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This slide is the bottom half of a two-part page. It uses a stylized curve to frame the post-dotcom crash market sentiment as a necessary phase of realism before sustainable growth.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · Satisfaction1 hit
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The image contains two distinct slide pages (15 and 16) presented together. The analysis focuses on the combined narrative of market cycles.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · Satisfaction1 hit
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The slide uses a simple list-based taxonomy to define the 'Internet Winners' landscape, contrasting the 1995 IPO era with the 2001 market state to demonstrate significant sector growth.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · Satisfaction1 hit
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This is the bottom half of a two-slide sequence. It uses a simple list-based taxonomy to define the 'winners' of the internet era and provides a high-level valuation comparison.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · Satisfaction1 hit
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The slide highlights that both sectors lost approximately $730B in market value.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The slide highlights that both sectors lost approximately $730B in market value.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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This slide is the second of two distinct charts in the provided image; the analysis focuses on the bottom half (page 22) as requested.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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This slide is the top half of the provided image. It tracks the long-term trend of IT investment from 1960 to 2000.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The image contains two distinct slides stacked vertically. The analysis covers both.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The image contains two distinct slides stacked vertically. The analysis covers both.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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This is the second slide in a two-slide vertical layout. The top slide shows cycles of tech EPS revisions from 1980-2001.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · Satisfaction1 hit
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This slide is the bottom half of a two-slide page. It tracks the shift in market composition.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · Satisfaction1 hit
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2001 Bond Cap Internet Trends 20012001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · Satisfaction1 hit
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2001 Bond Cap Internet Trends 20012001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · Satisfaction1 hit
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This slide serves as a transition or supporting evidence for the preceding chart on growth expectations, emphasizing the financial bubble aspect of the dot-com era.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · Satisfaction1 hit
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The chart illustrates the rapid acceleration of Apple's product adoption cycles.2011 Bond Cap Internet Trends 2011 · Mary Meeker
Consulting deck VC research Beat · Solution1 hit
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The chart uses a stacked area format to visualize the cumulative growth gap between the two platforms.2011 Bond Cap Internet Trends 2011 · Mary Meeker
Consulting deck VC research Beat · Solution1 hit
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The slide compares market leaders in two distinct hardware categories as of Q2 2010.2011 Bond Cap Internet Trends 2011 · Mary Meeker
Consulting deck VC research Beat · Solution1 hit
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2021 Bessemer Venture Partners State of Cloud 20212021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)1 hit
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The slide uses a large metric callout to emphasize growth, accompanied by a visual of the product in use.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide uses a large percentage metric to establish market context for the Brightwheel platform.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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2021 Bessemer Venture Partners State of Cloud 20212021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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Procore branding present; uses a large metric callout to emphasize market size.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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2021 Bessemer Venture Partners State of Cloud 20212021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide uses a linear progression to illustrate the historical trend of increasing application complexity, culminating in the current LLM era.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · So What Cascade1 hit
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The slide uses a series of questions to challenge the audience to categorize the problem at hand.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Scenario Fork1 hit
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The slide uses two line charts to illustrate that disruption manifests differently across industries.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Scenario Fork1 hit
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The slide uses a before-after visual metaphor to contrast a standard recipe search with a multimodal 'what can I cook with this' query.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Scenario Fork1 hit
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The chart visualizes the concentration of global advertising spend.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Scenario Fork1 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 Implications (So What)Loop · Scenario Fork1 hit