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Unbundling countries, not just cable
BenedictEvans · industry_trends
Unbundling countries, not just cable
150m+ — Netflix subscribers
 “In business, there are two ways to make money. You can bundle, or you can unbundle.”
BenedictEvans · quote_slide
“In business, there are two ways to make money. You can bundle, or you can unbundle.”
 Now: the great unbundling. Next: the great rebundling
BenedictEvans · industry_trends
Now: the great unbundling. Next: the great rebundling
 Is that a 'tech' company? Or is it a TV company using a new channel?
BenedictEvans · context
Is that a 'tech' company? Or is it a TV company using a new channel?
 OK, ecommerce and TV. But what else?
BenedictEvans · transition
OK, ecommerce and TV. But what else?
 “Remember, most people don’t have that”
BenedictEvans · context
“Remember, most people don’t have that”
83% — iPhone penetration
 Today, anyone does anything online
BenedictEvans · context
Today, anyone does anything online
40% — Percentage of couples meeting online
 Old models, new targets
BenedictEvans · case_study
Old models, new targets
 Is that a 'tech' company? Or is it a travel / insurance / employment / taxi / dating /banking / restaurant company using a new channel?
BenedictEvans · problem_statement
Is that a 'tech' company? Or is it a travel / insurance / employment / taxi / dating /banking / restaurant company using a new channel?
 Expanding software and tools from work to everyday life
BenedictEvans · context
Expanding software and tools from work to everyday life
 What's the next generational change in scale?
BenedictEvans · other
What's the next generational change in scale?
 Can there be another massive increase in scale?
BenedictEvans · market_landscape
Can there be another massive increase in scale?
5.2bn — Global installed base (bn)
 And is this the new thing, or part of the old thing?
BenedictEvans · framework_other
And is this the new thing, or part of the old thing?
 Lots of new things going on, but which is THE thing?
BenedictEvans · framework_other
Lots of new things going on, but which is THE thing?
 The Next Big Thing? Regulation and policy
BenedictEvans · section_divider
The Next Big Thing? Regulation and policy
 Then we connected everyone, including the bad people
BenedictEvans · context
Then we connected everyone, including the bad people
5.5bn — Global population (bn)
 Which also meant creating huge, scary companies
BenedictEvans · market_landscape
Which also meant creating huge, scary companies
$1.2tn — Market Cap
 Now we have issues. So many issues
BenedictEvans · problem_statement
Now we have issues. So many issues
 And this won't get simpler
BenedictEvans · other
And this won't get simpler
 Naturally, there must be a simple answer
BenedictEvans · other
Naturally, there must be a simple answer
 ‘Break them up’ – the Brexit of tech
BenedictEvans · context
‘Break them up’ – the Brexit of tech
 Also included: a classic moral panic
BenedictEvans · context
Also included: a classic moral panic
 Moral panic: Amazon does private label
BenedictEvans · benchmark_peers
Moral panic: Amazon does private label
 But panics have causes, and consequences
BenedictEvans · context
But panics have causes, and consequences
 So, which problem are you trying to fix?
BenedictEvans · problem_statement
So, which problem are you trying to fix?
 Anti-trust: Mostly beside the point
BenedictEvans · section_divider
Anti-trust: Mostly beside the point
 Google and Facebook clearly have market dominance
BenedictEvans · market_landscape
Google and Facebook clearly have market dominance
 What's Amazon's market share: 35% or 5%?
BenedictEvans · market_landscape
What's Amazon's market share: 35% or 5%?
35% — Market share
 What’s Apple share? Depends which regulator you ask
BenedictEvans · market_landscape
What’s Apple share? Depends which regulator you ask
100% — Market share
 Market definition is everything
BenedictEvans · other
Market definition is everything
 What could feasibly be split apart?
BenedictEvans · strategic_options
What could feasibly be split apart?
 But what kinds of competition would breakups affect?
BenedictEvans · diagnosis
But what kinds of competition would breakups affect?
 Do people worry about 'big tech' because Google & Facebook might be overcharging WPP, and Apple is mean to Spotify? Or are the real concerns elsewhere?
BenedictEvans · transition
Do people worry about 'big tech' because Google & Facebook might be overcharging WPP, and Apple is mean to Spotify? Or are the real concerns elsewhere?
 Which problem are you trying to fix?
BenedictEvans · problem_statement
Which problem are you trying to fix?
 Regulation: Boring, complex, somewhat effective
BenedictEvans · section_divider
Regulation: Boring, complex, somewhat effective
 ‘Tech’ becomes a regulated industry
BenedictEvans · industry_trends
‘Tech’ becomes a regulated industry
 We don't actually regulate 'banks', or 'money'
BenedictEvans · problem_statement
We don't actually regulate 'banks', or 'money'
 Is this a ‘tech’ problem?
BenedictEvans · framework_other
Is this a ‘tech’ problem?
 Is that a 'tech' company? Or is it a bank, but with a website?
BenedictEvans · context
Is that a 'tech' company? Or is it a bank, but with a website?
 Where is the liability?
BenedictEvans · problem_statement
Where is the liability?
 Presume complexity, across domain and country
BenedictEvans · other
Presume complexity, across domain and country
 Do we know what we want?
BenedictEvans · transition
Do we know what we want?
 Where to start? We have a wish list...
BenedictEvans · other
Where to start? We have a wish list...
 All of these are trade-offs
BenedictEvans · framework_other
All of these are trade-offs
 What does 'take down' mean?
BenedictEvans · framework_other
What does 'take down' mean?
 What does 'bad' mean?
BenedictEvans · context
What does 'bad' mean?
 Do we know what we want?
BenedictEvans · framework_other
Do we know what we want?
 China, digital sovereignty and digital extra-territoriality
BenedictEvans · section_divider
China, digital sovereignty and digital extra-territoriality
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