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The map uses a hexagonal grid to visualize network density/coverage.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter2 hits
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2021 Benedict Evans 2021 Three Steps to the Future2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter2 hits
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The slide uses a contrast-pair structure to challenge common perceptions of market valuation.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter2 hits
18
The slide uses a simple visual layout with three circles to emphasize key characteristics of the subject matter.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter2 hits
19
The slide uses a rhetorical device (antithesis/paradox) to challenge the binary view of open vs. closed systems.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter2 hits
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2021 Benedict Evans 2021 Three Steps to the Future2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter2 hits
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2021 Benedict Evans 2021 Three Steps to the Future2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter2 hits
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The slide uses a vertical red dotted line to visually separate the two eras.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter2 hits
23
The chart highlights that despite sales of the Oculus Quest 2, there was no significant surge in search interest during the lockdown period.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter2 hits
24
The chart highlights the disparity in public interest between Roblox and VR/Oculus.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter2 hits
25
The slide uses a simple linear process flow to frame the strategic question about platform longevity.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter2 hits
26
The chart highlights Snap in red to provide a benchmark for the gaming figures.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter2 hits
27
2021 Benedict Evans 2021 Three Steps to the Future2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter2 hits
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Uses a visual analogy to contrast technological evolution with market penetration.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter2 hits
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2021 Benedict Evans 2021 Three Steps to the Future2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Precedent2 hits
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The slide uses a simple visual progression of circles to contrast established technologies with emerging ones.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Precedent2 hits
31
The chart illustrates the 'long fuse' of technology adoption.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Precedent2 hits
32
The chart uses Google Ngram data to visualize the 'AI Winter' and 'VR Winter' phenomena.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Precedent2 hits
33
The slide uses a 1995 TeleGeography map to demonstrate the fragmented state of early networking.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Precedent2 hits
34
The slide uses a simple flow diagram to show convergence of two themes into a central core concept.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Precedent2 hits
03
2022 Benedict Evans 2022 The New Gatekeepers2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)2 hits
04
The chart illustrates the long-term trend of interest rates, emphasizing the recent period of near-zero rates.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter2 hits
05
The chart uses two lines: 'Addressable retail' (red) and 'All retail & food service' (black), with dotted lines indicating the pre-pandemic trend extrapolation.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter2 hits
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The chart includes dotted trend lines extrapolated from pre-2020 data.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter2 hits
07
The chart shows a clear 'pull-forward' effect where growth peaked in 2020/2021 and has since moderated in 2022.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter2 hits
08
The chart uses inflation-adjusted dollars (2022 dollars).2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter2 hits
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2022 Benedict Evans 2022 The New Gatekeepers2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter2 hits
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The chart segments investment into rounds greater than and less than $50m.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter2 hits
11
The chart illustrates the 'dot-com' bubble peak around 2000 and the much larger recent peak around 2021.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter2 hits
12
The slide uses a photo of competing quick-commerce ads to illustrate the 'free money' era of rapid customer acquisition.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter2 hits