{
  "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": 57,
  "pageCount": 103,
  "prevPage": 56,
  "nextPage": 58,
  "slideType": "industry_trends",
  "function": "analyze_data",
  "density": "balanced",
  "nDataPoints": 2,
  "notes": "The chart shows the convergence and crossover of Netflix and YouTube viewing shares.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "line_chart"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-853951586965/57",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-853951586965#slide-57",
  "components": [
    {
      "bbox": {
        "h": 0.55,
        "w": 0.924,
        "x": 0.038,
        "y": 0.27
      },
      "kind": "chart",
      "text": "Share of US TV viewing",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "295cb694-00e1-4026-8cc1-fc6ef99de93e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.06,
        "x": 0.038,
        "y": 0.345
      },
      "kind": "legend",
      "text": "Netflix\nYouTube",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7cd652e6-2cbc-464c-acb0-5c0a3f6eb88f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Share of US TV viewing",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-4e51-732b-a10c-c6d50c2292f2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.025,
        "w": 0.58,
        "x": 0.205,
        "y": 0.13
      },
      "kind": "paragraph",
      "text": "Nielsen estimates that YouTube and Netflix have equivalent viewing in the USA",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "60a9688c-908e-4dc9-8724-b6d86f9bd162",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.08,
        "x": 0.205,
        "y": 0.91
      },
      "kind": "source-note",
      "text": "Source: Nielsen",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d285aaa7-e57a-4e72-a856-88c7fb41d11b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.045,
        "w": 0.315,
        "x": 0.205,
        "y": 0.055
      },
      "kind": "title",
      "text": "What is 'TV' anyway?",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5744a9dc-fbea-4368-90c3-4712a0cfa0d6",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1b83-7130-933e-213ce07315b7",
      "evidence": "Title 'Nielsen estimates YouTube and Netflix have equivalent viewing'",
      "confidence": 80
    },
    {
      "name": "Authority Bias",
      "slug": "authority-bias",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019dd95a-1b83-7130-933e-25ed5e84a90d",
      "evidence": "Cites Nielsen as authoritative source",
      "confidence": 72
    },
    {
      "name": "Legend / context",
      "slug": "legend-context",
      "agent": null,
      "layer": "slide",
      "matchId": "e1e82ad7-b77d-44e0-9e35-743bff245853",
      "evidence": "legend: Netflix YouTube",
      "confidence": 0.8
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 69,
      "from": 18,
      "beatId": "019dd95a-07a7-7579-bd65-11bd74463cfe",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Implications (So What)",
      "beatSlug": "triple-take-the-implications-so-what",
      "evidence": "'The New Gatekeepers' divider p18; retail media, unbundling, brand reset",
      "position": 2,
      "confidence": 82,
      "parentBeatName": "Reflection",
      "parentBeatSlug": "reflection"
    },
    {
      "to": 58,
      "from": 18,
      "beatId": "019dd95a-07a7-7579-bd65-1d44db232db5",
      "arcName": "The Mountain",
      "arcSlug": "mountain",
      "beatName": "Rising Action",
      "beatSlug": "mountain-rising-action",
      "evidence": "category-by-category gatekeeper sweep: retail, media, content",
      "position": 2,
      "confidence": 60,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [
    {
      "to": 58,
      "from": 51,
      "name": "Before After",
      "slug": "21-before-after",
      "bestFor": "Product demos, process improvements, ROI justification",
      "matchId": "019dd95a-08f8-7619-ac2e-8b9d55219f3a",
      "evidence": "Blockbuster $5bn cap p51, Netflix vs YouTube p57, MrBeast vs top-10 Netflix p58",
      "position": 7,
      "objective": "Show legacy media's decline and streaming/creator-economy displacement",
      "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta",
      "confidence": 72,
      "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}