Mary Meeker · consulting-deck
2014 Bond Cap Internet Trends 2014
165 pages · 5 arc beats · 26 loops
2014 Bond Cap Internet Trends 2014
Mary Meeker arc beats above · slides in the middle · loops below · scroll → 26 LOOPS
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Deck intelligence map
5 coverage by narrative range · generated from this deck JSON
Narrative range 160 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Surface Observation 9 slides 100% 9/9 slides 100% 9/9 slides · 44 hits — 0/9 slides
77.8% 7/9 slides · 20 hits 22.2% 2/9 slides 100% 9/9 slides · 18 hits 88.9% 8/9 slides First Layer 21 slides 100% 21/21 slides 100% 21/21 slides · 90 hits — 0/21 slides
76.2% 16/21 slides · 38 hits 4.8% 1/21 slides 100% 21/21 slides · 42 hits 71.4% 15/21 slides Deeper Layer 57 slides 100% 57/57 slides 100% 57/57 slides · 302 hits — 0/57 slides
78.9% 45/57 slides · 97 hits 21.1% 12/57 slides · 16 hits 100% 57/57 slides · 114 hits 82.5% 47/57 slides Core Insight 1 slides 100% 1/1 slides 100% 1/1 slides · 4 hits — 0/1 slides
100% 1/1 slides · 4 hits — 0/1 slides
100% 1/1 slides · 2 hits — 0/1 slides
Implications 72 slides 100% 72/72 slides 100% 72/72 slides · 314 hits — 0/72 slides
69.4% 50/72 slides · 86 hits 9.7% 7/72 slides 100% 72/72 slides · 144 hits 73.6% 53/72 slides Slide inventory
165 every slide · same image gating as the playbook
07
The chart uses a combination of bar (shipments) and line (penetration) to illustrate market growth and maturity.size_opportunity
08
The chart uses red circles to highlight the point where tablet shipments surpassed desktop and notebook shipments.analyze_data
09
The slide uses a red box to draw attention to the 'Tablet' category, emphasizing its lower current penetration compared to other devices.size_opportunity
10
The chart uses a grouped bar format to compare two time periods across seven geographic categories.analyze_data
11
The chart uses red dashed boxes to visually group iOS and Android as 'Made in USA' OSs, showing their growth from a small slice in 2005 to nearly the entire maranalyze_data
12
The chart uses a logarithmic scale to visualize exponential growth across different computing eras.illustrate_case
14
KPCB slide from 2013 Internet Trends report.analyze_data
15
The slide highlights the significant ARPU gap between Google, Facebook, and Twitter, while showing Facebook's rapid growth in mobile penetration.compare_peers
16
Uses a gap analysis approach to identify market opportunity by comparing consumption share to spend share.size_opportunity
17
The chart shows a clear trend of mobile app revenue (green) significantly outpacing mobile advertising revenue (orange) over the 6-year period.analyze_data
22
Includes a secondary overlay of the NASDAQ index performance to contextualize market peaks.analyze_data
23
The slide highlights the peak in 2000 and the subsequent decline in venture activity.analyze_data
24
The chart includes a trend line and a specific callout for the March 2000 peak.analyze_data
26
The slide uses a structured list to present a negative diagnosis of the US education sector.frame_problem
31
The slide uses a bulleted list to present a series of quantitative facts about the US healthcare landscape.frame_problem
37
Slide from KPCB Internet Trends report.establish_context
38
The chart illustrates a shift from broad, low-frequency broadcasting (Facebook) to narrow, high-frequency interaction (WhatsApp, Snapchat, WeChat).compare_options
39
The chart uses a vertical dashed line to segment the timeline into 'Desktop Only' and 'Multi-Platform' eras.analyze_data
41
This slide illustrates the 'unbundling' trend in mobile software, moving from monolithic platforms to specialized apps.establish_context
42
Uses a quote from Matthew Panzarino to define the 'invisible app' trend.establish_context
49
The slide uses a comparative table structure to highlight the leverage ratios of three different marketplace platforms.illustrate_case
50
Uses a contrast between traditional brick-and-mortar (Piggly Wiggly) and modern delivery models (Instacart, Amazon Fresh).establish_context
51
The chart highlights the shift from ownership-based sales to streaming consumption.analyze_data
53
The slide uses a contrast-pairs framework to illustrate the shift from physical coins to digital apps.transition
54
The chart illustrates the exponential adoption curve of Bitcoin wallets.size_opportunity
56
This is a classic KPCB slide defining a strategic framework for internet business models.present_framework
57
The chart illustrates the 'Internet Trifecta' framework applied to Houzz's growth metrics.quantify_impact
58
The slide uses a three-pillar framework to describe the business model.present_framework
63
The chart highlights the shift in platform dominance over time, specifically the emergence of Snapchat and WhatsApp in later years.analyze_data
64
The slide uses a grid of company examples to demonstrate 'mojo' or momentum in user-generated content and activity.illustrate_case
65
The slide highlights the 'dark social' or private nature of content sharing on these platforms.analyze_data
66
The chart highlights a specific growth milestone in 2013 (>4ZB) and a projection for 2016 (13ZB).analyze_data
68
The slide uses a timeline-like comparison to show the increase in sensor counts in smartphones.illustrate_case
69
The chart highlights the dominance of mobile phones in MEMS shipments.analyze_data
71
The chart uses a logarithmic scale on the Y-axis to visualize exponential decay in costs.analyze_data
72
Logarithmic scale used for the Y-axis.establish_context
73
The slide highlights the enabling effect of declining bandwidth costs on data transfer and connectivity.analyze_data
74
Part of the KPCB Internet Trends deck.analyze_data
75
The chart uses S3 storage objects as a proxy for overall AWS scale and growth.quantify_impact
79
Uses a before-after framing to contrast physical service interaction with digital self-service.compare_options
81
Uses a 'before-after' framing to contrast a problem with a digital solution.illustrate_case
82
The slide contrasts a text-heavy, limited-functionality interface with a rich, visual, and interactive interface.compare_options
83
Uses a contrast-pairs framework to highlight the shift from complex hardware to intuitive voice interaction.compare_options
84
Hand-drawn style illustration by John Maeda.filler
86
Slide uses a simple list structure to illustrate a data utilization maturity gap.frame_problem
89
The slide uses a grid layout to present six distinct examples of big data applications.illustrate_case
90
The chart shows a logarithmic scale for cost over time, demonstrating that genome sequencing costs have fallen significantly faster than Moore's Law.analyze_data
95
The slide uses a play on words ('I scream, you scream, we all scream for ice cream') to illustrate the ubiquity of screen usage.filler
Open slide detailBeat · Implications
96
The chart shows a clear inflection point for mobile devices around 2009-2010.analyze_data
97
The chart illustrates that smartphones have become the dominant medium for screen time in many of the surveyed countries.analyze_data
98
Data source: Nielsen Connected Devices Report, Q3:13.analyze_data
99
Data source: ComScore Single Source Multi-Platform Study, London Olympics Lab for NBC, 7/12. N=720.quantify_impact
100
The slide uses a rhetorical question as a title to frame the comparison.compare_options
102
Uses a before-after framing to contrast legacy hardware with modern software interfaces.compare_options
103
Part of the KPCB Internet Trends deck.establish_context
104
The slide uses a simple binary classification (New vs Old) to contrast modern streaming adapters with legacy gaming consoles.compare_options
105
The chart uses a dual-axis approach to show absolute units (bars) and percentage share (line).analyze_data
107
Part of the KPCB Internet Trends deck.illustrate_case
108
The slide uses a 'before and after' framing to illustrate the shift in user behavior and interface design.compare_options
110
The slide uses a combination of a data table and a visual grid of representative video thumbnails to illustrate the scale and growth of YouTube content categorianalyze_data
112
The slide uses a grid of creator profiles to demonstrate the emergence of new media stars.illustrate_case
114
KPCB slide deck, likely from a presentation on digital advertising trends.illustrate_case
115
The slide uses a contrast-pairs framework to distinguish between traditional audiences and modern fanbases.summarize
119
Data from Millward Brown Digital study, N=7,500+.quantify_impact
121
The slide uses side-by-side screenshots to visually prove the personalization thesis.illustrate_case
Open slide detailBeat · Implications
123
The chart uses a dashed line to visually connect the 'Online' segments of the two groups to emphasize the growth/difference.quantify_impact
125
The slide highlights the shift from linear TV dominance to multi-device, time-shifted consumption.establish_context
126
The chart highlights a significant upward trend in mobile video consumption, with time spent growing faster than plays.analyze_data
129
Data source: Angus Maddison, University of Groningen, OECD, data post 1980 based on IMF data (GDP adjusted for purchasing power parity).analyze_data
130
The chart uses a combination of a bar chart for absolute numbers and a line chart for percentage growth.quantify_impact
131
Data source: comScore, 1/13. KPCB slide deck.analyze_data
132
Data source: comScore, 3/14. Slide 131 from KPCB deck.analyze_data
134
The slide uses callouts to explain specific icons within the WeChat app interface.illustrate_case
135
The slide uses screenshots of WeChat interfaces to demonstrate functional utility.illustrate_case
136
The chart illustrates a classic growth-hacking case study involving network effects and aggressive customer acquisition subsidies.illustrate_case
137
Includes a screenshot of the mobile app interface and a bar chart showing AUM growth over time.illustrate_case
139
Colors denote current market value relative to Y/Y market value. Green = higher. Red = lower. Purple = newly public.analyze_data
140
The slide highlights the aggressive acquisition and investment strategies of global internet giants.analyze_data
143
The slide uses a provocative question as a title to frame the image of consumer drone hardware.illustrate_case
Open slide detailBeat · Implications
144
The slide uses a humorous, ironic image of a blank frame with the text 'This painting is not available in your country' to represent digital content restrictionframe_problem
Open slide detailBeat · Implications
148
Includes a trend line overlaying the actual trade data.establish_context
149
The table provides a breakdown of market cap, revenue, and employee count for the top 25 tech companies, with specific columns identifying immigrant founders.quantify_impact
150
The chart shows a clear divergence between the growing number of student visas and the relatively flat number of employment visas.analyze_data
152
The slide uses corporate terminology ('USA Inc.') to describe US federal budget data.analyze_data
153
The chart uses a stacked bar format to visualize the composition of federal spending, with a specific callout for the 'Entitlement' segment.analyze_data
155
The chart uses a combination of bar (total users) and line (growth rate) to illustrate the trend of slowing growth despite increasing total users.analyze_data
156
The USA row is highlighted with a red box. The '58%' penetration for the Top 15 is circled in red.analyze_data
157
The slide highlights the top 15 countries with internet penetration <= 45%.analyze_data
158
Red circle around 65% penetration for Top 15.analyze_data
159
The slide highlights markets with <=45% penetration, with a specific focus on the top 5 developing markets.analyze_data
160
The chart uses a green line for actual data and a red dashed line for the trend projection.analyze_data
Open slide detailBeat · Implications
163
The slide uses a color-coded table to highlight the 'Technology' sector in green versus other sectors in blue.analyze_data
Open slide detailBeat · Implications