Accel · consulting-deck
2025 Accel Race for compute
64 pages · 3 arc beats · 6 loops
2025 Accel Race for compute
Accel arc beats above · slides in the middle · loops below · scroll → 6 LOOPS
15101520253035404550556064
Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 56 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Facts (What) 29 slides 100% 29/29 slides 100% 29/29 slides · 171 hits — 0/29 slides
100% 29/29 slides · 86 hits 17.2% 5/29 slides 100% 29/29 slides · 58 hits 96.6% 28/29 slides The Implications (So What) 10 slides 100% 10/10 slides 100% 10/10 slides · 59 hits — 0/10 slides
90% 9/10 slides · 25 hits 30% 3/10 slides 100% 10/10 slides · 20 hits 90% 9/10 slides The Action (Now What) 17 slides 100% 17/17 slides 100% 17/17 slides · 103 hits — 0/17 slides
88.2% 15/17 slides · 38 hits 17.6% 3/17 slides 100% 17/17 slides · 34 hits 88.2% 15/17 slides Slide inventory
64 every slide · same image gating as the playbook
04
The slide uses high-contrast yellow highlights on key phrases within the quote.establish_context
05
The chart uses a shaded area to highlight three distinct technological eras and their respective growth percentages.establish_context
06
The slide uses a scale metaphor to illustrate that AI growth is currently outweighing macro/geopolitical concerns.compare_options
07
The treemap visualizes market cap distribution; the right side provides aggregate financial performance metrics.quantify_impact
08
The chart shows the growth in market cap for NVIDIA, Microsoft, Apple, Alphabet, Amazon, and Meta.quantify_impact
09
The slide uses a split-chart approach to contrast companies with positive vs negative market cap growth.compare_options
10
The chart uses a shaded area to represent the index value over time, with a specific highlight box for the recent growth period.analyze_data
11
The chart uses a dashed line to represent the pre-COVID average of 7.1x, comparing it to the current 7.8x level in Oct-2025.analyze_data
12
Includes a callout box listing recent notable IPOs/companies.analyze_data
13
The slide highlights global reach with specific company logos/names pinned to locations, alongside summary statistics on the right.quantify_impact
15
Data represents the Globalscape Cloud Index.analyze_data
16
The chart distinguishes between private buyouts and take-privates, with 2025E showing an annualization projection.quantify_impact
17
2025 Annualisation Excludes deals >$20B EV; Chart only includes deals >$500M EV. Source: Accel analysis, Qatalystanalyze_data
18
Slide uses a three-column layout to compare key performance indicators for agent-based software products.illustrate_case
19
The slide uses a four-column layout, each representing a specific partnership/case study with key metrics and a testimonial.illustrate_case
20
The chart highlights the accelerated growth trajectory of AI-native companies (Lovable, Cursor, OpenAI, Anthropic, ElevenLabs) compared to established SaaS playquantify_impact
21
The 2025E bar includes specific callouts for major AI model companies (xAI, Anthropic, OpenAI).analyze_data
22
The chart uses a grouped bar format to contrast US funding against EU/IL funding over time.analyze_data
23
Data sourced from Pitchbook as of Oct-22 2025.analyze_data
24
The slide uses a timeline format to illustrate the acceleration of AI model development across major industry players.summarize
25
The slide uses bracket annotations to highlight the percentage delta between the top and bottom performers in each category.compare_peers
26
The chart highlights the relative scale of EU/IL venture capital compared to the US in the cloud and AI application sector.compare_peers
27
Data sourced from Dealroom as of Oct-22 2025.compare_peers
28
The slide uses a grid layout to categorize AI companies by industry vertical, with funding metrics for each.size_opportunity
29
The slide uses a combination of qualitative trends and quantitative growth metrics to support the thesis of bottoms-up adoption.quantify_impact
30
The chart uses color to distinguish between AI-native (dark green) and traditional (light grey) companies.compare_peers
31
The chart highlights a significant gap between emerging AI application companies and established public cloud software companies.compare_peers
32
The chart highlights a 97% cost decline over 31 months.quantify_impact
34
The slide uses a 'plus' sign to connect case studies (demand side) with a market landscape (supply side) to justify the need for infrastructure.establish_context
35
The slide uses a grid of callout boxes to curate recent industry news regarding AI infrastructure spending.summarize
36
The slide uses a comparison frame to contextualize the 117GW growth figure.size_opportunity
37
The chart uses a stacked bar representation to show individual company commitments against a total.quantify_impact
38
The chart uses a stacked bar format to show the composition of CapEx over time, with a summary total on the right.size_opportunity
39
The slide demonstrates that the major hyperscalers have sufficient operating cash flow to fund their AI infrastructure investments through 2030.quantify_impact
40
The slide uses a 20% margin assumption for the final revenue calculation.quantify_impact
41
The table shows a projection from 2026 to 2030, highlighting the gap between baseline GDP growth (5.0%) and the growth required to justify AI investments (6.5%)quantify_impact
42
The chart highlights a 36 GW shortfall, contextualized by the physical infrastructure required to bridge it.frame_problem
44
The slide serves as a recognition/celebration page within a larger industry report.illustrate_case
45
The slide uses a logo-grid layout to categorize companies into sectors like Foundation Models, Robotics, Horizontal AI, Developers/Infrastructure, Vertical AI, summarize
46
The slide uses a 2x3 grid of metric cards to summarize the cohort's characteristics.summarize
47
The slide displays a grid of company logos/names.other
48
The slide uses a grid-based layout to categorize companies into 8 distinct sectors: Foundation Models/Data, AI Infrastructure, AI-Enabled Services, Developer Topresent_framework
50
The chart uses a combination of large vertical bars and a stacked column on the right to represent market segments.quantify_impact
51
The chart ranks categories by hiring velocity, highlighting the dominance of foundation models.quantify_impact
52
Data as of Oct-22 2025analyze_data
54
The slide uses a grid layout to present five distinct strategic themes.state_next_steps
55
Includes a logo grid of relevant AI agent/automation vendors.summarize
56
The slide highlights how AI is moving from general-purpose to vertical-specific, disrupting traditional software and service budgets.present_solution
57
The slide highlights the shift in cybersecurity focus towards AI-specific threats and tools.summarize
58
The slide highlights the shift of AI coding tools into enterprise workflows, supported by a bar chart showing current developer adoption rates.summarize
59
The slide uses a combination of bulleted text and a grid of product feature screenshots to illustrate the trend.summarize
63
The chart displays annual investment data broken down by UK, France, Germany, Nordics, and Other.analyze_data