Benedict Evans · consulting-deck
2018 Benedict Evans 2018 The End of the Beginning
106 pages · 5 arc beats · 7 loops
2018 Benedict Evans 2018 The End of the Beginning
Benedict Evans arc beats above · slides in the middle · loops below · scroll → 7 LOOPS
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Deck intelligence map
5 coverage by narrative range · generated from this deck JSON
Narrative range 106 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
What Is 21 slides 100% 21/21 slides 100% 21/21 slides · 113 hits — 0/21 slides
85.7% 18/21 slides · 38 hits 9.5% 2/21 slides 100% 21/21 slides · 42 hits 76.2% 16/21 slides What Could Be 18 slides 100% 18/18 slides 100% 18/18 slides · 106 hits — 0/18 slides
100% 18/18 slides · 26 hits 5.6% 1/18 slides 100% 18/18 slides · 36 hits 100% 18/18 slides What Is 21 slides 100% 21/21 slides 100% 21/21 slides · 103 hits — 0/21 slides
76.2% 16/21 slides · 26 hits 23.8% 5/21 slides · 7 hits 100% 21/21 slides · 42 hits 100% 21/21 slides What Could Be 26 slides 100% 26/26 slides 100% 26/26 slides · 154 hits — 0/26 slides
80.8% 21/26 slides · 34 hits 11.5% 3/26 slides 100% 26/26 slides · 52 hits 100% 26/26 slides New Bliss 20 slides 100% 20/20 slides 100% 20/20 slides · 70 hits — 0/20 slides
40% 8/20 slides · 15 hits 25% 5/20 slides 100% 20/20 slides · 40 hits 75% 15/20 slides Slide inventory
106 every slide · same image gating as the playbook
03
The chart illustrates the rapid adoption of smartphones compared to the internet.establish_context
Open slide detailBeat · What Is
04
The chart illustrates the adoption curves of three major digital technologies.summarize
Open slide detailBeat · What Is
05
The slide uses a simple linear flow diagram to connect three concepts.transition
Open slide detailBeat · What Is
07
The chart shows a clear upward trend with seasonal spikes.establish_context
08
The chart uses a stacked bar to contrast physical retail vs ecommerce.quantify_impact
09
The chart highlights the small share of Ecommerce (8%) relative to total retail spending.size_opportunity
10
The chart uses a single stacked bar to represent the total retail market, segmented by category.analyze_data
11
The chart visualizes the composition of total US retail spending, with 'Cars & parts' as a distinct segment.size_opportunity
12
The chart uses a simple bar comparison to highlight that retail is a small subset of total consumer spending.quantify_impact
13
The chart compares Retail vs Consumer Spending, with a small orange segment in Retail labeled 4%.size_opportunity
14
The chart illustrates the structural shift in advertising spend, with Internet overtaking other traditional media.analyze_data
15
The chart shows a total market size of approximately $200bn.quantify_impact
17
The slide uses a stacked bar for advertising and a single floating block for marketing, likely to contrast the known advertising spend with the broader, potentisize_opportunity
18
The slide uses a stacked bar chart to contrast advertising (with internet highlighted) against a stack of marketing channels.size_opportunity
19
Uses a Venn-like diagram to show the convergence of two concepts.compare_options
20
The chart uses a non-standard waterfall layout to compare spending categories.quantify_impact
21
The chart illustrates the total addressable market for marketing spend.size_opportunity
23
The chart illustrates the decline of UK dominance and the rise of US manufacturing capacity.analyze_data
24
The chart illustrates the rise and relative decline of manufacturing dominance for the UK and USA.analyze_data
25
The chart shows a stacked bar chart comparing two years. The data points are the USA and UK shares for 1913 and 2015.analyze_data
26
The chart illustrates the shift in global manufacturing dominance over a century.analyze_data
27
The chart compares two different metrics (computing capacity vs smartphones) across two different time periods, showing a significant change in the relative shaanalyze_data
28
The chart uses stacked bars to represent regional distribution of computing power/devices.compare_options
29
The chart shows significant growth in mobile data traffic over the three-year period, with APAC being the largest contributor.analyze_data
30
The chart shows significant growth in the global middle class, particularly in the APAC region.size_opportunity
31
The chart shows significant growth in global ecommerce, with China emerging as a major segment by 2016.analyze_data
32
The chart uses a color highlight (orange) to distinguish the USA from other markets.compare_peers
33
The chart visualizes the relationship between revenue scale and growth rate for Facebook, Google, Amazon, and Apple.analyze_data
34
The chart uses a bubble plot to visualize the relationship between revenue, growth, and user scale for five major tech companies.analyze_data
35
The chart uses bubble size to represent a third dimension (users), making it a multivariate analysis.analyze_data
36
The chart highlights the global distribution of high-valuation startups.quantify_impact
37
The chart illustrates the diversification of venture capital markets over a 22-year period.analyze_data
38
The chart highlights the massive gap between total retail and ecommerce, implying a large growth opportunity.size_opportunity
39
The chart uses a dark background with light text and blue bars. The y-axis represents trillions of dollars.size_opportunity
41
The slide uses a chevron-style transition to imply a progression or shift in business models over time.compare_options
42
The slide illustrates a transition in business model complexity and capital intensity.compare_options
43
The slide uses a simple stacked bar to visualize the total addressable market or spending landscape.frame_problem
44
The slide uses a stacked bar to represent $40tr in global consumer spending, with arrows pointing to specific sectors and their corresponding digital disruptionframe_problem
45
The slide uses a simple binary comparison framework to contrast two distinct business models.compare_options
46
Uses a Venn-like diagram to contrast two business models.compare_options
47
The slide uses a simple two-circle diagram to contrast operational efficiency (logistics) with brand/curation (tastemaker).present_framework
48
The slide uses a simple arrow diagram to represent a shift or evolution in business model.transition
49
The chart uses color to emphasize the USA as an outlier compared to other developed nations.compare_peers
50
The slide uses irony by pairing a common misconception with a photo of a failed, asset-heavy logistics company.illustrate_case
51
The slide uses a minimalist design to emphasize the irony or evolution of Amazon's business model.cite_precedent
52
The slide uses visual irony to debunk a common business misconception.other
53
The slide argues that the grocery market is too large to ignore but requires a fundamentally different logistics platform than existing ecommerce models.frame_problem
54
The chart highlights the USA's relative underperformance in online grocery market size compared to other major economies.compare_peers
55
The chart uses a grouped bar format to show two distinct metrics per country.compare_peers
56
The slide uses a simple bar chart to illustrate the massive increase in SKU counts over time and across retail formats.analyze_data
57
The slide uses a simple directional arrow to imply a shift or evolution between two concepts.transition
58
This slide serves as a conceptual hook or problem statement regarding the limitations of e-commerce UX compared to physical retail.frame_problem
59
The slide uses a simple additive diagram to illustrate a business model synthesis.present_solution
60
The slide uses a simple circular layout to present counter-intuitive business success stories.illustrate_case
62
This slide uses a simple temporal progression framework to frame the shift in digital transformation focus.transition
63
The chart uses a dramatic visual contrast to show how small US ecommerce is compared to the total global economy.size_opportunity
64
The chart illustrates the shift in product mix as Model 3 production ramps up significantly by mid-2018.analyze_data
65
The chart highlights Tesla's sales volume relative to established luxury brands.compare_peers
66
The chart uses a stark contrast between the small individual brand bars and the massive 'Total market' bar to frame the opportunity.size_opportunity
67
The chart illustrates the shift in cost structure from traditional mechanical components to battery and software/silicon-heavy components.compare_options
68
The slide uses visual examples to represent the 'unbundling' of traditional car ownership and usage models.establish_context
69
The chart highlights Netflix and Amazon in orange to contrast them with traditional media companies.analyze_data
70
This is a classic example of hubris or underestimating a disruptive competitor.illustrate_case
71
The chart uses color to distinguish between gaming-related platforms (orange) and traditional media/sports (blue).compare_peers
72
The chart highlights the video game Red Dead Redemption 2 as the top performer compared to major film franchises.compare_options
73
The chart highlights that E-sports viewership is comparable to or exceeds traditional sports leagues.compare_peers
74
The chart highlights the discrepancy between high viewership and low revenue for E-Sports compared to traditional sports.compare_peers
75
The chart combines a line graph for TV and a stacked area chart for internet consumption.analyze_data
76
The slide uses a simple flow diagram to contrast old vs new fintech models.establish_context
77
The chart shows Insurance as the largest market opportunity at approximately $4.5 trillion.size_opportunity
78
The chart highlights the massive scale of the housing market compared to financial services sectors.size_opportunity
79
The slide uses a stacked bar chart to contrast financial inclusion levels.frame_problem
80
The slide uses a stacked bar chart to contrast the penetration of banking services.frame_problem
81
The slide uses two bar charts to contrast market maturity and scale.compare_peers
82
The slide uses a simple additive framework to illustrate the components of a new solution paradigm.present_framework
83
The slide uses a simple flow diagram to connect a market size to three key drivers of change.frame_problem
84
The chart uses a dark background with light text and blue bars, with one bar highlighted in a different color (orange) for 'Drug discovery'.size_opportunity
85
The slide uses a process flow to show the progression of value and market size potential.size_opportunity
86
This is a classic 'provocation' slide used to shift the audience's perspective.frame_problem
88
Source: 2018 Andreessen Horowitz, Page 87establish_context
89
Source: 2018 Andreessen Horowitz, Page 88present_framework
90
The slide uses a simple linear process flow to depict historical technological shifts.establish_context
91
This slide is from a presentation by Andreessen Horowitz. It uses a minimalist design with a dark sidebar and a single image.filler
92
This slide illustrates how different platforms categorize or interpret user intent based on their core business models.establish_context
93
The slide illustrates a shift in how digital platforms interpret user intent or object meaning, moving from basic identification to sophisticated personalizatiopresent_framework
94
The slide uses a simple process flow to show the progression from diagnosis to prediction to behavioral intervention.transition
95
The slide uses a simple contrast-pair framework to illustrate the shift from linear scaling to exponential productivity.frame_problem
96
The slide uses a historical artifact (Enigma machine) as a visual metaphor for 'Crypto'.transition
97
This slide is likely part of a larger argument comparing the early internet to current blockchain/crypto trends.establish_context
98
The slide uses stacked bar charts to illustrate the composition of technology usage in the early 90s.analyze_data
99
This slide is from the 2018 Andreessen Horowitz crypto deck.summarize
100
The slide uses a process flow to illustrate historical shifts in internet dominance and focus.establish_context
101
The slide uses a simple causal diagram (input -> output) to link technological drivers to societal/market outcomes.present_solution
103
The slide uses a minimalist design to highlight a historical quote from Jeff Bezos.illustrate_case
Open slide detailBeat · New Bliss
104
Uses a before-and-after visual framing to illustrate business model expansion.illustrate_case
Open slide detailBeat · New Bliss
105
This is a full-bleed image slide, likely used as a section divider or visual impact slide.filler
Open slide detailBeat · New Bliss