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Matching slides 13,863
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5,071-5,100 of 13,863
19
The chart illustrates the historical growth of ecommerce as a small slice of total US retail revenue.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
24
The chart highlights that while general ecommerce is dominated by parcel shipping, food retail relies significantly more on delivery and collection models.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
26
The chart shows a clear divergence and rapid growth in delivery employment relative to warehousing in the final year of the dataset.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
35
2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
36
The chart shows a clear crossover point around 2009-2010 where 'Best' overtook 'Cheap' in search interest.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
43
The chart illustrates the decline in total advertising spend relative to GDP, despite the rise of internet advertising.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Myth Buster1 hit
53
2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
54
The chart uses color to distinguish between legacy media companies (dark grey) and new entrants (red).2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
55
The chart highlights the shift in media consumption habits among young adults, specifically the growth of streaming services relative to traditional live TV.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
57
The chart illustrates the unbundling of geographic rights and the cable model.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
59
The chart illustrates Disney's market share growth, culminating in them surpassing all other studios combined in 2019.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
73
The chart highlights the significant cost reduction of Solar PV compared to wind energy sources over the decade.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
74
The chart illustrates the transition of renewable energy from a 'science project' to a competitive product.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
75
2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
79
The chart illustrates the 'AI boom' by tracking attendance across six major conferences (NeurIPS, CVPR, IJCAI, AAAI, IROS, ICML).2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
82
2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
85
The chart shows the historical GDP trajectory of the USA and China, highlighting China's rapid growth.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Tale Two Worlds1 hit
86
The slide highlights the contrast between the 1980s 'Japan Panic' and the current economic landscape.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Tale Two Worlds1 hit
87
The chart highlights China's exponential growth in consumer electronics exports, surpassing Japan and South Korea significantly.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Tale Two Worlds1 hit
88
The chart highlights China's rapid growth in AI research output, surpassing the USA and approaching Europe.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Tale Two Worlds1 hit
89
The chart illustrates the relative citation impact of AI research across three major regions, highlighting the USA's lead and subsequent decline, and China's steady growth.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Tale Two Worlds1 hit
94
The chart illustrates a shift in technology adoption within the Chinese smartphone manufacturing sector.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Tale Two Worlds1 hit
100
The chart illustrates the rapid adoption of fintech in China, effectively bypassing traditional payment infrastructure.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Pattern Hunter1 hit
105
2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Pattern Hunter1 hit
111
The chart illustrates the rapid acceleration of unicorn creation in Europe over the last decade.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Pattern Hunter1 hit
119
The chart demonstrates a significant upward trend in startup creation despite potential market concerns.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Precedent1 hit
130
The chart uses a dual-axis approach to correlate increasing volume with decreasing risk.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Precedent1 hit
131
The chart illustrates the decoupling of travel volume and safety risk, highlighting improvements in vehicle safety and efficiency.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Precedent1 hit
15
The chart uses two lines to show the growth of total addressable retail vs ecommerce over two decades.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
22
The chart highlights the divergence between total revenue and ecommerce-specific revenue starting around 2014.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit