{
  "docId": "019dd923-5ca1-7489-b635-adfc12ca49c3",
  "docSlug": "ae08c24225199358",
  "documentTitle": "e-Conomy SEA 2020 At full velocity: Resilient and racing ahead",
  "authorId": "Bain",
  "authorName": "Bain",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 63,
  "pageCount": 128,
  "prevPage": 62,
  "nextPage": 64,
  "slideType": "market_landscape",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 7,
  "notes": "Includes data on investment in SEA unicorns across e-Commerce, Transport & Food, Travel, and Media.",
  "elementsJson": [
    "headline_text",
    "bar_chart_vertical",
    "paragraph",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5ca1-7489-b635-adfc12ca49c3/63",
  "deckHref": "/decks/019dd923-5ca1-7489-b635-adfc12ca49c3",
  "deckJsonHref": "/decks/019dd923-5ca1-7489-b635-adfc12ca49c3.json",
  "deckAnchorHref": "/decks/019dd923-5ca1-7489-b635-adfc12ca49c3#slide-63",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Most unicorns have spoken publicly this year about the focus on path to profitability.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd951-ba87-7184-bba0-a4caa8135d9a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.4,
        "w": 0.4,
        "x": 0.05,
        "y": 0.4
      },
      "kind": "chart",
      "text": "Investment in SEA unicorns (2016-H1 2020)",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "272972d2-6631-4317-bd97-b76f71207dc1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.7,
        "w": 0.4,
        "x": 0.53,
        "y": 0.13
      },
      "kind": "list",
      "text": "12 unicorns in SEA, +1 from 2019; Private funding for unicorns has slowed; Path to profitability has begun in earnest",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "62948fe0-7ac4-464e-a0a7-16dc0dc88055",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Investment in SEA unicorns: 12",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd951-ba87-7184-bba0-a96d0386fb3d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.4,
        "x": 0.05,
        "y": 0.27
      },
      "kind": "paragraph",
      "text": "Investment in SEA unicorns of the following sectors (US $_B): e-Commerce, Transport & Food, Travel, and Media",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2a85426c-84ef-4073-8219-fa400695822b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.4,
        "x": 0.05,
        "y": 0.85
      },
      "kind": "source-note",
      "text": "Note : Unicorns refer to companies valued > $1B. Definitions are based on publicly available information...",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d2a2ddd4-4930-4458-a01b-dc6320839947",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.4,
        "x": 0.05,
        "y": 0.1
      },
      "kind": "title",
      "text": "SEA is now home to 12 unicorns, most are publicly focused on profitability",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9652cdcf-1dcf-49f4-ac26-8fb91340f95a",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [
    {
      "metricRaw": "Investment in SEA unicorns",
      "numberRaw": "12",
      "numberKind": "plain",
      "actionTitle": "SEA is now home to 12 unicorns, most are publicly focused on profitability",
      "calloutText": "Most unicorns have spoken publicly this year about the focus on path to profitability.",
      "numberScale": null,
      "numberValue": 12,
      "metricFamily": "market_size",
      "numberCurrency": null
    }
  ],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1804-770a-b248-f0aac10f9bfb",
      "evidence": "Title states fact: '12 unicorns, most publicly focused on profitability'.",
      "confidence": 88
    },
    {
      "name": "Bandwagon Effect",
      "slug": "bandwagon-effect",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019dd95a-1804-770a-b248-fbe34a673fe2",
      "evidence": "Shows ecosystem-wide adoption of profitability narrative.",
      "confidence": 65
    },
    {
      "name": "Social Validation",
      "slug": "social-validation",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019dd95a-1804-770a-b248-f5930928065b",
      "evidence": "Names unicorns publicly committing to the same pivot.",
      "confidence": 70
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 90,
      "from": 61,
      "beatId": "019dd95a-07a5-761b-9145-2590b83cee34",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Implications (So What)",
      "beatSlug": "triple-take-the-implications-so-what",
      "evidence": "Path to profitability, new frontiers, investor selectivity — what data means.",
      "position": 2,
      "confidence": 78,
      "parentBeatName": "Reflection",
      "parentBeatSlug": "reflection"
    },
    {
      "to": 81,
      "from": 36,
      "beatId": "019dd95a-07a5-761b-9145-3929433b1193",
      "arcName": "Rebirth",
      "arcSlug": "rebirth",
      "beatName": "Transformation",
      "beatSlug": "rebirth-transformation",
      "evidence": "Sectors reshape, DFS accelerates, new frontiers emerge.",
      "position": 4,
      "confidence": 55,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [
    {
      "to": 66,
      "from": 61,
      "name": "Pivot",
      "slug": "17-pivot",
      "bestFor": "Project updates, board meetings, agile retrospectives",
      "matchId": "019dd95a-088c-724c-b313-e9625e8c1e64",
      "evidence": "p.62 says 'staying on path to profitability is more critical than ever' + p.10 callout shifts old hypothesis.",
      "position": 6,
      "objective": "Pivot from blitzscaling to sustainable profitability",
      "structure": "The Original Hypothesis -> The New Discovery -> The Strategic Shift",
      "confidence": 84,
      "description": "Validate a change in direction by showing it is a reaction to new intelligence, not failure"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}