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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
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
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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
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
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The final bar for 2020 is segmented by quarter (Q1, Q2, Q3).2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
44
The chart highlights the dominance of Search, Amazon, and Facebook in the US online ad market.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Myth Buster1 hit
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The slide uses a simple three-column layout with circular containers to contrast the capabilities of different market participants.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Myth Buster1 hit
56
The red arrow indicates the magnitude of the swing from negative cash flow in 2019 to positive in 2020.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
65
The chart shows relative proportions of spending categories; the total value is stated as $50bn (likely a typo in the original slide, as global consumer spending is typically in the trillions).2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper Layer1 hit
70
The slide uses a simple visual layout with three circles to present key considerations.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pivot1 hit
80
The slide uses a visual example to demonstrate the realism of generative AI (specifically StyleGAN).2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
88
The chart highlights China's rapid growth in AI research output, surpassing the USA and approaching Europe.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Tale Two Worlds1 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
106
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
117
The slide uses a bubble chart layout to represent the breadth of issues, with varying sizes and colors indicating relative importance or focus.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Precedent1 hit
121
Uses a simple visual decomposition to challenge a monolithic view of regulation.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Precedent1 hit
133
The slide uses a series of S-curves to represent the diffusion of technology across different segments of society.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
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The slide uses a simplified S-curve visualization to describe technology adoption phases.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is1 hit
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2020 Benedict Evans 2020 January Shoulders of Giants2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
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The chart illustrates the 'cord-cutting' phenomenon by contrasting incumbent pay TV decline with Netflix growth.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
42
Uses a simple additive equation structure to frame a market problem.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · ProblemLoop · Cost Of Inaction1 hit
62
The chart uses a red bar for 'Smartphones in 2019' and a red arrow with a question mark to highlight the gap to the total population.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Loop · Golden Circle1 hit
63
The slide uses a classic S-curve adoption model, labeling stages as 'Stupid', 'Exciting!', and 'Boring'.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Loop · Golden Circle1 hit
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The slide uses a simple circular layout to segment technology trends.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Loop · Golden Circle1 hit
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The slide uses a simple circular layout to highlight four distinct areas of focus.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Loop · Golden Circle1 hit
70
The slide uses a bubble diagram to visually represent the density and variety of industry concerns.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
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The slide uses a grid of AI-generated portraits to make a point about the rapid advancement of technology.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
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The slide uses a comparison list format to debunk common tech-related moral panics.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit