{
  "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": 103,
  "pageCount": 134,
  "prevPage": 102,
  "nextPage": 104,
  "slideType": "industry_trends",
  "function": "establish_context",
  "density": "balanced",
  "nDataPoints": 5,
  "notes": "The chart highlights the massive scale of smartphone users in China and India compared to the rest of the world.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "bar_chart_stacked"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-7a1f59ad75c6/103",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-7a1f59ad75c6",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-7a1f59ad75c6.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-7a1f59ad75c6#slide-103",
  "components": [
    {
      "bbox": {
        "h": 0.555,
        "w": 0.596,
        "x": 0.202,
        "y": 0.271
      },
      "kind": "chart",
      "text": "Smartphone users, 2020 (bn)",
      "attrs": null,
      "subkind": "bar-stacked",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "63109cd3-a6da-4d6f-b64d-da228996cd3c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Smartphone users: 4bn+",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-4e51-732b-a11b-5e1d94b19992",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.021,
        "w": 0.376,
        "x": 0.202,
        "y": 0.131
      },
      "kind": "paragraph",
      "text": "With 4bn+ people connected, where do new ideas come from?",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "93b9f8e5-e504-47f7-ac5c-0bb9ff8de30e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.015,
        "w": 0.233,
        "x": 0.202,
        "y": 0.908
      },
      "kind": "source-note",
      "text": "Source: Apple, Google, CNNIC, @BenedictEvans",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3ea3baea-83e9-46bb-9967-53eda151fa3f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.038,
        "w": 0.596,
        "x": 0.202,
        "y": 0.055
      },
      "kind": "title",
      "text": "Where do ideas come from? Where are companies built?",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "63c198a6-96ac-420c-a2ff-2b2e4b5e67fd",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Audience frame",
      "slug": "audience-frame",
      "agent": null,
      "layer": "slide",
      "matchId": "d78dd132-5ee1-4d2d-80d3-fc4caf98e525",
      "evidence": "title/headline: Where do ideas come from? Where are companies built?",
      "confidence": 0.7
    },
    {
      "name": "Chart Selection Guide",
      "slug": "chart-selection-guide",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "ea587de9-e4b2-4db0-bb88-cabba7705258",
      "evidence": "chart/bar-stacked: Smartphone users, 2020 (bn)",
      "confidence": 0.5
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 126,
      "from": 83,
      "beatId": "019dd95a-07a7-7579-bd64-b41addda4b5f",
      "arcName": "The Onion",
      "arcSlug": "onion",
      "beatName": "Core Insight",
      "beatSlug": "onion-core-insight",
      "evidence": "End of the American internet + tech becomes a regulated industry — the structural truth.",
      "position": 4,
      "confidence": 60,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    },
    {
      "to": 126,
      "from": 83,
      "beatId": "019dd95a-07a7-7579-bd64-c72efcbbe1a7",
      "arcName": "The Mountain",
      "arcSlug": "mountain",
      "beatName": "Climax",
      "beatSlug": "mountain-climax",
      "evidence": "Geopolitical shift + tech-becomes-regulated is the high-tension turn.",
      "position": 3,
      "confidence": 50,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 112,
      "from": 96,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "019dd95a-08f8-7619-ac2e-241136340fc4",
      "evidence": "China, India, Indonesia, Latam, Europe each shown as billion-user / unicorn-dense markets — pattern across geographies.",
      "position": 10,
      "objective": "Stack regional data to prove 'end of the American internet'",
      "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
}