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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 Abstraction1 hit
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 Abstraction1 hit
90
The slide uses a screenshot of a blog post as a primary source of authority.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Ladder Abstraction1 hit
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 Abstraction1 hit
93
Uses a historical illustration of a Sears store to frame a question about value capture in the automotive era.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Ladder Abstraction1 hit
04
The chart illustrates the long-term trend of interest rates, emphasizing the recent period of near-zero rates.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
06
The chart includes dotted trend lines extrapolated from pre-2020 data.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
07
The chart shows a clear 'pull-forward' effect where growth peaked in 2020/2021 and has since moderated in 2022.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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 Hunter1 hit
10
The chart segments investment into rounds greater than and less than $50m.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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 Hunter1 hit
12
The slide uses a photo of competing quick-commerce ads to illustrate the 'free money' era of rapid customer acquisition.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
13
2022 Benedict Evans 2022 The New Gatekeepers2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Myth Buster1 hit
14
The chart highlights that despite layoffs, the net hiring growth in recent years remains significant.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Myth Buster1 hit
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 Buster1 hit
19
Includes a data break in 1964 due to a definition change.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
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 Worlds1 hit
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 Worlds1 hit
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 Worlds1 hit
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 Worlds1 hit
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 Moment1 hit
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 Moment1 hit
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 Moment1 hit
32
The chart uses a dotted line for historical data and a solid line for more recent data, likely indicating a reporting change or data source shift.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
33
The chart uses a dotted line for historical 'Other' revenue (predominantly ads) and a solid red line for the transition to explicit 'Ads' reporting.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
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 Moment1 hit
37
The slide uses a series of circles to present company-specific revenue data followed by a summary of the underlying business model drivers.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
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 Moment1 hit
39
The slide uses a quote to illustrate the dependency of retailers on promotional money from manufacturers.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
40
The chart illustrates the trend of Chinese manufacturers bypassing traditional retail channels to sell directly to consumers on Amazon.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Precedent1 hit