2016 Benedict Evans 2016 Mobile is Eating the World

Benedict Evans
arc beats above · slides in the middle · loops below · scroll → 10 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

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every slide · same image gating as the playbook
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Slide 1
front_matter
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front_matter
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transition
04
The chart uses a Marimekko (mosaic) plot to represent both the relative population size of regions and the penetration levels within them.analyze_data
Open slide detailBeat · Surface ObservationLoop · Why Now
05
The chart uses an area-stacked approach for mobile and smartphone users, with a line for PCs and a line for total adults.analyze_data
Open slide detailBeat · Surface ObservationLoop · Why Now
06
The slide uses a classic S-curve framework to illustrate the lifecycle of technology platforms.present_framework
Open slide detailBeat · Surface ObservationLoop · Why Now
07
The slide uses a chevron-style transition to contrast two stages of market maturity.compare_options
Open slide detailBeat · Surface ObservationLoop · Why Now
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transition
Open slide detailBeat · Surface Observation
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transition
Open slide detailBeat · First Layer
10
The chart illustrates the shift in dominant tech industry players over a 25-year period.quantify_impact
Open slide detailBeat · First LayerLoop · Tale Two Worlds
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analyze_data
Open slide detailBeat · First LayerLoop · Tale Two Worlds
12
The chart uses a dual-bar comparison across three time-period markers on the x-axis.compare_peers
Open slide detailBeat · First LayerLoop · Tale Two Worlds
13
The chart uses indexed market cap values to compare the relative dominance of top companies across two distinct time periods.analyze_data
Open slide detailBeat · First LayerLoop · Tale Two Worlds
14
The chart illustrates the massive increase in infrastructure investment by major tech firms over a 15-year period.quantify_impact
Open slide detailBeat · First LayerLoop · Tale Two Worlds
15
The chart highlights Amazon's significant headcount growth compared to other tech giants, with a caveat regarding warehouse and retail staff.analyze_data
Open slide detailBeat · First LayerLoop · Tale Two Worlds
16
summarize
Open slide detailBeat · First LayerLoop · Tale Two Worlds
17
The slide uses a rhetorical closing statement to emphasize the scale of Apple's retail business.summarize
Open slide detailBeat · First LayerLoop · Pattern Hunter
18
The slide emphasizes that Amazon's content spend is a strategic lever rather than a core business model compared to Netflix.compare_peers
Open slide detailBeat · First LayerLoop · Pattern Hunter
19
This is a classic example of hubris/underestimation of a disruptive competitor.illustrate_case
Open slide detailBeat · First LayerLoop · Pattern Hunter
20
The slide highlights the trend of vertical integration in hardware design among hyperscalers and consumer electronics giants.summarize
Open slide detailBeat · First LayerLoop · Pattern Hunter
21
Uses a simple additive framework to illustrate the components of modern competitive advantage.present_framework
Open slide detailBeat · First LayerLoop · Pattern Hunter
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transition
Open slide detailBeat · Deeper Layer
23
The slide uses a famous internet meme/dataset example to demonstrate the limitations of traditional computer vision before the deep learning era.frame_problem
Open slide detailBeat · Deeper LayerLoop · Aha Moment
24
quantify_impact
Open slide detailBeat · Deeper LayerLoop · Aha Moment
25
The slide uses a chevron-style transition to contrast two paradigms.compare_options
Open slide detailBeat · Deeper LayerLoop · Aha Moment
26
This is a classic industry anecdote often used to illustrate the superiority of data-driven/statistical approaches over expert-driven/rule-based approaches in Aillustrate_case
Open slide detailBeat · Deeper LayerLoop · Aha Moment
27
The slide uses a conversational tone to bridge the gap between specific examples (like identifying dogs in images) and broader applications of data science.summarize
Open slide detailBeat · Deeper LayerLoop · Aha Moment
28
The slide uses a high-impact photo of data center infrastructure to illustrate the application of AI in physical systems.illustrate_case
Open slide detailBeat · Deeper LayerLoop · Aha Moment
29
summarize
Open slide detailBeat · Deeper LayerLoop · Aha Moment
30
The slide uses a simple additive process flow to categorize ML applications.present_framework
Open slide detailBeat · Deeper LayerLoop · Zoom In
31
Illustrates the shift from centralized cloud computing to edge computing.establish_context
Open slide detailBeat · Deeper LayerLoop · Zoom In
32
The chart illustrates the 'universal sensor' thesis by showing the decline/stagnation of the 'Camera' segment relative to others.analyze_data
Open slide detailBeat · Deeper LayerLoop · Zoom In
33
transition
Open slide detailBeat · Deeper LayerLoop · Zoom In
34
Uses a two-circle diagram to represent the tension between building complex engineering and abstracting it for consumption.frame_problem
Open slide detailBeat · Deeper LayerLoop · Zoom In
35
The slide uses a classic S-curve (technology adoption/lifecycle) framework to contextualize the current state of ML.present_framework
Open slide detailBeat · Deeper LayerLoop · Zoom In
36
transition
Open slide detailBeat · Core Insight
37
The chart illustrates the dominance of mobile apps over time.summarize
Open slide detailBeat · Core InsightLoop · Before After
38
The chart tracks four categories: Mobile browser, Facebook app, Mobile app, and Desktop.analyze_data
Open slide detailBeat · Core InsightLoop · Before After
39
The slide uses a visual metaphor of a legacy computer pointing towards a grid of new computing attributes.present_framework
Open slide detailBeat · Core InsightLoop · Before After
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summarize
Open slide detailBeat · Core InsightLoop · Before After
41
The slide uses a simple linear process flow to explain the shift in computing paradigms.present_framework
Open slide detailBeat · Core InsightLoop · Before After
42
The slide uses a rhetorical question to frame the disruption caused by live video technology.frame_problem
Open slide detailBeat · Core InsightLoop · Before After
43
Slide 42 from an Andreessen Horowitz deck.present_solution
Open slide detailBeat · Core InsightLoop · Before After
44
This is a simple linear process flow diagram.present_framework
Open slide detailBeat · Core InsightLoop · Before After
45
Uses a pop culture reference (HAL 9000) to illustrate the potential outcome of machine learning.present_framework
Open slide detailBeat · Core InsightLoop · Before After
46
The slide uses a split-screen layout to contrast the removal of user friction with the strategic capture of user choices.present_framework
Open slide detailBeat · Core InsightLoop · Before After
47
The slide uses a visual metaphor to set the stage for a discussion on the evolution of computing or data interfaces.transition
Open slide detailBeat · Core InsightLoop · Before After
48
The slide uses a high-quality photograph to demonstrate a use case for augmented reality technology.illustrate_case
Open slide detailBeat · Core InsightLoop · Before After
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transition
Open slide detailBeat · Implications
50
Uses a metaphor to explain structural shifts in retail business models.establish_context
Open slide detailBeat · ImplicationsLoop · Iceberg
51
The slide uses a simple linear process flow to describe industry disruption.present_framework
Open slide detailBeat · ImplicationsLoop · Iceberg
52
The slide uses a line chart to illustrate the growth trajectory of ecommerce vs Amazon's specific share.analyze_data
Open slide detailBeat · ImplicationsLoop · Iceberg
53
The slide highlights Amazon's growth in the apparel sector, attributing it to online accessibility and logistics.quantify_impact
Open slide detailBeat · ImplicationsLoop · Iceberg
54
This slide uses a metaphor-analogy framework to contrast transactional e-commerce (Amazon) with social discovery (Facebook/Buzzfeed).frame_problem
Open slide detailBeat · ImplicationsLoop · Iceberg
55
The chart illustrates the shift in ad spend composition over time, highlighting the emergence of digital channels.size_opportunity
Open slide detailBeat · ImplicationsLoop · Precedent
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transition
Open slide detailBeat · ImplicationsLoop · Precedent
57
Features images of a Tide Dash button and a Bevel shaving kit as examples of 'Soap as a Service'.present_solution
Open slide detailBeat · ImplicationsLoop · Precedent
58
Uses a simple additive equation format to explain a complex AI value proposition.frame_problem
Open slide detailBeat · ImplicationsLoop · Precedent
59
summarize
Open slide detailBeat · ImplicationsLoop · Precedent
60
The slide uses a simple linear process diagram to illustrate the evolution of data-driven retail.present_framework
Open slide detailBeat · ImplicationsLoop · Precedent
61
The chart uses the S-curve concept to frame historical retail growth.illustrate_case
Open slide detailBeat · ImplicationsLoop · Precedent
62
The chart uses color to distinguish between two groups of sectors, though the distinction is not explicitly labeled.establish_context
Open slide detailBeat · ImplicationsLoop · Precedent
63
size_opportunity
Open slide detailBeat · ImplicationsLoop · Precedent
64
transition
Open slide detailBeat · Implications
65
Uses a historical analogy to frame a strategic shift in the automotive industry.establish_context
Open slide detailBeat · ImplicationsLoop · Analogy
66
compare_options
Open slide detailBeat · ImplicationsLoop · Analogy
67
Dual-axis chart combining bar (cost) and line (density) data.analyze_data
Open slide detailBeat · ImplicationsLoop · Analogy
68
The slide uses a simple two-column layout with a chevron separator to imply a transition or progression.summarize
Open slide detailBeat · ImplicationsLoop · Analogy
69
Uses a simple comparison framework to show industry evolution.cite_precedent
Open slide detailBeat · ImplicationsLoop · Analogy
70
The chart highlights that tech giants like Apple and Google have capex spending comparable to major automotive manufacturers.compare_peers
Open slide detailBeat · ImplicationsLoop · Analogy
71
The slide uses the SAE J3016 levels of driving automation framework.present_framework
Open slide detailBeat · ImplicationsLoop · Analogy
72
The slide uses a process-like flow to categorize strategic levers.frame_problem
Open slide detailBeat · ImplicationsLoop · Analogy
73
Uses a historical photo of a Daimler carriage to anchor the 'horseless carriage' analogy.establish_context
Open slide detailBeat · ImplicationsLoop · Ripple Effect
74
quantify_impact
Open slide detailBeat · ImplicationsLoop · Ripple Effect
75
The slide uses a simple flow diagram to suggest a causal or correlative link between oil production and road deaths, while listing other ecosystem impacts.quantify_impact
Open slide detailBeat · ImplicationsLoop · Ripple Effect
76
The slide uses a causal-chain style layout to suggest how shifts in vehicle technology ripple into oil, infrastructure, and urban planning.present_framework
Open slide detailBeat · ImplicationsLoop · Ripple Effect
77
The slide uses a historical 'future' illustration to make a point about the unpredictability of innovation.filler
Open slide detailBeat · ImplicationsLoop · Ripple Effect
78
summarize