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89
Source: 2018 Andreessen Horowitz, Page 882018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · New BlissLoop · Precedent1 hit
90
The slide uses a simple linear process flow to depict historical technological shifts.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · New BlissLoop · Precedent1 hit
93
The slide illustrates a shift in how digital platforms interpret user intent or object meaning, moving from basic identification to sophisticated personalization.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · New BlissLoop · Precedent1 hit
95
The slide uses a simple contrast-pair framework to illustrate the shift from linear scaling to exponential productivity.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · New BlissLoop · Precedent1 hit
97
This slide is likely part of a larger argument comparing the early internet to current blockchain/crypto trends.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · New BlissLoop · Precedent1 hit
99
This slide is from the 2018 Andreessen Horowitz crypto deck.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · New BlissLoop · Precedent1 hit
101
The slide uses a simple causal diagram (input -> output) to link technological drivers to societal/market outcomes.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · New BlissLoop · Precedent1 hit
102
2018 Benedict Evans 2018 The End of the Beginning2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · New Bliss1 hit
103
The slide uses a minimalist design to highlight a historical quote from Jeff Bezos.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · New Bliss1 hit
104
Uses a before-and-after visual framing to illustrate business model expansion.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · New Bliss1 hit
106
2018 Benedict Evans 2018 The End of the Beginning2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · New Bliss1 hit
04
The chart uses a dual-color area fill to distinguish between positive growth (grey) and negative decline (red).2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
05
The chart illustrates the 'pull-forward' effect of the pandemic on digital adoption.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
07
The chart illustrates a sudden, significant spike in adoption, likely attributed to the COVID-19 pandemic.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
08
2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
11
The chart illustrates a sharp decline in employment across all three sectors in 2020.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
12
The slide uses two stacked bar charts to segment business travel volume by frequency and duration.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
14
The chart uses a waterfall format to aggregate supply from various pharmaceutical companies.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
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
20
2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
21
The chart categorizes retail sectors into 'Could be parcels', 'Could be custom delivered or collected', and 'Can't be delivered (?)'.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
22
The chart uses a stacked bar approach to show the ecommerce component within Parcels, Delivery & collection, and Cars.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
23
2020 Benedict Evans 2020 December The Great Unbundling2020 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
25
The chart highlights the growth of delivery spending relative to traditional dining channels.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
27
The chart highlights the significant acceleration in revenue growth in recent years.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
28
The chart uses a stacked bar format to show the total retail market split by delivery type, with ecommerce as a subset.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
29
The chart segments US retail into 'Could be parcels' and 'Could be custom delivered or collected', with Amazon's revenue shown as a small slice of the former.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
30
The slide uses a stacked bar chart to illustrate the difference between 'parcels' and 'custom delivered or collected' retail models.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
31
The chart illustrates the shift in Amazon's business model towards a marketplace platform.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit