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2016 Benedict Evans 2016 Mobile is Eating the World2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
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The chart uses a dual-bar comparison across three time-period markers on the x-axis.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
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The chart uses indexed market cap values to compare the relative dominance of top companies across two distinct time periods.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
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The chart illustrates the massive increase in infrastructure investment by major tech firms over a 15-year period.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
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The chart highlights Amazon's significant headcount growth compared to other tech giants, with a caveat regarding warehouse and retail staff.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
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2016 Benedict Evans 2016 Mobile is Eating the World2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
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The slide uses a rhetorical closing statement to emphasize the scale of Apple's retail business.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
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The slide emphasizes that Amazon's content spend is a strategic lever rather than a core business model compared to Netflix.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
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The slide highlights the trend of vertical integration in hardware design among hyperscalers and consumer electronics giants.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
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Uses a simple additive framework to illustrate the components of modern competitive advantage.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
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The slide uses a famous internet meme/dataset example to demonstrate the limitations of traditional computer vision before the deep learning era.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Aha Moment1 hit
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2016 Benedict Evans 2016 Mobile is Eating the World2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Aha Moment1 hit
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The slide uses a chevron-style transition to contrast two paradigms.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Aha Moment1 hit
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The slide uses a conversational tone to bridge the gap between specific examples (like identifying dogs in images) and broader applications of data science.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Aha Moment1 hit
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The slide uses a high-impact photo of data center infrastructure to illustrate the application of AI in physical systems.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Aha Moment1 hit
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The slide uses a simple additive process flow to categorize ML applications.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Zoom In1 hit
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Illustrates the shift from centralized cloud computing to edge computing.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Zoom In1 hit
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The chart illustrates the 'universal sensor' thesis by showing the decline/stagnation of the 'Camera' segment relative to others.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Zoom In1 hit
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Uses a two-circle diagram to represent the tension between building complex engineering and abstracting it for consumption.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Zoom In1 hit
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The slide uses a classic S-curve (technology adoption/lifecycle) framework to contextualize the current state of ML.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Zoom In1 hit
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The chart illustrates the dominance of mobile apps over time.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Before After1 hit
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The chart tracks four categories: Mobile browser, Facebook app, Mobile app, and Desktop.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Before After1 hit
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The slide uses a visual metaphor of a legacy computer pointing towards a grid of new computing attributes.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Before After1 hit
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2016 Benedict Evans 2016 Mobile is Eating the World2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Before After1 hit
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The slide uses a simple linear process flow to explain the shift in computing paradigms.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Before After1 hit
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The slide uses a rhetorical question to frame the disruption caused by live video technology.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Before After1 hit
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Slide 42 from an Andreessen Horowitz deck.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Before After1 hit
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This is a simple linear process flow diagram.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Before After1 hit
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Uses a pop culture reference (HAL 9000) to illustrate the potential outcome of machine learning.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Before After1 hit
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The slide uses a split-screen layout to contrast the removal of user friction with the strategic capture of user choices.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Before After1 hit