2015 Benedict Evans 2015 Mobile is Eating the World

Benedict Evans
arc beats above · slides in the middle · loops below · scroll → 7 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.

Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

54
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
front_matter
03
transition
Open slide detailBeat · Surface Observation
04
analyze_data
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
05
analyze_data
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
06
analyze_data
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
07
quantify_impact
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
08
size_opportunity
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
09
summarize
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
10
quantify_impact
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
11
quantify_impact
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
12
The slide uses a visual metaphor to represent a starting point.transition
Open slide detailBeat · Surface ObservationLoop · Before After
13
Part of a 'before/after' narrative sequence.transition
Open slide detailBeat · Surface ObservationLoop · Before After
14
transition
Open slide detailBeat · First Layer
15
The chart illustrates the 'crossover' point around 2011 where smartphone shipments surpassed PC shipments.quantify_impact
Open slide detailBeat · First LayerLoop · Pattern Hunter
16
The slide uses a bar chart to demonstrate market dominance of mobile devices compared to other consumer tech categories.size_opportunity
Open slide detailBeat · First LayerLoop · Pattern Hunter
17
quantify_impact
Open slide detailBeat · First LayerLoop · Pattern Hunter
18
The chart illustrates the impact of the mobile shift on Microsoft's market share.analyze_data
Open slide detailBeat · First LayerLoop · Pattern Hunter
19
The chart illustrates the rapid adoption of mobile internet in China, surpassing the population of the USA around 2010 and the EU around 2013.size_opportunity
Open slide detailBeat · First LayerLoop · Pattern Hunter
20
The chart uses a donut representation to show market preference distribution.analyze_data
Open slide detailBeat · First LayerLoop · Pattern Hunter
21
compare_options
Open slide detailBeat · First LayerLoop · Pattern Hunter
22
Uses a chevron-style process flow to show the progression from components to applications to market readiness.present_framework
Open slide detailBeat · First LayerLoop · Pattern Hunter
23
transition
Open slide detailBeat · Deeper Layer
24
analyze_data
Open slide detailBeat · Deeper LayerLoop · Pattern Hunter
25
analyze_data
Open slide detailBeat · Deeper LayerLoop · Pattern Hunter
26
establish_context
Open slide detailBeat · Deeper LayerLoop · Pattern Hunter
27
Uses a deconstruction technique to challenge industry terminology.frame_problem
Open slide detailBeat · Deeper LayerLoop · Pattern Hunter
28
The chart illustrates how platform dominance varies significantly by metric and geography.analyze_data
Open slide detailBeat · Deeper LayerLoop · Pattern Hunter
29
Uses a linear process flow to illustrate a causal chain.present_framework
Open slide detailBeat · Deeper LayerLoop · Pattern Hunter
30
Uses a simple mathematical metaphor (A x B = C) to frame a strategic opportunity.size_opportunity
Open slide detailBeat · Deeper LayerLoop · Pattern Hunter
31
analyze_data
Open slide detailBeat · Deeper LayerLoop · Pattern Hunter
32
compare_options
Open slide detailBeat · Deeper LayerLoop · Pattern Hunter
33
Uses a timeline-like progression to illustrate the increasing efficiency of software startups.establish_context
Open slide detailBeat · Deeper LayerLoop · Pattern Hunter
34
transition
Open slide detailBeat · Core Insight
35
The chart visualizes the daily rhythm of media consumption versus other activities and sleep.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
36
analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
37
present_solution
Open slide detailBeat · Core InsightLoop · Pattern Hunter
38
analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
39
The chart highlights the generational divide in communication preferences.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
40
This slide uses simple, high-impact text to illustrate the disruption of the traditional camera market by mobile devices.summarize
Open slide detailBeat · Core InsightLoop · Pattern Hunter
41
The chart illustrates the disruption of the camera market by digital technology and subsequent smartphone adoption.illustrate_case
Open slide detailBeat · Core InsightLoop · Pattern Hunter
42
transition
Open slide detailBeat · Implications
43
Simple chevron-based process flow.present_framework
Open slide detailBeat · ImplicationsLoop · Zoom In
44
Uses a plant metaphor to challenge the audience on their level of digital integration.establish_context
Open slide detailBeat · ImplicationsLoop · Zoom In
45
The slide uses a simple 4-column comparison to illustrate the concept of technology-native business models.present_framework
Open slide detailBeat · ImplicationsLoop · Zoom In
46
The chart illustrates the 'growth over profit' strategy typical of Amazon's early decades.analyze_data
Open slide detailBeat · ImplicationsLoop · Zoom In
47
The chart illustrates the significant growth potential remaining for Amazon despite its historical success.size_opportunity
Open slide detailBeat · ImplicationsLoop · Zoom In
48
The chart highlights the massive scale difference between the two companies while showing Amazon's growth trajectory.compare_options
Open slide detailBeat · ImplicationsLoop · Zoom In
49
Uses a chevron-style split to contrast past vs present business models.frame_problem
Open slide detailBeat · ImplicationsLoop · Zoom In
50
The chart uses the frequency of a term in literature as a proxy for the novelty and cultural focus on a specific technology.establish_context
Open slide detailBeat · ImplicationsLoop · Analogy
51
The chart shows a significant rise in usage peaking around the 1940s, followed by a gradual decline.analyze_data
Open slide detailBeat · ImplicationsLoop · Analogy
52
The chart illustrates the rise and subsequent decline in the usage of the term 'Computerization' in literature.analyze_data
Open slide detailBeat · ImplicationsLoop · Analogy
53
The chart uses a Google Ngram-style visualization to illustrate the rise of software as a cultural and technological phenomenon.establish_context
Open slide detailBeat · ImplicationsLoop · Analogy
54
This is a famous Marc Andreessen quote used as a strategic framing device.establish_context
Open slide detailBeat · ImplicationsLoop · Analogy