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Data from Millward Brown Digital study, N=7,500+.2014 Bond Cap Internet Trends 2014 · Mary Meeker
Consulting deck VC research Beat · ImplicationsLoop · Benchmark Gap1 hit
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Colors denote current market value relative to Y/Y market value. Green = higher. Red = lower. Purple = newly public.2014 Bond Cap Internet Trends 2014 · Mary Meeker
Consulting deck VC research Beat · ImplicationsLoop · Benchmark Gap1 hit
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The table provides a breakdown of market cap, revenue, and employee count for the top 25 tech companies, with specific columns identifying immigrant founders.2014 Bond Cap Internet Trends 2014 · Mary Meeker
Consulting deck VC research Beat · ImplicationsLoop · Cost Of Inaction1 hit
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The slide highlights the top 15 countries with internet penetration <= 45%.2014 Bond Cap Internet Trends 2014 · Mary Meeker
Consulting deck VC research Beat · ImplicationsLoop · Segmentation Split1 hit
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The slide highlights markets with <=45% penetration, with a specific focus on the top 5 developing markets.2014 Bond Cap Internet Trends 2014 · Mary Meeker
Consulting deck VC research Beat · ImplicationsLoop · Segmentation Split1 hit
163
The slide uses a color-coded table to highlight the 'Technology' sector in green versus other sectors in blue.2014 Bond Cap Internet Trends 2014 · Mary Meeker
Consulting deck VC research Beat · Implications1 hit
16
The chart highlights the affordability gap for smartphones in developing markets compared to developed ones.2016 Bond Cap Internet Trends 2016 · Mary Meeker
Consulting deck VC research Beat · Situation & ContextLoop · So What Cascade1 hit
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The chart uses color coding (green/red) to distinguish growth above/below the 20-year average line.2016 Bond Cap Internet Trends 2016 · Mary Meeker
Consulting deck VC research Beat · Situation & ContextLoop · Pattern Hunter1 hit
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The chart uses a color-coded arrow on the right to indicate the direction of leveraging vs. deleveraging.2016 Bond Cap Internet Trends 2016 · Mary Meeker
Consulting deck VC research Beat · Situation & ContextLoop · Pattern Hunter1 hit
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Part of the KPCB Internet Trends 2016 deck.2016 Bond Cap Internet Trends 2016 · Mary Meeker
Consulting deck VC research Beat · Solution & ApproachLoop · Tale Two Worlds1 hit
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The table uses checkmarks and specific dates to indicate the rollout of various features across three major Asian messaging platforms.2016 Bond Cap Internet Trends 2016 · Mary Meeker
Consulting deck VC research Beat · Solution & ApproachLoop · Before After1 hit
134
The slide uses a dual-chart layout to contrast a mature product's potential decline with an emerging product's rapid growth.2016 Bond Cap Internet Trends 2016 · Mary Meeker
Consulting deck VC research Beat · Solution & ApproachLoop · Why Now1 hit
171
The slide uses a bar chart to compare revenue, with a specific callout for 'Pure-Play E-Commerce' in the China chart.2016 Bond Cap Internet Trends 2016 · Mary Meeker
Consulting deck VC research Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
188
Data as of 5/31/16. Includes both public and private companies.2016 Bond Cap Internet Trends 2016 · Mary Meeker
Consulting deck VC research Beat · Evidence & ProofLoop · Pattern Hunter1 hit
91
The slide highlights the discrepancy between domestic dominance and global market presence/supply chain integration.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Tale Two Worlds1 hit
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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
47
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
07
The chart shows a clear 'pull-forward' effect where growth peaked in 2020/2021 and has since moderated in 2022.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart highlights the emergence and growth of 'Retail' media as a distinct category starting around 2020.2022 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 slide uses a simple flow diagram to show the synthesis of two market conditions into a new business opportunity.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 slide uses a simple linear process diagram to contrast three distinct viewpoints.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Action (Now What)Loop · Precedent1 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
05
The chart illustrates the 'first-mover disadvantage' or market disruption by showing how initial market share dominance (All others) was overtaken by a new standard (IBM-compatible).2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Setup & StakesLoop · Precedent1 hit
17
The chart highlights the significant increase in capex spending by the 'big four' tech companies, projected to reach $400bn in 2025.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Pattern Hunter1 hit
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2025 Benedict Evans 2025 Autum AI eats the world2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising ActionLoop · Pattern Hunter1 hit
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The slide uses a linear process flow to categorize AI strategy approaches.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Maturity Curve1 hit
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The slide uses a process flow diagram to contrast three eras of recommendation systems.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Time Machine1 hit
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The slide uses a circular flow diagram to contrast two types of value propositions.2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · ClimaxLoop · Time Machine1 hit
02
The slide uses a line chart to visualize time-to-milestone for different company archetypes.2025 Bessemer Venture Partners State of AI 2025 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Segmentation Split1 hit
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2025 Q4 Earnings Slides2025 Q4 Earnings Slides · Alphabet
Consulting deck Strategy consulting Beat · Surface ObservationLoop · Pattern Hunter1 hit