Mary Meeker · consulting-deck
2001 Bond Cap Internet Trends 2001
50 pages · 4 arc beats · 2 loops
2001 Bond Cap Internet Trends 2001
Mary Meeker arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 50 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Attention 5 slides 100% 5/5 slides 100% 5/5 slides · 14 hits — 0/5 slides
60% 3/5 slides — 0/5 slides
100% 5/5 slides — 0/5 slides
Need 10 slides 100% 10/10 slides 90% 9/10 slides · 29 hits — 0/10 slides
10% 1/10 slides 40% 4/10 slides 100% 10/10 slides 100% 10/10 slides Satisfaction 15 slides 100% 15/15 slides 100% 15/15 slides · 46 hits — 0/15 slides
33.3% 5/15 slides — 0/15 slides
100% 15/15 slides 40% 6/15 slides Action 20 slides 100% 20/20 slides 90% 18/20 slides · 78 hits — 0/20 slides
40% 8/20 slides · 10 hits — 0/20 slides
100% 20/20 slides — 0/20 slides
Slide inventory
50 every slide · same image gating as the playbook
03
The image contains two slides; this inventory focuses on the bottom slide (the agenda).front_matter
Open slide detailBeat · Attention
04
This is a two-slide sequence showing a section divider ('Where We Have Been...') followed by a high-level summary slide ('WHAT JUST HAPPENED...').establish_context
Open slide detailBeat · Attention
05
The image displays two slides printed on one page. The top slide (page 3) is a transition slide titled 'Where We Have Been...'. The bottom slide (page 4) is thesummarize
Open slide detailBeat · Attention
06
This slide uses historical analogy to frame the Internet's development as a once-in-a-lifetime economic inflection point, similar to the 1848 Gold Rush.establish_context
07
This image contains two distinct slides stacked vertically, likely from Mary Meeker's famous Morgan Stanley Internet Report presentations in the mid-1990s.establish_context
08
This slide appears to be a composite of two slides (7 and 8) from a Mary Meeker Morgan Stanley deck.compare_options
09
This slide appears to be a composite of two slides (7 and 8) from a Mary Meeker Morgan Stanley deck.compare_options
10
The slide is the bottom half of the provided image, focusing on the 'Digital Darwinism' quote. It serves as a thematic transition or philosophical anchor for thestablish_context
11
This is the top half of the provided image, focusing on the 'Tech Company Maxims' slide.establish_context
12
This is the bottom half of the provided image, focusing on the 'Investing Maxim' slide. The top half is a separate slide (page 11) titled 'Business Maxim'.cite_precedent
13
This slide is the bottom half of the provided image, focusing on the Peter Lynch quote. The top half of the image is a separate slide (page 11) not requested focite_precedent
14
This is the second slide in a two-part series on tech cycle maxims.present_framework
15
This is the second slide in a two-part series on tech cycle maxims.present_framework
16
This slide is the bottom half of a two-part page. It uses a stylized curve to frame the post-dotcom crash market sentiment as a necessary phase of realism beforestablish_context
Open slide detailBeat · Satisfaction
17
The image contains two distinct slide pages (15 and 16) presented together. The analysis focuses on the combined narrative of market cycles.establish_context
Open slide detailBeat · Satisfaction
18
The slide uses a simple list-based taxonomy to define the 'Internet Winners' landscape, contrasting the 1995 IPO era with the 2001 market state to demonstrate sanalyze_data
Open slide detailBeat · Satisfaction
19
This is the bottom half of a two-slide sequence. It uses a simple list-based taxonomy to define the 'winners' of the internet era and provides a high-level valuestablish_context
Open slide detailBeat · Satisfaction
20
The slide highlights that both sectors lost approximately $730B in market value.analyze_data
21
The slide highlights that both sectors lost approximately $730B in market value.analyze_data
22
This slide is the second of two distinct charts in the provided image; the analysis focuses on the bottom half (page 22) as requested.analyze_data
23
This slide is the top half of the provided image. It tracks the long-term trend of IT investment from 1960 to 2000.establish_context
24
The image contains two distinct slides stacked vertically. The analysis covers both.analyze_data
25
The image contains two distinct slides stacked vertically. The analysis covers both.analyze_data
26
This is the second slide in a two-slide vertical layout. The top slide shows cycles of tech EPS revisions from 1980-2001.analyze_data
Open slide detailBeat · Satisfaction
27
This slide is the bottom half of a two-slide page. It tracks the shift in market composition.analyze_data
Open slide detailBeat · Satisfaction
30
This slide serves as a transition or supporting evidence for the preceding chart on growth expectations, emphasizing the financial bubble aspect of the dot-com frame_problem
Open slide detailBeat · Satisfaction
31
The slide uses a dual-axis chart to contrast absolute user growth (yellow line) with the decelerating growth rate (red line), highlighting the 'bubble' era markanalyze_data
Open slide detailBeat · Action
32
The slide serves as a quantitative benchmark to contextualize the volatility of the tech IPO market, contrasting the pre-boom era with the peak bubble years.size_opportunity
Open slide detailBeat · Action
33
The slide uses a dark blue background typical of Mary Meeker's Morgan Stanley internet trends decks. The chart highlights the peak in 2000 followed by a sharp danalyze_data
Open slide detailBeat · Action
38
This is a two-part slide layout typical of Mary Meeker's classic Morgan Stanley internet reports, featuring a thesis statement slide followed by supporting dataestablish_context
Open slide detailBeat · Action
39
This is a two-part slide layout typical of Mary Meeker's Morgan Stanley internet reports, featuring a thesis statement slide followed by supporting data charts.establish_context
Open slide detailBeat · Action
42
The slide uses a blue background typical of Morgan Stanley's 'Internet Trends' decks. The chart highlights 2001E with a yellow circle to emphasize the current yanalyze_data
Open slide detailBeat · Action
43
This is the second slide in a vertical stack of two slides from a Morgan Stanley presentation by Mary Meeker.analyze_data
Open slide detailBeat · Action
44
This is a transition slide marking section 5 of the deck. The design is minimalist, featuring only the section number and the declarative title on a solid blue transition
Open slide detailBeat · Action
45
The slide is part of a sequence of section dividers in the deck. It uses a minimalist design to focus the audience's attention on the upcoming strategic theme.transition
Open slide detailBeat · Action
46
This image contains two consecutive slides (numbered 6 and 7) from a classic Morgan Stanley internet sector presentation.summarize
Open slide detailBeat · Action
47
This image contains two consecutive slides (numbered 6 and 7) from a Morgan Stanley presentation by Mary Meeker, discussing the long-term outlook of the Internesummarize
Open slide detailBeat · Action
48
The image displays two slides printed on a single page: a 'Closing Thoughts' slide and a 'Disclaimer' slide.summarize
Open slide detailBeat · Action
49
This slide is the penultimate page of the deck, focusing on qualitative, high-level takeaways rather than data-driven analysis.state_next_steps
Open slide detailBeat · Action