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The slide compares market leaders in two distinct hardware categories as of Q2 2010.2011 Bond Cap Internet Trends 2011 · Mary Meeker
Consulting deck VC research Beat · Solution1 hit
63
The USA is highlighted with a red box. Some countries are listed in red text, likely indicating specific economic status or risk profile.2011 Bond Cap Internet Trends 2011 · Mary Meeker
Consulting deck VC research 1 hit
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The slide highlights a consistent trend of mobile monetization lagging behind desktop monetization.2012 Bond Cap Internet Trends 2012 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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Ranking excludes countries with gross government debt less than $10B in 2010. Source: IMF.2012 Bond Cap Internet Trends 2012 · Mary Meeker
Consulting deck VC research Beat · Action1 hit
29
The chart uses a descending order of sharing frequency by country, with the USA highlighted in red.2013 Bond Cap Internet Trends 2013 · Mary Meeker
Consulting deck VC research 1 hit
43
The slide uses two pie charts of different sizes to represent the growth in total units (55MM vs 219MM).2013 Bond Cap Internet Trends 2013 · Mary Meeker
Consulting deck VC research 1 hit
48
The slide highlights the shift in market dominance between traditional PC cycles and mobile device cycles.2013 Bond Cap Internet Trends 2013 · Mary Meeker
Consulting deck VC research 1 hit
69
The slide highlights the higher adoption of digital media (Internet + Mobile) in China compared to the USA using a red bounding box.2013 Bond Cap Internet Trends 2013 · Mary Meeker
Consulting deck VC research 1 hit
101
The chart illustrates the massive scale difference between Chinese delivery platforms and international counterparts.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Pattern Hunter1 hit
16
The chart uses a red bar to emphasize the USA's position.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
44
The slide uses a framing technique ('glass half empty, or half full?') to present the same data point in two different ways.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · ProblemLoop · Cost Of Inaction1 hit
75
The slide uses irony to suggest that Amazon's entry into private label is a standard retail practice rather than a unique or alarming development.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
56
The chart highlights the significant content spending of new entrants (Netflix, Amazon, Apple) compared to legacy media companies.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Domino Effect1 hit
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
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
17
The chart displays market cap values for Zoom, ServiceNow, PayPal, Salesforce, and Adobe.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
44
The charts show a consistent pattern where actual performance (colored lines) remains higher than analyst expectations (grey lines) over time.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Implications (So What)Loop · Sensitivity Test1 hit
53
The chart shows individual company performance against two benchmark lines: Usage-based mean and Public cloud mean.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Implications (So What)Loop · Issue Tree1 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
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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
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The chart uses a stacked bar format to distinguish between shopping centers/malls and stand-alone retail, though the legend colors in the chart body for non-USA countries are greyed out.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
42
The chart illustrates the growth of Shopify relative to Amazon Marketplace.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Precedent1 hit
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The chart highlights how YouTube creator content competes with traditional streaming platform metrics.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Before After1 hit
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The chart highlights the massive scale of Meta's investment compared to Apple's historical R&D spend.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Maturity Curve1 hit
29
The chart shows a clear trade-off between model performance and cost, with open-source models (Meta) clustering at the lower price point.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Before After1 hit
77
The chart uses a red bar to highlight Shein among other grey bars. TJX is noted as having a portion of revenue from home goods.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Zoom In1 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 · ImplicationsLoop · Zoom In1 hit
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The y-axis is truncated starting at 90%.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Aha Moment1 hit
23
The chart highlights the volatility of competitor rankings versus the stability of ChatGPT.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
03
The slide contrasts two distinct growth profiles in the AI sector, highlighting differences in ARR growth, gross margins, and capital efficiency (ARR/FTE).2025 Bessemer Venture Partners State of AI 2025 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Segmentation Split1 hit