Matching slides 110,355
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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
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 Worlds1 hit
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 Hunter1 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
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 Hunter1 hit
100
The chart illustrates the rapid adoption of fintech in China, effectively bypassing traditional payment infrastructure.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
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
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 Hunter1 hit
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 Hunter1 hit
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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 · Core InsightLoop · Pattern Hunter1 hit
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 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
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
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 · Precedent1 hit
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 · Precedent1 hit
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 · Precedent1 hit
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 · 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
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 · 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
02
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
14
The chart uses 2019 dollars for inflation adjustment.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
15
The chart uses two lines to show the growth of total addressable retail vs ecommerce over two decades.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
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 1 hit