Presentations
Every year, I produce a big presentation exploring macro and strategic trends in the tech industry. This year, ‘The New Gatekeepers’.
 

Updates: slides 5, 6, 7, 38, 43 & 45 updated with year-end 2022 numbers

 
Video
I gave a version of the 2022 presentation as a keynote at the Slush conference in Helsinki - you can watch the video here.
 
Previous presentations