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60,211-60,240 of 118,471
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
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
90
The slide uses a rhetorical question to frame the geopolitical risk of supply chain dependency.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Tale Two Worlds1 hit
91
The slide highlights the discrepancy between domestic dominance and global market presence/supply chain integration.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Tale Two Worlds1 hit
92
The chart illustrates the limited success of Chinese semiconductor policy as of 2018.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Tale Two Worlds1 hit
93
The chart illustrates that despite a decade of policy focus, China's semiconductor market share remains low, growing from ~1.3% to ~4.4%.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Tale Two Worlds1 hit
95
2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Tale Two Worlds1 hit
97
The slide highlights the scale of the Chinese market relative to Western markets.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Pattern Hunter1 hit
98
The slide uses a simple circular layout to contrast the US 'vertical category winners' model with the Chinese 'conglomerates compete on everything' model.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Pattern Hunter1 hit
101
The chart illustrates the massive scale difference between Chinese delivery platforms and international counterparts.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Pattern Hunter1 hit
102
The slide uses a simple process flow to explain the diffusion of innovation from Chinese super-apps to global platforms.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Pattern Hunter1 hit
103
The chart highlights the massive scale of smartphone users in China and India compared to the rest of the world.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Pattern Hunter1 hit
108
The chart displays a clear power-law distribution among the top Indian startups.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Pattern Hunter1 hit
109
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
110
The chart highlights the growth trajectory of Mercado Libre in the Latin American market.2020 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
112
The slide uses a famous quote by William Gibson: 'The future is here, but it's unevenly distributed'.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Pattern Hunter1 hit
114
The chart illustrates the exponential growth of technology adoption over four decades.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Precedent1 hit
116
This is a slide from a Benedict Evans presentation deck.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Precedent1 hit
124
The slide uses a circular layout to contrast historical regulatory outcomes with current regulatory questions.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Precedent1 hit
125
2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Precedent1 hit
128
The slide uses a vintage advertisement as a rhetorical device to highlight the 'death of innovation' in the airline industry.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Precedent1 hit
129
The slide contrasts the high cost of historical air travel with the massive growth in volume over time.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
134
2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Implications1 hit
01
2020 Benedict Evans 2020 January Shoulders of Giants2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is1 hit
04
The slide uses a simple curve to represent product maturity over time, categorizing stages of innovation.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is1 hit
05
The slide uses a curve to represent the maturity of technology, specifically highlighting 'Smart Phones' as they enter the 'Boring' phase.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is1 hit
07
The slide uses a series of curves to represent successive waves of technological dominance, with a dotted red line indicating a future, unknown phase.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
08
2020 Benedict Evans 2020 January Shoulders of Giants2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit