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5,161-5,190 of 13,863
38
The chart highlights the emergence and growth of 'Retail' media as a distinct category starting around 2020.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
41
The slide highlights Anker's success as a brand built on the Amazon marketplace.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Precedent1 hit
42
The chart illustrates the growth of Shopify relative to Amazon Marketplace.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Precedent1 hit
43
The chart illustrates the disruption of traditional fast fashion incumbents by a digital-native competitor.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Precedent1 hit
44
The chart highlights Shein's rapid revenue growth starting from 2018, contrasting with the more stable or fluctuating growth of traditional fast fashion retailers.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Precedent1 hit
47
The chart illustrates the shift from broadcast/cable dominance to the proliferation of streaming content.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
49
2022 Benedict Evans 2022 The New Gatekeepers2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
50
The chart illustrates a long-term trend of growth followed by a sharp recent decline in traditional TV consumption.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
51
The chart illustrates the disruption of the physical rental market by digital streaming services.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Before After1 hit
53
The chart highlights the rapid growth of Disney's streaming services relative to Netflix's established trajectory.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Before After1 hit
54
The chart uses a diverging bar structure to show the contrast between a profitable incumbent/disruptor (Netflix) and the heavy investment losses of a legacy player (Disney) entering the D2C space.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Before After1 hit
57
The chart shows the convergence and crossover of Netflix and YouTube viewing shares.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Before After1 hit
58
The chart highlights how YouTube creator content competes with traditional streaming platform metrics.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Before After1 hit
59
The chart illustrates the convergence of social and video platforms, questioning traditional industry definitions.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
63
The chart illustrates the shift in Nike's sales mix towards D2C over time.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
72
The chart compares 'Today' (actual) vs 'Expected in 3 years' (forecast) for each time period.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Maturity Curve1 hit
74
The chart illustrates the volatility of NFT markets and the potential disconnect between speculative trading volume and actual user engagement.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Maturity Curve1 hit
77
Illustrates market disruption and the slow adoption curve of new technologies.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Maturity Curve1 hit
90
The chart illustrates the increasing demand for computing capacity driven by ML and Generative ML.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Precedent1 hit
94
2022 Benedict Evans 2022 The New Gatekeepers2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)1 hit
95
The chart illustrates the decline of traditional industrial giants like GM relative to the rise of modern tech companies.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)1 hit
97
The slide uses the 'Jobs to be Done' framework as a conceptual hook for analyzing market growth.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Jobs To Be Done1 hit
98
The slide uses the 'Jobs to be Done' framework to challenge the viewer to look beyond the surface-level revenue data.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Jobs To Be Done1 hit
99
The slide uses the 'Jobs to be Done' framework to frame the inquiry into market trends.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Jobs To Be Done1 hit
100
The chart highlights the exponential growth in satellite launches starting around 2020.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Jobs To Be Done1 hit
04
Data source: Reuters Institute. The chart compares 'Heard of but not used' vs 'Used' segments.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Myth Buster1 hit
05
The chart illustrates a high percentage of 'heard of but not used' or 'once or twice' usage compared to daily or weekly usage.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Myth Buster1 hit
06
The chart displays two bars per category, representing two different time periods, with each bar split into production (red) and development/pilot (grey) segments.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Myth Buster1 hit
21
The chart uses a combination of stacked bars for Nvidia and a line graph for Intel to illustrate the divergence in performance.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
22
The chart highlights the significant increase in infrastructure spending by major tech companies.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit