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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 Hunter2 hits
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 Hunter2 hits
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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 Hunter2 hits
76
The chart highlights sectors where technology is actively changing emissions profiles (Power generation, Auto, Other transport) in red/pink, contrasting with other sectors in grey.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter2 hits
78
The chart uses color (red) to distinguish SpaceX vehicles from legacy launch providers.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter2 hits
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 Hunter2 hits
81
The chart illustrates the rapid adoption of machine learning techniques in biological research.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter2 hits
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 Hunter2 hits
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 Worlds2 hits
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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 Worlds2 hits
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 Worlds2 hits
96
The chart highlights the scale of the Chinese market relative to Western regions.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Pattern Hunter2 hits
99
The slide illustrates the scale of major ecommerce platforms in 2020.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Pattern Hunter2 hits
104
The chart uses color to distinguish between the USA and other top markets.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Pattern Hunter2 hits
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 Hunter2 hits
107
The slide uses a 'Jio effect' subtitle to attribute the market shift in India.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Pattern Hunter2 hits
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 Hunter2 hits
118
The chart highlights the scale of market leaders in winner-takes-most markets.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Precedent2 hits
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 · Precedent2 hits
120
The slide uses a simple linear process flow to illustrate historical patterns of technological adoption and subsequent regulation.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Precedent2 hits
122
The slide uses a decomposition approach to challenge the monolithic view of automotive regulation.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Precedent2 hits
123
The slide uses a historical photo sequence to argue that systemic urban planning is a public sector responsibility, not a corporate one.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Precedent2 hits
126
2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Precedent2 hits
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 · Precedent2 hits
132
Uses a simple process flow to contrast the focus on 'how things work' versus 'what happens when everyone has them'.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Precedent2 hits
06
The slide uses a classic S-curve framework to categorize technology maturity stages.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 2 hits
11
2020 Benedict Evans 2020 January Shoulders of Giants2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 2 hits
16
The chart uses a red bar to emphasize the USA's position.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 2 hits
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2020 Benedict Evans 2020 January Shoulders of Giants2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 2 hits
21
The chart uses a line with markers to illustrate consistent growth.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 2 hits