{
  "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": 72,
  "pageCount": 78,
  "prevPage": 71,
  "nextPage": 73,
  "slideType": "market_landscape",
  "function": "frame_problem",
  "density": "balanced",
  "nDataPoints": 0,
  "notes": "The slide uses a process-like flow to categorize strategic levers.",
  "elementsJson": [
    "headline_text",
    "paragraph",
    "process_diagram"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-6e331a5623a1/72",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-6e331a5623a1",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-6e331a5623a1.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-6e331a5623a1#slide-72",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Once batteries and sensors are commodities, where are the strategic levers? Still lots of unanswered questions",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-4e53-702a-8b79-b75d61a0b6c5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.84,
        "x": 0.08,
        "y": 0.35
      },
      "kind": "diagram",
      "text": "Physical scale: Electric changes barriers to entry... But bashing metal is still about scale. Data network effects: Driving behaviour data to feed ML, HD 3D maps, How many winners? On-demand network effects: Virtuous circle: density of cars + density of riders, Uber + Lyft",
      "attrs": null,
      "subkind": "process",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "52098303-f33c-496c-969a-e009dea85966",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.7,
        "x": 0.19,
        "y": 0.15
      },
      "kind": "subtitle",
      "text": "Once batteries and sensors are commodities, where are the strategic levers? Still lots of unanswered questions",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2158ca8c-7d2a-49c4-81f1-ed017efac825",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.45,
        "x": 0.19,
        "y": 0.07
      },
      "kind": "title",
      "text": "Where is the competitive moat in cars?",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2dc968da-1024-47ca-9073-53ca402945ff",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Curiosity Gap",
      "slug": "curiosity-gap",
      "agent": "Storyteller",
      "layer": "block",
      "matchId": "019dd95a-1b83-7130-9336-3433c83bb0fd",
      "evidence": "Open question + 'lots of unanswered questions' callout.",
      "confidence": 75
    },
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1b83-7130-9336-3359b685a08d",
      "evidence": "Title is the question 'Where is the competitive moat in cars?'.",
      "confidence": 85
    },
    {
      "name": "Gestalt Principles",
      "slug": "gestalt-principles",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019dd95a-1b83-7130-9336-39d6933b0d51",
      "evidence": "Three enclosed circles + arrows group three moat candidates.",
      "confidence": 70
    }
  ],
  "frameworks": [
    {
      "name": "network-effects-flywheel",
      "slug": null,
      "matchId": "00e1e110-c3a7-467f-b970-3e7f6c7d0a77",
      "evidence": "The slide explicitly mentions 'Data network effects' and 'On-demand network effects' as virtuous circles.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 77,
      "from": 49,
      "beatId": "019dd95a-07a7-7579-bd64-9089dcf59100",
      "arcName": "The Onion",
      "arcSlug": "onion",
      "beatName": "Implications",
      "beatSlug": "onion-implications",
      "evidence": "ecommerce (retailers as newspapers) and cars (as phones) sections illustrate the consequences",
      "position": 5,
      "confidence": 78,
      "parentBeatName": "Reflection",
      "parentBeatSlug": "reflection"
    },
    {
      "to": 77,
      "from": 64,
      "beatId": "019dd95a-07a7-7579-bd64-a742a8daaa2a",
      "arcName": "The Sparkline",
      "arcSlug": "sparkline",
      "beatName": "New Bliss",
      "beatSlug": "sparkline-new-bliss",
      "evidence": "future of cars and cities reshaped",
      "position": 5,
      "confidence": 55,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [
    {
      "to": 72,
      "from": 65,
      "name": "Analogy",
      "slug": "08-analogy",
      "bestFor": "Complex concepts, new markets, technical explanations for non-experts",
      "matchId": "019dd95a-08f8-7619-ac2d-f81c27bdff28",
      "evidence": "Cars-as-phones (p.65) -> two paths (p.66) -> battery curve -> 'precedent - unbundling phones' (p.69) -> moat questions.",
      "position": 9,
      "objective": "Apply phones-unbundling analogy to predict cars disruption",
      "structure": "The Familiar Domain -> Key Parallel -> Applied to Our Situation -> Insight",
      "confidence": 80,
      "description": "Explain the unfamiliar through a well-understood parallel domain"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}