2013 Benedict Evans 2013 Mobile is Eating the World

Benedict Evans
arc beats above · slides in the middle · loops below · scroll → 8 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON

Slide inventory

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every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · The Facts (What)
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front_matter
Open slide detailBeat · The Facts (What)
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transition
Open slide detailBeat · The Facts (What)
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The chart highlights the growth of tablets starting in 2009 and the stagnation/decline of consumer PCs after 2011.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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summarize
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The chart tracks five categories: Corporate PCs, Consumer PCs, Tablets, Smart phones, and All mobile phones.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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quantify_impact
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The chart uses a stacked bar format to show growth over a 2012 baseline.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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summarize
Open slide detailBeat · The Facts (What)Loop · Tale Two Worlds
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compare_options
Open slide detailBeat · The Facts (What)Loop · Tale Two Worlds
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compare_options
Open slide detailBeat · The Facts (What)Loop · Tale Two Worlds
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The slide uses a rhetorical question and a visual hook to transition to the next section.transition
Open slide detailBeat · The Facts (What)Loop · Tale Two Worlds
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The slide uses a before-after framing technique, likely following a previous slide showing a 'before' state.illustrate_case
Open slide detailBeat · The Facts (What)Loop · Tale Two Worlds
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The chart highlights the relative scale of major tech players (Apple, Amazon, Google, Facebook) against broader industry categories.size_opportunity
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The chart uses a series of bars for each manufacturer to show quarterly progression, with a highlighted orange bar representing the most recent data point.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The chart tracks 16 quarters of data, with two categories per quarter.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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quantify_impact
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The chart illustrates the disparity in business models between high-volume/low-price Android/feature phone players and high-price/lower-volume players like Applanalyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The slide uses a horizontal layout with four distinct blocks, one of which is highlighted in a darker shade.transition
Open slide detailBeat · The Implications (So What)
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summarize
Open slide detailBeat · The Implications (So What)Loop · Aha Moment
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analyze_data
Open slide detailBeat · The Implications (So What)Loop · Aha Moment
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summarize
Open slide detailBeat · The Implications (So What)Loop · Aha Moment
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The chart tracks the evolution of the tablet market, highlighting the shift from iPad dominance to a more fragmented Android landscape.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Aha Moment
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quantify_impact
Open slide detailBeat · The Implications (So What)Loop · Aha Moment
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decompose_segments
Open slide detailBeat · The Implications (So What)Loop · Aha Moment
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compare_options
Open slide detailBeat · The Implications (So What)Loop · Aha Moment
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summarize
Open slide detailBeat · The Implications (So What)Loop · Aha Moment
31
The chart illustrates the shift in device preference, specifically the higher adoption of phablets in South Korea compared to the global average.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Aha Moment
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establish_context
Open slide detailBeat · The Implications (So What)Loop · Aha Moment
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frame_problem
Open slide detailBeat · The Implications (So What)
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The slide uses a horizontal layout to segment four distinct topics, with 'Ecosystems' highlighted in a darker shade.transition
Open slide detailBeat · The Implications (So What)
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transition
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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The chart shows a clear trend of Google Android and Facebook mobile users growing at a faster rate than Apple iOS and Amazon accounts.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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The slide highlights that reach does not equate to value, likely implying that the segments shown have different monetization potentials.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
38
analyze_data
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
39
The chart illustrates the dominance of different mobile platforms (iPhone, Android, Blackberry, WP) in various global markets.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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establish_context
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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The chart illustrates the rapid adoption of mobile applications on both major platforms.establish_context
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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summarize
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
43
The chart illustrates the fragmentation of Android compared to the concentration of iOS on current versions.compare_peers
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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compare_options
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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compare_options
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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summarize
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
47
The chart uses a downward sloping curve to represent the inverse relationship between the size of the user base and the value/engagement per user.decompose_segments
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
48
The slide uses a pie chart to illustrate market segmentation by platform, with annotations describing the characteristics of specific user groups.decompose_segments
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
49
frame_problem
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
50
The slide uses a horizontal sequence of four boxes, with the final one highlighted to indicate the current section.transition
Open slide detailBeat · The Implications (So What)
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The chart uses color to distinguish between 'Monthly active' (blue) and 'Registered' (orange) user metrics.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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summarize
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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analyze_data
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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summarize
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
55
Uses a metaphor comparing social networks to nightclubs rather than banks to explain user behavior.summarize
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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summarize
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
57
The chart highlights that while Facebook has high penetration, a significant portion of the demographic uses other apps or no social apps at all.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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quantify_impact
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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The chart highlights the shift in user behavior towards mobile-only access by Sep-13.quantify_impact
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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transition
Open slide detailBeat · The Implications (So What)
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The slide visualizes how generalist platforms (like Craigslist, implied) are being disrupted by niche players.present_framework
Open slide detailBeat · The Implications (So What)Loop · Iceberg
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This slide describes a recurring market phenomenon often referred to as 'The Great Unbundling' or 'The Aggregation Cycle'.present_framework
Open slide detailBeat · The Implications (So What)Loop · Iceberg
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The slide uses a screenshot of the Facebook desktop interface to contrast with the 'unbundling' trend mentioned in the text.establish_context
Open slide detailBeat · The Implications (So What)Loop · Iceberg
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frame_problem
Open slide detailBeat · The Implications (So What)Loop · Iceberg
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summarize
Open slide detailBeat · The Implications (So What)Loop · Iceberg
66
The chart illustrates the revenue growth of the Line messaging app, specifically highlighting the monetization of stickers.quantify_impact
Open slide detailBeat · The Action (Now What)Loop · Why Now
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summarize
Open slide detailBeat · The Action (Now What)Loop · Why Now
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Illustrates the concept of 'cards' as a modular UI design pattern for delivering specific, actionable content.present_framework
Open slide detailBeat · The Action (Now What)Loop · Why Now
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summarize
Open slide detailBeat · The Action (Now What)Loop · Why Now
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summarize
Open slide detailBeat · The Action (Now What)Loop · Why Now
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establish_context
Open slide detailBeat · The Action (Now What)Loop · Why Now
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summarize
Open slide detailBeat · The Action (Now What)Loop · Why Now
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Historical archival image, likely used as a visual filler or to evoke a sense of history/logistics.filler
Open slide detailBeat · The Action (Now What)
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state_next_steps
Open slide detailBeat · The Action (Now What)