{
  "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": 89,
  "pageCount": 134,
  "prevPage": 88,
  "nextPage": 90,
  "slideType": "industry_trends",
  "function": "analyze_data",
  "density": "balanced",
  "nDataPoints": 57,
  "notes": "The chart illustrates the relative citation impact of AI research across three major regions, highlighting the USA's lead and subsequent decline, and China's steady growth.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "line_chart",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-7a1f59ad75c6/89",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-7a1f59ad75c6",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-7a1f59ad75c6.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-7a1f59ad75c6#slide-89",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "However, it’s less clear what their real value is",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-4e51-732b-a11a-13694cbd28f3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.7,
        "x": 0.2,
        "y": 0.25
      },
      "kind": "chart",
      "text": "AI paper impact (FWCI)",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "535f15a0-05df-4955-9b8b-1bd14cfcffb5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.05,
        "x": 0.03,
        "y": 0.34
      },
      "kind": "legend",
      "text": "China\nEurope\nUSA",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "10222a9e-7561-46b4-9e0f-1f82ffae6df5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "FWCI",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-4e51-732b-a11a-16989f87ff40",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.4,
        "x": 0.2,
        "y": 0.12
      },
      "kind": "paragraph",
      "text": "However, it's less clear what their real value is",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4072fb11-4f6a-4bf0-91d6-b6b8baa83339",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.1,
        "x": 0.2,
        "y": 0.9
      },
      "kind": "source-note",
      "text": "Source: Elsevier",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7a0ffa7d-ebb0-40d3-bbd7-d93359da9eb6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.45,
        "x": 0.2,
        "y": 0.05
      },
      "kind": "title",
      "text": "Where is the research that matters?",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "42878ce6-c63e-4029-bb3c-2a103df442ed",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1b83-7130-9337-c40014f1af5a",
      "evidence": "Title questions value of Chinese AI research output.",
      "confidence": 70
    },
    {
      "name": "Chart Selection Guide",
      "slug": "chart-selection-guide",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "2444c81b-ff4a-4095-8a3f-2f523b6847de",
      "evidence": "chart/line: AI paper impact (FWCI)",
      "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": 95,
      "from": 84,
      "name": "Tale Two Worlds",
      "slug": "04-tale-two-worlds",
      "bestFor": "Competitive analysis, benchmarking, case for change",
      "matchId": "019dd95a-08f8-7619-ac2e-2385af6e97fb",
      "evidence": "Direct China-vs-USA comparisons on industrial output, papers, market vs value share, chip dependency.",
      "position": 9,
      "objective": "Frame China vs USA on supply chain, AI research, semiconductors",
      "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication",
      "confidence": 72,
      "description": "Show the gap between two states to drive urgency or highlight opportunity"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}