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Sparkline What Is 3
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Uses a Venn-like diagram to contrast two business models.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Myth Buster1 hit
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The slide uses a simple two-circle diagram to contrast operational efficiency (logistics) with brand/curation (tastemaker).2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Myth Buster1 hit
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The slide uses a simple arrow diagram to represent a shift or evolution in business model.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Myth Buster1 hit
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The chart uses color to emphasize the USA as an outlier compared to other developed nations.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Myth Buster1 hit
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The slide uses irony by pairing a common misconception with a photo of a failed, asset-heavy logistics company.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Myth Buster1 hit
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The slide uses a minimalist design to emphasize the irony or evolution of Amazon's business model.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Myth Buster1 hit
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The slide uses visual irony to debunk a common business misconception.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Myth Buster1 hit
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The slide argues that the grocery market is too large to ignore but requires a fundamentally different logistics platform than existing ecommerce models.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Zoom In1 hit
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The chart highlights the USA's relative underperformance in online grocery market size compared to other major economies.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Zoom In1 hit
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The chart uses a grouped bar format to show two distinct metrics per country.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Zoom In1 hit
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The slide uses a simple bar chart to illustrate the massive increase in SKU counts over time and across retail formats.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Zoom In1 hit
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The slide uses a simple directional arrow to imply a shift or evolution between two concepts.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Zoom In1 hit
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This slide serves as a conceptual hook or problem statement regarding the limitations of e-commerce UX compared to physical retail.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Zoom In1 hit
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The slide uses a simple additive diagram to illustrate a business model synthesis.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Zoom In1 hit
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The slide uses a simple circular layout to present counter-intuitive business success stories.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Zoom In1 hit
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2020 Benedict Evans 2020 January Shoulders of Giants2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is (Part 3)1 hit
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The slide uses two red circles to represent the 'tax' paid by companies to platforms like Amazon and Google.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is (Part 3)1 hit
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The slide uses a simple visual comparison to show that digital-native companies and traditional retailers both rely on paid placement.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is (Part 3)1 hit
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The slide uses a series of circles to present examples of companies paying for visibility/traffic.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is (Part 3)1 hit
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The slide uses a three-stage process flow to illustrate market commoditization.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is (Part 3)1 hit
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2020 Benedict Evans 2020 January Shoulders of Giants2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is (Part 3)1 hit
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2025 Benedict Evans 2025 Spring AI eats the world2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)1 hit
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2025 Benedict Evans 2025 Spring AI eats the world2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart illustrates the significant increase in infrastructure investment by major tech companies, attributed to FOMO regarding the next decade of tech.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart illustrates a significant upward trend in capex intensity, likely reflecting the shift from software licensing to cloud infrastructure.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart illustrates the divergence in revenue trajectories between Intel and Nvidia.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart uses a scatter plot to show the convergence of model performance over time.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart uses a line to connect DeepSeek data points, emphasizing its rapid improvement.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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Log scale used for price axis.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart uses a log scale to illustrate the divergence between usage volume and financial value.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit