Mary Meeker · consulting-deck
2012 Bond Cap Internet Trends 2012
113 pages · 4 arc beats · 2 loops
2012 Bond Cap Internet Trends 2012
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 113 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Attention 4 slides 100% 4/4 slides 100% 4/4 slides · 8 hits — 0/4 slides
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100% 4/4 slides — 0/4 slides
Need 16 slides 100% 16/16 slides 100% 16/16 slides · 67 hits — 0/16 slides
50% 8/16 slides 6.3% 1/16 slides 100% 16/16 slides 6.3% 1/16 slides Satisfaction 30 slides 100% 30/30 slides 100% 30/30 slides · 176 hits — 0/30 slides
50% 15/30 slides · 20 hits 53.3% 16/30 slides 100% 30/30 slides 100% 30/30 slides · 31 hits Action 63 slides 100% 63/63 slides 100% 63/63 slides · 349 hits — 0/63 slides
79.4% 50/63 slides · 82 hits 61.9% 39/63 slides 100% 63/63 slides 47.6% 30/63 slides Slide inventory
113 every slide · same image gating as the playbook
06
The table highlights China and India in the 'Internet User Adds' column and the USA in the 'Internet Users' and 'Population Penetration' columns.analyze_data
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08
Data source: Informa WCIS+. Note on 3G definition provided.analyze_data
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10
The chart highlights the exponential growth of the iPad compared to its predecessors.analyze_data
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11
The chart illustrates the rapid growth of Android compared to the iPhone, showing a 4x difference in cumulative shipments by the 13th quarter.analyze_data
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15
The chart highlights key milestones: 1% in 12/09, 4% in 12/10, and 10% in 5/12.summarize
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16
KPCB slide, likely from Mary Meeker's Internet Trends report.analyze_data
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17
The chart highlights a 153% CAGR over the period, with a total market size of $12B in 2011E.quantify_impact
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18
The slide uses a gap analysis between time spent and ad spend to quantify the market opportunity.size_opportunity
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KPCB slide, likely from Mary Meeker's Internet Trends report.analyze_data
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20
Slide from KPCB Internet Trends report.diagnose
21
The slide highlights a consistent trend of mobile monetization lagging behind desktop monetization.compare_peers
22
The slide uses red boxes to highlight the specific metrics (Y/Y growth in clicks and CPC trends) that support the thesis.analyze_data
23
The slide highlights a negative correlation between mobile user growth and ARPU growth, suggesting mobile monetization challenges.analyze_data
24
The slide uses a specific case study (GREE) to support a broader thesis about mobile ARPU growth potential.illustrate_case
25
The chart highlights the crossover point where mobile ARPU exceeds desktop ARPU.illustrate_case
26
KPCB slide deck, likely Mary Meeker's Internet Trends.establish_context
28
The chart highlights the inflection point on 4/24 when Facebook began highlighting Viddy.illustrate_case
29
The chart highlights the exponential growth of app downloads compared to music downloads.quantify_impact
30
This is a transition slide from the KPCB Internet Trends deck.transition
31
KPCB slide deck, likely from a Mary Meeker Internet Trends report.analyze_data
32
The chart illustrates the impact of digital disruption (Encarta, Wikipedia) on a legacy business model.illustrate_case
33
The chart highlights the decline of print and the rise of internet advertising, specifically marking the 2010 crossover.analyze_data
34
Uses a simple split-screen comparison frame to illustrate technological shift.compare_options
35
Uses a 'Then vs Now' framing to illustrate technological shift.transition
37
Uses a 'Then vs Now' framing to illustrate the evolution of personal history documentation.compare_options
38
Uses the 'Before-After' framing to illustrate the shift in information dissemination.compare_options
39
Uses a 'Then vs Now' framing to highlight product evolution.compare_options
40
Uses a 'Then vs Now' framing to illustrate digital disruption in creative tools.compare_options
41
Uses a 'Then vs Now' framing to illustrate industry disruption.compare_options
42
Uses a before-after framing to illustrate digital transformation.compare_options
43
Uses a 'Then vs Now' framework to illustrate digital transformation.compare_options
44
Classic 'Then vs Now' comparison slide.compare_options
45
Uses a 'Then vs Now' framing to illustrate industry disruption.compare_options
46
Uses a 'Then vs Now' framing to illustrate industry disruption.compare_options
47
Uses a 'Then vs Now' framing to illustrate digital disruption.compare_options
48
Uses a 'Then vs Now' framing to illustrate technological evolution in live entertainment.compare_options
49
Uses a 'Then vs Now' framing to illustrate industry disruption.compare_options
50
Uses a 'Then vs Now' framing to illustrate industry disruption.compare_options
51
Uses a 'Then vs Now' framework to illustrate business model evolution.compare_options
52
Uses a before-after framing to contrast legacy TV consumption with modern social video platforms.compare_options
53
Uses a 'Then vs Now' framing to illustrate industry evolution.compare_options
54
Uses a 'Then vs Now' framing to highlight technological evolution.compare_options
55
Uses a 'Then vs Now' framing to illustrate digital disruption.compare_options
56
Uses a 'Then vs. Now' framework to illustrate industry disruption.compare_options
57
Uses a 'Then vs Now' framing to illustrate industry disruption.compare_options
58
Uses a 'Then vs Now' framing to highlight disruption.compare_options
59
Uses a 'Then vs Now' framing to illustrate industry evolution.compare_options
60
Uses a 'Then vs Now' framing to illustrate digital disruption.compare_options
61
Uses a 'Then vs Now' framing to illustrate market evolution.compare_options
62
Uses a 'Then vs Now' framing to illustrate business model innovation.compare_options
63
Uses a 'Then vs Now' framing to illustrate disruption.compare_options
64
Uses a 'Then vs Now' framing to illustrate the evolution of retail behavior.compare_options
65
Uses a 'Then vs Now' framing to illustrate digital transformation.compare_options
66
Uses a 'Then vs Now' framing to illustrate the shift in manufacturing paradigms.compare_options
67
Uses a 'Then vs Now' framing to illustrate the shift in consumer service delivery.compare_options
68
Uses a 'Then vs Now' framing to illustrate the shift in funding mechanisms.compare_options
69
Uses a 'Then vs Now' framing to highlight digital disruption.compare_options
70
Uses a 'Then vs Now' framing to illustrate the shift in workplace technology.compare_options
71
Uses a 'Then vs Now' framework to illustrate the evolution of the hiring process.compare_options
73
Uses a visual metaphor of a haystack vs a needle to illustrate the shift from 'storing everything' to 'finding insights'.frame_problem
74
Uses a 'Then vs Now' framing to illustrate digital transformation.compare_options
75
Uses a 'Then vs Now' framing to illustrate industry disruption.compare_options
76
Uses a 'Then vs Now' comparison frame to illustrate a shift in educational paradigms.illustrate_case
77
Uses a 'Then vs Now' framing to illustrate technological evolution in user interface.compare_options
78
Uses a 'Then vs Now' framing to illustrate the shift in educational delivery models.compare_options
79
Uses a 'Then vs Now' framing to contrast traditional professional recognition with digital gamification mechanics.compare_options
80
Uses a 'Then vs Now' framing to illustrate digital transformation impact.compare_options
81
Uses a 'Then vs Now' framing to set the stage for a discussion on digital media evolution.establish_context
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82
Uses a 'Then vs Now' framing to illustrate technological evolution in public safety.compare_options
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83
Uses a 'Then vs Now' framing to highlight technological advancement.compare_options
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84
Uses a 'Then vs Now' framing to illustrate technological disruption in the pet care industry.compare_options
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85
Uses a humorous metaphor to contrast traditional and modern definitions of 'feeds'.compare_options
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87
Data based on 3,000 global publicly traded companies as defined by Morgan Stanley Research.size_opportunity
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91
The slide uses a dashed oval to highlight the recent negative trend across multiple indices.analyze_data
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92
The slide uses a line chart to visualize long-term economic sentiment trends.analyze_data
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93
The chart highlights a downward trend in negative sentiment, with a specific focus on the period from 10/11 to 4/12.analyze_data
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94
Red dashed boxes highlight the Euro Area and its major economies' projected negative or low growth in 2012.analyze_data
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96
The chart uses a red callout box to emphasize the combined growth of iOS and Android in the 2011E data.analyze_data
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97
The chart uses a dual-axis approach to correlate fiscal policy with economic growth.analyze_data
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98
The chart uses a simple segmented bar to visualize budget allocation percentages.analyze_data
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99
The slide uses a 'USA Inc.' framing to treat the US government as a corporate entity.quantify_impact
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100
Ranking excludes countries with gross government debt less than $10B in 2010. Source: IMF.compare_peers
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101
The slide features a cover image of the 'USA Inc.' report, which is a financial summary of the US government.illustrate_case
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106
KPCB slide deck, likely from a presentation on internet market trends.illustrate_case
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107
Uses a visual metaphor (rowing) to represent organizational alignment.filler
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109
The slide uses a single key statistic to illustrate the power-law distribution of returns in venture capital/tech investing.summarize
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110
This is a classic representation of the Gartner Hype Cycle, though labeled differently here.present_framework
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