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51,416 slides across 1229 decks match.
Treemap Arc Catalog
New entrants outspending most legacy content manufacturers
BenedictEvans · financial_analysis
New entrants outspending most legacy content manufacturers
$32bn — 2021e content budgets ($bn)
 Lockdown accelerates the change
BenedictEvans · industry_trends
Lockdown accelerates the change
 Netflix - a $5bn swing
BenedictEvans · financial_analysis
Netflix - a $5bn swing
$5bn — Free cash flow
 Netflix breaks 200m subs (mostly outside the USA)
BenedictEvans · industry_trends
Netflix breaks 200m subs (mostly outside the USA)
200m — Netflix subscribers
 Disney breaks in
BenedictEvans · market_landscape
Disney breaks in
90m — Streaming subscribers
 (And takes over the movie business)
BenedictEvans · market_landscape
(And takes over the movie business)
$3.7bn — Box office revenue
 “There are two ways to make money. You can bundle, or you can unbundle”
BenedictEvans · quote_slide
“There are two ways to make money. You can bundle, or you can unbundle”
 The great unbundling
BenedictEvans · process_diagram
The great unbundling
 Is that a tech company?
BenedictEvans · transition
Is that a tech company?
 What's the real opportunity?
BenedictEvans · market_sizing
What's the real opportunity?
$50tn — Global market size
 Let's look at that consumer spending
BenedictEvans · financial_analysis
Let's look at that consumer spending
$50bn — Global consumer spending
 Moving to harder problems
BenedictEvans · context
Moving to harder problems
 From selling data to changing industries
BenedictEvans · context
From selling data to changing industries
 Software eats cars?
BenedictEvans · financial_analysis
Software eats cars?
$800bn — Market capitalisation
 The root cause - collapsing battery costs
BenedictEvans · industry_trends
The root cause - collapsing battery costs
89% — EV battery cost ($/kWh)
 All cars will be electric. But...
BenedictEvans · problem_statement
All cars will be electric. But...
 Not just cars
BenedictEvans · client_example
Not just cars
58 — Electric ferries
 Equally, collapsing solar costs
BenedictEvans · industry_trends
Equally, collapsing solar costs
82% — Solar PV cost (LCOE)
 And wind
BenedictEvans · industry_trends
And wind
40% — LCOE (USD/kWh)
 Putting it on commercial terms with fossil fuel
BenedictEvans · industry_trends
Putting it on commercial terms with fossil fuel
 Becoming real
BenedictEvans · industry_trends
Becoming real
4x — Global electricity generation capacity share
 (Tech won’t save the world, but...)
BenedictEvans · industry_trends
(Tech won’t save the world, but...)
1/3 — Global greenhouse emissions
 Plant-based meat? Leather?
BenedictEvans · industry_trends
Plant-based meat? Leather?
 SpaceX has cut launch costs by at least 5x
BenedictEvans · financial_analysis
SpaceX has cut launch costs by at least 5x
5x — Launch cost per kg
 From rockets to HAL9000
BenedictEvans · industry_trends
From rockets to HAL9000
 None of these people exist
BenedictEvans · other
None of these people exist
 China is both the largest investor in renewables and the largest emitter of greenhouse gasses
BenedictEvans · context
China is both the largest investor in renewables and the largest emitter of greenhouse gasses
 China and the end of the American internet
BenedictEvans · section_divider
China and the end of the American internet
 China is on track to become a bigger industrial economy than the USA (or thinks it is)
BenedictEvans · industry_trends
China is on track to become a bigger industrial economy than the USA (or thinks it is)
 Americans worried about Japan once...
BenedictEvans · context
Americans worried about Japan once...
 China already the centre of the tech supply chain
BenedictEvans · industry_trends
China already the centre of the tech supply chain
 “China has all the AI!”
BenedictEvans · market_landscape
“China has all the AI!”
 Where is the research that matters?
BenedictEvans · analyze_data
Where is the research that matters?
 But elsewhere, market share or value share?
BenedictEvans · competitive_analysis
But elsewhere, market share or value share?
 Chips with everything
BenedictEvans · market_landscape
Chips with everything
 Tech sovereignty?
BenedictEvans · industry_trends
Tech sovereignty?
4.5% — China semi market share
 Moving up the value chain?
BenedictEvans · industry_trends
Moving up the value chain?
50% — shipment share
 Meanwhile - a market with 1bn users
BenedictEvans · market_landscape
Meanwhile - a market with 1bn users
1bn — Smartphone users
 Meanwhile - a market with 1bn users
BenedictEvans · market_landscape
Meanwhile - a market with 1bn users
1bn — Smartphone users
 Very different market structure
BenedictEvans · industry_trends
Very different market structure
 Big market = (very) big companies
BenedictEvans · market_landscape
Big market = (very) big companies
$1,000bn+ — Ecommerce GMV
 Leapfrogging 20th century infrastructure
BenedictEvans · industry_trends
Leapfrogging 20th century infrastructure
 Yes, but why do we care?
BenedictEvans · context
Yes, but why do we care?
 Where do ideas come from? Where are companies built?
BenedictEvans · market_landscape
Where do ideas come from? Where are companies built?
4bn+ — Smartphone users
 90% of Facebook’s daily users are outside the USA
BenedictEvans · market_landscape
90% of Facebook’s daily users are outside the USA
90% — Facebook audience reach
 The end of the American internet
BenedictEvans · industry_trends
The end of the American internet
 The India take-off
BenedictEvans · key_takeaways
The India take-off
450m — User adoption
 India: cheapest data and highest use on earth
BenedictEvans · market_landscape
India: cheapest data and highest use on earth
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