{
  "docId": "019dd923-5e88-73ef-bd5d-b315287f7ee1",
  "docSlug": "fc0c90c9b630fa00",
  "documentTitle": "2014 Bond Cap Internet Trends 2014",
  "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": 130,
  "pageCount": 165,
  "prevPage": 129,
  "nextPage": 131,
  "slideType": "industry_trends",
  "function": "quantify_impact",
  "density": "balanced",
  "nDataPoints": 14,
  "notes": "The chart uses a combination of a bar chart for absolute numbers and a line chart for percentage growth.",
  "elementsJson": [
    "headline_text",
    "bar_chart_vertical",
    "line_chart",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-b315287f7ee1/130",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-b315287f7ee1",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-b315287f7ee1.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-b315287f7ee1#slide-130",
  "components": [
    {
      "bbox": {
        "h": 0.6,
        "w": 0.8,
        "x": 0.05,
        "y": 0.0018
      },
      "kind": "chart",
      "text": "China Mobile Internet Users (MM)",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d9cd474b-1d99-46d2-956c-57311e00a6b4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.8,
        "x": 0.05,
        "y": 0.0018
      },
      "kind": "chart",
      "text": "% of Total China Internet Users",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "308ce7a9-7cd1-42ec-9ccb-2916f09b7e8a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "China Mobile Internet Users: 500MM",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-5642-7795-a9f4-8d16ef626128",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.1,
        "x": 0.15,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "Source: CNNIC.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8f8a75bb-6fc3-4a4a-a593-20535fa51f11",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.9,
        "x": 0.02,
        "y": 0.02
      },
      "kind": "title",
      "text": "500MM (80%) of China Internet Users = Mobile... More Critical Mass than Any Place in World",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f085ccae-7970-4496-8e7f-5254055d202b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.8,
        "x": 0.06,
        "y": 0.0017
      },
      "kind": "title",
      "text": "China Mobile Internet Users as % of Total Internet Users, 2007 – 2013",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "43e8be7f-6782-40ad-9602-834d1ce684a8",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019de7cf-a836-707f-84f7-7348739a4e6c",
      "evidence": "'500MM (80%)... more critical mass than any place'",
      "confidence": 80
    },
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "d9b12915-f5e8-4705-8c6f-f00d4407d11b",
      "evidence": "title/action-title: 500MM (80%) of China Internet Users = Mobile... More Critical Mass than Any Place in World",
      "confidence": 0.7
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 163,
      "from": 92,
      "beatId": "019de7cf-84eb-7098-b595-9043500cd24d",
      "arcName": "The Onion",
      "arcSlug": "onion",
      "beatName": "Implications",
      "beatSlug": null,
      "evidence": "Screen/video shift, China gains, public-co M&A, USA Inc. follow as consequences",
      "position": 5,
      "confidence": 72,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 137,
      "from": 92,
      "beatId": "019de7cf-85b4-75ea-a049-87ddcb2ed391",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Implications (So What)",
      "beatSlug": null,
      "evidence": "Screen/video and China sections interpret what the trends mean",
      "position": 2,
      "confidence": 60,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 137,
      "from": 128,
      "name": "David Goliath",
      "slug": "16-david-goliath",
      "bestFor": "Startups, disruptive innovation, competitive displacement",
      "matchId": "019de7cf-8a6a-748d-a797-c2f7b9fbd377",
      "evidence": "WeChat 400MM, Didi +15x in 77 days, Yu'E Bao $89B AUM in 10 months — China leading on mobile commerce",
      "position": 22,
      "objective": "China's mobile-commerce players topple Western incumbents",
      "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple",
      "confidence": 74,
      "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}