slides · global inventory
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78
The chart highlights a disparity between digital-native banks (Revolut, Starling, Monzo) and traditional banks, suggesting that 'digital experience' is often a company-level operational issue rather than just a technology one.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
79
The slide uses a central stacked bar chart representing costs, flanked by two large circles representing the functional areas of Logistics and Discovery.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
83
The chart illustrates the industry disruption caused by the internet, showing the transition from physical sales to digital streaming.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Ladder Abstraction1 hit
84
The chart uses a stacked bar for Apple to show the composition of its platform rent revenue.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Ladder Abstraction1 hit
85
The chart highlights the scale of Apple's ecosystem revenue compared to other media/entertainment benchmarks.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Ladder Abstraction1 hit
86
The chart uses stacked bars for Apple segments and simple bars for industry benchmarks.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Ladder Abstraction1 hit
87
The slide uses a linear progression of circles to illustrate the shift in tech focus toward larger total addressable markets.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Ladder Abstraction1 hit
88
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