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13,261-13,290 of 58,039
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The slide uses a simple list-based taxonomy to define the 'Internet Winners' landscape, contrasting the 1995 IPO era with the 2001 market state to demonstrate significant sector growth.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · Satisfaction1 hit
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The slide highlights that both sectors lost approximately $730B in market value.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The slide highlights that both sectors lost approximately $730B in market value.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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This slide is the second of two distinct charts in the provided image; the analysis focuses on the bottom half (page 22) as requested.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The chart displays market cap values for Zoom, Shopify, Salesforce, Adobe, and PayPal.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart uses a line graph to track market share over time, with a dotted line representing 'Others' and solid lines for specific companies.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart tracks the performance of the EMCLOUD index over time, showing significant growth, particularly after 2020.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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2021 Bessemer Venture Partners State of Cloud 20212021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart displays 9 distinct M&A deals with their respective revenue multiples, with Slack as the outlier.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart uses a mountain range background image as a visual metaphor for performance peaks.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide uses a scatter plot to demonstrate 'Growth Endurance' as a metric for valuation.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Implications (So What)Loop · Sensitivity Test1 hit
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The slide compares growth endurance (scatter) with valuation distribution (bar chart).2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Implications (So What)Loop · Sensitivity Test1 hit
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The scatter plot shows a trend line with y = -0.7x, which seems counter-intuitive for a growth endurance chart, possibly indicating a specific metric relationship.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Implications (So What)Loop · Sensitivity Test1 hit
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The chart uses three curves to represent different growth endurance scenarios (Good, Better, Best) starting from $1MM ARR.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Implications (So What)Loop · Sensitivity Test1 hit
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The chart illustrates the divergence in revenue trajectories between Intel and Nvidia.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart uses a scatter plot to show the convergence of model performance over time.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart uses a line to connect DeepSeek data points, emphasizing its rapid improvement.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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Log scale used for price axis.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart uses a log scale to illustrate the divergence between usage volume and financial value.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart illustrates the competitive landscape of AI models, highlighting the clustering of most models at low price points with varying quality levels.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart uses a trend line to show the diminishing returns of quality relative to cost.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart illustrates the gap between current adoption and future expectations, highlighting the slow pace of cloud migration.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Precedent1 hit
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The slide highlights the rapid adoption of generative AI in back-office automation.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · So What Cascade1 hit
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The chart illustrates a clear shift in startup focus toward AI over the last decade.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · So What Cascade1 hit
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The chart displays 10 categories, each with 3 time-series bars, each bar split into two segments (pilot vs production).2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · So What Cascade1 hit
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2025 Benedict Evans 2025 Spring AI eats the world2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · So What Cascade1 hit
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The slide uses two line charts to illustrate that disruption manifests differently across industries.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Scenario Fork1 hit
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The chart visualizes the concentration of global advertising spend.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Scenario Fork1 hit
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The chart highlights a significant jump in e-commerce penetration around 2020.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Time Machine1 hit
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The chart highlights the divergence between Waymo's growth and the stagnation/decline of Cruise.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Time Machine1 hit