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The chart highlights a significant surge in large-cap VC deals (over $50m) starting around 2017.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Ladder Abstraction2 hits
89
2021 Benedict Evans 2021 Three Steps to the Future2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Ladder Abstraction2 hits
91
The chart uses a single bar for Tesla and a stacked bar representing the top 10 OEMs.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Ladder Abstraction2 hits
02
The slide uses a simple three-circle layout to present the core topics of the presentation.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst 2 hits
05
The chart uses two lines: 'Addressable retail' (red) and 'All retail & food service' (black), with dotted lines indicating the pre-pandemic trend extrapolation.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter2 hits
08
The chart uses inflation-adjusted dollars (2022 dollars).2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter2 hits
09
2022 Benedict Evans 2022 The New Gatekeepers2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter2 hits
11
The chart illustrates the 'dot-com' bubble peak around 2000 and the much larger recent peak around 2021.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter2 hits
15
The chart shows a massive increase in headcount for Amazon compared to other tech giants.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Myth Buster2 hits
16
Uses a binary comparison framework to balance pessimistic and optimistic outlooks.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Myth Buster2 hits
17
The chart illustrates that despite market volatility (e.g., dotcom bubble), the underlying adoption trend remains consistent.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Myth Buster2 hits
20
The chart uses 2022 inflation-adjusted dollars.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Tale Two Worlds2 hits
22
The chart illustrates the dominance of digital advertising across major global markets.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Tale Two Worlds2 hits
23
The chart uses color to distinguish between digital-native global platforms (grey) and traditional media companies (red).2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Tale Two Worlds2 hits
24
The chart illustrates market concentration in the advertising industry.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Tale Two Worlds2 hits
25
The chart illustrates the high and consistent marketing spend required by these platforms to maintain market reach.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Tale Two Worlds2 hits
27
The chart highlights the scale of digital advertising (Online advertising, Search ads, Amazon ads) relative to traditional retail costs.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment2 hits
28
The chart uses a red bar for the USA to draw focus, while other countries are in grey.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment2 hits
29
The chart uses a stacked bar format to distinguish between shopping centers/malls and stand-alone retail, though the legend colors in the chart body for non-USA countries are greyed out.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment2 hits
30
The chart illustrates the 'retail apocalypse' and the rise of e-commerce logistics infrastructure.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment2 hits
31
The chart illustrates a rapid acceleration in warehouse expansion starting around 2019.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment2 hits
34
The chart illustrates the structural shift in advertising spend from traditional media to digital platforms.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment2 hits
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 Moment2 hits
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 · Precedent2 hits
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 · Precedent2 hits
45
The slide uses a process-like flow to show the evolution from traditional fast fashion (Zara) to internet-native fast fashion (Shein).2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter2 hits
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 Hunter2 hits
48
The chart shows a long-term downward trend in the reach of the most popular TV shows.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter2 hits
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 Hunter2 hits
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 Hunter2 hits