Benedict Evans · consulting-deck
2020 Benedict Evans 2020 January Shoulders of Giants
126 pages · 6 arc beats · 4 loops
2020 Benedict Evans 2020 January Shoulders of Giants
Benedict Evans arc beats above · slides in the middle · loops below · scroll → 4 LOOPS
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Deck intelligence map
6 coverage by narrative range · generated from this deck JSON
Narrative range 39 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
What Is 5 slides 100% 5/5 slides 100% 5/5 slides · 21 hits — 0/5 slides
20% 1/5 slides 60% 3/5 slides 100% 5/5 slides — 0/5 slides
What Is (Part 3) 6 slides 100% 6/6 slides 100% 6/6 slides · 38 hits — 0/6 slides
83.3% 5/6 slides 16.7% 1/6 slides 100% 6/6 slides — 0/6 slides
Problem 6 slides 100% 6/6 slides 100% 6/6 slides · 38 hits — 0/6 slides
66.7% 4/6 slides · 5 hits 33.3% 2/6 slides 100% 6/6 slides 100% 6/6 slides Agitate (Make it worse) 7 slides 100% 7/7 slides 100% 7/7 slides · 26 hits — 0/7 slides
14.3% 1/7 slides 14.3% 1/7 slides 100% 7/7 slides — 0/7 slides
Need 6 slides 100% 6/6 slides 100% 6/6 slides · 22 hits — 0/6 slides
16.7% 1/6 slides 16.7% 1/6 slides · 2 hits 100% 6/6 slides 16.7% 1/6 slides Satisfaction 9 slides 100% 9/9 slides 100% 9/9 slides · 37 hits — 0/9 slides
11.1% 1/9 slides 22.2% 2/9 slides 100% 9/9 slides — 0/9 slides
Slide inventory
126 every slide · same image gating as the playbook
03
The slide uses a simplified S-curve visualization to describe technology adoption phases.present_framework
Open slide detailBeat · What Is
04
The slide uses a simple curve to represent product maturity over time, categorizing stages of innovation.present_framework
Open slide detailBeat · What Is
05
The slide uses a curve to represent the maturity of technology, specifically highlighting 'Smart Phones' as they enter the 'Boring' phase.transition
Open slide detailBeat · What Is
06
The slide uses a classic S-curve framework to categorize technology maturity stages.present_framework
07
The slide uses a series of curves to represent successive waves of technological dominance, with a dotted red line indicating a future, unknown phase.present_framework
09
The title has a strikethrough on 'two' and 'three' written next to it, indicating a correction.summarize
15
The chart uses two lines to show the growth of total addressable retail vs ecommerce over two decades.size_opportunity
18
The slide uses a grid-based layout to categorize brands by industry, effectively acting as a market map.present_framework
20
The chart illustrates rapid, consistent growth in GMV over a 6-year period.summarize
22
The chart highlights the divergence between total revenue and ecommerce-specific revenue starting around 2014.analyze_data
26
The slide uses two red circles to represent the 'tax' paid by companies to platforms like Amazon and Google.summarize
Open slide detailBeat · What Is (Part 3)
27
The slide uses a simple visual comparison to show that digital-native companies and traditional retailers both rely on paid placement.summarize
Open slide detailBeat · What Is (Part 3)
28
The slide uses a series of circles to present examples of companies paying for visibility/traffic.frame_problem
Open slide detailBeat · What Is (Part 3)
29
The slide uses a three-stage process flow to illustrate market commoditization.establish_context
Open slide detailBeat · What Is (Part 3)
31
The chart illustrates the decline of traditional department stores against the rise of ecommerce and the steady growth of warehouse clubs.establish_context
33
The chart uses a stacked bar to show the binary view vs a more granular breakdown of retail categories.frame_problem
36
The chart illustrates the trend of 'cord-cutting' or unbundling in the US television market.analyze_data
37
The chart illustrates the 'cord-cutting' phenomenon by contrasting incumbent pay TV decline with Netflix growth.analyze_data
38
The chart illustrates the rapid acceleration of cord-cutting compared to the steady growth of ecommerce.compare_options
39
The chart illustrates a clear trend of cord-cutting or shift in media consumption habits among the teen demographic.analyze_data
40
The chart highlights Netflix and Amazon in red, likely to emphasize their role as streaming-first competitors in the 'content wars'.analyze_data
41
The chart illustrates the rapid rise of online streaming services as a primary source of original content production.analyze_data
42
Uses a simple additive equation structure to frame a market problem.frame_problem
43
The chart tracks the rapid growth of Twitch, a key player in live game streaming.analyze_data
44
The slide uses a framing technique ('glass half empty, or half full?') to present the same data point in two different ways.compare_peers
45
The chart compares a stacked bar for US streaming services against a stacked bar representing the aggregate of the top 5 European markets.analyze_data
46
The chart highlights digital platforms (red) versus traditional broadcasters (grey).quantify_impact
49
Uses a chevron-style visual separator to imply a transition or progression.summarize
Open slide detailBeat · Agitate (Make it worse)
52
The slide uses a process-like flow to show historical context leading to a current data point.summarize
Open slide detailBeat · Agitate (Make it worse)
53
The chart illustrates the normalization of online interaction in personal life.illustrate_case
Open slide detailBeat · Agitate (Make it worse)
54
The slide is a direct screenshot of a tweet.illustrate_case
Open slide detailBeat · Agitate (Make it worse)
55
Uses a simple directional arrow framework to contrast vertical vs horizontal growth.present_framework
Open slide detailBeat · Need
58
The chart illustrates the increasing globalization of venture capital funding over time.analyze_data
Open slide detailBeat · Need
59
Uses a vintage office photo to contrast with the modern software examples.establish_context
Open slide detailBeat · Need
61
The slide uses a series of S-curves to represent technological eras.establish_context
Open slide detailLoop · Golden Circle
62
The chart uses a red bar for 'Smartphones in 2019' and a red arrow with a question mark to highlight the gap to the total population.size_opportunity
Open slide detailLoop · Golden Circle
63
The slide uses a classic S-curve adoption model, labeling stages as 'Stupid', 'Exciting!', and 'Boring'.present_framework
Open slide detailLoop · Golden Circle
64
The slide uses a simple circular layout to segment technology trends.decompose_segments
Open slide detailLoop · Golden Circle
65
The slide uses a simple circular layout to highlight four distinct areas of focus.summarize
Open slide detailLoop · Golden Circle
68
The chart illustrates the scale of global connectivity relative to the total population.analyze_data
69
The chart uses red bars for tech companies and grey bars for non-tech companies.summarize
70
The slide uses a bubble diagram to visually represent the density and variety of industry concerns.frame_problem
71
The slide uses a grid of AI-generated portraits to make a point about the rapid advancement of technology.establish_context
73
Uses a simple diagram to illustrate the 'H.L. Mencken' quote concept: 'For every complex problem there is an answer that is clear, simple, and wrong.'frame_problem
74
The slide uses a comparison list format to debunk common tech-related moral panics.summarize
75
The slide uses irony to suggest that Amazon's entry into private label is a standard retail practice rather than a unique or alarming development.compare_peers
76
The image is a famous 1906 political cartoon depicting 'The Beef Trust' in response to Upton Sinclair's 'The Jungle'.transition
77
The slide uses a simple three-circle diagram to segment the problem space.frame_problem
79
The chart highlights the duopoly power of Google and Facebook in digital markets compared to the broader advertising market.present_solution
80
The slide challenges the definition of 'market' by showing how different metrics (GMV vs. First Party) and scopes (ecommerce vs. total retail vs. addressable reframe_problem
Open slide detailLoop · Mece Breakdown
81
The chart highlights how market definition significantly impacts perceived market power.compare_options
Open slide detailLoop · Mece Breakdown
82
Uses the 'Batman slapping Robin' meme to illustrate the power of regulators in defining market boundaries.frame_problem
Open slide detailLoop · Mece Breakdown
83
The slide uses circles to group potential divestiture candidates for Google, Facebook, Amazon, and Apple.compare_options
Open slide detailLoop · Mece Breakdown
85
This slide uses a rhetorical question to pivot the narrative from specific business grievances to deeper, more systemic concerns.transition
Open slide detailLoop · Mece Breakdown
86
The slide uses a simple three-column layout with circles to distinguish between different types of tech-related problems and their regulatory relevance.frame_problem
88
The chart highlights 'Banks' in red, likely as a reference point for the tech industry's regulatory trajectory.establish_context
89
The slide uses a simple visual metaphor of a single monolithic concept ('Regulate the banks') breaking down into a grid of specific regulatory areas.frame_problem
92
Uses a simple flow diagram to contrast a list of entities against a single focal point.frame_problem
93
The chart uses a semi-circular timeline layout to map regulatory initiatives by region and year.establish_context
95
The central circle represents a core objective, while the surrounding circles represent specific policy goals or 'wish list' items.present_framework
Open slide detailLoop · Jobs To Be Done
96
The central node represents 'Secure, private, minimal data collection' and is connected to five peripheral nodes representing competing objectives.frame_problem
Open slide detailLoop · Jobs To Be Done
97
The slide uses red underlines to emphasize the three key components of the problem statement: 'bad stuff', 'platform', and 'take it down'.frame_problem
Open slide detailLoop · Jobs To Be Done
98
The slide uses a pyramid to categorize different communication/distribution models in social networks.present_framework
Open slide detailLoop · Jobs To Be Done
99
The chart uses a grouped bar format to compare three distinct categories of speech across nine different countries.analyze_data
Open slide detailLoop · Jobs To Be Done
100
The slide uses a 2x2 matrix to frame the lack of consensus in content moderation policy.frame_problem
Open slide detailLoop · Jobs To Be Done
103
The chart uses a stacked bar format to compare two distinct geographic groupings.quantify_impact
104
The chart highlights the shift in global internet usage dominance away from North America.analyze_data
106
The chart highlights that major US tech companies have a predominantly international user base.analyze_data
108
The slide uses a simple circular layout to present three distinct case studies of digital regulation.present_framework
109
The slide uses a 'before-after' or 'comparison' style layout to show identical compliance messages from two different publishers.illustrate_case
110
The slide uses a rhetorical question and a supporting image to highlight potential friction between platform moderation and user expectations.frame_problem
111
The slide uses a logo grid to illustrate the breadth of companies affected by Chinese political pressure.illustrate_case
112
The chart illustrates the shift in global venture capital distribution from 2004 to 2019.analyze_data
113
Uses a simple process flow diagram to show the progression from Old to New to Future states.transition
114
The slide uses screenshots of AWS, Azure, and Google Cloud documentation to illustrate the trend of 'moderation as a service'.establish_context
115
The slide uses a hub-and-spoke diagram to show competing regulatory pressures.frame_problem
116
The slide uses a simple process flow to highlight the regulatory challenge posed by decentralized systems.transition
119
This slide serves as a transition or thematic anchor in the deck.summarize
Open slide detailBeat · Satisfaction
120
The slide uses a series of S-curves to represent technological adoption cycles.present_framework
Open slide detailBeat · Satisfaction
121
The slide uses historical book covers as evidence to support the thesis that current tech anxiety is not a new phenomenon.establish_context
Open slide detailBeat · Satisfaction
122
The slide uses a simple linear process flow to show historical precedent for regulation.establish_context
Open slide detailBeat · Satisfaction
123
Uses a simple comparison list format to show evolution of industry stances.compare_options
Open slide detailBeat · Satisfaction
124
The slide uses a simple three-circle diagram to categorize regulatory approaches.present_framework
Open slide detailBeat · Satisfaction
125
The slide highlights the increasing regulatory burden in the banking industry.establish_context
Open slide detailBeat · Satisfaction