a16z | Market Presentation Deck | 68 slides

front_matter

Open slide detailBeat · Setup

other

Open slide detailBeat · Setup

The slide includes a blue dashed box highlighting the 'Listeners' sub-bullet point.front_matter

Open slide detailBeat · Setup

The chart uses Google Trends data to visualize the growth of podcasting interest over time, overlaid with specific historical events.establish_context

Open slide detailBeat · Setup

The chart highlights the rapid adoption of podcasting, noting that 65% of active listeners started in the last 3 years.analyze_data

Open slide detailBeat · Hook

Data source: Edison Research and Triton Digital, 'The Infinite Dial 2018'.analyze_data

Open slide detailBeat · Hook

The slide uses three donut charts to visualize audience segmentation.analyze_data

Open slide detailBeat · KPI Overview

The chart shows a significant upward trend for smartphone usage compared to other devices.analyze_data

Open slide detailBeat · KPI Overview

Slide uses a combination of a pie chart for current state and two bar charts for trend analysis.analyze_data

Open slide detailBeat · KPI Overview

Includes specific DAU/MAU metrics for Apple Podcasts and launch/user data for Google Podcasts and Spotify.analyze_data

Open slide detailBeat · KPI Overview

The slide highlights market fragmentation in the podcast listener app space.analyze_data

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The slide uses pie charts to visualize market share, with specific callouts for top apps and their download volumes.analyze_data

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The slide includes a dashed blue box highlighting 'Podcasters / Publishers'.front_matter

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Uses a 3-column matrix structure to compare key players and differentiation strategies.compare_peers

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Includes a screenshot of the Apple Podcasts app interface.analyze_data

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The chart title says 9% in the slide headline, but the final data point is 8.5%.analyze_data

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The slide uses two choropleth maps to demonstrate an inverse correlation between baseline market maturity and Spotify's relative share.analyze_data

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Includes specific acquisition figures for Gimlet, Anchor, and Parcast.summarize

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introduce_nominees

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Includes a screenshot of the original Spotify 'For the Record' blog post.summarize

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Includes screenshots of the app and a callout box explaining availability via Google Assistant.establish_context

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The slide highlights the lack of pre-installation as a key barrier to adoption.diagnose_problem

Open slide detailBeat · Problem Statement

Includes a screenshot of the Pandora mobile app interface for podcasts.establish_context

Open slide detailBeat · Problem Statement

summarize

Open slide detailBeat · Evidence

Includes company logo, app screenshot, and source citations.establish_context

Open slide detailBeat · Evidence

Includes multiple direct quotes from company leadership (Chris Williams, Darren Davis) to support strategic points.summarize

Open slide detailBeat · Evidence

Includes screenshots of the Audible mobile app interface.establish_context

Open slide detailBeat · Evidence

A blue dashed box highlights the 'Hosting' item in the list.front_matter

Open slide detailBeat · Evidence

The chart visualizes the 'power law' distribution of podcast popularity.analyze_data

Open slide detailBeat · Evidence

The table includes an implicit vertical axis representing 'Audience size' from bottom to top.decompose_segments

Open slide detailBeat · Evidence

The note clarifies that rankings are based on subscriptions rather than total audience size.analyze_data

Open slide detailBeat · Solution

The slide highlights NPR's dominance in the podcast market.analyze_data

Open slide detailBeat · Solution

Includes two line charts showing host demographics and a set of metrics regarding non-listener barriers.analyze_data

Open slide detailBeat · Solution

The 'Monetization' item is highlighted with a dashed blue box.front_matter

Open slide detailBeat · Solution

The chart illustrates market fragmentation in the podcast hosting industry.size_opportunity

Open slide detailBeat · Solution

Data source: Chartable.com, August 18, 2018.analyze_data

Open slide detailBeat · Solution

The slide explains Anchor's strategy of simplifying the Apple Podcasts submission process to capture new, long-tail creators.analyze_data

Open slide detailBeat · Solution

Data source: Chartable.com, August 18, 2018.analyze_data

Open slide detailBeat · Solution

The item 'Biggest exits' is highlighted with a dashed blue box.front_matter

Open slide detailBeat · Solution

The slide uses a structured comparison format to categorize monetization strategies.present_framework

Open slide detailBeat · Solution

The slide uses a structured layout to categorize examples of non-advertising revenue models in the podcasting industry.analyze_data

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The chart shows actuals for 2015-2016 and a forecast for 2017. The slide title mentions a 2019 estimate not present in the chart.analyze_data

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The chart uses a horizontal bar format to emphasize the disparity between established media and podcasts.compare_peers

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The slide highlights a monetization gap in the podcast industry.compare_peers

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preempt_rebuttal

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The slide uses a hierarchical bulleted list to categorize the root causes of the problem.diagnose_problem

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The slide uses data from Recode to support the thesis that host-read direct response ads are the dominant monetization model.analyze_data

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The slide uses a list of current sponsor offers as an example of the manual, fragmented nature of current attribution methods.diagnose_problem

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summarize

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establish_context

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The slide uses a combination of a table and a grouped bar chart to illustrate the power-law distribution of podcast earnings.analyze_data

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establish_context

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front_matter

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The slide provides a historical look at M&A activity in the podcasting space, highlighting key players like Spotify, iHeartMedia, Apple, and E.W. Scripps.cite_precedent

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Part 2 of 2 slides on significant exits.cite_precedent

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Data sourced from Pitchbook; methodology involves filtering by 'Podcasting' keyword for privately-held companies.analyze_data

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The slide uses a logo-grid layout to visualize the market landscape.other

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The item 'Chinese audio apps' is highlighted with a dashed blue box.summarize

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The slide uses three pie charts to visualize market data from 2017-2018.analyze_data

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Includes a screenshot of the mobile app interface.establish_context

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Data sourced from Nanjing Marketing Group, November 2018.analyze_data

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The slide uses arrows to translate Chinese UI elements into English categories and sorting metrics.establish_context

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The slide uses annotations to point out specific UI features like category sorting and age selection.other

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The slide uses annotated screenshots to explain UI elements of a social audio platform.other

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front_matter

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other

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prioritize

Open slide detailBeat · Conclusion

This slide outlines specific investment themes or 'requests for startups' from Andreessen Horowitz.state_demand

Open slide detailBeat · Conclusion