{
  "docId": "019dd923-5e88-73ef-bd5d-b82ca346e032",
  "docSlug": "d104e9de9f1d5dd1",
  "documentTitle": "2016 Bond Cap Internet Trends 2016",
  "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": 95,
  "pageCount": 214,
  "prevPage": 94,
  "nextPage": 96,
  "slideType": "peer_benchmark",
  "function": "compare_peers",
  "density": "balanced",
  "nDataPoints": 16,
  "notes": "KPCB Internet Trends 2016 slide 94.",
  "elementsJson": [
    "headline_text",
    "line_chart",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-b82ca346e032/95",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-b82ca346e032",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-b82ca346e032.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-b82ca346e032#slide-95",
  "components": [
    {
      "bbox": {
        "h": 0.6,
        "w": 0.7,
        "x": 0.15,
        "y": 0.18
      },
      "kind": "chart",
      "text": "OfferUp vs. eBay GMV Growth, First 8 Years Since Inception",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "19ff9155-445d-4946-bd3b-70183a5d0036",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "GMV",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-5641-722a-9f28-9cf3203e1a5a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.4,
        "x": 0.1,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "Source: OfferUp, company filings, and KPCB estimates. Note: Shown on a calendar year basis and in nominal dollars. eBay was launched in 1995 and OfferUp in 2011.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "416a9684-4956-4f01-89a9-37c50cff57b9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.9,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "...Image-Based Peer-to-Peer (P2P) Marketplace OfferUp = Ramping Faster than eBay @ Same Stage...",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "410f5c37-ac08-4ce2-808f-a6c0b4d50a1c",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019de7d7-f09a-721e-8ddf-dfd1501bae0a",
      "evidence": "OfferUp ramping faster than eBay at same stage.",
      "confidence": 82
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 160,
      "from": 42,
      "beatId": "019de7d7-dfbd-7209-b604-7f083185cfba",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Solution & Approach",
      "beatSlug": null,
      "evidence": "Ads, commerce, video, image, messaging, voice, transport as innovation answers.",
      "position": 3,
      "confidence": 72,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 213,
      "from": 42,
      "beatId": "019de7d7-e0c3-71c3-b3fe-7361aabe05a0",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Action (Now What)",
      "beatSlug": null,
      "evidence": "Innovation playbooks across ads, video, voice, transport, data.",
      "position": 3,
      "confidence": 60,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 97,
      "from": 91,
      "name": "Aha Moment",
      "slug": "03-aha-moment",
      "bestFor": "Data-heavy sections, research findings, analytical arguments",
      "matchId": "019de7d7-e1e5-72e2-bdd4-d377842d1c46",
      "evidence": "p91 photos shared exploding -> pp93-94 Pinterest/OfferUp shopping use -> pp95-97 Houzz monetization.",
      "position": 7,
      "objective": "From rising image-share data to insight that image platforms drive commerce",
      "structure": "The Problem/Question -> What the Data Shows -> The Insight",
      "confidence": 70,
      "description": "Establish a tension, present data, then deliver the insight that changes everything"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}