BOND · consulting-deck
2025 Bond Cap Artificial Intelligence AI 2025
340 pages · 5 arc beats · 3 loops
2025 Bond Cap Artificial Intelligence AI 2025
BOND arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
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Deck intelligence map
5 coverage by narrative range · generated from this deck JSON
Narrative range 340 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Attention 4 slides 100% 4/4 slides 100% 4/4 slides · 22 hits — 0/4 slides
50% 2/4 slides · 3 hits — 0/4 slides
100% 4/4 slides — 0/4 slides
Need 6 slides 100% 6/6 slides 100% 6/6 slides · 41 hits — 0/6 slides
50% 3/6 slides · 4 hits 16.7% 1/6 slides 100% 6/6 slides — 0/6 slides
Satisfaction 10 slides 100% 10/10 slides 100% 10/10 slides · 55 hits — 0/10 slides
70% 7/10 slides 10% 1/10 slides 100% 10/10 slides 100% 10/10 slides Visualization 10 slides 100% 10/10 slides 100% 10/10 slides · 36 hits — 0/10 slides
30% 3/10 slides 20% 2/10 slides 100% 10/10 slides 100% 10/10 slides Action 310 slides 100% 310/310 slides 99.7% 309/310 slides · 1734 hits — 0/310 slides
33.5% 104/310 slides · 119 hits 8.7% 27/310 slides 100% 310/310 slides 3.2% 10/310 slides Slide inventory
340 every slide · same image gating as the playbook
03
The slide uses a narrative approach to frame the AI industry's rapid evolution, drawing a parallel to the early internet era.establish_context
Open slide detailBeat · Attention
05
The slide acts as a dashboard or summary of key data points from other sections of the deck.summarize
Open slide detailBeat · Need
06
The slide acts as a summary dashboard for data points detailed in the appendix.analyze_data
Open slide detailBeat · Need
07
The slide acts as a dashboard of key trends, referencing detailed data on other pages.summarize
Open slide detailBeat · Need
08
The slide uses a narrative structure to connect historical tech missions with current AI-driven acceleration and geopolitical competition.establish_context
Open slide detailBeat · Need
09
The slide uses a narrative, essay-style format to set the stage for the subsequent data-heavy slides.establish_context
Open slide detailBeat · Need
10
The slide uses a vertical timeline-style list to present the agenda.summarize
Open slide detailBeat · Need
12
The chart uses a logarithmic scale to visualize exponential growth over a millennium.establish_context
13
The chart uses a logarithmic scale to show the massive increase in device units over decades.establish_context
15
The chart uses a logarithmic scale on the y-axis to visualize the massive growth in data requirements.quantify_impact
16
The chart uses a logarithmic scale on the y-axis to visualize the exponential increase in computational requirements.analyze_data
17
The chart uses a logarithmic scale on the y-axis to show exponential growth in effective compute.quantify_impact
18
The chart uses a logarithmic scale on the y-axis to visualize exponential growth.analyze_data
19
The chart highlights a 167% annual growth rate in the number of models with >10^23 FLOPs.quantify_impact
20
The slide uses three line charts to illustrate rapid growth across key business metrics.quantify_impact
21
The chart uses a dashed line to represent years where Google did not disclose annual search volumes.compare_peers
22
The slide uses a narrative structure to frame AI as a technological compounder building upon existing internet infrastructure.establish_context
24
Part of a series on the evolution of knowledge distribution.establish_context
25
The slide uses a screenshot of the original CERN World Wide Web project page to illustrate the beginning of the digital delivery era.establish_context
26
The slide uses a screenshot of an AI-generated report as a primary exhibit to demonstrate the shift in knowledge distribution.illustrate_case
29
Includes a shaded region representing the 'AI Winter' period.establish_context
30
The slide uses a dual-row timeline structure to display events above and below a central axis.summarize
31
This is a 'big idea' or 'thesis' slide, likely used as a transition or a punchy summary statement.summarize
34
The slide presents a list of 10 items, each with a sub-bullet point, organized in two columns.summarize
36
The slide presents a list of 10 items, each with a sub-bullet point, formatted as a two-column list within a box.summarize
38
The chart highlights a clear inflection point in 2015, dividing the timeline into an 'Academia Era' and an 'Industry Era'.analyze_data
39
The chart uses a dashed line for historical data and a solid line for recent/projected growth.quantify_impact
40
The slide uses Google's ecosystem as a proxy for broader AI developer growth trends.quantify_impact
41
The chart uses USPTO data and highlights three distinct periods of growth acceleration.quantify_impact
Open slide detailBeat · Action
42
The chart illustrates the 'unprecedented' trend in AI development as noted in the footer.quantify_impact
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43
The chart highlights the increasing ability of AI models to mimic human conversation, with GPT-4.5 achieving a 73% win rate.analyze_data
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44
The slide presents a side-by-side chat comparison between Witness A (AI) and Witness B (Human) to illustrate the difficulty in distinguishing AI from human behaillustrate_case
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45
The slide uses a before-and-after comparison to illustrate technological progress.illustrate_case
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46
The slide uses a visual comparison to make a point about AI capability.illustrate_case
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47
The slide uses a combination of product demonstration and growth metrics to illustrate the trend of increasingly realistic AI audio.illustrate_case
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48
The slide uses a quote to frame the strategic importance of AI in breaking language barriers for creators.illustrate_case
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49
The slide uses a 3x2 grid layout to showcase diverse AI use cases.summarize
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51
The slide uses a narrative structure to frame the dual nature of AI progress.summarize
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54
This slide acts as a transition or a high-level thesis statement.summarize
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56
The chart uses a dashed line for the growth trajectory and highlights an 8x growth factor.quantify_impact
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57
The chart uses indexed years to compare the adoption curves of two different technologies.compare_options
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58
The chart uses color coding to represent the era in which each service was launched.quantify_impact
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59
The slide uses a bar chart to compare adoption speed and a table-like row for pricing, effectively contrasting historical tech adoption with modern AI.quantify_impact
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60
The chart highlights the rapid adoption of AI compared to historical technological shifts.quantify_impact
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62
The slide uses bar charts to visualize growth multipliers for three key ecosystem metrics.quantify_impact
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64
The slide highlights the surge in AI-related discourse among tech incumbents, suggesting a focus on narrative alignment.analyze_data
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65
The slide uses CEO quotes to illustrate the commitment of tech incumbents to AI.cite_precedent
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66
The slide contrasts Duolingo's practical application of AI in curriculum development with xAI's focus on 'truth-seeking' values.cite_precedent
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67
The slide uses quotes to demonstrate how tech incumbents are positioning AI as a core strategic priority.cite_precedent
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69
The chart highlights a significant surge in AI mentions starting around 2023, reaching 50% by 4Q24.analyze_data
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70
The chart categorizes AI use cases into 'Revenue-Focused' (green background) and 'Cost-Focused' (red background) based on survey data.analyze_data
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72
The chart shows exponential growth in cumulative interactions from 2018 to 2025.illustrate_case
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73
Includes a quote from JP Morgan CFO Jeremy Barnum and a footnote explaining the methodology for calculating AI value.illustrate_case
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74
The chart shows a dual-axis line graph tracking provider adoption (blue) and cumulative visits (orange) over time.illustrate_case
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75
The slide uses a bar chart to illustrate the growth from 0 to 25,000 restaurants using the platform between Feb 2024 and Feb 2025.illustrate_case
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77
The slide uses a grid layout to present case studies of AI integration.illustrate_case
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78
The slide highlights the trend of nations building domestic AI computing capacity.illustrate_case
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79
The slide highlights the intersection of government funding and regulatory acceleration in AI healthcare.analyze_data
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80
The chart highlights the efficiency gains of AI-driven drug discovery compared to traditional methods.quantify_impact
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82
Includes a quote from Sam Altman regarding usage patterns by age.analyze_data
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83
The chart uses a trend line to highlight the 202% growth over the period.quantify_impact
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84
Data sourced from Sensor Tower; covers USA App Store and Google Play Store.analyze_data
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85
The chart highlights a +2,259 bps increase in ChatGPT retention over the period.analyze_data
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86
The chart visualizes survey results regarding the perceived helpfulness of AI tools in the workplace.quantify_impact
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87
The chart categorizes tasks into 'Education and career related' (blue) and 'All other' (grey).analyze_data
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88
The slide uses a three-column layout to compare specific AI product features.present_solution
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90
The slide uses a historical analogy (static websites to dynamic web apps) to frame the current shift in AI capabilities.establish_context
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91
The chart uses a trend line to emphasize the growth rate over the period.quantify_impact
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92
The slide tracks the shift from chat-based AI to agentic 'doing work' capabilities.summarize
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94
The slide provides a conceptual definition and strategic outlook on AGI, referencing Sam Altman's 2025 perspective.summarize
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96
The slide uses a narrative structure to explain the shift in capital expenditure focus over the last two decades.establish_context
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98
The slide uses a dual-axis combo chart (bar for CapEx, line for Data) to illustrate the causal relationship between infrastructure investment and data growth.quantify_impact
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99
The chart tracks revenue for seven major cloud providers: Amazon AWS, Microsoft Intelligent Cloud, Google Cloud, Oracle Cloud, IBM Cloud, Alibaba Cloud, and Tenanalyze_data
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101
The chart uses a logarithmic scale for the y-axis to visualize the exponential growth trend.analyze_data
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102
The chart uses a combination of bar charts for CapEx and a line chart for ChatGPT users to illustrate the inflection point in AI investment.analyze_data
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103
The chart highlights a +21% CAGR in CapEx spend over the period.analyze_data
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105
The chart uses a split background to contrast the initial cloud build-out phase with the current AI/ML build-out phase.analyze_data
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107
Data source: NVIDIA (5/25). Includes footnote defining GPT-MoE Inference Workload.quantify_impact
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108
The chart highlights a 130% annual growth rate in computing capacity driven by CapEx expansion and performance improvements.quantify_impact
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110
The chart uses a combination of bar (CapEx) and line (percentage share) to illustrate NVIDIA's capture of the data center market.analyze_data
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112
The chart uses a combination of bar (absolute spend) and line (percentage of revenue) to show the trend. A CAGR annotation (+20%/Year) is included.analyze_data
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114
The chart compares FCF across three time periods for Apple, Nvidia, Microsoft, Google, Amazon, and Meta.quantify_impact
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115
The chart tracks cash and cash equivalents for Apple, Nvidia, Microsoft, Alphabet/Google, Amazon, and Meta.analyze_data
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117
The slide uses quotes from industry leaders (Dario Amodei, Andy Jassy, Jensen Huang) to validate the shift toward inference-driven costs.summarize
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119
The slide uses quotes from Jensen Huang to emphasize the scale and speed of the AI infrastructure build-out.establish_context
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120
The slide acts as a narrative synthesis of the data center business model, focusing on CapEx/OpEx drivers, supply chain constraints, and strategic importance.summarize
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121
The chart highlights two distinct growth periods with CAGR annotations (+28% and +49%).quantify_impact
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122
The chart highlights the massive acceleration in new data center construction compared to existing capacity utilization.quantify_impact
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123
Uses a quote from xAI to emphasize the speed of construction.compare_options
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124
The slide uses xAI's Colossus as a proxy for rapid data center compute scaling.illustrate_case
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126
The slide serves as a disclosure/summary page for data sourced from the IEA World Energy Outlook Special Report on Energy and AI.summarize
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127
The slide acts as a narrative bridge or summary of key insights regarding AI's energy footprint.summarize
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128
The slide uses two stacked area charts to illustrate the rapid growth in data center energy demand, driven by hyperscale expansion and server power requirementsanalyze_data
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129
The charts illustrate the rapid acceleration of electricity demand for data centers, particularly in the US, starting around 2020.analyze_data
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131
The slide is text-heavy, functioning as a synthesis of market dynamics.summarize
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132
The slide uses a simple additive equation to explain market dynamics.summarize
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133
The chart uses a log scale for the Y-axis to visualize the massive increase in training costs over time.analyze_data
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134
The slide uses a simple additive equation to explain market dynamics.summarize
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135
The slide uses the Jevons Paradox framework to explain the relationship between AI hardware efficiency and total energy demand.summarize
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136
The slide uses a 'What are tokens and how to count them?' header to frame the educational content.establish_context
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137
The chart uses a dashed line to represent the trend of energy efficiency improvements over time.quantify_impact
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138
Logarithmic scale on Y-axis; data sourced from Stanford HAI AI Index 2025.quantify_impact
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139
The chart uses an indexed scale (Year 0 = 100%) to compare disparate technologies.quantify_impact
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140
The slide uses a dual-axis chart to illustrate the 'A-Ha' moment of technology adoption cycles.present_framework
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141
The chart uses a log scale for compute and a linear scale for price index. It highlights the exponential growth in AI compute performance.analyze_data
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142
Uses a simple additive equation to frame a strategic insight.summarize
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143
The chart highlights the narrowing performance gap between leading AI models over time.analyze_data
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144
The slide uses a simple additive equation to explain market dynamics.summarize
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145
The slide uses a narrative structure to explain market dynamics in AI development.summarize
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146
The slide uses a narrative structure to explain the 'flywheel' effect in AI development, referencing Steve Ballmer's famous 'Developers!' speech.summarize
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149
The chart highlights the exponential growth in AI-related repositories, particularly following the release of major models like ChatGPT and Stable Diffusion.analyze_data
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150
The slide highlights the massive scale-up in AI usage within the Google developer ecosystem.quantify_impact
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151
The slide uses a bar chart to visualize the growth from 20T to 100T tokens.quantify_impact
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152
The slide uses a grid layout to categorize different AI applications in the software development lifecycle.present_framework
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153
The slide uses a simple additive logic structure to present a strategic conclusion.summarize
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154
The slide uses a vertical timeline-style list to present the agenda items, with item 4 highlighted.summarize
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155
The slide uses a narrative structure to frame the current AI landscape as a high-stakes competition between global powers, supported by massive capital.summarize
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156
The slide uses a series of ellipses to present a narrative flow of historical lessons regarding capital expenditure, competition, and market winners/losers.summarize
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158
The slide is entirely text-based, serving as a narrative bridge or context-setting page in the deck.establish_context
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159
The slide discusses the shift towards specialized infrastructure providers like CoreWeave, Oracle, and Astera Labs to support foundation model development.summarize
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161
The chart illustrates the exponential growth of the Data Center segment compared to Gaming and Other segments.quantify_impact
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162
The chart uses a dual-axis approach to correlate the massive increase in Big Tech infrastructure spending with NVIDIA's exponential revenue growth.quantify_impact
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163
The chart shows a clear exponential growth trend in TPU sales.quantify_impact
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164
The slide highlights the rapid growth of AWS's custom AI silicon.quantify_impact
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166
The chart shows a steep upward trajectory for revenue from 2022 to 2024.illustrate_case
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167
The chart shows a steep upward trajectory for Oracle's AI infrastructure revenue from F2022 to F2024.illustrate_case
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168
The chart shows a sharp revenue increase from 2023 to 2024.illustrate_case
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169
The chart illustrates a significant step-up in capacity, with a distinction between existing and future planned capacity.quantify_impact
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171
The slide uses a combination of a product screenshot, executive quotes, and a bar chart to demonstrate business momentum.quantify_impact
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172
The slide uses a single bar chart to represent cumulative growth over a 6-year period.illustrate_case
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174
The chart uses a split Y-axis approach to visualize revenue (positive) and compute expense (negative) trends.analyze_data
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175
The slide highlights the inverse relationship between rising capital expenditures and FCF margins in the context of AI investment.analyze_data
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176
The slide uses a simple additive equation structure to summarize a market situation.summarize
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177
The slide highlights the high capital intensity of the AI model industry relative to current revenue generation.analyze_data
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178
Includes specific footnotes regarding data sources and estimation methodologies for each company.analyze_data
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179
The slide highlights that OpenAI's valuation multiple is an outlier compared to the median of 6.9x for the selected peer group.compare_peers
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180
The slide highlights that despite a high valuation, OpenAI's revenue per user is mid-pack compared to peers.compare_peers
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181
The slide uses historical anecdotes to frame current market conditions.cite_precedent
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182
The slide uses historical examples of high-burn companies (Uber, Tesla) to frame the current AI investment landscape.illustrate_case
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185
The slide contrasts the capital-intensive nature of training LLMs with the rapid commoditization and efficiency gains in inference.summarize
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186
The slide uses a narrative structure to discuss the commoditization of LLMs and the disruption of traditional business models.summarize
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187
The diagram uses concentric circles to represent increasing levels of vertical integration.present_framework
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190
The slide uses screenshots of pricing pages to illustrate the subscription tiers for five major AI companies.compare_options
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191
The slide uses screenshots of pricing pages to illustrate the range of monetization models for foundation models.compare_options
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193
The slide uses a dual-chart layout to illustrate the correlation between subscriber growth and revenue growth.quantify_impact
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194
The chart shows a significant acceleration in revenue growth between 9/23 and 3/25.illustrate_case
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195
The chart shows a steep upward trajectory in annualized revenue from 3/24 to 5/25.illustrate_case
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196
The chart shows a non-linear growth trajectory from FQ4:23 to FQ4:25.quantify_impact
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197
The chart uses dashed lines to represent growth trajectories over time.compare_peers
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200
The slide uses a side-by-side comparison to contrast a single AI product's reach with the massive, multi-platform ecosystems of established tech giants.compare_peers
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201
The chart shows cumulative usage in billions (B) for two specific AI features.illustrate_case
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202
The chart shows a rapid adoption curve for the AI DJ feature across global markets between 2/23 and 5/25.illustrate_case
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203
Image file at /tmp/legacy-images/1873217bba818632/slides/203.jpg is missing from disk; cannot inspect contents.
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204
The chart shows a rapid growth trajectory for Meta AI, reaching nearly 1 billion monthly active users by Q1 2025.illustrate_case
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205
The chart shows a sharp inflection point in February 2025.illustrate_case
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206
The slide highlights the integration of AI into Google Search and the growth of Gemini MAUs.illustrate_case
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207
Includes a quote from Amazon CEO Andy Jassy regarding Rufus usage.illustrate_case
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208
Includes a screenshot of the Symphony interface and a line chart showing TikTok.com website visits.illustrate_case
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209
The chart shows a trend of iPhone sales for specific models over time, likely correlating with the Apple Intelligence rollout.illustrate_case
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211
Includes a screenshot of a Microsoft AI product landing page and a callout box with a quote from the CFO.quantify_impact
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212
The chart shows a jump from $0.1B in 11/24 to a projected $1.0B in 4/25.quantify_impact
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213
The slide uses a line chart to visualize customer growth and includes two executive quotes to provide context on the drivers of this growth.quantify_impact
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215
The slide uses a narrative structure to explain the evolution of enterprise software monetization in the age of Generative AI.establish_context
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216
This slide serves as a concluding synthesis for a section on AI monetization strategies.summarize
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219
The slide uses four line charts to visualize the frequency of 'AI' mentions in earnings calls for major tech incumbents.analyze_data
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220
The chart shows a trend line based on sparse data points disclosed by leadership.illustrate_case
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221
The slide uses a combination of qualitative CEO commentary and quantitative survey data to demonstrate product-market fit and expansion.illustrate_case
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222
The chart shows exponential growth in cumulative digital assets generated using Adobe Firefly from 5/23 to 2/25.illustrate_case
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223
The slide uses a bar chart to visualize the growth of Atlassian Intelligence users from ~20K in 12/23 to 1,000K in 12/24.illustrate_case
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224
The chart shows a hockey-stick growth trajectory for Zoom AI Companion accounts.illustrate_case
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225
The chart shows a jump from 0B to 16B uses over the period.illustrate_case
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226
The slide uses a bar chart to show growth in paid deals from 1,000 to 3,000 in two months.illustrate_case
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228
The slide contrasts a legacy suite model with a modern single-application platform model.compare_options
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229
The slide uses a line chart to show the growth of business users, citing various news sources.illustrate_case
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231
The chart uses bubble size to represent industry annual sales and axes to show market fragmentation vs. industry size.size_opportunity
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234
The chart uses a dashed line to represent growth trajectory. The slide includes specific source citations for the data and quotes.illustrate_case
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236
The slide uses a growth chart to illustrate the impact of AI on product development speed.illustrate_case
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238
Includes qualitative testimonials from Kaiser leadership and Abridge CFO.illustrate_case
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240
The chart shows a steep growth trajectory for Harvey AI's ARR from late 2023 to early 2025.illustrate_case
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242
Includes a screenshot of the Decagon website and a bar chart showing ARR growth.illustrate_case
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244
The slide uses a growth chart to illustrate the company's rapid scaling.illustrate_case
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246
The slide acts as a directory for subsequent pages (246-247).present_solution
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247
The chart uses a timeline axis at the bottom to map specific models (ProGen, ProtBert, ProGen 2, Prot5, ESM2, ESM3) to their release years.quantify_impact
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248
The slide uses a visual metaphor of a sparse grid vs a dense grid to illustrate the scale difference.quantify_impact
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249
The slide uses a vertical timeline-style list to present the agenda/outline.summarize
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250
The slide uses a simple additive equation format to frame the core problem.frame_problem
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252
The slide provides a historical and functional summary of multimodal AI development.summarize
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253
The chart shows a significant spike in model releases in 2024 compared to 2022.quantify_impact
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254
The chart shows a significant spike in model releases starting in 2022, with a 420% increase noted between 2022 and 2024.quantify_impact
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255
The chart shows a significant spike in 2024 releases compared to previous years, with 2025 data being partial (as of 5/25).quantify_impact
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256
The chart shows a significant spike in 2023. The slide includes a disclaimer about potential double-counting of multimodal models.quantify_impact
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257
The slide uses a combination of qualitative examples and a quantitative bar chart to demonstrate market momentum.quantify_impact
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258
Data source: Similarweb. Includes desktop & mobile (non-app) website visits.analyze_data
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259
The chart highlights the rapid growth of DeepSeek and xAI Grok in early 2025.analyze_data
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260
The slide highlights the intense pace of innovation across major AI players, not just Google.summarize
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261
Uses a simple additive equation format to frame the problem.frame_problem
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262
The slide provides a historical and strategic context for AI model development, contrasting the centralized, proprietary nature of closed models with the collabestablish_context
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263
The chart compares market share of major LLM providers based on YipitData.analyze_data
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265
The chart uses a step-like visualization to show model releases over time. The callout highlights the competitive performance of DeepSeek R1.compare_peers
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266
The chart highlights the performance gap between open-source and closed-source models, noting the rise of Chinese models like DeepSeek and Alibaba.compare_peers
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268
This slide is entirely text-based, functioning as a narrative summary or 'key message' slide.summarize
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269
The chart shows a clear exponential growth trend in developer adoption of Llama models.quantify_impact
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270
The chart highlights a 33x increase in total models, reaching 1.16 million, with a specific callout for Meta Llama derivative models.quantify_impact
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272
The slide uses a narrative approach to frame the geopolitical competition in AI, referencing quotes from industry leaders like Andrew Bosworth and Sam Altman.establish_context
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273
This slide is a text-heavy narrative page providing geopolitical context for the broader deck.establish_context
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275
The table uses color coding for non-USA countries (Saudi Arabia, Taiwan, China, Germany).analyze_data
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276
The slide provides a historical snapshot of global market dominance in 1995, emphasizing the high concentration of US-based companies.analyze_data
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278
The table uses color coding for non-US companies (red for China, gold for others).analyze_data
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279
The slide provides a historical snapshot of the tech landscape in 1995, emphasizing the dominance of US-based companies.analyze_data
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280
The slide uses a narrative structure to contrast historical stability with geographic shifts and the outsized influence of specific semiconductor players.summarize
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282
The chart shows a clear divergence starting around 2021-2022, with the US and China accelerating significantly compared to other nations.analyze_data
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283
The slide highlights the rapid acceleration of Chinese AI capabilities, specifically referencing DeepSeek.cite_precedent
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284
The slide uses a screenshot of a Mashable article and a quote from an Alibaba press release to illustrate the rapid pace of Chinese AI development.illustrate_case
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285
The slide uses a Reuters news clipping as a primary source to validate the market development.illustrate_case
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286
The chart shows a narrowing performance gap between US and Chinese LLMs over the 14-month period.compare_peers
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287
The chart uses a scatter plot to visualize the distribution of training costs over time, with specific callouts for GPT-4 and DeepSeek-V3.analyze_data
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288
The slide uses a news article as a case study to demonstrate the shift toward local semiconductor reliance in China.illustrate_case
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289
The chart shows a crossover point between 2020 and 2021.analyze_data
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290
Data source: International Federation of Robotics (IFR) (2024).analyze_data
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293
The slide uses a narrative structure to explain market bifurcation, citing Similarweb, Roland Berger, and Stanford HAI/Ipsos data.summarize
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294
The chart uses basis points (bps) to indicate the change in market share between the first and last data points for each provider.analyze_data
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295
The chart uses basis points (bps) to indicate the change in market share between periods. Data is sourced from Sensor Tower.analyze_data
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296
Data sourced from Sensor Tower; includes specific disclaimers regarding data coverage in China and Russia.analyze_data
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297
Data sourced from Google testimony in United States v. Google LLC, supplemented by market intelligence estimates.analyze_data
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298
The two charts use different scales for the x-axis (0-100 vs 0-400).compare_peers
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299
The chart highlights a significant gap in public sentiment between China and the USA regarding AI.compare_peers
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300
The slide uses a vertical timeline-style list to present the agenda/outline.summarize
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301
The slide uses a narrative structure to argue that AI is moving from screens to kinetic physical assets.summarize
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302
The chart illustrates the rapid scaling of AI-driven miles, supporting the thesis of vertical integration efficiency.illustrate_case
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303
The slide uses a combination of qualitative quotes from Waymo leadership and quantitative market share data to demonstrate the viability of autonomous vehicles illustrate_case
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304
The slide highlights the expansion of Applied Intuition's customer base from 0 in 2016 to 18 in 2024.illustrate_case
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305
The chart shows exponential growth in revenue from F2020 to F2024.illustrate_case
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306
The chart shows a stark contrast between the declining industry efficiency and the high efficiency of KoBold Metals.illustrate_case
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307
The chart shows a clear exponential growth trend in cumulative acres weeded from Jan 2023 to April 2025.illustrate_case
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308
The slide uses a bar chart to visualize growth in contracted collars from 2023 to 2025.illustrate_case
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310
The slide uses a narrative structure to propose a shift in internet interaction models.summarize
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311
The chart illustrates the cumulative growth of internet users globally, segmented by region, showing a significant upward trend.analyze_data
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312
Data source: United Nations / International Telecommunications Union (3/25).establish_context
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313
The chart uses ITU data and UN regional definitions. Note on data gaps for South Asia in 2023.analyze_data
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314
Data source: ITU. The chart shows a persistent gap between urban and rural internet access.analyze_data
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315
The chart uses a combination of bar (users) and line (growth rate) to visualize trends.analyze_data
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316
Data source: Sensor Tower. Regions based on UN definitions.quantify_impact
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317
Data source: Sensor Tower. Includes only Android, iPhone & iPad users. Excludes China, Russia, and desktop/web users.analyze_data
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318
The chart highlights the concentration of user growth in China and Russia, with a table on the right providing the percentage breakdown by country as of April 2quantify_impact
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320
The chart uses a stacked bar format to show the composition of launches over time, with three distinct historical periods highlighted.analyze_data
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321
The chart uses a dashed line to represent growth trajectory.quantify_impact
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322
The map uses color-coding to indicate service availability (Available, Waitlist, Coming Soon).establish_context
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323
The slide uses a grid layout to present four distinct customer testimonials/use cases.illustrate_case
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325
The slide discusses the transition from human-centric labor to AI-augmented roles, referencing RLHF and companies like Physical Intelligence and Scale AI.summarize
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326
The slide uses a 3x3 icon grid to categorize AI impact areas.size_opportunity
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327
Internal memo from Shopify CEO Tobi Lütke regarding AI adoption.summarize
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328
The slide presents a direct quote from an internal memo, serving as a case study for organizational AI adoption.summarize
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329
Data source: US Census Bureau & Goldman Sachs Research (BTOS).analyze_data
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330
The chart highlights 'All Industries' with a red box. Data source is Census Bureau BTOS via Goldman Sachs.analyze_data
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331
The chart tracks survey responses regarding AI adoption objectives, showing a clear trend of increasing focus on internal productivity and revenue-driving applianalyze_data
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332
The chart compares productivity (hourly chats) between two groups: those who did not use AI (2.6) and those who used AI (2.97).quantify_impact
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333
The chart shows a significant divergence between AI and non-AI IT job growth, with AI postings experiencing a massive surge compared to a slight decline in non-analyze_data
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335
The slide highlights Apple's active recruitment in the Generative AI space as of April/May 2025.illustrate_case
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336
The chart highlights that both productivity and employment have grown significantly over the last 77 years, with productivity growth outpacing employment growthanalyze_data
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337
The slide presents a direct quote from Jensen Huang at the Milken Institute Global Conference.summarize
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339
The slide uses a narrative structure to synthesize key themes of the deck, specifically focusing on AI as a tool of national power and a driver of societal chansummarize
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