{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-605c-759f-b6b1-a60d16b5a37a", "slug": "bi-675ce00dce120879", "title": "Leaked ad sales deck reveals how Disney+ is taking on Netflix with ads", "subtitle": "Disney", "author": "Disney", "pageCount": 4, "kind": "pitchdeck", "orientation": "landscape", "aspectRatio": 1.333, "document": { "id": "019dd923-605c-759f-b6b1-a60d16b5a37a", "slug": "bi-675ce00dce120879", "title": "Leaked ad sales deck reveals how Disney+ is taking on Netflix with ads", "rawTitle": "Leaked ad sales deck reveals how Disney+ is taking on Netflix with ads", "authorId": "Pitchdecks", "authorName": "Disney", "authorDisplay": "Disney", "kind": { "slug": "pitchdeck", "label": "Pitch deck" }, "sourceType": { "slug": "strategy_consulting", "label": "Strategy consulting" }, "fileName": "Disney-bi-675ce.pdf", "sourceUrl": "https://www.businessinsider.com/pitch-deck-how-disney-selling-advertising-disney-plus-basic-december-2022-9", "sourceDate": "2022-12-07 00:00:00", "presentationDate": null, "ingestedAt": "2026-04-27 10:29:04.91+00", "status": "ready", "pageCount": 4, "orientation": "landscape", "aspectRatio": 1.333, "targetCompany": null, "targetTicker": null, "metadata": { "local_root": "/tmp/legacy-images/bi-675ce00dce120879", "origin_corpus": "consulting" } }, "coverage": { "pageCount": 4, "pagesIndexed": 4, "pagesWithImages": 4, "pagesWithMetadata": 4, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 26, "chartCount": 0, "metricSlides": 0, "toolMatches": 0, "documentToolMatches": 0, "frameworkMatches": 2, "arcMatches": 1, "beatMatches": 4, "loopMatches": 1, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": true, "pitchdeckProfileAvailable": true }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "9a565269-21f4-4f47-b50f-1d28e34f2bee", "evidence": "The document's structure and content match the Sequoia Pitch arc, which is commonly used in startup pitch decks.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 21:47:57.126318+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 1, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 1, "name": "Problem", "beatId": "214c2761-b170-4523-8abc-8cf7c258306d", "matchId": "9a565269-21f4-4f47-b50f-1d28e34f2bee", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The traction slide suggests a problem or market opportunity.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 2, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 2, "name": "Market Size", "beatId": "358ad4aa-0176-4f3e-8a20-4204b82edc6f", "matchId": "9a565269-21f4-4f47-b50f-1d28e34f2bee", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The segmentation slide implies a discussion of market size and opportunity.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 3, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 3, "name": "Product", "beatId": "dcaf2b7d-237a-46df-915f-56aefe96bd95", "matchId": "9a565269-21f4-4f47-b50f-1d28e34f2bee", "beatType": { "name": "Product", "slug": "sequoia-pitch-product", "status": "active", "canonId": "019dd9b8-2259-77df-a937-8b665c8066fe", "version": 1, "description": null }, "evidence": "The product demo slide showcases the ad-supported offering.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 4, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 4, "name": "Competition", "beatId": "eb69a901-ea59-4754-b0df-e0e3ecd6ff35", "matchId": "9a565269-21f4-4f47-b50f-1d28e34f2bee", "beatType": { "name": "Competition", "slug": "sequoia-pitch-competition", "status": "active", "canonId": "019dd9b8-21bd-7407-8707-bdf217ed9c76", "version": 1, "description": null }, "evidence": "The comparison table slide directly compares Disney+ with other streaming services.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 4, "from": 2, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null, "categoryName": "Comparison", "categorySlug": "comparison" }, "matchId": "741deb4d-6d52-4777-a8ba-9f10322120ce", "evidence": "The comparison table and segmentation slides suggest a benchmark gap analysis.", "position": 0, "objective": "To highlight the competitive gap between Disney+ and other streaming services", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:47:57.299042+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [], "frameworks": [ { "matchId": "8209fc7e-814b-4cfc-bf08-c42bcca657e5", "evidence": "The slide segments the ad inventory based on age demographics and associated regulatory requirements.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 16:00:51.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "frameworkName": "audience-segmentation" }, { "matchId": "18c8db4e-0227-479c-9b98-190f752aefbb", "evidence": "The slide is structured as a grid comparing multiple product offerings across standardized attributes.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 16:00:52.228+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "comparison_table" } ], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": { "author": "Lucia Moses", "fireId": "bi-675ce00dce120879", "sector": null, "deckKind": "ad_sales", "roundRaw": null, "amountRaw": null, "amountUsd": null, "scrapedAt": "2026-04-27 10:29:04.91+00", "sectorRaw": null, "sourceUrl": "https://www.businessinsider.com/pitch-deck-how-disney-selling-advertising-disney-plus-basic-december-2022-9", "deckKindAt": "2026-04-28 07:19:06+00", "highlights": "Disney+ Basic is meant to add subscribers, but new Kantar research suggests one-fourth of current subscribers could trade down to the cheaper tier.", "slideCount": 4, "companyName": "Disney", "description": "Disney+ Basic is meant to add subscribers, but new Kantar research suggests one-fourth of current subscribers could trade down to the cheaper tier.", "displayName": "Disney", "publishDate": "2022-12-07", "roundSeries": null, "articleTitle": "Leaked ad sales deck reveals how Disney+ is taking on Netflix with ads", "leadInvestors": null, "deckKindSignal": "Leaked ad sales deck", "metaExtractedAt": "2026-04-28 07:16:02+00" }, "profile": { "scores": { "yc": 0.2383, "a16z": 0.2864, "docsend": 0.1107, "hoffman": 0.1659, "mcclure": 0.2083, "sequoia": 0.1107, "kawasaki": 0.1583, "nextview": 0.1205, "slidebean": 0.1519, "founder_institute": 0.1821 }, "nSlides": 4, "sequence": [ "traction", "go_to_market", "business_model", "data_table" ], "breakdown": { "yc": { "order": 0.25, "signal": 0.08, "jaccard": 0.1667 }, "a16z": { "order": 0.5, "signal": 0, "jaccard": 0.2727 }, "docsend": { "order": 0.25, "signal": 0, "jaccard": 0.0714 }, "hoffman": { "order": 0.25, "signal": 0, "jaccard": 0.1818 }, "mcclure": { "order": 0.25, "signal": 0.05, "jaccard": 0.1667 }, "sequoia": { "order": 0.25, "signal": 0, "jaccard": 0.0714 }, "kawasaki": { "order": 0.25, "signal": 0, "jaccard": 0.1667 }, "nextview": { "order": 0.25, "signal": 0, "jaccard": 0.0909 }, "slidebean": { "order": 0.25, "signal": 0, "jaccard": 0.1538 }, "founder_institute": { "order": 0.25, "signal": 0, "jaccard": 0.2143 } }, "matchedAt": "2026-04-27 21:51:54+00", "noveltyScore": 0.8636, "primaryScore": 0.2864, "noveltySignals": [ "non-canonical types: data_table", "unusual length: 4 slides" ], "primaryProfile": "a16z", "secondaryScore": 0.2383, "secondaryProfile": "yc" } }, "slides": [ { "page": 1, "type": "evidence", "title": "Includes a disclaimer at the bottom regarding data sources and confidentiality.", "function": "show_traction", "imagePath": "https://imgproxy.kitesheet.com/OhsOIkVAiMME0QxvOg5HE2oVSy9C9wsyIBDfknwB-w8/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iaS02NzVjZTAwZGNlMTIwODc5L3AwMDEuanBn", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 91, "componentCount": 13, "textChars": 727, "nDataPoints": 7, "notes": "Includes a disclaimer at the bottom regarding data sources and confidentiality.", "elementsJson": [ "logo_grid", "bullet_list", "icon_grid", "big_number", "photo" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:00:52.849+00", "seconds": 4.04, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-605c-759f-b6b1-a60d16b5a37a/1", "deck": "/decks/019dd923-605c-759f-b6b1-a60d16b5a37a", "deckAnchor": "/decks/019dd923-605c-759f-b6b1-a60d16b5a37a#slide-1", "deckJson": "/decks/019dd923-605c-759f-b6b1-a60d16b5a37a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Streaming home of Disney, Pixar, Marvel, Star Wars, National Geographic, and more.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 15:10:13+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-bb7f-7799-a427-b2d779d95a01", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.08, "y": 0.88 }, "kind": "disclaimer", "text": "Confidential. Subject to change. Property of Disney Advertising Sales. EEF - Not for Distribution.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:52.849+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c73970a8-2b61-41dd-8765-b3171a4334d8", "parentComponentId": null }, { "bbox": { "h": 0.8, "w": 0.45, "x": 0.52, "y": 0.1 }, "kind": "image", "text": "Collage of Disney+ content", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:52.849+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0398fcc2-254c-4fb1-828c-ec3c64c17983", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.35, "x": 0.08, "y": 0.42 }, "kind": "list", "text": "Essential streaming platform\nStorytelling excellence from beloved brands\nBroad audience reach with content for all ages\nUnprecedented consumer awareness\nNew ad-supported tier\nTransacted on completes", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:52.849+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eefb1fc9-0ade-49a4-a4f9-33ef947e7a02", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.1, "x": 0.19, "y": 0.68 }, "kind": "metric", "text": "62% Adults 18+\n38% Parents 18+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:52.849+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36364275-77be-4c47-beb0-e6063975e5a3", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.07, "x": 0.4, "y": 0.68 }, "kind": "metric", "text": "53% Cordless", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:52.849+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b2c1d1a-fa47-4c0d-ae61-9ce5a341c37c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.1, "x": 0.08, "y": 0.68 }, "kind": "metric", "text": "89MM Monthly U.S. Viewers", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:52.849+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f3a4647-ad9f-45ef-85ea-b7109085c121", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.25, "y": 0.8 }, "kind": "metric", "text": "Median HHI $90K", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:52.849+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3d071ef-0bf5-44e3-86a9-5de8ceacf41d", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.3, "y": 0.68 }, "kind": "metric", "text": "40% Multicultural", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:52.849+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2c083e7-d321-412a-88e1-26537021e112", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.08, "y": 0.8 }, "kind": "metric", "text": "Median Age 39", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:52.849+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d824bcee-a1ec-4650-9834-50f5076e9c21", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Monthly U.S. Viewers: 89MM", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 15:10:13+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-bb7f-7799-a427-b7c85c495b30", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.38, "x": 0.08, "y": 0.26 }, "kind": "paragraph", "text": "Streaming home of Disney, Pixar, Marvel, Star Wars, National Geographic, and more. From new releases to favorite classics and exclusive Originals, there's something for everyone.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:52.849+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c29d3956-18f3-45ba-ad51-86f86015776f", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.12, "x": 0.21, "y": 0.15 }, "kind": "title", "text": "Disney+", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:52.849+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2f0e3cd-5dfd-47fb-b6de-1a0464b2737e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 1, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 1, "name": "Problem", "beatId": "214c2761-b170-4523-8abc-8cf7c258306d", "matchId": "9a565269-21f4-4f47-b50f-1d28e34f2bee", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The traction slide suggests a problem or market opportunity.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/wyp02qSFv8dsoCJOLWXkmFP1MBbE4XXNW7qPUzh3XJA/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iaS02NzVjZTAwZGNlMTIwODc5L3AwMDEuanBn", "imagePathAlt": "https://imgproxy.kitesheet.com/R-dNJ_dzynOI1PtIVMzqQM91A4fLmdx53zQ4djOAx2o/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iaS02NzVjZTAwZGNlMTIwODc5L3AwMDEucG5n", "thumbSrcAlt": "https://imgproxy.kitesheet.com/n9J_Z_8BA9D_SJU-9sW9zuy4XbbqVQ_mp8OXhrd2WQw/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iaS02NzVjZTAwZGNlMTIwODc5L3AwMDEucG5n" }, { "page": 2, "type": "setup", "title": "The slide uses a visual grouping of three categories: General Audience (16+), Audience 15 and Under, and Younger Kids Content.", "function": "decompose_segments", "rawType": "segmentation", "block": null, "metadata": { "slideType": "segmentation", "slideTypeCanon": { "name": "Segmentation", "slug": "segmentation", "status": "active", "canonId": "019de52d-0917-75d5-9172-1b3b3c2f6400", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "dense", "densityScore": 65, "componentCount": 7, "textChars": 477, "nDataPoints": 0, "notes": "The slide uses a visual grouping of three categories: General Audience (16+), Audience 15 and Under, and Younger Kids Content.", "elementsJson": [ "headline_text", "photo", "bullet_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:00:51.834+00", "seconds": 2.991, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-605c-759f-b6b1-a60d16b5a37a/2", "deck": "/decks/019dd923-605c-759f-b6b1-a60d16b5a37a", "deckAnchor": "/decks/019dd923-605c-759f-b6b1-a60d16b5a37a#slide-2", "deckJson": "/decks/019dd923-605c-759f-b6b1-a60d16b5a37a.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.25, "x": 0.05, "y": 0.25 }, "kind": "image", "text": "General Audience photo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:51.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a7853b28-4688-4da5-b04a-0bb8533ee383", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.25, "x": 0.37, "y": 0.25 }, "kind": "image", "text": "Audience 15 and Under photo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:51.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8affe4d-9bd4-478b-840e-cf49ed17ae71", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.25, "x": 0.7, "y": 0.25 }, "kind": "image", "text": "Younger Kids Content photo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:51.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc4c8690-3816-4619-bf59-684e8bdec221", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.7, "y": 0.6 }, "kind": "list", "text": "Younger Kids Content: At launch, preschool content will be ad-free", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:51.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7500475e-4c0c-4f47-89e7-5e4e5ede0771", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.25, "x": 0.05, "y": 0.6 }, "kind": "list", "text": "General Audience (16+): Eligible for all advertising; Category restrictions may apply; Audience Targeting 18+ (~AMJ 2023)", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:51.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7f8304c-df93-4be6-8fe1-44158ba936a5", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.25, "x": 0.37, "y": 0.6 }, "kind": "list", "text": "Audience 15 and Under: COPPA & CARU-compliant ads; Food/bev must meet nutrition guidelines; Adult categories restricted; No behavioral/geo-targeting; COPPA-compliant tags only", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:51.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dfe635d0-cb06-4c1e-8931-15154e51c92a", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.2, "y": 0.05 }, "kind": "title", "text": "Disney+ Ad-Supported Inventory Offerings", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:51.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c6c0a693-4047-4488-b84b-c5bc9b893ff2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "8209fc7e-814b-4cfc-bf08-c42bcca657e5", "evidence": "The slide segments the ad inventory based on age demographics and associated regulatory requirements.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 16:00:51.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "frameworkName": "audience-segmentation" } ], "arcBeats": [ { "to": 2, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 2, "name": "Market Size", "beatId": "358ad4aa-0176-4f3e-8a20-4204b82edc6f", "matchId": "9a565269-21f4-4f47-b50f-1d28e34f2bee", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The segmentation slide implies a discussion of market size and opportunity.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 4, "from": 2, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null }, "matchId": "741deb4d-6d52-4777-a8ba-9f10322120ce", "evidence": "The comparison table and segmentation slides suggest a benchmark gap analysis.", "position": 0, "objective": "To highlight the competitive gap between Disney+ and other streaming services", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:47:57.299042+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 3, "type": "setup", "title": "The slide uses a three-column layout to categorize product specifications.", "function": "present_solution", "rawType": "product_demo", "block": null, "metadata": { "slideType": "product_demo", "slideTypeCanon": { "name": "Product demo", "slug": "product_demo", "status": "active", "canonId": "019de52d-0f06-7288-84f2-7568c1020fce", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 4, "textChars": 269, "nDataPoints": 0, "notes": "The slide uses a three-column layout to categorize product specifications.", "elementsJson": [ "headline_text", "bullet_list", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:00:51.239+00", "seconds": 2.378, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-605c-759f-b6b1-a60d16b5a37a/3", "deck": "/decks/019dd923-605c-759f-b6b1-a60d16b5a37a", "deckAnchor": "/decks/019dd923-605c-759f-b6b1-a60d16b5a37a#slide-3", "deckJson": "/decks/019dd923-605c-759f-b6b1-a60d16b5a37a.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.28, "x": 0.36, "y": 0.25 }, "kind": "list", "text": "Capabilities: Ad Offering, Minimum Flight, Ad Lengths, Targeting, Viewer-First Ad Experiences", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:51.239+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c392e5dd-3565-429a-b572-f51b677e78d4", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.28, "x": 0.67, "y": 0.25 }, "kind": "list", "text": "Experience: Ad Load, Frequency Cap, Creative, Restrictions & Exclusions", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:51.239+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e4303599-e8a7-4f00-89fe-ccd17945b45b", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.28, "x": 0.05, "y": 0.25 }, "kind": "list", "text": "Details: Launch Date, Inventory Offerings, Platforms, Marketplaces & Billing", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:51.239+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ed2c02c7-6065-4e15-85c5-4018b0d61b30", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.7, "x": 0.15, "y": 0.05 }, "kind": "title", "text": "Disney+ Ad-Supported Offering", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:51.239+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "218d5fee-91da-4c70-a795-03f708e821e0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 3, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Product", "beatId": "dcaf2b7d-237a-46df-915f-56aefe96bd95", "matchId": "9a565269-21f4-4f47-b50f-1d28e34f2bee", "beatType": { "name": "Product", "slug": "sequoia-pitch-product", "status": "active", "canonId": "019dd9b8-2259-77df-a937-8b665c8066fe", "version": 1, "description": null }, "evidence": "The product demo slide showcases the ad-supported offering.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 4, "from": 2, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null }, "matchId": "741deb4d-6d52-4777-a8ba-9f10322120ce", "evidence": "The comparison table and segmentation slides suggest a benchmark gap analysis.", "position": 0, "objective": "To highlight the competitive gap between Disney+ and other streaming services", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:47:57.299042+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 4, "type": "setup", "title": "The slide uses a matrix structure to compare six distinct Disney streaming segments.", "function": "compare_peers", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "sparse", "densityScore": 17, "componentCount": 2, "textChars": 251, "nDataPoints": 0, "notes": "The slide uses a matrix structure to compare six distinct Disney streaming segments.", "elementsJson": [ "data_table" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:00:52.228+00", "seconds": 3.247, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-605c-759f-b6b1-a60d16b5a37a/4", "deck": "/decks/019dd923-605c-759f-b6b1-a60d16b5a37a", "deckAnchor": "/decks/019dd923-605c-759f-b6b1-a60d16b5a37a#slide-4", "deckJson": "/decks/019dd923-605c-759f-b6b1-a60d16b5a37a.json" }, "components": [ { "bbox": { "h": 0.85, "w": 0.9, "x": 0.05, "y": 0.1 }, "kind": "table", "text": "Matrix comparing Disney XP, Disney Entertainment, Disney Sports, News, Kids, and Disney+ across categories like Brands, Positioning, Content, Value Propositions, Transaction Type, Inventory, Devices, and Targeting Capabilities.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:52.228+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "176e6958-c1f3-4253-8c56-f723e84602a3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.25, "y": 0.02 }, "kind": "title", "text": "Streaming Video Playbook", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:00:52.228+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd4281cd-0d36-4752-879d-e1853f84ca4f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "18c8db4e-0227-479c-9b98-190f752aefbb", "evidence": "The slide is structured as a grid comparing multiple product offerings across standardized attributes.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 16:00:52.228+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "comparison_table" } ], "arcBeats": [ { "to": 4, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Competition", "beatId": "eb69a901-ea59-4754-b0df-e0e3ecd6ff35", "matchId": "9a565269-21f4-4f47-b50f-1d28e34f2bee", "beatType": { "name": "Competition", "slug": "sequoia-pitch-competition", "status": "active", "canonId": "019dd9b8-21bd-7407-8707-bdf217ed9c76", "version": 1, "description": null }, "evidence": "The comparison table slide directly compares Disney+ with other streaming services.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 4, "from": 2, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null }, "matchId": "741deb4d-6d52-4777-a8ba-9f10322120ce", "evidence": "The comparison table and segmentation slides suggest a benchmark gap analysis.", "position": 0, "objective": "To highlight the competitive gap between Disney+ and other streaming services", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:47:57.299042+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true } ], "arcBeats": [ { "from": 1, "to": 1, "label": "Problem", "description": "The traction slide suggests a problem or market opportunity." }, { "from": 2, "to": 2, "label": "Market Size", "description": "The segmentation slide implies a discussion of market size and opportunity." }, { "from": 3, "to": 3, "label": "Product", "description": "The product demo slide showcases the ad-supported offering." }, { "from": 4, "to": 4, "label": "Competition", "description": "The comparison table slide directly compares Disney+ with other streaming services." } ], "loops": [ { "from": 2, "to": 4, "label": "Benchmark Gap", "description": "To highlight the competitive gap between Disney+ and other streaming services" } ] }