{
  "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": 16,
  "pageCount": 103,
  "prevPage": 15,
  "nextPage": 17,
  "slideType": "comparison_table",
  "function": "compare_options",
  "density": "balanced",
  "nDataPoints": 1,
  "notes": "Uses a binary comparison framework to balance pessimistic and optimistic outlooks.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "comparison_table"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/16",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-16",
  "components": [
    {
      "bbox": {
        "h": 0.3,
        "w": 0.28,
        "x": 0.64,
        "y": 0.38
      },
      "kind": "list",
      "text": "Half-full: 5bn people have a smartphone now; The pandemic broke every offline habit; Every market and value chain is being remade around the internet",
      "attrs": null,
      "subkind": "comparison",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3e771ee2-8989-48c7-b773-9328957f4ad5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.28,
        "x": 0.205,
        "y": 0.38
      },
      "kind": "list",
      "text": "Half-empty: Over-investment and loss of discipline in the last 24 months; Uncertain macro-economic outlook; (Uncertain geo-political outlook)",
      "attrs": null,
      "subkind": "comparison",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f8c12039-ca45-4097-95d7-c5be6adcf2c1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.45,
        "x": 0.205,
        "y": 0.05
      },
      "kind": "title",
      "text": "Glass half-empty, glass half-full",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0bfa17f3-cd26-40f2-963c-9bfbd8641611",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.25,
        "x": 0.205,
        "y": 0.12
      },
      "kind": "title",
      "text": "How optimistic do you want to feel?",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f5051925-2429-4bf2-bb02-930cad7a77a8",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Antithesis",
      "slug": "antithesis",
      "agent": "Storyteller",
      "layer": "loop",
      "matchId": "019dd95a-1b83-7130-933d-1a17683d7ef2",
      "evidence": "Two-column 'Half-empty | Half-full' juxtaposition with red divider",
      "confidence": 90
    },
    {
      "name": "Contrast Pairs",
      "slug": "contrast-pairs",
      "agent": "Storyteller",
      "layer": "loop",
      "matchId": "019dd95a-1b83-7130-933d-1ee46e7cd72e",
      "evidence": "Three paired bullets explicitly framed as opposing readings",
      "confidence": 88
    },
    {
      "name": "Parallel Structure",
      "slug": "parallel-structure",
      "agent": "Architect",
      "layer": "loop",
      "matchId": "019dd95a-1b83-7130-933d-20c0337058a3",
      "evidence": "Mirror three-bullet structure on each side",
      "confidence": 80
    },
    {
      "name": "Audience frame",
      "slug": "audience-frame",
      "agent": null,
      "layer": "slide",
      "matchId": "86ff0d72-3426-447f-8112-7328c429a9dc",
      "evidence": "The slide provides context and sets up a frame for the audience to understand the data.",
      "confidence": 0.7
    }
  ],
  "frameworks": [
    {
      "name": "comparison-frame",
      "slug": null,
      "matchId": "9fd5b8b8-e92c-4e02-8920-0935b0f7ebea",
      "evidence": "The slide explicitly contrasts two opposing viewpoints (half-empty vs half-full) to frame a market outlook.",
      "confidence": 0.9
    }
  ],
  "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": 17,
      "from": 13,
      "name": "Myth Buster",
      "slug": "12-myth-buster",
      "bestFor": "Rebranding, changing market perception, correcting false assumptions",
      "matchId": "019dd95a-08f8-7619-ac2e-77bdf34babcc",
      "evidence": "p14 'Some perspective': Meta laid off 11k but hired 15k; p16 'Glass half-empty/half-full' two-column",
      "position": 2,
      "objective": "Reframe layoff narrative with hiring context",
      "structure": "The Common Belief -> The Friction/Failure of that Belief -> The New Truth",
      "confidence": 78,
      "description": "Address a common misconception head-on to clear the room for a new truth"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}