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12 Myth Buster
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2014 Bond Cap Internet Trends 20142014 Bond Cap Internet Trends 2014 · Mary Meeker
Consulting deck VC research Beat · First LayerLoop · Myth Buster1 hit
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Includes a secondary overlay of the NASDAQ index performance to contextualize market peaks.2014 Bond Cap Internet Trends 2014 · Mary Meeker
Consulting deck VC research Beat · First LayerLoop · Myth Buster1 hit
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The slide highlights the peak in 2000 and the subsequent decline in venture activity.2014 Bond Cap Internet Trends 2014 · Mary Meeker
Consulting deck VC research Beat · First LayerLoop · Myth Buster1 hit
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The chart includes a trend line and a specific callout for the March 2000 peak.2014 Bond Cap Internet Trends 2014 · Mary Meeker
Consulting deck VC research Beat · First LayerLoop · Myth Buster1 hit
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The slide highlights a shift in marketing strategy from external endorsements to founder-led brand building.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Myth Buster1 hit
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2020 Q3FY21 Investor Presentation2020 Q3FY21 Investor Presentation · Snowflake
Consulting deck Strategy consulting Beat · Evidence & ProofLoop · Myth Buster1 hit
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2020 Q3FY21 Investor Presentation2020 Q3FY21 Investor Presentation · Snowflake
Consulting deck Strategy consulting Beat · Evidence & ProofLoop · Myth Buster1 hit
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The slide uses a clean, horizontal bar-based layout to present key performance indicators.2020 Q4FY21 Investor Presentation · Snowflake
Consulting deck Strategy consulting Beat · Evidence & ProofLoop · Myth Buster1 hit
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2020 Q4FY21 Investor Presentation2020 Q4FY21 Investor Presentation · Snowflake
Consulting deck Strategy consulting Beat · Evidence & ProofLoop · Myth Buster1 hit
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The slide uses a three-column layout to contrast metrics, highlighting what is and isn't reflected in each.2020 Q4FY21 Investor Presentation · Snowflake
Consulting deck Strategy consulting Beat · Evidence & ProofLoop · Myth Buster1 hit
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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
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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
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The chart shows a massive increase in headcount for Amazon compared to other tech giants.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Myth Buster1 hit
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Uses a binary comparison framework to balance pessimistic and optimistic outlooks.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Myth Buster1 hit
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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
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Data source: Reuters Institute. The chart compares 'Heard of but not used' vs 'Used' segments.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Myth Buster1 hit
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The chart illustrates a high percentage of 'heard of but not used' or 'once or twice' usage compared to daily or weekly usage.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Myth Buster1 hit
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The chart displays two bars per category, representing two different time periods, with each bar split into production (red) and development/pilot (grey) segments.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Myth Buster1 hit
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The slide uses screenshots of external research reports (Sequoia, BCG, Goldman Sachs) to establish a skeptical industry consensus.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Myth Buster1 hit
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The slide uses a screenshot of an AI-generated image to make a point about the 'Hype Cycle' concept, specifically highlighting the humorous misspelling 'Pleacom of Productity'.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Myth Buster1 hit
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The slide uses a sequential growth model to illustrate historical platform shifts.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Myth Buster1 hit
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2023 Benedict Evans 2023 AI and Everything Else2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Myth Buster1 hit
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The slide illustrates a hub-and-spoke architecture for enterprise systems of record.2023 Investor Day · Samsara
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Myth Buster1 hit
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The slide uses a hub-and-spoke style diagram to categorize enterprise software into IT (ServiceNow, Workday, Salesforce, Adobe) and OT (Samsara).2023 Investor Day · Samsara
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Myth Buster1 hit
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This is a research note from Kerrisdale Capital criticizing AST SpaceMobile's business model and market sizing.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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This is a research note from Kerrisdale Capital arguing against the investment thesis of AST SpaceMobile.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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This is a research note page from a report by MedSec/MWC regarding St. Jude Medical (STJ) device security.St. Jude Medical (STJ) · Carson Block
Research note Short seller Beat · The MonsterLoop · Myth Buster1 hit
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This is a page from a research note/report by MedSec/Muddy Waters. It uses a numbered list to systematically dismantle STJ's claims.St. Jude Medical (STJ) · Carson Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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This is a research note page focusing on behavioral analysis of corporate communication in response to short-seller allegations.St. Jude Medical (STJ) · Carson Block
Research note Short seller Beat · The MonsterLoop · Myth Buster1 hit
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The slide deconstructs specific rhetorical devices used by a company (STJ) in response to a security report (MWC).St. Jude Medical (STJ) · Carson Block
Research note Short seller Beat · The MonsterLoop · Myth Buster1 hit