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51,416 slides across 1229 decks match.
Treemap Arc Catalog
“Any sufficiently advanced technology is indistinguishable from magic.”
McKinsey · 2013 · quote_slide
“Any sufficiently advanced technology is indistinguishable from magic.”
 INTERNET DEVICES + USERS = GROWTH CONTINUES TO SLOW
BondCap · section_divider
INTERNET DEVICES + USERS = GROWTH CONTINUES TO SLOW
 Global New Smartphone Unit Shipments = No Growth @ 0% vs. +2% Y/Y
BondCap · industry_trends
Global New Smartphone Unit Shipments = No Growth @ 0% vs. +2% Y/Y
0% — Y/Y Growth
 Global Internet Users = Slowing Growth @ +7% vs. +12% Y/Y
BondCap · industry_trends
Global Internet Users = Slowing Growth @ +7% vs. +12% Y/Y
+7% — Y/Y Growth
 Global Internet Users = 3.6B @ >50% of Population (2018)
BondCap · industry_trends
Global Internet Users = 3.6B @ >50% of Population (2018)
49% — Internet Penetration
 Internet Users... Growth Harder to Find After Hitting 50% Market Penetration
BondCap · section_divider
Internet Users... Growth Harder to Find After Hitting 50% Market Penetration
 INTERNET USAGE = GROWTH REMAINS SOLID
BondCap · section_divider
INTERNET USAGE = GROWTH REMAINS SOLID
 Digital Media Usage @ +4% Growth... 5.9 Hours per Day (Not Deduped)
BondCap · industry_trends
Digital Media Usage @ +4% Growth... 5.9 Hours per Day (Not Deduped)
5.9 — Daily hours spent
 Internet Usage... How Much = Too Much? Depends How Time is Spent
BondCap · transition
Internet Usage... How Much = Too Much? Depends How Time is Spent
 INNOVATION + COMPETITION = DRIVING PRODUCT IMPROVEMENTS / USEFULNESS / USAGE + SCRUTINY
BondCap · section_divider
INNOVATION + COMPETITION = DRIVING PRODUCT IMPROVEMENTS / USEFULNESS / USAGE + SCRUTINY
 Innovation + Competition = Driving Product Improvements / Usefulness / Usage
BondCap · context
Innovation + Competition = Driving Product Improvements / Usefulness / Usage
 Devices = Better / Faster / Cheaper
BondCap · industry_trends
Devices = Better / Faster / Cheaper
 Access = WiFi Adoption Rising
BondCap · industry_trends
Access = WiFi Adoption Rising
 Simplicity = Easy-to-Use Products Becoming Pervasive
BondCap · industry_trends
Simplicity = Easy-to-Use Products Becoming Pervasive
 Payments = Digital Reach Expanding...
BondCap · market_landscape
Payments = Digital Reach Expanding...
60% — Percentage of transactions
 ...Payments = Friction Declining...
BondCap · industry_trends
...Payments = Friction Declining...
 ...Payments = Digital Currencies Emerging
BondCap · industry_trends
...Payments = Digital Currencies Emerging
4x — Coinbase Registered Users
 Local = Offline Connections Driven by Online Network Effects
BondCap · industry_trends
Local = Offline Connections Driven by Online Network Effects
175K — Active Neighborhoods
 Messaging = Extensibility Expanding
BondCap · industry_trends
Messaging = Extensibility Expanding
1.5B — Monthly Active Users (MAUs)
 Video = Mobile Adoption Climbing...
BondCap · industry_trends
Video = Mobile Adoption Climbing...
 ...Video = New Content Types Emerging
BondCap · industry_trends
...Video = New Content Types Emerging
 Voice = Technology Lift Off...
BondCap · industry_trends
Voice = Technology Lift Off...
95% — Word Accuracy Rate
 ...Voice = Product Lift Off
BondCap · market_landscape
...Voice = Product Lift Off
30MM — Amazon Echo Installed Base
 Innovation + Competition = Driving Product Improvements / Usefulness / Usage
BondCap · context
Innovation + Competition = Driving Product Improvements / Usefulness / Usage
 Personalization = Data Improves Engagement + Experiences... Drives Growth + Scrutiny
BondCap · key_messages
Personalization = Data Improves Engagement + Experiences... Drives Growth + Scrutiny
 Personal + Collective Data = Provide Better Experiences for Consumers...
BondCap · context
Personal + Collective Data = Provide Better Experiences for Consumers...
2.2B — Monthly Active Users
 ...Personal + Collective Data = Provide Better Experiences for Consumers
BondCap · context
...Personal + Collective Data = Provide Better Experiences for Consumers
100MM+ — User engagement/adoption
 Rising User Engagement = Drives Monetization + Investment in Product Improvements...
BondCap · financial_analysis
Rising User Engagement = Drives Monetization + Investment in Product Improvements...
$34 — Annualized Revenue per Daily Active User
 ...Rising Monetization + Data Collection = Drives Regulatory Scrutiny
BondCap · industry_trends
...Rising Monetization + Data Collection = Drives Regulatory Scrutiny
 Internet Companies = Key to Understand Unintended Consequences of Products...
BondCap · quote_slide
Internet Companies = Key to Understand Unintended Consequences of Products...
 ...Regulators = Key to Understand Unintended Consequences of Regulation
BondCap · quote_slide
...Regulators = Key to Understand Unintended Consequences of Regulation
 It's Crucial To Manage For Unintended Consequences... But It's Irresponsible to Stop Innovation + Progress
BondCap · key_messages
It's Crucial To Manage For Unintended Consequences... But It's Irresponsible to Stop Innovation + Progress
 USA Internet Leaders = Aggressive + Forward-Thinking Investors for Years
BondCap · key_messages
USA Internet Leaders = Aggressive + Forward-Thinking Investors for Years
 Investment (Public + Private) Into Technology Companies = High for Two Decades
BondCap · market_landscape
Investment (Public + Private) Into Technology Companies = High for Two Decades
 Technology Companies = 25% & Rising % of Market Cap, USA
BondCap · market_landscape
Technology Companies = 25% & Rising % of Market Cap, USA
25% — IT % of MSCI Market Capitalization
 Technology Companies = 6 of Top 15 R&D + Capex Spenders, USA
BondCap · market_landscape
Technology Companies = 6 of Top 15 R&D + Capex Spenders, USA
15 — R&D + Capex Spend
 Technology Companies = Largest + Fastest Growing R&D + Capex Spenders, USA
BondCap · industry_trends
Technology Companies = Largest + Fastest Growing R&D + Capex Spenders, USA
 Technology Companies = Rising R&D + Capex as % of Revenue...18% vs. 13% (2007)
BondCap · industry_trends
Technology Companies = Rising R&D + Capex as % of Revenue...18% vs. 13% (2007)
18% — R&D + Capex as % of Revenue
 USA Tech Companies... Aggressive Competition + Spending on R&D + Capex = Driving Innovation + Growth
BondCap · key_messages
USA Tech Companies... Aggressive Competition + Spending on R&D + Capex = Driving Innovation + Growth
 E-COMMERCE = TRANSFORMATION ACCELERATING
BondCap · section_divider
E-COMMERCE = TRANSFORMATION ACCELERATING
 E-Commerce = Acceleration Continues @ +16% vs. +14% Y/Y, USA
BondCap · industry_trends
E-Commerce = Acceleration Continues @ +16% vs. +14% Y/Y, USA
16% — Y/Y Growth
 E-Commerce vs. Physical Retail = Share Gains Continue @ 13% of Retail
BondCap · industry_trends
E-Commerce vs. Physical Retail = Share Gains Continue @ 13% of Retail
13% — E-Commerce share of retail sales
 Amazon = E-Commerce Share Gains Continue @ 28% vs. 20% in 2013
BondCap · market_landscape
Amazon = E-Commerce Share Gains Continue @ 28% vs. 20% in 2013
28% — Market Share
 E-Commerce = Evolving + Scaling
BondCap · transition
E-Commerce = Evolving + Scaling
 E-Commerce = Mobile / Interactive / Personalized / In-Feed + Inbox / Front-Doored
BondCap · client_example
E-Commerce = Mobile / Interactive / Personalized / In-Feed + Inbox / Front-Doored
 Offline Merchants = Set Up Payment System...
BondCap · market_landscape
Offline Merchants = Set Up Payment System...
$60B — Gross Payment Volume
 ...Integrate Online Payment System...
BondCap · client_example
...Integrate Online Payment System...
 ...Integrate Fraud Prevention...
BondCap · case_study
...Integrate Fraud Prevention...
99.4% — Active Merchants
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