{
  "docId": "019dd923-5e88-73ef-bd5d-6e331a5623a1",
  "docSlug": "e228a35ad9610ecc",
  "documentTitle": "2016 Benedict Evans 2016 Mobile is Eating the World",
  "authorId": "BenedictEvans",
  "authorName": "Benedict Evans",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "independent_analyst",
  "sourceTypeLabel": "Independent analyst",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.777,
  "pageNumber": 12,
  "pageCount": 78,
  "prevPage": 11,
  "nextPage": 13,
  "slideType": "comparison_table",
  "function": "compare_peers",
  "density": "dense",
  "nDataPoints": 16,
  "notes": "The chart uses a dual-bar comparison across three time-period markers on the x-axis.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "bar_chart_grouped"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-6e331a5623a1/12",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-6e331a5623a1",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-6e331a5623a1.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-6e331a5623a1#slide-12",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Fundamental change in what it means to be a leading tech company",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-4e53-702a-8b74-9f7e3cac52ef",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.7,
        "x": 0.22,
        "y": 0.25
      },
      "kind": "chart",
      "text": "Annual revenue ($bn, real terms)",
      "attrs": null,
      "subkind": "bar-grouped",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6f9f5b5d-7e4b-4e88-9b4b-6112537ce29d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.15,
        "x": 0.02,
        "y": 0.35
      },
      "kind": "legend",
      "text": "Wintel 1990-2000; GAFA 2005-2015",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0113f4d2-b28f-4b41-a48f-91140ccaf739",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Annual revenue ($bn, real terms): 10x",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-4e53-702a-8b74-a0c287cb52af",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.5,
        "x": 0.22,
        "y": 0.12
      },
      "kind": "paragraph",
      "text": "Fundamental change in what it means to be a leading tech company",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "78e7b59c-3fce-4c2f-b72d-d8529156064d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.15,
        "x": 0.8,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "Source: Bloomberg, a16z",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "087ec0e4-2742-410c-8cbc-85a1bf7ffaae",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.4,
        "x": 0.22,
        "y": 0.07
      },
      "kind": "title",
      "text": "... But GAFA has 10x the scale",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "166ae43b-c11a-4902-9659-02a1a1dd60cb",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1b09-7403-ac5a-34c91e98e808",
      "evidence": "Title 'GAFA has 10x the scale' is the conclusion.",
      "confidence": 90
    },
    {
      "name": "Chart Selection Guide",
      "slug": "chart-selection-guide",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "c25cbbe4-25d1-43fd-a293-e34a69d52b46",
      "evidence": "chart/bar-grouped: Annual revenue ($bn, real terms)",
      "confidence": 0.5
    },
    {
      "name": "Comparison frame",
      "slug": "comparison-frame",
      "agent": null,
      "layer": "slide",
      "matchId": "45c3be1e-a0f1-48ba-8996-4b6931f79c3d",
      "evidence": "legend: Wintel 1990-2000; GAFA 2005-2015",
      "confidence": 0.7
    },
    {
      "name": "Concrete Language",
      "slug": "concrete-language",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019dd95a-1b09-7403-ac5a-3fc25a8958ac",
      "evidence": "10x scale comparison stated.",
      "confidence": 80
    },
    {
      "name": "Contrast Principle",
      "slug": "contrast-principle",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019dd95a-1b09-7403-ac5a-39456fb37a5e",
      "evidence": "10x callout magnifies vs prior 14x baseline.",
      "confidence": 85
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 21,
      "from": 9,
      "beatId": "019dd95a-07a7-7579-bd64-85368811eb96",
      "arcName": "The Onion",
      "arcSlug": "onion",
      "beatName": "First Layer",
      "beatSlug": "onion-first-layer",
      "evidence": "GAFA 10x Wintel scale, capex, employees, Apple-as-retailer",
      "position": 2,
      "confidence": 78,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    },
    {
      "to": 21,
      "from": 10,
      "beatId": "019dd95a-07a7-7579-bd64-98e4d39bd822",
      "arcName": "The Sparkline",
      "arcSlug": "sparkline",
      "beatName": "What Could Be",
      "beatSlug": "sparkline-what-could-be-2",
      "evidence": "GAFA scale beyond Wintel",
      "position": 2,
      "confidence": 55,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 16,
      "from": 10,
      "name": "Tale Two Worlds",
      "slug": "04-tale-two-worlds",
      "bestFor": "Competitive analysis, benchmarking, case for change",
      "matchId": "019dd95a-08f8-7619-ac2d-de4d1a4f97fc",
      "evidence": "Wintel 14x growth (p.11) vs GAFA 10x scale (p.12); capex, employees, character of scale all benchmarked side-by-side.",
      "position": 2,
      "objective": "Contrast GAFA scale today against Wintel of the 1990s",
      "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication",
      "confidence": 85,
      "description": "Show the gap between two states to drive urgency or highlight opportunity"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}