{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 940, "pageSize": 60, "pageCount": 5333, "rows": [ { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 28, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart uses a red bar for the USA to draw focus, while other countries are in grey.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/28", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-28", "loopMatches": [ { "to": 39, "from": 26, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-7e423a6ea565", "evidence": "Builds from 'how to reach customers' to Ads>Prime, Ads>AWS, retail media =10% share", "position": 4, "objective": "Reveal retail itself as the new advertising gatekeeper", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 29, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart uses a stacked bar format to distinguish between shopping centers/malls and stand-alone retail, though the legend colors in the chart body for non-USA countries are greyed out.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/29", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-29", "loopMatches": [ { "to": 39, "from": 26, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-7e423a6ea565", "evidence": "Builds from 'how to reach customers' to Ads>Prime, Ads>AWS, retail media =10% share", "position": 4, "objective": "Reveal retail itself as the new advertising gatekeeper", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 30, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart illustrates the 'retail apocalypse' and the rise of e-commerce logistics infrastructure.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/30", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-30", "loopMatches": [ { "to": 39, "from": 26, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-7e423a6ea565", "evidence": "Builds from 'how to reach customers' to Ads>Prime, Ads>AWS, retail media =10% share", "position": 4, "objective": "Reveal retail itself as the new advertising gatekeeper", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 31, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart illustrates a rapid acceleration in warehouse expansion starting around 2019.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/31", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-31", "loopMatches": [ { "to": 39, "from": 26, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-7e423a6ea565", "evidence": "Builds from 'how to reach customers' to Ads>Prime, Ads>AWS, retail media =10% share", "position": 4, "objective": "Reveal retail itself as the new advertising gatekeeper", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 32, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart uses a dotted line for historical data and a solid line for more recent data, likely indicating a reporting change or data source shift.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/32", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-32", "loopMatches": [ { "to": 39, "from": 26, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-7e423a6ea565", "evidence": "Builds from 'how to reach customers' to Ads>Prime, Ads>AWS, retail media =10% share", "position": 4, "objective": "Reveal retail itself as the new advertising gatekeeper", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 33, "slideType": "data_table", "function": "analyze_data", "notes": "The chart uses a dotted line for historical 'Other' revenue (predominantly ads) and a solid red line for the transition to explicit 'Ads' reporting.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/33", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-33", "loopMatches": [ { "to": 39, "from": 26, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-7e423a6ea565", "evidence": "Builds from 'how to reach customers' to Ads>Prime, Ads>AWS, retail media =10% share", "position": 4, "objective": "Reveal retail itself as the new advertising gatekeeper", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 34, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart illustrates the structural shift in advertising spend from traditional media to digital platforms.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/34", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-34", "loopMatches": [ { "to": 39, "from": 26, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-7e423a6ea565", "evidence": "Builds from 'how to reach customers' to Ads>Prime, Ads>AWS, retail media =10% share", "position": 4, "objective": "Reveal retail itself as the new advertising gatekeeper", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 35, "slideType": "comparison_table", "function": "compare_options", "notes": "The chart highlights the high profitability and low capital intensity of the Ads business compared to AWS and the overall Group.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/35", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-35", "loopMatches": [ { "to": 39, "from": 26, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-7e423a6ea565", "evidence": "Builds from 'how to reach customers' to Ads>Prime, Ads>AWS, retail media =10% share", "position": 4, "objective": "Reveal retail itself as the new advertising gatekeeper", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 36, "slideType": "ceo_quote", "function": "illustrate_case", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/36", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-36", "loopMatches": [ { "to": 39, "from": 26, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-7e423a6ea565", "evidence": "Builds from 'how to reach customers' to Ads>Prime, Ads>AWS, retail media =10% share", "position": 4, "objective": "Reveal retail itself as the new advertising gatekeeper", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 37, "slideType": "market_landscape", "function": "quantify_impact", "notes": "The slide uses a series of circles to present company-specific revenue data followed by a summary of the underlying business model drivers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/37", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-37", "loopMatches": [ { "to": 39, "from": 26, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-7e423a6ea565", "evidence": "Builds from 'how to reach customers' to Ads>Prime, Ads>AWS, retail media =10% share", "position": 4, "objective": "Reveal retail itself as the new advertising gatekeeper", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 38, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart highlights the emergence and growth of 'Retail' media as a distinct category starting around 2020.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/38", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-38", "loopMatches": [ { "to": 39, "from": 26, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-7e423a6ea565", "evidence": "Builds from 'how to reach customers' to Ads>Prime, Ads>AWS, retail media =10% share", "position": 4, "objective": "Reveal retail itself as the new advertising gatekeeper", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 39, "slideType": "key_messages", "function": "establish_context", "notes": "The slide uses a quote to illustrate the dependency of retailers on promotional money from manufacturers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/39", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-39", "loopMatches": [ { "to": 39, "from": 26, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-7e423a6ea565", "evidence": "Builds from 'how to reach customers' to Ads>Prime, Ads>AWS, retail media =10% share", "position": 4, "objective": "Reveal retail itself as the new advertising gatekeeper", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 40, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart illustrates the trend of Chinese manufacturers bypassing traditional retail channels to sell directly to consumers on Amazon.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/40", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-40", "loopMatches": [ { "to": 44, "from": 40, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-83470125308a", "evidence": "p41 Anker $2bn case, p43-44 Shein 'new bundle and new channel build new global business'", "position": 5, "objective": "Use Anker/Shein as proof that new channels create new winners", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 75, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 41, "slideType": "case_study", "function": "illustrate_case", "notes": "The slide highlights Anker's success as a brand built on the Amazon marketplace.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/41", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-41", "loopMatches": [ { "to": 44, "from": 40, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-83470125308a", "evidence": "p41 Anker $2bn case, p43-44 Shein 'new bundle and new channel build new global business'", "position": 5, "objective": "Use Anker/Shein as proof that new channels create new winners", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 75, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 42, "slideType": "comparison_table", "function": "compare_peers", "notes": "The chart illustrates the growth of Shopify relative to Amazon Marketplace.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/42", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-42", "loopMatches": [ { "to": 44, "from": 40, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-83470125308a", "evidence": "p41 Anker $2bn case, p43-44 Shein 'new bundle and new channel build new global business'", "position": 5, "objective": "Use Anker/Shein as proof that new channels create new winners", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 75, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 43, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart illustrates the disruption of traditional fast fashion incumbents by a digital-native competitor.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/43", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-43", "loopMatches": [ { "to": 44, "from": 40, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-83470125308a", "evidence": "p41 Anker $2bn case, p43-44 Shein 'new bundle and new channel build new global business'", "position": 5, "objective": "Use Anker/Shein as proof that new channels create new winners", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 75, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 44, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart highlights Shein's rapid revenue growth starting from 2018, contrasting with the more stable or fluctuating growth of traditional fast fashion retailers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/44", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-44", "loopMatches": [ { "to": 44, "from": 40, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-83470125308a", "evidence": "p41 Anker $2bn case, p43-44 Shein 'new bundle and new channel build new global business'", "position": 5, "objective": "Use Anker/Shein as proof that new channels create new winners", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 75, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 45, "slideType": "comparison_table", "function": "compare_options", "notes": "The slide uses a process-like flow to show the evolution from traditional fast fashion (Zara) to internet-native fast fashion (Shein).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/45", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-45", "loopMatches": [ { "to": 50, "from": 45, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-86e8448e4a9e", "evidence": "Same title repeated p45-47; UPCs, cable, streaming all unlocked slots", "position": 6, "objective": "Show 'new channels + new tech = new SKUs' pattern across retail/cable/streaming", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 46, "slideType": "industry_trends", "function": "establish_context", "notes": "The chart illustrates the impact of technology (UPCs, barcodes, computers) on retail inventory management.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/46", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-46", "loopMatches": [ { "to": 50, "from": 45, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-86e8448e4a9e", "evidence": "Same title repeated p45-47; UPCs, cable, streaming all unlocked slots", "position": 6, "objective": "Show 'new channels + new tech = new SKUs' pattern across retail/cable/streaming", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 47, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart illustrates the shift from broadcast/cable dominance to the proliferation of streaming content.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/47", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-47", "loopMatches": [ { "to": 50, "from": 45, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-86e8448e4a9e", "evidence": "Same title repeated p45-47; UPCs, cable, streaming all unlocked slots", "position": 6, "objective": "Show 'new channels + new tech = new SKUs' pattern across retail/cable/streaming", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 48, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart shows a long-term downward trend in the reach of the most popular TV shows.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/48", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-48", "loopMatches": [ { "to": 50, "from": 45, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-86e8448e4a9e", "evidence": "Same title repeated p45-47; UPCs, cable, streaming all unlocked slots", "position": 6, "objective": "Show 'new channels + new tech = new SKUs' pattern across retail/cable/streaming", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 49, "slideType": "industry_trends", "function": "analyze_data", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/49", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-49", "loopMatches": [ { "to": 50, "from": 45, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-86e8448e4a9e", "evidence": "Same title repeated p45-47; UPCs, cable, streaming all unlocked slots", "position": 6, "objective": "Show 'new channels + new tech = new SKUs' pattern across retail/cable/streaming", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 50, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart illustrates a long-term trend of growth followed by a sharp recent decline in traditional TV consumption.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/50", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-50", "loopMatches": [ { "to": 50, "from": 45, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2e-86e8448e4a9e", "evidence": "Same title repeated p45-47; UPCs, cable, streaming all unlocked slots", "position": 6, "objective": "Show 'new channels + new tech = new SKUs' pattern across retail/cable/streaming", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 51, "slideType": "industry_trends", "function": "illustrate_case", "notes": "The chart illustrates the disruption of the physical rental market by digital streaming services.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/51", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-51", "loopMatches": [ { "to": 58, "from": 51, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2e-8b9d55219f3a", "evidence": "Blockbuster $5bn cap p51, Netflix vs YouTube p57, MrBeast vs top-10 Netflix p58", "position": 7, "objective": "Show legacy media's decline and streaming/creator-economy displacement", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 72, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 52, "slideType": "industry_trends", "function": "quantify_impact", "notes": "The chart highlights the convergence of spending between traditional media giants (grey) and tech platforms (red).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/52", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-52", "loopMatches": [ { "to": 58, "from": 51, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2e-8b9d55219f3a", "evidence": "Blockbuster $5bn cap p51, Netflix vs YouTube p57, MrBeast vs top-10 Netflix p58", "position": 7, "objective": "Show legacy media's decline and streaming/creator-economy displacement", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 72, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 53, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart highlights the rapid growth of Disney's streaming services relative to Netflix's established trajectory.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/53", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-53", "loopMatches": [ { "to": 58, "from": 51, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2e-8b9d55219f3a", "evidence": "Blockbuster $5bn cap p51, Netflix vs YouTube p57, MrBeast vs top-10 Netflix p58", "position": 7, "objective": "Show legacy media's decline and streaming/creator-economy displacement", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 72, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 54, "slideType": "financial_analysis", "function": "quantify_impact", "notes": "The chart uses a diverging bar structure to show the contrast between a profitable incumbent/disruptor (Netflix) and the heavy investment losses of a legacy player (Disney) entering the D2C space.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/54", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-54", "loopMatches": [ { "to": 58, "from": 51, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2e-8b9d55219f3a", "evidence": "Blockbuster $5bn cap p51, Netflix vs YouTube p57, MrBeast vs top-10 Netflix p58", "position": 7, "objective": "Show legacy media's decline and streaming/creator-economy displacement", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 72, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 55, "slideType": "data_table", "function": "analyze_data", "notes": "The chart uses color to distinguish between legacy media companies (grey) and new entrants (red).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/55", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-55", "loopMatches": [ { "to": 58, "from": 51, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2e-8b9d55219f3a", "evidence": "Blockbuster $5bn cap p51, Netflix vs YouTube p57, MrBeast vs top-10 Netflix p58", "position": 7, "objective": "Show legacy media's decline and streaming/creator-economy displacement", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 72, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 56, "slideType": "industry_trends", "function": "quantify_impact", "notes": "The chart highlights YouTube's growing content spend relative to traditional media giants.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/56", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-56", "loopMatches": [ { "to": 58, "from": 51, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2e-8b9d55219f3a", "evidence": "Blockbuster $5bn cap p51, Netflix vs YouTube p57, MrBeast vs top-10 Netflix p58", "position": 7, "objective": "Show legacy media's decline and streaming/creator-economy displacement", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 72, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 57, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart shows the convergence and crossover of Netflix and YouTube viewing shares.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/57", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-57", "loopMatches": [ { "to": 58, "from": 51, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2e-8b9d55219f3a", "evidence": "Blockbuster $5bn cap p51, Netflix vs YouTube p57, MrBeast vs top-10 Netflix p58", "position": 7, "objective": "Show legacy media's decline and streaming/creator-economy displacement", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 72, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 58, "slideType": "comparison_table", "function": "compare_peers", "notes": "The chart highlights how YouTube creator content competes with traditional streaming platform metrics.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/58", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-58", "loopMatches": [ { "to": 58, "from": 51, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2e-8b9d55219f3a", "evidence": "Blockbuster $5bn cap p51, Netflix vs YouTube p57, MrBeast vs top-10 Netflix p58", "position": 7, "objective": "Show legacy media's decline and streaming/creator-economy displacement", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 72, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 58, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Rising Action", "beatSlug": "mountain-rising-action", "evidence": "category-by-category gatekeeper sweep: retail, media, content", "position": 2, "confidence": 60, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 59, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart illustrates the convergence of social and video platforms, questioning traditional industry definitions.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/59", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-59", "loopMatches": [ { "to": 69, "from": 59, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-8fd26fbad1b9", "evidence": "p64 'big brand bundle' -> p65 'unbundled' -> p67 'market reset, blank canvas'", "position": 8, "objective": "Land thesis: software unbundles every layer of the brand bundle", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 69, "from": 59, "beatId": "019dd95a-07a7-7579-bd65-217ee690948d", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Climax", "beatSlug": "mountain-climax", "evidence": "'A market reset' + 'blank canvas for new businesses' p67", "position": 3, "confidence": 60, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 60, "slideType": "quote_slide", "function": "illustrate_case", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/60", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-60", "loopMatches": [ { "to": 69, "from": 59, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-8fd26fbad1b9", "evidence": "p64 'big brand bundle' -> p65 'unbundled' -> p67 'market reset, blank canvas'", "position": 8, "objective": "Land thesis: software unbundles every layer of the brand bundle", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 69, "from": 59, "beatId": "019dd95a-07a7-7579-bd65-217ee690948d", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Climax", "beatSlug": "mountain-climax", "evidence": "'A market reset' + 'blank canvas for new businesses' p67", "position": 3, "confidence": 60, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 61, "slideType": "transition", "function": "present_framework", "notes": "The slide uses a process flow diagram to illustrate the spectrum of software's impact on industries.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/61", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-61", "loopMatches": [ { "to": 69, "from": 59, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-8fd26fbad1b9", "evidence": "p64 'big brand bundle' -> p65 'unbundled' -> p67 'market reset, blank canvas'", "position": 8, "objective": "Land thesis: software unbundles every layer of the brand bundle", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 69, "from": 59, "beatId": "019dd95a-07a7-7579-bd65-217ee690948d", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Climax", "beatSlug": "mountain-climax", "evidence": "'A market reset' + 'blank canvas for new businesses' p67", "position": 3, "confidence": 60, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 62, "slideType": "quote_slide", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/62", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-62", "loopMatches": [ { "to": 69, "from": 59, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-8fd26fbad1b9", "evidence": "p64 'big brand bundle' -> p65 'unbundled' -> p67 'market reset, blank canvas'", "position": 8, "objective": "Land thesis: software unbundles every layer of the brand bundle", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 69, "from": 59, "beatId": "019dd95a-07a7-7579-bd65-217ee690948d", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Climax", "beatSlug": "mountain-climax", "evidence": "'A market reset' + 'blank canvas for new businesses' p67", "position": 3, "confidence": 60, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 63, "slideType": "data_table", "function": "analyze_data", "notes": "The chart illustrates the shift in Nike's sales mix towards D2C over time.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/63", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-63", "loopMatches": [ { "to": 69, "from": 59, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-8fd26fbad1b9", "evidence": "p64 'big brand bundle' -> p65 'unbundled' -> p67 'market reset, blank canvas'", "position": 8, "objective": "Land thesis: software unbundles every layer of the brand bundle", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 69, "from": 59, "beatId": "019dd95a-07a7-7579-bd65-217ee690948d", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Climax", "beatSlug": "mountain-climax", "evidence": "'A market reset' + 'blank canvas for new businesses' p67", "position": 3, "confidence": 60, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 64, "slideType": "transition", "function": "present_framework", "notes": "The slide uses a linear process flow to represent business operations.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/64", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-64", "loopMatches": [ { "to": 69, "from": 59, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-8fd26fbad1b9", "evidence": "p64 'big brand bundle' -> p65 'unbundled' -> p67 'market reset, blank canvas'", "position": 8, "objective": "Land thesis: software unbundles every layer of the brand bundle", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 69, "from": 59, "beatId": "019dd95a-07a7-7579-bd65-217ee690948d", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Climax", "beatSlug": "mountain-climax", "evidence": "'A market reset' + 'blank canvas for new businesses' p67", "position": 3, "confidence": 60, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 65, "slideType": "transition", "function": "present_framework", "notes": "The slide uses a hub-and-spoke style process flow to show the transition from centralized production/logistics to fragmented, targeted segments.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/65", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-65", "loopMatches": [ { "to": 69, "from": 59, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-8fd26fbad1b9", "evidence": "p64 'big brand bundle' -> p65 'unbundled' -> p67 'market reset, blank canvas'", "position": 8, "objective": "Land thesis: software unbundles every layer of the brand bundle", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 69, "from": 59, "beatId": "019dd95a-07a7-7579-bd65-217ee690948d", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Climax", "beatSlug": "mountain-climax", "evidence": "'A market reset' + 'blank canvas for new businesses' p67", "position": 3, "confidence": 60, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 66, "slideType": "comparison_table", "function": "compare_options", "notes": "The slide uses a simple comparison structure to highlight the shift from scarcity to abundance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/66", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-66", "loopMatches": [ { "to": 69, "from": 59, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-8fd26fbad1b9", "evidence": "p64 'big brand bundle' -> p65 'unbundled' -> p67 'market reset, blank canvas'", "position": 8, "objective": "Land thesis: software unbundles every layer of the brand bundle", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 69, "from": 59, "beatId": "019dd95a-07a7-7579-bd65-217ee690948d", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Climax", "beatSlug": "mountain-climax", "evidence": "'A market reset' + 'blank canvas for new businesses' p67", "position": 3, "confidence": 60, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 67, "slideType": "thesis_headline", "function": "frame_problem", "notes": "The slide uses a simple flow diagram to show the synthesis of two market conditions into a new business opportunity.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/67", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-67", "loopMatches": [ { "to": 69, "from": 59, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-8fd26fbad1b9", "evidence": "p64 'big brand bundle' -> p65 'unbundled' -> p67 'market reset, blank canvas'", "position": 8, "objective": "Land thesis: software unbundles every layer of the brand bundle", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 69, "from": 59, "beatId": "019dd95a-07a7-7579-bd65-217ee690948d", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Climax", "beatSlug": "mountain-climax", "evidence": "'A market reset' + 'blank canvas for new businesses' p67", "position": 3, "confidence": 60, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 68, "slideType": "quote_slide", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/68", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-68", "loopMatches": [ { "to": 69, "from": 59, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-8fd26fbad1b9", "evidence": "p64 'big brand bundle' -> p65 'unbundled' -> p67 'market reset, blank canvas'", "position": 8, "objective": "Land thesis: software unbundles every layer of the brand bundle", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 69, "from": 59, "beatId": "019dd95a-07a7-7579-bd65-217ee690948d", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Climax", "beatSlug": "mountain-climax", "evidence": "'A market reset' + 'blank canvas for new businesses' p67", "position": 3, "confidence": 60, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 69, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart uses red bars for tech-focused companies (Amazon, Alibaba, Alphabet) and grey for others.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/69", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-69", "loopMatches": [ { "to": 69, "from": 59, "name": "Aha Moment", "slug": "03-aha-moment", "bestFor": "Data-heavy sections, research findings, analytical arguments", "matchId": "019dd95a-08f8-7619-ac2e-8fd26fbad1b9", "evidence": "p64 'big brand bundle' -> p65 'unbundled' -> p67 'market reset, blank canvas'", "position": 8, "objective": "Land thesis: software unbundles every layer of the brand bundle", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "confidence": 80, "description": "Establish a tension, present data, then deliver the insight that changes everything" } ], "arcBeatMatches": [ { "to": 69, "from": 18, "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset", "position": 2, "confidence": 82, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" }, { "to": 69, "from": 59, "beatId": "019dd95a-07a7-7579-bd65-217ee690948d", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Climax", "beatSlug": "mountain-climax", "evidence": "'A market reset' + 'blank canvas for new businesses' p67", "position": 3, "confidence": 60, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 70, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/70", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-70", "loopMatches": [], "arcBeatMatches": [ { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-14aeb33da1bd", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "'Dreams for the Future' p70; metaverse, generative AI bets, JTBD questions", "position": 3, "confidence": 82, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-243a2d74e603", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Resolution", "beatSlug": "mountain-resolution", "evidence": "future bets, generative AI, optimism close p100", "position": 4, "confidence": 60, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 71, "slideType": "timeline", "function": "present_framework", "notes": "Uses a simple linear process flow with circular nodes.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/71", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-71", "loopMatches": [ { "to": 77, "from": 71, "name": "Maturity Curve", "slug": "36-maturity-curve", "bestFor": "Digital transformation, capability building, benchmarking", "matchId": "019dd95a-08f8-7619-ac2e-912ed90fbd12", "evidence": "p71 'Three steps to the future', p73 '2022 vs 2023 hype cycle turns', p77 'future can take a long time'", "position": 9, "objective": "Position crypto/metaverse against the hype-cycle curve", "structure": "Current Maturity Level -> The Gap to Next Level -> Required Capabilities -> The Roadmap", "confidence": 65, "description": "Show where you are on a progression and what it takes to reach the next level" } ], "arcBeatMatches": [ { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-14aeb33da1bd", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "'Dreams for the Future' p70; metaverse, generative AI bets, JTBD questions", "position": 3, "confidence": 82, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-243a2d74e603", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Resolution", "beatSlug": "mountain-resolution", "evidence": "future bets, generative AI, optimism close p100", "position": 4, "confidence": 60, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 72, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart compares 'Today' (actual) vs 'Expected in 3 years' (forecast) for each time period.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/72", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-72", "loopMatches": [ { "to": 77, "from": 71, "name": "Maturity Curve", "slug": "36-maturity-curve", "bestFor": "Digital transformation, capability building, benchmarking", "matchId": "019dd95a-08f8-7619-ac2e-912ed90fbd12", "evidence": "p71 'Three steps to the future', p73 '2022 vs 2023 hype cycle turns', p77 'future can take a long time'", "position": 9, "objective": "Position crypto/metaverse against the hype-cycle curve", "structure": "Current Maturity Level -> The Gap to Next Level -> Required Capabilities -> The Roadmap", "confidence": 65, "description": "Show where you are on a progression and what it takes to reach the next level" } ], "arcBeatMatches": [ { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-14aeb33da1bd", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "'Dreams for the Future' p70; metaverse, generative AI bets, JTBD questions", "position": 3, "confidence": 82, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-243a2d74e603", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Resolution", "beatSlug": "mountain-resolution", "evidence": "future bets, generative AI, optimism close p100", "position": 4, "confidence": 60, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 73, "slideType": "comparison_table", "function": "compare_options", "notes": "The slide uses a 'before-after' framing to illustrate the shift in market narrative.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/73", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-73", "loopMatches": [ { "to": 77, "from": 71, "name": "Maturity Curve", "slug": "36-maturity-curve", "bestFor": "Digital transformation, capability building, benchmarking", "matchId": "019dd95a-08f8-7619-ac2e-912ed90fbd12", "evidence": "p71 'Three steps to the future', p73 '2022 vs 2023 hype cycle turns', p77 'future can take a long time'", "position": 9, "objective": "Position crypto/metaverse against the hype-cycle curve", "structure": "Current Maturity Level -> The Gap to Next Level -> Required Capabilities -> The Roadmap", "confidence": 65, "description": "Show where you are on a progression and what it takes to reach the next level" } ], "arcBeatMatches": [ { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-14aeb33da1bd", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "'Dreams for the Future' p70; metaverse, generative AI bets, JTBD questions", "position": 3, "confidence": 82, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-243a2d74e603", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Resolution", "beatSlug": "mountain-resolution", "evidence": "future bets, generative AI, optimism close p100", "position": 4, "confidence": 60, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 74, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart illustrates the volatility of NFT markets and the potential disconnect between speculative trading volume and actual user engagement.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/74", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-74", "loopMatches": [ { "to": 77, "from": 71, "name": "Maturity Curve", "slug": "36-maturity-curve", "bestFor": "Digital transformation, capability building, benchmarking", "matchId": "019dd95a-08f8-7619-ac2e-912ed90fbd12", "evidence": "p71 'Three steps to the future', p73 '2022 vs 2023 hype cycle turns', p77 'future can take a long time'", "position": 9, "objective": "Position crypto/metaverse against the hype-cycle curve", "structure": "Current Maturity Level -> The Gap to Next Level -> Required Capabilities -> The Roadmap", "confidence": 65, "description": "Show where you are on a progression and what it takes to reach the next level" } ], "arcBeatMatches": [ { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-14aeb33da1bd", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "'Dreams for the Future' p70; metaverse, generative AI bets, JTBD questions", "position": 3, "confidence": 82, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-243a2d74e603", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Resolution", "beatSlug": "mountain-resolution", "evidence": "future bets, generative AI, optimism close p100", "position": 4, "confidence": 60, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 75, "slideType": "comparison_table", "function": "compare_peers", "notes": "The chart highlights the massive scale of Meta's investment compared to Apple's historical R&D spend.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/75", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-75", "loopMatches": [ { "to": 77, "from": 71, "name": "Maturity Curve", "slug": "36-maturity-curve", "bestFor": "Digital transformation, capability building, benchmarking", "matchId": "019dd95a-08f8-7619-ac2e-912ed90fbd12", "evidence": "p71 'Three steps to the future', p73 '2022 vs 2023 hype cycle turns', p77 'future can take a long time'", "position": 9, "objective": "Position crypto/metaverse against the hype-cycle curve", "structure": "Current Maturity Level -> The Gap to Next Level -> Required Capabilities -> The Roadmap", "confidence": 65, "description": "Show where you are on a progression and what it takes to reach the next level" } ], "arcBeatMatches": [ { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-14aeb33da1bd", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "'Dreams for the Future' p70; metaverse, generative AI bets, JTBD questions", "position": 3, "confidence": 82, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-243a2d74e603", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Resolution", "beatSlug": "mountain-resolution", "evidence": "future bets, generative AI, optimism close p100", "position": 4, "confidence": 60, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 76, "slideType": "problem_statement", "function": "frame_problem", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/76", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-76", "loopMatches": [ { "to": 77, "from": 71, "name": "Maturity Curve", "slug": "36-maturity-curve", "bestFor": "Digital transformation, capability building, benchmarking", "matchId": "019dd95a-08f8-7619-ac2e-912ed90fbd12", "evidence": "p71 'Three steps to the future', p73 '2022 vs 2023 hype cycle turns', p77 'future can take a long time'", "position": 9, "objective": "Position crypto/metaverse against the hype-cycle curve", "structure": "Current Maturity Level -> The Gap to Next Level -> Required Capabilities -> The Roadmap", "confidence": 65, "description": "Show where you are on a progression and what it takes to reach the next level" } ], "arcBeatMatches": [ { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-14aeb33da1bd", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "'Dreams for the Future' p70; metaverse, generative AI bets, JTBD questions", "position": 3, "confidence": 82, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-243a2d74e603", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Resolution", "beatSlug": "mountain-resolution", "evidence": "future bets, generative AI, optimism close p100", "position": 4, "confidence": 60, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 77, "slideType": "industry_trends", "function": "summarize", "notes": "Illustrates market disruption and the slow adoption curve of new technologies.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/77", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-77", "loopMatches": [ { "to": 77, "from": 71, "name": "Maturity Curve", "slug": "36-maturity-curve", "bestFor": "Digital transformation, capability building, benchmarking", "matchId": "019dd95a-08f8-7619-ac2e-912ed90fbd12", "evidence": "p71 'Three steps to the future', p73 '2022 vs 2023 hype cycle turns', p77 'future can take a long time'", "position": 9, "objective": "Position crypto/metaverse against the hype-cycle curve", "structure": "Current Maturity Level -> The Gap to Next Level -> Required Capabilities -> The Roadmap", "confidence": 65, "description": "Show where you are on a progression and what it takes to reach the next level" } ], "arcBeatMatches": [ { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-14aeb33da1bd", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "'Dreams for the Future' p70; metaverse, generative AI bets, JTBD questions", "position": 3, "confidence": 82, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-243a2d74e603", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Resolution", "beatSlug": "mountain-resolution", "evidence": "future bets, generative AI, optimism close p100", "position": 4, "confidence": 60, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 78, "slideType": "transition", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/78", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-78", "loopMatches": [ { "to": 91, "from": 78, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-9463f9e3fcb7", "evidence": "p79 ImageNet 2013 'so what'; p81 'same moment with generative networks'; same callout repeated", "position": 10, "objective": "Argue generative AI is at the same 'cool demo / so what' moment as ImageNet 2013", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 85, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-14aeb33da1bd", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "'Dreams for the Future' p70; metaverse, generative AI bets, JTBD questions", "position": 3, "confidence": 82, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-243a2d74e603", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Resolution", "beatSlug": "mountain-resolution", "evidence": "future bets, generative AI, optimism close p100", "position": 4, "confidence": 60, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 79, "slideType": "other", "function": "establish_context", "notes": "The slide uses a rhetorical question to transition into a discussion about the utility of AI/computer vision.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/79", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-79", "loopMatches": [ { "to": 91, "from": 78, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-9463f9e3fcb7", "evidence": "p79 ImageNet 2013 'so what'; p81 'same moment with generative networks'; same callout repeated", "position": 10, "objective": "Argue generative AI is at the same 'cool demo / so what' moment as ImageNet 2013", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 85, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-14aeb33da1bd", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "'Dreams for the Future' p70; metaverse, generative AI bets, JTBD questions", "position": 3, "confidence": 82, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-243a2d74e603", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Resolution", "beatSlug": "mountain-resolution", "evidence": "future bets, generative AI, optimism close p100", "position": 4, "confidence": 60, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 80, "slideType": "transition", "function": "transition", "notes": "The slide uses a simple process flow diagram to illustrate the abstraction of machine learning capabilities.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/80", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-80", "loopMatches": [ { "to": 91, "from": 78, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-9463f9e3fcb7", "evidence": "p79 ImageNet 2013 'so what'; p81 'same moment with generative networks'; same callout repeated", "position": 10, "objective": "Argue generative AI is at the same 'cool demo / so what' moment as ImageNet 2013", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 85, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-14aeb33da1bd", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "'Dreams for the Future' p70; metaverse, generative AI bets, JTBD questions", "position": 3, "confidence": 82, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-243a2d74e603", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Resolution", "beatSlug": "mountain-resolution", "evidence": "future bets, generative AI, optimism close p100", "position": 4, "confidence": 60, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 81, "slideType": "transition", "function": "transition", "notes": "The slide uses a rhetorical question 'That's clever, but so what?' to bridge the technical demonstration to a broader discussion.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/81", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-81", "loopMatches": [ { "to": 91, "from": 78, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-9463f9e3fcb7", "evidence": "p79 ImageNet 2013 'so what'; p81 'same moment with generative networks'; same callout repeated", "position": 10, "objective": "Argue generative AI is at the same 'cool demo / so what' moment as ImageNet 2013", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 85, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-14aeb33da1bd", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "'Dreams for the Future' p70; metaverse, generative AI bets, JTBD questions", "position": 3, "confidence": 82, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-243a2d74e603", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Resolution", "beatSlug": "mountain-resolution", "evidence": "future bets, generative AI, optimism close p100", "position": 4, "confidence": 60, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 82, "slideType": "client_example", "function": "illustrate_case", "notes": "The slide demonstrates the capability of generative AI to create cinematic-quality imagery.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/82", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-82", "loopMatches": [ { "to": 91, "from": 78, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-9463f9e3fcb7", "evidence": "p79 ImageNet 2013 'so what'; p81 'same moment with generative networks'; same callout repeated", "position": 10, "objective": "Argue generative AI is at the same 'cool demo / so what' moment as ImageNet 2013", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 85, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-14aeb33da1bd", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "'Dreams for the Future' p70; metaverse, generative AI bets, JTBD questions", "position": 3, "confidence": 82, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-243a2d74e603", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Resolution", "beatSlug": "mountain-resolution", "evidence": "future bets, generative AI, optimism close p100", "position": 4, "confidence": 60, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 83, "slideType": "client_example", "function": "illustrate_case", "notes": "The slide uses a screenshot of a browser window to provide a concrete example of AI capabilities.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/83", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-83", "loopMatches": [ { "to": 91, "from": 78, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-9463f9e3fcb7", "evidence": "p79 ImageNet 2013 'so what'; p81 'same moment with generative networks'; same callout repeated", "position": 10, "objective": "Argue generative AI is at the same 'cool demo / so what' moment as ImageNet 2013", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 85, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-14aeb33da1bd", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "'Dreams for the Future' p70; metaverse, generative AI bets, JTBD questions", "position": 3, "confidence": 82, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-243a2d74e603", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Resolution", "beatSlug": "mountain-resolution", "evidence": "future bets, generative AI, optimism close p100", "position": 4, "confidence": 60, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 84, "slideType": "transition", "function": "transition", "notes": "The slide uses a simple process flow diagram to move from a specific concept to a broader inquiry.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/84", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-84", "loopMatches": [ { "to": 91, "from": 78, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-9463f9e3fcb7", "evidence": "p79 ImageNet 2013 'so what'; p81 'same moment with generative networks'; same callout repeated", "position": 10, "objective": "Argue generative AI is at the same 'cool demo / so what' moment as ImageNet 2013", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 85, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-14aeb33da1bd", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "'Dreams for the Future' p70; metaverse, generative AI bets, JTBD questions", "position": 3, "confidence": 82, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-243a2d74e603", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Resolution", "beatSlug": "mountain-resolution", "evidence": "future bets, generative AI, optimism close p100", "position": 4, "confidence": 60, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 85, "slideType": "problem_statement", "function": "frame_problem", "notes": "The slide uses a screenshot of a Perplexity AI search result to demonstrate the capability of generative search to answer complex queries, contrasting this with traditional search.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/85", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-85", "loopMatches": [ { "to": 91, "from": 78, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-9463f9e3fcb7", "evidence": "p79 ImageNet 2013 'so what'; p81 'same moment with generative networks'; same callout repeated", "position": 10, "objective": "Argue generative AI is at the same 'cool demo / so what' moment as ImageNet 2013", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 85, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-14aeb33da1bd", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "'Dreams for the Future' p70; metaverse, generative AI bets, JTBD questions", "position": 3, "confidence": 82, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-243a2d74e603", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Resolution", "beatSlug": "mountain-resolution", "evidence": "future bets, generative AI, optimism close p100", "position": 4, "confidence": 60, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 86, "slideType": "other", "function": "illustrate_case", "notes": "The slide uses an AI-generated image to make a point about the capabilities of generative AI in search.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/86", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-86", "loopMatches": [ { "to": 91, "from": 78, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-9463f9e3fcb7", "evidence": "p79 ImageNet 2013 'so what'; p81 'same moment with generative networks'; same callout repeated", "position": 10, "objective": "Argue generative AI is at the same 'cool demo / so what' moment as ImageNet 2013", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 85, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-14aeb33da1bd", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "'Dreams for the Future' p70; metaverse, generative AI bets, JTBD questions", "position": 3, "confidence": 82, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-243a2d74e603", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Resolution", "beatSlug": "mountain-resolution", "evidence": "future bets, generative AI, optimism close p100", "position": 4, "confidence": 60, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-853951586965", "docSlug": "76ea6cc397533e35", "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers", "authorId": "BenedictEvans", "authorName": "Benedict Evans", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 87, "slideType": "client_example", "function": "illustrate_case", "notes": "The slide showcases AI-generated UI mockups, likely created using Midjourney, to illustrate the potential of generative design in software interfaces.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/87", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-87", "loopMatches": [ { "to": 91, "from": 78, "name": "Precedent", "slug": "09-precedent", "bestFor": "Risk mitigation, strategy validation, building confidence in new approaches", "matchId": "019dd95a-08f8-7619-ac2e-9463f9e3fcb7", "evidence": "p79 ImageNet 2013 'so what'; p81 'same moment with generative networks'; same callout repeated", "position": 10, "objective": "Argue generative AI is at the same 'cool demo / so what' moment as ImageNet 2013", "structure": "The Precedent Case -> What Happened -> The Parallel -> Applied Learning", "confidence": 85, "description": "Use historical or external examples to validate your approach" } ], "arcBeatMatches": [ { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-14aeb33da1bd", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Action (Now What)", "beatSlug": "triple-take-the-action-now-what", "evidence": "'Dreams for the Future' p70; metaverse, generative AI bets, JTBD questions", "position": 3, "confidence": 82, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 100, "from": 70, "beatId": "019dd95a-07a7-7579-bd65-243a2d74e603", "arcName": "The Mountain", "arcSlug": "mountain", "beatName": "Resolution", "beatSlug": "mountain-resolution", "evidence": "future bets, generative AI, optimism close p100", "position": 4, "confidence": 60, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }