slides · global inventory
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9,211-9,240 of 13,809
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2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
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The chart highlights the growth of delivery spending relative to traditional dining channels.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
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The chart highlights the significant acceleration in revenue growth in recent years.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
31
The chart illustrates the shift in Amazon's business model towards a marketplace platform.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
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The final bar for 2020 is segmented by quarter (Q1, Q2, Q3).2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
34
The slide uses a simple visual contrast (grey vs red circles) to highlight the shift in market dynamics.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
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The slide uses a simple comparison framework to highlight the shifting cost structures in retail.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
43
The chart illustrates the decline in total advertising spend relative to GDP, despite the rise of internet advertising.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Myth Buster1 hit
44
The chart highlights the dominance of Search, Amazon, and Facebook in the US online ad market.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Myth Buster1 hit
49
The chart shows how ad spend is eroded by various intermediaries (Agency, DSP, Demand side tech, Unknown, SSP, Supply side tech) before reaching the publisher.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Myth Buster1 hit
53
2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
56
The red arrow indicates the magnitude of the swing from negative cash flow in 2019 to positive in 2020.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
58
The chart uses stacked bars for 2017-2020, implying a comparison of two segments or services, while Disney+ is shown as a single red bar.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
67
The slide uses a stacked bar chart representing 'Global consumer spending' as a central anchor for two different eras of tech.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pivot1 hit
69
2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pivot1 hit
72
2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
73
The chart highlights the significant cost reduction of Solar PV compared to wind energy sources over the decade.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
75
2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
78
The chart uses color (red) to distinguish SpaceX vehicles from legacy launch providers.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
88
The chart highlights China's rapid growth in AI research output, surpassing the USA and approaching Europe.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Tale Two Worlds1 hit
89
The chart illustrates the relative citation impact of AI research across three major regions, highlighting the USA's lead and subsequent decline, and China's steady growth.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Tale Two Worlds1 hit
90
The slide uses a rhetorical question to frame the geopolitical risk of supply chain dependency.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Tale Two Worlds1 hit
104
The chart uses color to distinguish between the USA and other top markets.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Pattern Hunter1 hit
105
2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Pattern Hunter1 hit
111
The chart illustrates the rapid acceleration of unicorn creation in Europe over the last decade.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Pattern Hunter1 hit
119
The chart demonstrates a significant upward trend in startup creation despite potential market concerns.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Precedent1 hit
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The slide uses a circular layout to contrast historical regulatory outcomes with current regulatory questions.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Precedent1 hit
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2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Precedent1 hit
130
The chart uses a dual-axis approach to correlate increasing volume with decreasing risk.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Precedent1 hit
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The central node represents 'Secure, private, minimal data collection' and is connected to five peripheral nodes representing competing objectives.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Loop · Jobs To Be Done1 hit