2024 Accel AI eating software

Accel
arc beats above · slides in the middle · loops below · scroll → 8 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
The visual is a clear reference to Pac-Man, symbolizing AI's disruptive integration into the software landscape.front_matter
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front_matter
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transition
Open slide detailBeat · Situation & Context
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The chart uses a shaded area to represent the index value over time, with specific callouts for key historical peaks and recent growth.summarize
Open slide detailBeat · Situation & ContextLoop · Pattern Hunter
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The chart shows a grouped bar comparison for Apple, Microsoft, NVIDIA, Alphabet, Amazon, and Meta.quantify_impact
Open slide detailBeat · Situation & ContextLoop · Pattern Hunter
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The slide uses a grid of news snippets to establish the current market sentiment regarding AI spending.establish_context
Open slide detailBeat · Situation & ContextLoop · Pattern Hunter
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The slide uses a grouped bar chart structure organized into four categories based on growth percentage.compare_peers
Open slide detailBeat · Situation & ContextLoop · Pattern Hunter
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transition
Open slide detailBeat · Problem & ComplicationLoop · Tale Two Worlds
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The slide uses a grid of news snippets to establish a context of global uncertainty.establish_context
Open slide detailBeat · Problem & ComplicationLoop · Tale Two Worlds
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The chart uses a waterfall-style annotation to show the percentage decline from the peak.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Tale Two Worlds
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The chart tracks valuation multiples from Dec-09 to Sep-24, with a dashed line indicating the 7.1x pre-Covid average.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Tale Two Worlds
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The slide uses a map-based visualization to demonstrate the global reach of Accel's investments, with specific company logos linked to their respective geographillustrate_case
Open slide detailBeat · Problem & Complication
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transition
Open slide detailBeat · Problem & Complication
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The central diagram uses a hub-and-spoke style to show converging pressures.diagnose
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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The data shows a consistent downward trend in YoY revenue growth over 15 quarters.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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Data as of Sep 30, 2024. Source: CapIQ, Accel Analysis.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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The slide highlights a shift in the composition of the Rule of 40 metric, showing a decrease in both the aggregate score and the number of companies qualifying.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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Includes logos of recent IPOs: Rubrik, Planisware, Onestream, Klaviyo.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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2024 Annualisation Excludes deals >$20B EV; Chart only includes deals >$500M EVanalyze_data
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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The chart displays annual deal volume split by deal type, with 2024 data being an annualization.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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The chart uses a stacked bar approach to distinguish between general Cloud & SaaS funding and GenAI-specific funding.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · The Reveal
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Includes a horizontal line indicating the 2020 funding level as a benchmark.analyze_data
Open slide detailBeat · Solution & ApproachLoop · The Reveal
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The chart uses a grouped bar format to contrast two geographic regions over time.analyze_data
Open slide detailBeat · Solution & ApproachLoop · The Reveal
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Data as of Oct-10 2024summarize
Open slide detailBeat · Solution & ApproachLoop · The Reveal
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The slide uses a hierarchical layout to contrast the massive funding of Foundation Models ($37B) against other segments.summarize
Open slide detailBeat · Solution & ApproachLoop · The Reveal
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The chart uses a 'Years to $3B Rev.' x-axis to normalize the growth curves of different companies.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Aha Moment
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The slide uses a multi-row timeline to compare release dates and capabilities of models across four major AI companies.summarize
Open slide detailBeat · Solution & ApproachLoop · Aha Moment
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The slide compares models from OpenAI, Anthropic, Meta, and Google.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Aha Moment
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The chart highlights two distinct model evolution paths, each showing a 90-95% cost reduction.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Aha Moment
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The slide uses a horizontal spectrum to categorize companies into Tech Titans, AI Majors, and AI Challengers.compare_options
Open slide detailBeat · Solution & ApproachLoop · Segmentation Split
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The slide uses a process-flow style to show the transition of talent and IP from startups to big tech.illustrate_case
Open slide detailBeat · Solution & ApproachLoop · Segmentation Split
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The slide uses a numbered process-like layout to present distinct business use cases.illustrate_case
Open slide detailBeat · Solution & ApproachLoop · Segmentation Split
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The slide uses a grid-based layout to map various startups into functional and vertical buckets.summarize
Open slide detailBeat · Solution & ApproachLoop · Segmentation Split
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transition
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The slide outlines the 'Who' (scope) and 'How' (criteria) of the report's data collection.summarize
Open slide detailBeat · Evidence & ProofLoop · Zoom In
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The slide uses a logo-grid layout to showcase company achievements.summarize
Open slide detailBeat · Evidence & ProofLoop · Zoom In
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The slide uses a grid-based logo-cloud layout to categorize companies.present_framework
Open slide detailBeat · Evidence & ProofLoop · Zoom In
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summarize
Open slide detailBeat · Evidence & ProofLoop · Zoom In
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The chart shows a year-over-year comparison of funding across 11 categories.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Zoom In
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Data sourced from Accel analysis and LinkedIn.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Zoom In
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The chart highlights a decrease in the median age of winning companies from 5 years in 2023 to 4 years in 2024.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Zoom In
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Data source: Accel analysis, LinkedIn, Dealroom, Crunchbase. Data as of Oct-10 2024.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Zoom In
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The slide compares G2 scores by category and benchmarks Euroscape 100 against smaller European vendors on both average score and growth.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Zoom In
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The slide uses a Pac-Man metaphor for the section transition.transition
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state_next_steps
Open slide detailBeat · Impact & Next StepsLoop · Mece Breakdown
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Includes logos of key infrastructure/API providers.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Mece Breakdown
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Includes a logo grid of relevant companies and a bar chart showing AI adoption growth from Oct-23 to Feb-24.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Mece Breakdown
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summarize
Open slide detailBeat · Impact & Next StepsLoop · Mece Breakdown
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Includes a logo grid of relevant companies and a bar chart of CX leader priorities.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Mece Breakdown
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Includes a logo grid of AI coding assistant companies and a bar chart showing developer use cases for AI.summarize
Open slide detailBeat · Impact & Next StepsLoop · Mece Breakdown
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Includes a logo grid of relevant companies in the space.summarize
Open slide detailBeat · Impact & Next StepsLoop · Mece Breakdown
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transition
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summarize
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The image shows two panels: a dark grey 'Thank you' panel on the left and a stylized graphic panel on the right.state_next_steps