Benedict Evans · consulting-deck
2021 Benedict Evans 2021 Three Steps to the Future
94 pages · 5 arc beats · 7 loops
2021 Benedict Evans 2021 Three Steps to the Future
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 94 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Surface Observation 34 slides 100% 34/34 slides 100% 34/34 slides · 166 hits — 0/34 slides
79.4% 27/34 slides · 54 hits 35.3% 12/34 slides 100% 34/34 slides · 66 hits 82.4% 28/34 slides First Layer 14 slides 100% 14/14 slides 100% 14/14 slides · 80 hits — 0/14 slides
85.7% 12/14 slides · 28 hits 14.3% 2/14 slides 100% 14/14 slides · 28 hits 92.9% 13/14 slides Deeper Layer 31 slides 100% 31/31 slides 100% 31/31 slides · 176 hits — 0/31 slides
90.3% 28/31 slides · 69 hits 3.2% 1/31 slides · 2 hits 100% 31/31 slides · 62 hits 96.8% 30/31 slides Core Insight 8 slides 100% 8/8 slides 100% 8/8 slides · 40 hits — 0/8 slides
75% 6/8 slides · 9 hits 12.5% 1/8 slides · 2 hits 100% 8/8 slides · 16 hits 62.5% 5/8 slides Implications 7 slides 100% 7/7 slides 100% 7/7 slides · 37 hits — 0/7 slides
100% 7/7 slides · 15 hits 28.6% 2/7 slides 100% 7/7 slides · 14 hits 85.7% 6/7 slides Slide inventory
94 every slide · same image gating as the playbook
02
The slide uses a simple temporal progression framework.present_framework
Open slide detailBeat · Surface Observation
04
The slide uses a visual contrast between two highlighted circles and a list of 'everything else' to suggest a focus imbalance in tech discourse.summarize
Open slide detailBeat · Surface Observation
05
The slide uses arrows to indicate a conceptual evolution or rebranding of existing technologies into broader, more ambitious categories.compare_options
Open slide detailBeat · Surface Observation
07
The slide uses a classic historical quote to frame a modern technological argument.frame_problem
08
Uses a simple linear process diagram to contrast the three eras of the web.establish_context
09
The slide uses a linear process flow to illustrate the evolution of software development and execution models.present_framework
10
The slide uses a simple comparison list format to contrast old and new paradigms.compare_options
11
The chart illustrates the significant growth and volatility of the two largest crypto networks over a 5-year period.analyze_data
12
The chart highlights the relatively small size of crypto assets compared to traditional asset classes like government and corporate bonds.size_opportunity
13
The slide uses circular callouts to present key performance indicators.quantify_impact
14
The slide uses a screenshot of the OpenSea leaderboard to illustrate the 'white-hot' nature of the market.establish_context
15
The map uses a hexagonal grid to visualize network density/coverage.establish_context
17
The slide uses a contrast-pair structure to challenge common perceptions of market valuation.frame_problem
18
The slide uses a simple visual layout with three circles to emphasize key characteristics of the subject matter.summarize
19
The slide uses a rhetorical device (antithesis/paradox) to challenge the binary view of open vs. closed systems.frame_problem
22
The slide uses a vertical red dotted line to visually separate the two eras.compare_options
23
The chart highlights that despite sales of the Oculus Quest 2, there was no significant surge in search interest during the lockdown period.analyze_data
24
The chart highlights the disparity in public interest between Roblox and VR/Oculus.analyze_data
25
The slide uses a simple linear process flow to frame the strategic question about platform longevity.transition
26
The chart highlights Snap in red to provide a benchmark for the gaming figures.compare_options
28
Uses a visual analogy to contrast technological evolution with market penetration.frame_problem
30
The slide uses a simple visual progression of circles to contrast established technologies with emerging ones.frame_problem
31
The chart illustrates the 'long fuse' of technology adoption.summarize
32
The chart uses Google Ngram data to visualize the 'AI Winter' and 'VR Winter' phenomena.establish_context
33
The slide uses a 1995 TeleGeography map to demonstrate the fragmented state of early networking.establish_context
34
The slide uses a simple flow diagram to show convergence of two themes into a central core concept.transition
36
The slide uses a simple binary comparison structure to contrast mature tech trends with speculative future ones.compare_options
37
The slide uses a simple linear process diagram to illustrate technological shifts.present_framework
38
The chart illustrates that despite growth, cloud spending remains a minority share of total enterprise IT spend.quantify_impact
39
The chart illustrates the persistence of legacy technology despite industry shifts.analyze_data
40
The chart highlights the massive scale of investment in cloud infrastructure by the four major hyperscalers.analyze_data
42
The chart illustrates a consistent upward trend in SaaS adoption across all listed industries over the four-year period.analyze_data
43
The chart uses a dot plot to compare three years of data across ten functional departments.analyze_data
44
The slide uses logos (Excel, Google Sheets, Figma) to represent a progression of software utility.present_solution
45
The slide highlights the product's value proposition of consolidating email, Slack, and file sharing into a single platform with invisible machine learning.illustrate_case
46
The slide uses a screenshot of the Frame.io interface to demonstrate the 'Google Docs for video' concept.illustrate_case
47
The slide uses a before-and-after comparison to illustrate the impact of digital transformation on operational efficiency.illustrate_case
51
The chart illustrates the impact of digital disruption on physical-goods-based industries.analyze_data
52
The chart illustrates different rates of disruption: some industries collapse suddenly (Pay TV, Newspaper ads) while others decline gradually (Offline retail).analyze_data
53
The slide uses a simple linear process flow to describe industry disruption.present_framework
54
The chart highlights the divergence between traditional TV, Pay TV, and streaming services.establish_context
55
This is a famous example of incumbent bias/underestimation of disruption.illustrate_case
56
The chart highlights the significant content spending of new entrants (Netflix, Amazon, Apple) compared to legacy media companies.compare_peers
57
The chart illustrates the decline of Live TV and the rise of Subscription streaming and YouTube.analyze_data
58
The slide uses a rhetorical question as a title to frame the industry shift.establish_context
59
Uses a TechCrunch screenshot as a primary artifact to establish historical context.illustrate_case
60
The chart shows a significant spike in UK ecommerce penetration during 2020 compared to a more moderate increase in the USA.analyze_data
61
The chart highlights the digital divide across European nations.analyze_data
62
The chart highlights a significant spike in online retail penetration during 2020.analyze_data
63
The chart categorizes retail revenue by delivery method, highlighting the split between physical retail and ecommerce, grocery, and restaurant models.analyze_data
64
The chart illustrates the shift in market share within the US logistics sector, specifically Amazon's entry and growth.analyze_data
65
The chart compares Walmart net sales against Amazon ex. AWS revenue and Amazon GMV.analyze_data
66
The slide highlights the significant growth of Amazon's advertising business.analyze_data
67
The slide title 'Endless waves of new competitors' seems disconnected from the chart showing Shopify's own growth, implying Shopify is the 'new competitor' or testablish_context
68
The chart highlights the shift in Amazon's business model towards Marketplace and the rapid growth of Shopify.analyze_data
69
Includes a screenshot of an Apple 'Personalized Ads' prompt as a case study/example.frame_problem
70
The chart illustrates the shift in market share from large brands/private label to smaller brands as the channel moves from physical retail to home-shipped ecomanalyze_data
71
The chart highlights L'Oreal as having the highest ecommerce penetration among the listed companies.analyze_data
72
The chart illustrates market disruption by a new entrant using digital-first strategies.analyze_data
73
The chart tracks the top 10 favorite online shopping brands for female US teenagers.analyze_data
74
The chart tracks market share for Shein, H&M, Zara, and Others.analyze_data
75
The chart illustrates the cyclical nature of retail disruption, comparing the rise of ecommerce to previous retail shifts.establish_context
76
The slide uses a rhetorical question to challenge the audience's assumptions about retail success.frame_problem
77
The image appears to be a historical photograph of a large department store, likely Selfridges in London, used to evoke a sense of historical continuity or legatransition
78
The chart highlights a disparity between digital-native banks (Revolut, Starling, Monzo) and traditional banks, suggesting that 'digital experience' is often a compare_peers
79
The slide uses a central stacked bar chart representing costs, flanked by two large circles representing the functional areas of Logistics and Discovery.frame_problem
81
The slide uses a bubble chart to represent a collection of miscellaneous topics.appendix
Open slide detailBeat · Core Insight
83
The chart illustrates the industry disruption caused by the internet, showing the transition from physical sales to digital streaming.analyze_data
84
The chart uses a stacked bar for Apple to show the composition of its platform rent revenue.compare_options
85
The chart highlights the scale of Apple's ecosystem revenue compared to other media/entertainment benchmarks.compare_options
86
The chart uses stacked bars for Apple segments and simple bars for industry benchmarks.compare_options
87
The slide uses a linear progression of circles to illustrate the shift in tech focus toward larger total addressable markets.size_opportunity
88
The chart highlights a significant surge in large-cap VC deals (over $50m) starting around 2017.analyze_data
90
The slide uses a screenshot of a blog post as a primary source of authority.illustrate_case
91
The chart uses a single bar for Tesla and a stacked bar representing the top 10 OEMs.compare_peers
92
The slide uses a series of S-curves to represent the diffusion of technology across different segments of society over time.establish_context
93
Uses a historical illustration of a Sears store to frame a question about value capture in the automotive era.establish_context