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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
86
The slide highlights the contrast between the 1980s 'Japan Panic' and the current economic landscape.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Tale Two Worlds1 hit
98
The slide uses a simple circular layout to contrast the US 'vertical category winners' model with the Chinese 'conglomerates compete on everything' model.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
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
112
The slide uses a famous quote by William Gibson: 'The future is here, but it's unevenly distributed'.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
115
This slide uses a visual metaphor to represent the political and social climate at the beginning of 2021.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Precedent1 hit
120
The slide uses a simple linear process flow to illustrate historical patterns of technological adoption and subsequent regulation.2020 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
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
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
29
The slide uses a three-stage process flow to illustrate market commoditization.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is (Part 3)1 hit
31
The chart illustrates the decline of traditional department stores against the rise of ecommerce and the steady growth of warehouse clubs.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
59
Uses a vintage office photo to contrast with the modern software examples.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · Need1 hit
61
The slide uses a series of S-curves to represent technological eras.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Loop · Golden Circle1 hit
71
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
88
The chart highlights 'Banks' in red, likely as a reference point for the tech industry's regulatory trajectory.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
93
The chart uses a semi-circular timeline layout to map regulatory initiatives by region and year.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
107
2020 Benedict Evans 2020 January Shoulders of Giants2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
114
The slide uses screenshots of AWS, Azure, and Google Cloud documentation to illustrate the trend of 'moderation as a service'.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
121
The slide uses historical book covers as evidence to support the thesis that current tech anxiety is not a new phenomenon.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · Satisfaction1 hit
122
The slide uses a simple linear process flow to show historical precedent for regulation.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · Satisfaction1 hit
125
The slide highlights the increasing regulatory burden in the banking industry.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · Satisfaction1 hit
08
Uses a simple linear process diagram to contrast the three eras of the web.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
14
The slide uses a screenshot of the OpenSea leaderboard to illustrate the 'white-hot' nature of the market.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
15
The map uses a hexagonal grid to visualize network density/coverage.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
32
The chart uses Google Ngram data to visualize the 'AI Winter' and 'VR Winter' phenomena.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Precedent1 hit
33
The slide uses a 1995 TeleGeography map to demonstrate the fragmented state of early networking.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Precedent1 hit