2023 Accel Generation AI

Accel
arc beats above · slides in the middle · loops below · scroll → 10 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON

Slide inventory

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every slide · same image gating as the playbook
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Slide 1
front_matter
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front_matter
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The slide uses a visual annotation to emphasize the duration of the market recovery period.establish_context
Open slide detailBeat · The Facts (What)Loop · Tale Two Worlds
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The slide uses a visual highlight to emphasize the rapid change in the index value over an 18-month window.analyze_data
Open slide detailBeat · The Facts (What)Loop · Tale Two Worlds
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The slide highlights NVIDIA's entry into the $1T+ market cap club with a purple box.quantify_impact
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The slide uses a grouped bar chart format to show year-over-year growth for companies with market caps over $100B.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The chart uses a non-linear timeline/axis representation to compare market caps across two specific years.quantify_impact
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The slide uses a three-column layout to contrast established market positions in Cloud and Security with the strategic AI partnership between Microsoft and Openpresent_solution
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The chart shows a significant peak in 2021 followed by a correction, with a recent upward trend.analyze_data
Open slide detailBeat · The Facts (What)Loop · Zoom In
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The chart illustrates a significant market correction from the 2021 peak back to historical norms.analyze_data
Open slide detailBeat · The Facts (What)Loop · Zoom In
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The slide highlights the global reach of Accel's investments in Cloud and AI sectors.establish_context
Open slide detailBeat · The Facts (What)Loop · Zoom In
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transition
Open slide detailBeat · The Facts (What)
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establish_context
Open slide detailBeat · The Facts (What)Loop · Aha Moment
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Uses a timeline framework to show the evolution of market sentiment.establish_context
Open slide detailBeat · The Facts (What)Loop · Aha Moment
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Data covers Euroscape fastest growing companies (top quartile by Q2-23 NTM growth rate).analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The charts use a scatter plot format with a diagonal threshold line representing the Rule of 40. 2023 data includes valuation multiples (EV/NTM Rev) for the twocompare_peers
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The chart highlights high growth rates in cybersecurity firms.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The chart shows a significant peak in 2021 followed by a sharp decline in 2022, with a single data point for 2023 YTD.establish_context
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The slide uses a logo-grid to demonstrate market maturity and scale across two key geographic regions.establish_context
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The chart shows annualised data for 2023. The table lists specific target companies, their EV, and their acquirers.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The 2023 data point is marked as annualised.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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Includes a bar chart showing annual deal volume and a table detailing specific target companies, their EV, revenue multiples, premiums, and acquirers.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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US data excludes specific large deals (OpenAI, Inflection, Anthropic).analyze_data
Open slide detailBeat · The Facts (What)Loop · Tale Two Worlds
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The slide highlights an ~80% decrease in both volume and value of late-stage rounds.quantify_impact
Open slide detailBeat · The Facts (What)Loop · Tale Two Worlds
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The chart highlights that despite a slight decline in 2023, the share remains higher than 2019 and 2020 levels.analyze_data
Open slide detailBeat · The Facts (What)Loop · Tale Two Worlds
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H2 2023 Annualised. Source: CB Insights.analyze_data
Open slide detailBeat · The Facts (What)Loop · Tale Two Worlds
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The slide contrasts a predictive table from 2022 with a bar chart showing actual funding round outcomes in Europe and Israel.analyze_data
Open slide detailBeat · The Facts (What)Loop · Tale Two Worlds
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Excludes convertible notes. Source: Pitchbook, Dealroom, Crunchbase.compare_peers
Open slide detailBeat · The Facts (What)Loop · Tale Two Worlds
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The slide highlights the significant disparity in funding volume between US-based foundational model companies and those in Europe/Israel.compare_peers
Open slide detailBeat · The Facts (What)Loop · Tale Two Worlds
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The slide uses a 'Market Update' tag and highlights academic metrics as a proxy for AI competitiveness.analyze_data
Open slide detailBeat · The Facts (What)Loop · David Goliath
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The slide uses lines to connect logos/names of organizations to their respective locations on a map.establish_context
Open slide detailBeat · The Facts (What)Loop · David Goliath
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The slide uses a logo-grid layout to categorize companies into three distinct layers of the AI stack.summarize
Open slide detailBeat · The Facts (What)Loop · David Goliath
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transition
Open slide detailBeat · The Implications (So What)
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The slide uses a 'Who' vs 'How' framework to explain the research methodology.present_framework
Open slide detailBeat · The Implications (So What)Loop · Zoom In
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Part of the 2023 Euroscape deck.summarize
Open slide detailBeat · The Implications (So What)Loop · Zoom In
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The slide uses a grid-based taxonomy to organize companies by industry vertical and horizontal function.present_framework
Open slide detailBeat · The Implications (So What)Loop · Zoom In
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The slide uses a 2x3 grid of metric cards to present high-level data.summarize
Open slide detailBeat · The Implications (So What)Loop · Zoom In
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The chart uses a grouped bar format to show two time periods for each category.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Aha Moment
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The chart uses a grouped bar chart format to compare two years of funding data across 12 categories.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Aha Moment
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The chart compares company age cohorts across two years, with a clear peak at 4-5 years.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Aha Moment
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The slide uses grouped horizontal bar charts to compare two years across categorical buckets.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Aha Moment
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Notes: Sales / Support category excluded due to low review count. Source: Accel Analysis, G2analyze_data
Open slide detailBeat · The Implications (So What)Loop · Aha Moment
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transition
Open slide detailBeat · The Action (Now What)
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state_next_steps
Open slide detailBeat · The Action (Now What)Loop · Pattern Hunter
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present_solution
Open slide detailBeat · The Action (Now What)Loop · Pattern Hunter
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Includes logos of major Gen AI players: Stability AI, ElevenLabs, Runway, Synthesia, Midjourney, PhotoRoom.summarize
Open slide detailBeat · The Action (Now What)Loop · Pattern Hunter
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The slide uses a simple list-based segmentation to categorize the Gen AI tooling landscape.present_framework
Open slide detailBeat · The Action (Now What)Loop · Pattern Hunter
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The slide highlights the shift towards Gen AI-native automation tools and provides a market sentiment indicator via a bar chart.summarize
Open slide detailBeat · The Action (Now What)Loop · Pattern Hunter
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Includes a logo grid of representative modern data stack companies.establish_context
Open slide detailBeat · The Action (Now What)Loop · Pattern Hunter
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Includes a logo grid of relevant cybersecurity vendors.summarize
Open slide detailBeat · The Action (Now What)Loop · Pattern Hunter
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front_matter
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summarize
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summarize