide uses a table-like structure to categorize ecosystem components.illustrate_case
Open slide detailBeat · ImplicationsLoop · Mece Breakdown
46
front_matter
Open slide detailBeat · Implications
47
The slide uses a numbered list format to present three distinct strategic outlooks for the Chinese internet sector.summarize
Open slide detailBeat · ImplicationsLoop · Three Horizons
48
The slide uses a pyramid-like structure to show how foundational services support the shared bike industry.illustrate_case
Open slide detailBeat · ImplicationsLoop · Three Horizons
49
The slide uses a causal flow from left (leapfrogging advantages) to right (new development models/outcomes).present_solution
Open slide detailBeat · ImplicationsLoop · Three Horizons
50
The slide uses a case study approach to demonstrate the practical application of new development models.illustrate_case
Open slide detailBeat · ImplicationsLoop · Three Horizons
51
Slide 3 of a BCG deck. Uses bar charts to compare global AI leadership.quantify_impact
Open slide detailBeat · ImplicationsLoop · Three Horizons
52
The slide highlights a nuance: while China leads in volume, the US maintains a lead in quality/influence as noted in the bottom callout.analyze_data
Open slide detailBeat · ImplicationsLoop · Three Horizons
53
The slide uses a two-column layout to contrast NMT achievements with open-source platform developments.illustrate_case
Open slide detailBeat · ImplicationsLoop · Three Horizons
54
Includes a direct quote from Lu Weiyi of Chery Automobile.illustrate_case
Open slide detailBeat · ImplicationsLoop · Three Horizons
55
The slide uses a flywheel/reinforcement cycle framework to explain the competitive advantage of Baidu's AI ecosystem.present_framework
Open slide detailBeat · ImplicationsLoop · Three Horizons
56
summarize
Open slide detailBeat · Implications
57
The chart shows a clear contrast between Western tech giants (high overseas revenue) and Chinese tech giants (low overseas revenue).present_solution
Open slide detailBeat · ImplicationsLoop · So What Cascade
58
Uses a causal chain structure to link market environment to corporate behavior.present_framework
Open slide detailBeat · ImplicationsLoop · So What Cascade
59
The slide uses a hub-and-spoke diagram overlaid on a map of Asia to show the flow of investment and expertise from China to India and SE Asia.illustrate_case
Open slide detailBeat · ImplicationsLoop · So What Cascade
60
The slide uses a two-column comparison structure to contrast the impact on local players versus global giants.summarize
Open slide detailBeat · ImplicationsLoop · So What Cascade
63
summarize