{
  "docId": "019dd923-5e88-73ef-bd5d-75cbbd4aa9b3",
  "docSlug": "a8a07fd8e2556874",
  "documentTitle": "2018 Benedict Evans 2018 The End of the Beginning",
  "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": 39,
  "pageCount": 106,
  "prevPage": 38,
  "nextPage": 40,
  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "balanced",
  "nDataPoints": 2,
  "notes": "The chart uses a dark background with light text and blue bars. The y-axis represents trillions of dollars.",
  "elementsJson": [
    "headline_text",
    "bar_chart_vertical",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-75cbbd4aa9b3/39",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-75cbbd4aa9b3",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-75cbbd4aa9b3.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-75cbbd4aa9b3#slide-39",
  "components": [
    {
      "bbox": {
        "h": 0.6,
        "w": 0.7,
        "x": 0.05,
        "y": 0.2
      },
      "kind": "chart",
      "text": "Bar chart showing US ecommerce ($450bn), US retail, Retail, and Consumer spending ($40tr)",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2e25f228-ddb1-4dc4-a95d-2d40f0bfc6cd",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Market size: $40tr",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-4e52-728e-9265-bb60aeda0bc1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.1,
        "x": 0.75,
        "y": 0.96
      },
      "kind": "source-note",
      "text": "Source: BLS, World Bank",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d21896ef-bac8-4b2e-8c95-d79a13d036da",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.15,
        "x": 0.03,
        "y": 0.96
      },
      "kind": "source-note",
      "text": "©2018 Andreessen Horowitz, Page 38",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f87ca9e6-0434-48e6-959d-39d03356c0ca",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.3,
        "x": 0.03,
        "y": 0.06
      },
      "kind": "title",
      "text": "What's the opportunity?",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "edacaee7-cf6a-43ae-9abd-e3159e7607f7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.2,
        "x": 0.03,
        "y": 0.13
      },
      "kind": "title",
      "text": "Market size, 2017 ($tr)",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a1f15dee-5d21-456e-bc49-47fea40c2a7d",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Payoff",
      "slug": "payoff",
      "agent": "Storyteller",
      "layer": "loop",
      "matchId": "019dd95a-1c1d-701e-b801-3927548a60ef",
      "evidence": "Closes the global benchmarking build-up with magnitude reveal.",
      "confidence": 70
    },
    {
      "name": "Comparison frame",
      "slug": "comparison-frame",
      "agent": null,
      "layer": "slide",
      "matchId": "c5287181-1bbe-4d67-96fd-7dca3f2faf78",
      "evidence": "Bar chart showing US ecommerce ($450bn), US retail, Retail, and Consumer spending ($40tr)",
      "confidence": 0.7
    },
    {
      "name": "Concrete Language",
      "slug": "concrete-language",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019dd95a-1c1d-701e-b801-37311da2d425",
      "evidence": "$40tr global opportunity quantified.",
      "confidence": 85
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 39,
      "from": 22,
      "beatId": "019dd95a-07a7-7579-bd67-e5cf04440644",
      "arcName": "The Sparkline",
      "arcSlug": "sparkline",
      "beatName": "What Could Be",
      "beatSlug": "sparkline-what-could-be-2",
      "evidence": "Global spread, $40tr opportunity outside US.",
      "position": 2,
      "confidence": 78,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    },
    {
      "to": 39,
      "from": 22,
      "beatId": "019dd95a-07a7-7579-bd67-f94d4bea5b9d",
      "arcName": "The Onion",
      "arcSlug": "onion",
      "beatName": "First Layer",
      "beatSlug": "onion-first-layer",
      "evidence": "Industrialisation/digitisation spreading globally.",
      "position": 2,
      "confidence": 60,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [
    {
      "to": 39,
      "from": 22,
      "name": "Tale Two Worlds",
      "slug": "04-tale-two-worlds",
      "bestFor": "Competitive analysis, benchmarking, case for change",
      "matchId": "019dd95a-08f8-7619-ac2f-fe9cd7983f0c",
      "evidence": "Spread of industrialisation/computers/spending; 'USA in middle of pack'; unicorns outside Silicon Valley.",
      "position": 3,
      "objective": "Benchmark USA vs global to expand the opportunity to $40tr",
      "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication",
      "confidence": 80,
      "description": "Show the gap between two states to drive urgency or highlight opportunity"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}