{
  "docId": "019dd923-5e88-73ef-bd5d-853951586965",
  "docSlug": "76ea6cc397533e35",
  "documentTitle": "2022 Benedict Evans 2022 The New Gatekeepers",
  "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": 11,
  "pageCount": 103,
  "prevPage": 10,
  "nextPage": 12,
  "slideType": "industry_trends",
  "function": "analyze_data",
  "density": "balanced",
  "nDataPoints": 43,
  "notes": "The chart illustrates the 'dot-com' bubble peak around 2000 and the much larger recent peak around 2021.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "line_chart"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/11",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-11",
  "components": [
    {
      "bbox": {
        "h": 0.55,
        "w": 0.59,
        "x": 0.205,
        "y": 0.275
      },
      "kind": "chart",
      "text": "US tech venture investing ($bn, 2022 dollars)",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8c73405d-bdaa-468e-8757-e24d9dac61b9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "US tech venture investing ($bn)",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-4e51-732b-a108-3b4af35c1af1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.5,
        "x": 0.205,
        "y": 0.91
      },
      "kind": "source-note",
      "text": "Source: Capital IQ, Jay Ritter, University of Florida, NVCA, a16z, BLS",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "41e7dd03-b209-4153-9855-e7d49bdd3a24",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.045,
        "w": 0.325,
        "x": 0.205,
        "y": 0.055
      },
      "kind": "title",
      "text": "Back to the trend line?",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e244e4f6-501d-43c2-8f9c-5336cdadfb11",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.025,
        "w": 0.49,
        "x": 0.205,
        "y": 0.135
      },
      "kind": "title",
      "text": "But based on reality rather than promise...",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "904eb927-87c9-49e4-abb5-86aea741a309",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Anaphora",
      "slug": "anaphora",
      "agent": "Storyteller",
      "layer": "loop",
      "matchId": "019dd95a-1b83-7130-933d-00b3115a7ded",
      "evidence": "Repeats trend-line phrasing across the loop",
      "confidence": 75
    },
    {
      "name": "Callback",
      "slug": "callback",
      "agent": "Storyteller",
      "layer": "loop",
      "matchId": "019dd95a-1b83-7130-933c-fc283566bee3",
      "evidence": "Title 'Back to the trend line?' echoes p5/p6 motif a third time",
      "confidence": 80
    },
    {
      "name": "Chart Selection Guide",
      "slug": "chart-selection-guide",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "d73a29d5-d46e-41a2-ac59-855873aff92f",
      "evidence": "The slide features a line chart, which is suitable for showing trends over time.",
      "confidence": 0.7
    },
    {
      "name": "Reveal vs. Headline Strategy",
      "slug": "reveal-vs-headline-strategy",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "b71291f1-11f6-4e45-92be-078530d14ee5",
      "evidence": "The slide's title and subtitle work together to reveal the main point of the slide.",
      "confidence": 0.5
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 17,
      "from": 3,
      "beatId": "019dd95a-07a7-7579-bd65-0e7f8fe4365a",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Facts (What)",
      "beatSlug": "triple-take-the-facts-what",
      "evidence": "'End of free money' divider p3; macro data, layoffs, hiring perspective",
      "position": 1,
      "confidence": 82,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    },
    {
      "to": 17,
      "from": 3,
      "beatId": "019dd95a-07a7-7579-bd65-1a88e53734ef",
      "arcName": "The Mountain",
      "arcSlug": "mountain",
      "beatName": "Setup & Stakes",
      "beatSlug": "mountain-setup-stakes",
      "evidence": "macro shift framed as new context for tech",
      "position": 1,
      "confidence": 60,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    }
  ],
  "loops": [
    {
      "to": 12,
      "from": 4,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "019dd95a-08f8-7619-ac2e-734e7c802a24",
      "evidence": "Repeated 'back to the trend line' titles across ecommerce, ads, valuations, venture (p5,6,9,10,11)",
      "position": 1,
      "objective": "Show macro slowdown across multiple indicators all reverting to trend",
      "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
      "confidence": 85,
      "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}