{
  "docId": "019dd923-5e88-73ef-bd5d-7a1f59ad75c6",
  "docSlug": "a210209197557aae",
  "documentTitle": "2020 Benedict Evans 2020 December The Great Unbundling",
  "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": 10,
  "pageCount": 134,
  "prevPage": 9,
  "nextPage": 11,
  "slideType": "strategic_options",
  "function": "present_solution",
  "density": "balanced",
  "nDataPoints": 0,
  "notes": "The slide uses a simple three-circle layout to contrast two strategic approaches and a set of critical unknowns.",
  "elementsJson": [
    "headline_text",
    "other"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-7a1f59ad75c6/10",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-7a1f59ad75c6",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-7a1f59ad75c6.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-7a1f59ad75c6#slide-10",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "What happens once the novelty wears off? What works better and what get broken?",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-4e51-732b-a111-713758a06337",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.2,
        "x": 0.2,
        "y": 0.35
      },
      "kind": "diagram",
      "text": "Maximalists: 'Global distributed company'",
      "attrs": null,
      "subkind": "other",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "77cfd4e6-9050-4f89-9cbe-0b9ce51b0076",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.2,
        "x": 0.4,
        "y": 0.35
      },
      "kind": "diagram",
      "text": "Moderates: 3-4 days a week in the office?",
      "attrs": null,
      "subkind": "other",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7b1b455f-1cd4-4b27-a72b-438ea8120ae2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.2,
        "x": 0.6,
        "y": 0.35
      },
      "kind": "diagram",
      "text": "Questions: Collaboration? Social capital? Training?",
      "attrs": null,
      "subkind": "other",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ebdd837f-faaf-4acf-9e77-5d107bd5814a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.6,
        "x": 0.2,
        "y": 0.12
      },
      "kind": "subtitle",
      "text": "What happens once the novelty wears off? What works better and what get broken?",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bde1e980-a9c8-45f5-91fd-4ebe4c8616c3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.6,
        "x": 0.2,
        "y": 0.05
      },
      "kind": "title",
      "text": "Forced experiment: working from home?",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5a10024e-4ff7-42ac-a84c-d9be151335fb",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "The Rule of Three",
      "slug": "the-rule-of-three",
      "agent": "Storyteller",
      "layer": "block",
      "matchId": "019dd95a-1b83-7130-9336-b595db4d4c41",
      "evidence": "Three circles: Maximalists / Moderates / Questions.",
      "confidence": 88
    },
    {
      "name": "Law of Similarity",
      "slug": "law-of-similarity",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019dd95a-1b83-7130-9336-b9eafe59056b",
      "evidence": "Three identical circles signal grouped/parallel categories.",
      "confidence": 75
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 15,
      "from": 3,
      "beatId": "019dd95a-07a7-7579-bd64-a9c2aa8a03e5",
      "arcName": "The Onion",
      "arcSlug": "onion",
      "beatName": "Surface Observation",
      "beatSlug": "onion-surface-observation",
      "evidence": "COVID 'shock' and forced-experiment data are the visible top layer.",
      "position": 1,
      "confidence": 60,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    },
    {
      "to": 15,
      "from": 1,
      "beatId": "019dd95a-07a7-7579-bd64-bdfe4bf3be94",
      "arcName": "The Mountain",
      "arcSlug": "mountain",
      "beatName": "Setup & Stakes",
      "beatSlug": "mountain-setup-stakes",
      "evidence": "Welcome 2021 + COVID acceleration sets the stakes.",
      "position": 1,
      "confidence": 50,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    }
  ],
  "loops": [
    {
      "to": 14,
      "from": 4,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "019dd95a-08f8-7619-ac2e-00210247a402",
      "evidence": "Sequence of stat slides (employment, ecommerce, grocery, video, WFH, travel, vaccines) all stamping the same pattern.",
      "position": 1,
      "objective": "Stack data points to prove COVID accelerated everything 5-10 years",
      "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"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}