{
  "docId": "019dd923-5e88-73ef-bd5d-a28f74df5ce3",
  "docSlug": "423c21d80543c697",
  "documentTitle": "2001 Bond Cap Internet Trends 2001",
  "authorId": "BondCap",
  "authorName": "Mary Meeker",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "vc_research",
  "sourceTypeLabel": "VC research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.333,
  "pageNumber": 39,
  "pageCount": 50,
  "prevPage": 38,
  "nextPage": 40,
  "slideType": "industry_trends",
  "function": "establish_context",
  "density": "dense",
  "nDataPoints": 10,
  "notes": "This is a two-part slide layout typical of Mary Meeker's Morgan Stanley internet reports, featuring a thesis statement slide followed by supporting data charts.",
  "elementsJson": [
    "headline_text",
    "pie_chart"
  ],
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-a28f74df5ce3/39",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-a28f74df5ce3",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-a28f74df5ce3.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-a28f74df5ce3#slide-39",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "CONNECTIVITY / USES EXPANSION ARE KEY...",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-4e55-75b2-9bf3-87377f005c0c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.21,
        "x": 0.22,
        "y": 0.65
      },
      "kind": "chart",
      "text": "CQ1:98 AOL: 235MM User Hours/Month (eMail 24%, Chat 18%, AOL Proprietary Content 41%, Direct Access to the Internet 17%)",
      "attrs": null,
      "subkind": "pie",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a6e39cdb-d02d-4de6-a2d2-e56be2c67373",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.23,
        "w": 0.32,
        "x": 0.46,
        "y": 0.61
      },
      "kind": "chart",
      "text": "CQ1:01 AOL: 2,890MM User Hours/Month (Instant Messenger 68%, eMail 8%, Chat 5%, AOL Proprietary Content 14%, Direct Access to the Internet 4%, AOL Time Warner Web Properties 1%)",
      "attrs": null,
      "subkind": "pie",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a8eefc20-0f4d-4d13-a7ba-0799098b458e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "User Hours/Month: 2,890MM",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-4e55-75b2-9bf3-8a08f2a2dcf2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.51,
        "x": 0.25,
        "y": 0.27
      },
      "kind": "paragraph",
      "text": "Simply put, 'connectivity' and 'convergence' are powerful secular trends, and handfuls of companies should have outsized market shares owing, in part, to network effects.",
      "attrs": null,
      "subkind": "description",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4eeb9474-1999-4139-a4a3-794626fc03ba",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.5,
        "x": 0.25,
        "y": 0.2
      },
      "kind": "title",
      "text": "The Internet is still in the early innings of its evolution.",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4814a43a-6d41-41a2-9ef8-09c50e2aea9c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.5,
        "x": 0.23,
        "y": 0.56
      },
      "kind": "title",
      "text": "CONNECTIVITY / USES EXPANSION ARE KEY...",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a5f3f775-22d2-40a9-a45e-8b514f0e3415",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "2x2 matrix",
      "slug": "matrix-2x2",
      "agent": null,
      "layer": "slide",
      "matchId": "3f8fd94c-1cf0-4741-a45c-8f1ad062099a",
      "evidence": "chart/pie: CQ1:98 AOL: 235MM User Hours/Month (eMail 24%, Chat 18%, AOL Proprietary Content 41%, Direct Access to the Internet 17%)",
      "confidence": 0.5
    },
    {
      "name": "Storytelling: audience calibration",
      "slug": "audience",
      "agent": "storyteller",
      "layer": "slide",
      "matchId": "ccf807fc-0128-48d2-893c-901c6983250a",
      "evidence": "CONNECTIVITY / USES EXPANSION ARE KEY...",
      "confidence": 0.7
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 50,
      "from": 31,
      "beatId": "29d4f465-b1d5-4e31-9099-81834158a2ca",
      "arcName": "Monroe's Motivated Sequence",
      "arcSlug": "monroes-sequence",
      "beatName": "Action",
      "beatSlug": "monroes-sequence-action",
      "evidence": "The document concludes with key takeaways and a closing ask.",
      "position": 3,
      "confidence": 0.8,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}