{
  "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": 108,
  "pageCount": 134,
  "prevPage": 107,
  "nextPage": 109,
  "slideType": "data_table",
  "function": "analyze_data",
  "density": "balanced",
  "nDataPoints": 10,
  "notes": "The chart displays a clear power-law distribution among the top Indian startups.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "bar_chart_vertical"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-7a1f59ad75c6/108",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-7a1f59ad75c6",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-7a1f59ad75c6.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-7a1f59ad75c6#slide-108",
  "components": [
    {
      "bbox": {
        "h": 0.535,
        "w": 0.738,
        "x": 0.201,
        "y": 0.273
      },
      "kind": "chart",
      "text": "Top 10 Indian startups by value ($bn)",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "144ab104-7301-4368-a3cf-046aa4ab06e2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Valuation ($bn): $25bn",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-4e51-732b-a11b-17ea2c47834f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.022,
        "w": 0.235,
        "x": 0.201,
        "y": 0.128
      },
      "kind": "paragraph",
      "text": "India has a word for entrepreneur",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b814ac11-61f0-4685-8b6c-52a374180383",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.015,
        "w": 0.165,
        "x": 0.201,
        "y": 0.91
      },
      "kind": "source-note",
      "text": "Source: Bloomberg, press reports",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "47d09eaa-b433-43fa-bfdb-6682eace9761",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.045,
        "w": 0.255,
        "x": 0.201,
        "y": 0.056
      },
      "kind": "title",
      "text": "A wave of unicorns",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bc182a3a-3e8f-4f0a-8f90-331aa1757fe1",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Concrete Language",
      "slug": "concrete-language",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019dd95a-1b83-7130-9337-f05d589fc1e2",
      "evidence": "$25bn India unicorn stat.",
      "confidence": 72
    },
    {
      "name": "List presentation",
      "slug": "list-presentation",
      "agent": null,
      "layer": "slide",
      "matchId": "bdf76962-5a46-42a1-b013-5cced8a79e73",
      "evidence": "chart/bar-vertical: Top 10 Indian startups by value ($bn)",
      "confidence": 0.7
    }
  ],
  "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
}