{ "schemaVersion": "deck-intelligence.v1", "id": "019de070-00f4-7528-9630-b496152989f1", "slug": "2484def797b67ec2570d9ec4c75f06d4", "title": "Nikola | SPAC Presentation Deck | 39 slides", "subtitle": "Nikola · 2020-03", "author": "Nikola", "date": "2020-03-01 00:00:00", "pageCount": 39, "kind": "pitchdeck", "orientation": "landscape", "aspectRatio": 1.3342599, "document": { "id": "019de070-00f4-7528-9630-b496152989f1", "slug": "2484def797b67ec2570d9ec4c75f06d4", "title": "Nikola | SPAC Presentation Deck | 39 slides", "rawTitle": "Nikola | SPAC Presentation Deck | 39 slides", "authorId": "nikola", "authorName": "Nikola", "authorDisplay": "Nikola", "kind": { "slug": "pitchdeck", "label": "Pitch deck" }, "sourceType": { "slug": "investment_bank", "label": "Investment bank" }, "fileName": "2020-03__nikola__spac__2484def7.pdf", "sourceUrl": "https://www.slidebook.io/company/nikola/presentation/2484def797b67ec2570d9ec4c75f06d4/", "sourceDate": "2020-03-15 00:00:00", "presentationDate": "2020-03-01 00:00:00", "ingestedAt": "2026-04-30 22:08:50.01244+00", "status": "ready", "pageCount": 39, "orientation": "landscape", "aspectRatio": 1.3342599, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "farm-heavy-construction-machinery", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2020-03__nikola__spac__2484def7", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "SPAC Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 39, "pagesIndexed": 39, "pagesWithImages": 39, "pagesWithMetadata": 39, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 192, "chartCount": 13, "metricSlides": 0, "toolMatches": 21, "documentToolMatches": 0, "frameworkMatches": 19, "arcMatches": 1, "beatMatches": 4, "loopMatches": 3, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "evidence": "The deck follows the golden circle structure, starting with why (investing in a cleaner future), then what (Nikola's business model and offerings), and finally how (partnerships, traction, and financials).", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:08:54.72729+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 5, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 1, "name": "Why", "beatId": "1f90ef77-11f1-447e-9016-de96e07e020f", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Why", "slug": "golden-circle-why", "status": "active", "canonId": "019dd9b8-1370-72ae-9655-1f7ce2ab6fe2", "version": 1, "description": null }, "evidence": "The deck starts with an opportunity to invest in scalable clean technology", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 16, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 6, "name": "Situation & Context", "beatId": "0c5dd1b6-81b2-4876-8a98-63342505922d", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The deck provides an overview of Nikola's company introduction, market overview, and business model summary", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 26, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 17, "name": "Evidence & Proof", "beatId": "00bf3e48-2d54-46ed-a916-c390238d937e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The deck presents evidence of Nikola's traction, partnerships, and financials", "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": 39, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 27, "name": "Impact & Next Steps", "beatId": "4d002a53-8bac-42ae-a4f9-14323ef5712e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The deck outlines Nikola's truck development strategy, financials, and transaction overview", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 5, "from": 1, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null, "categoryName": "Vision", "categorySlug": "vision" }, "matchId": "66d009e1-b88f-4b89-a5b9-2fbfa530a293", "evidence": "The deck uses the golden circle framework to present its case", "position": 0, "objective": "Why invest in Nikola?", "confidence": 0.8, "extraction": { "at": "2026-07-16 22:08:54.911997+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 16, "from": 6, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "6ec42d4a-cafd-46cf-8e61-beec0d6596c8", "evidence": "The deck presents an overview of Nikola's market opportunity and business model", "position": 1, "objective": "Why now is the right time to invest in Nikola?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:08:54.94851+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 26, "from": 17, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "a68b981c-4b9f-48d6-983a-44b067de0dd3", "evidence": "The deck highlights the limitations and challenges of current solutions", "position": 2, "objective": "What are the costs of not investing in Nikola?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:08:54.984972+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "1bae5b89-abc4-44b3-98db-778f56fa68b1", "evidence": "title/headline: INVESTING IN A CLEANER FUTURE", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:30:59.62761+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "699db098-b929-484a-9618-bc1172cba0a7", "evidence": "A UNIQUE BUSINESS MODEL...", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 0.7, "extraction": { "at": "2026-07-17 03:30:44.847656+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "a2de7ee1-9707-4de9-a147-71fbaf6f56c4", "evidence": "WHO IS CNHI IVECO? One of World's Leading Capital Good Companies with Annual Revenue of $30B+. CNHI's Iveco business is a leading truck, bus, and light commercial vehicle manufacturer in Europe, South Americ", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:48.418287+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Call to action", "slug": "call-to-action", "status": "active", "bestFor": null, "canonId": "019dd9e1-4bbb-702a-9ead-82daf188bb7c", "version": 1, "bodyDocId": null, "description": "Explicit prescription of what the audience should do next.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "901a9755-af46-40b8-a1af-970b6d3f40aa", "evidence": "Partnership with CNHI Iveco significantly de-risks North America production execution and accelerates penetration of attractive European market", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:48.453445+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "749fa215-869b-4fd3-b50b-2c1182d9bda8", "evidence": "chart/donut: Total 14,602 FCEV Trucks, ~$10.2B Realizable Value", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:48.564023+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Data Story Arc", "slug": "data-story-arc", "status": "active", "bestFor": null, "canonId": "019dd956-9c30-728e-b974-d3fb123dcf5a", "version": 1, "bodyDocId": null, "description": "Context → Conflict → Insight → Implication structure for data narratives", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "d14cd413-b8fc-4b13-a5f1-6c3a4be285df", "evidence": "Nikola has over 14,000 FCEV truck pre-orders, with robust demand for newly introduced BEV truck", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:48.529754+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "3851a958-869e-4124-9875-e985a9323a78", "evidence": "list/bullet: Programs provide significant benefit to core semi-truck and H2 station programs, including: Branding halo, driving awareness of Nikola and its industry-defining technology; R&D synergies on electric drivetra", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:48.634541+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Audience Persona", "slug": "audience-persona", "status": "active", "bestFor": null, "canonId": "019dd956-7fe3-74e9-88b8-be0bea34f219", "version": 1, "bodyDocId": null, "description": "Detailed fictional profile of typical audience member including goals, frustrations, and context", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "1a0069a9-eee1-4b1f-afeb-6f905f359acb", "evidence": "Nikola's management team brings together proven leaders with deep industry and domain expertise", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:48.70441+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e8336b50-a442-4275-972b-15659b1c985f", "evidence": "BREAKDOWN OF U.S. CLASS 8 $130B TAM", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 23:27:48.809446+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Market Segmentation Pyramid", "slug": "market-segmentation-pyramid", "status": "active", "bestFor": null, "canonId": "1c9f3543-c96f-4a5b-b4a4-9b2a412c0aaf", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "75b90df6-dd06-473b-aaab-ee52e5991e81", "evidence": "Commercial vehicle buying decision driven by Total Cost of Ownership (TCO); The largest Class 8 fleets are replaced every 3-5 years; Increasingly stringent global emissions standards; Diesel bans; Demand for", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:48.774625+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7a967770-7357-4bd0-bdc7-1188b7ff20dd", "evidence": "chart/bar-stacked: PROJECTED NIKOLA FCEV VS. DIESEL COST PER MILE", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:27:48.878624+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "12635ce3-f452-4079-b6bf-a3d430f691f3", "evidence": "chart/waterfall: PROJECTED CASH GENERATED PER TRUCK LEASE", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:27:48.948347+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Canvas framework", "slug": "canvas-framework", "status": "active", "bestFor": null, "canonId": "019dd9e1-5005-762c-82f8-265b08436ca1", "version": 1, "bodyDocId": null, "description": "Named canvas (business model canvas, value prop canvas, etc.).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a6ce92ca-8776-4a44-9b4b-652f876cac53", "evidence": "HYDROGEN AS ENERGY STORAGE: Water + Electricity -> Electrolysis -> Hydrogen -> Fuel Cell -> Electricity + Water", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:49.019203+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null }, { "tool": { "name": "Value chain", "slug": "value-chain", "status": "active", "bestFor": null, "canonId": "019de52d-1976-775b-9d04-0f230c09ffc6", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "69a55fc0-a23a-46ab-8c1f-6dac0feae580", "evidence": "diagram/value-chain: Renewable Power Generation -> Onsite Conversion -> Onsite Storage -> Fast 70 MPA Station -> Fast 70 MPA Dispenser -> Hydrogen Fuel Cell Vehicle", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:30:44.918102+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a69a452c-a418-47a5-a8fd-aced11fd16a9", "evidence": "table/data: CASH GENERATED PER STATION – 630 TRUCKS (3 LEASE CYCLES) table showing annual cash flow, IRR, and station capex over 21 years.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:46.135025+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8edaba83-7df6-452a-a57d-d6af9ed618d3", "evidence": "chart/bar-horizontal: Gantt chart showing project phases over time", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:27:46.335895+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fd0fbf88-0bbe-411b-8c00-1cf7c9a1c619", "evidence": "chart/bar-horizontal: Gantt chart showing project phases: Engineering/Design, Purchasing/Sourcing, Vehicle Build, and Vehicle Validation.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:27:46.417701+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "55b46bf1-c843-4866-b8e0-b63f21c3344e", "evidence": "chart/heatmap: DISCOUNTED FUTURE VALUE SENSITIVITY ANALYSES", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:46.665773+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "552f4d90-e6cd-45c5-aac1-3700d23f40cd", "evidence": "chart/bar-vertical: REVENUE GROWTH 2022E - 2025E CAGR FOR NIKOLA; 2019E - 2021E FOR PEERS (%)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:46.745663+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Peer gap chart", "slug": "peer-gap", "status": "active", "bestFor": "When relative underperformance is the core argument", "canonId": "019dd9e1-54f1-775a-94a1-d5cf3bb75abf", "version": 1, "bodyDocId": "019dd9a1-8653-7748-9050-807f067196c3", "description": "A single visual that benchmarks the target against its best-in-class peers on\na single quantitative KPI — and shows the target losing. The gap is the\npunchline.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "26f73695-c39e-43eb-bff8-01147f3f6fc6", "evidence": "VALUATION BENCHMARKING with EV / REVENUE 2020E FOR PEERS (X) and EV / EBITDA 2020E FOR PEERS (X) charts", "pageRefs": null, "priority": null, "whenToUse": "When relative underperformance is the core argument", "confidence": 0.8, "extraction": { "at": "2026-07-16 23:27:51.589509+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "whyItWorks": "- It's the **most credible claim in the deck** because it's arithmetic, not\n opinion.\n- It's immediately **actionable** — close this gap and value accrues.\n- It **pre-empts the \"context is different\" defence** by pitting the target\n against direct peers in the same category.", "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ca4b36d6-c606-44a6-b869-67375395cce7", "evidence": "V. VECTOIQ OVERVIEW as a section divider", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:27:51.660498+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "96f9aaeb-e6e6-4355-ba58-a0cf0996eab3", "evidence": "Uses 0-1-2-3 to structure the business summary", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:08:15.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "mnemonic-device" }, { "matchId": "84791b82-e9bc-402c-bd88-ab134080c14e", "evidence": "The slide uses a vertical list of strategic pillars to summarize the business model.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:08:16.929+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "list-presentation" }, { "matchId": "923ab477-a39a-47e7-a9fc-98e533ba4f52", "evidence": "Mentions 'Green-to-Wheel' value chain and maps components to use cases", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:08:17.335+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "frameworkName": "value-chain" }, { "matchId": "83bd1d94-4d1b-4511-97d9-3b383c422425", "evidence": "Chronological progression of events from 2015 to 2019", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:08:16.567+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "timeline" }, { "matchId": "e4b965b2-f9a7-41bc-b4b3-d2484eedac93", "evidence": "Table comparing three technology types across multiple attributes to highlight competitive advantage.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:08:20.19+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "comparison_frame" }, { "matchId": "0e1788f5-97ba-489f-a0ac-f14f8c3fb748", "evidence": "Leveraging established industry leaders to validate and accelerate Nikola's business model.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:08:21.16+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "credibility-transfer" }, { "matchId": "494ad2dc-fe1f-403c-b3d7-1e153b5c741c", "evidence": "Used to organize demand drivers and reservation details.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 14:08:21.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "list-presentation" }, { "matchId": "d0332939-fb9b-4ca0-9e76-fa9b663cb1af", "evidence": "Breakdown of TAM into segments and sub-segments", "framework": null, "confidence": 0.7, "extraction": { "at": "2026-05-02 14:08:17.854+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "frameworkName": "market-segmentation-pyramid" }, { "matchId": "7e0b3e38-115f-45e7-a0b2-829f7ce8d934", "evidence": "Categorization of industry peers by technology and development status", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 14:08:22.726+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "frameworkName": "competitive-landscape" }, { "matchId": "835a20d2-6796-4b7f-b07f-b94a00f84249", "evidence": "Direct comparison of Nikola FCEV vs Traditional Diesel TCO", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:08:20.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "frameworkName": "comparison_frame" }, { "matchId": "8da40900-03a8-48e9-8b05-6375c464bd6a", "evidence": "Visual representation of revenue breakdown into costs", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:08:16.794+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "frameworkName": "waterfall-chart" }, { "matchId": "9bc6e7c5-9eeb-4e6a-afb0-6b936f998962", "evidence": "The electrolysis diagram illustrates the conversion of inputs to outputs.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 14:08:17.729+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "frameworkName": "process" }, { "matchId": "f5f797ab-b5ee-49e5-b983-fdf7b632e38e", "evidence": "The bottom section illustrates the sequential steps of the hydrogen ecosystem.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:08:21.904+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "frameworkName": "value-chain" }, { "matchId": "405ae756-ea76-4bf0-abd0-01a7511d1e6a", "evidence": "Focuses on segmenting customers by dedicated routes to optimize capital deployment.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 14:08:19.389+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "frameworkName": "go-to-market-strategy" }, { "matchId": "7c2e9e76-5f4f-46f5-884b-97a76c26b8b2", "evidence": "The slide uses a horizontal bar chart to represent project tasks over a timeline.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:08:19.329+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "frameworkName": "gantt-chart" }, { "matchId": "520211d9-e3ab-4c45-911f-bb489416a5d5", "evidence": "The slide uses a horizontal bar chart to represent project tasks over time.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:08:19.715+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "frameworkName": "gantt-chart" }, { "matchId": "2eca3976-e02b-4eab-b78f-feeb0fd2d9ef", "evidence": "Discounted future value sensitivity analysis", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:08:19.573+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "frameworkName": "discounted-cash-flow" }, { "matchId": "afb82655-226d-4b07-a94f-0b6ecb05c610", "evidence": "Comparison of company metrics against industry peers", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:08:21.466+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "frameworkName": "peer-benchmarking" }, { "matchId": "bbf5d3ba-79a7-4b53-8813-fe02625bc792", "evidence": "Benchmarking Nikola against peer groups across multiple financial metrics.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:08:19.334+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "frameworkName": "comparison_frame" } ], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "title": "Features branding for both companies and product imagery of Nikola trucks.", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/PhKNXA7d4bwnvDcv4GYqxW6qkuqpzAOiwdq_QL7KvfY/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yNDg0ZGVmNzk3YjY3ZWMyNTcwZDllYzRjNzVmMDZkNC9wMDAxLmpwZw", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 7, "textChars": 160, "nDataPoints": 0, "notes": "Features branding for both companies and product imagery of Nikola trucks.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:14.989+00", "seconds": 2.78, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/1", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-1", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.1, "x": 0.45, "y": 0.43 }, "kind": "image", "text": "Nikola Logo", "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": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:14.989+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "35854a95-bcdd-4d71-9ec3-5afea8406364", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.14, "x": 0.43, "y": 0.58 }, "kind": "image", "text": "VectoIQ Logo", "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": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:14.989+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc9091f3-c052-4b02-9cce-ed8c730eb232", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.38, "x": 0.02, "y": 0.31 }, "kind": "image", "text": "Nikola Truck Left", "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 14:08:14.989+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c3b568e-6952-4880-8817-14030d2832ed", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.38, "x": 0.6, "y": 0.31 }, "kind": "image", "text": "Nikola Truck Right", "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 14:08:14.989+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8e58eb7-10d6-4fe8-9d45-ff2dbee1a83e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.45, "y": 0.21 }, "kind": "paragraph", "text": "MARCH 2020", "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 14:08:14.989+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77507754-14ed-4f77-9f83-e15a40cc27a6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.25, "y": 0.07 }, "kind": "title", "text": "INVESTING IN A CLEANER FUTURE", "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 14:08:14.989+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "068a5c58-e059-4b15-9bc6-4922741d5a58", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.2, "y": 0.14 }, "kind": "title", "text": "NIKOLA CORPORATION AND VECTOIQ ACQUISITION CORP ANNOUNCE MERGER", "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": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:14.989+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e110cf27-2fc9-4338-b05b-f2c1d549c656", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "1bae5b89-abc4-44b3-98db-778f56fa68b1", "evidence": "title/headline: INVESTING IN A CLEANER FUTURE", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:30:59.62761+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 1, "name": "Why", "beatId": "1f90ef77-11f1-447e-9016-de96e07e020f", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Why", "slug": "golden-circle-why", "status": "active", "canonId": "019dd9b8-1370-72ae-9655-1f7ce2ab6fe2", "version": 1, "description": null }, "evidence": "The deck starts with an opportunity to invest in scalable clean technology", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 5, "from": 1, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "66d009e1-b88f-4b89-a5b9-2fbfa530a293", "evidence": "The deck uses the golden circle framework to present its case", "position": 0, "objective": "Why invest in Nikola?", "confidence": 0.8, "extraction": { "at": "2026-07-16 22:08:54.911997+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "thumbSrc": "https://imgproxy.kitesheet.com/quJKAT6Wb7nLxYulahY471ZVkYiUofwU7ACfF8-zcU8/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yNDg0ZGVmNzk3YjY3ZWMyNTcwZDllYzRjNzVmMDZkNC9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/mFRvJPJZ0i80ixcpOoq9XjeZbgZF39iTDt2H6qYRz3M/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yNDg0ZGVmNzk3YjY3ZWMyNTcwZDllYzRjNzVmMDZkNC9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/CRmcbnJI9ibSA72ZfgEYStCYA9Y9TH_Xmlc133o6mMY/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yNDg0ZGVmNzk3YjY3ZWMyNTcwZDllYzRjNzVmMDZkNC9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "other", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "sparse", "densityScore": 16, "componentCount": 3, "textChars": 140, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:14.682+00", "seconds": 2.219, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/2", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-2", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.8, "w": 0.85, "x": 0.04, "y": 0.1 }, "kind": "disclaimer", "text": "This presentation is provided for informational purposes only... [legal text regarding forward-looking statements and projections]", "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 14:08:14.682+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0294078f-bb4b-4853-9a60-bf502fcea503", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.05, "x": 0.93, "y": 0.4 }, "kind": "image", "text": null, "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": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:14.682+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6fd39524-2172-4bf1-aa7c-49eddc59b6a2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.12, "x": 0.04, "y": 0.04 }, "kind": "title", "text": "DISCLAIMER", "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 14:08:14.682+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd3720d2-59a4-407b-904c-feb621639751", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 1, "name": "Why", "beatId": "1f90ef77-11f1-447e-9016-de96e07e020f", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Why", "slug": "golden-circle-why", "status": "active", "canonId": "019dd9b8-1370-72ae-9655-1f7ce2ab6fe2", "version": 1, "description": null }, "evidence": "The deck starts with an opportunity to invest in scalable clean technology", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 5, "from": 1, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "66d009e1-b88f-4b89-a5b9-2fbfa530a293", "evidence": "The deck uses the golden circle framework to present its case", "position": 0, "objective": "Why invest in Nikola?", "confidence": 0.8, "extraction": { "at": "2026-07-16 22:08:54.911997+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 3, "type": "appendix", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 20, "componentCount": 3, "textChars": 215, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:16.134+00", "seconds": 3.406, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/3", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-3", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.8, "w": 0.9, "x": 0.04, "y": 0.1 }, "kind": "disclaimer", "text": "Financial Information; Non-GAAP Financial Measures... Important Information About the Proposed Business Combination... Participants in the Solicitation... No Offer or Solicitation... Trademarks...", "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 14:08:16.134+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eebb6723-9a2b-4d03-a9a1-62b04e04f6d2", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.05, "x": 0.93, "y": 0.4 }, "kind": "image", "text": null, "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": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:16.134+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0ffdc29-9600-424d-9319-c199c7e3fbcf", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.04, "y": 0.04 }, "kind": "title", "text": "DISCLAIMER (CONT'D)", "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 14:08:16.134+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f6fd7fb-49a9-435f-b798-44653326daf2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 1, "name": "Why", "beatId": "1f90ef77-11f1-447e-9016-de96e07e020f", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Why", "slug": "golden-circle-why", "status": "active", "canonId": "019dd9b8-1370-72ae-9655-1f7ce2ab6fe2", "version": 1, "description": null }, "evidence": "The deck starts with an opportunity to invest in scalable clean technology", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 5, "from": 1, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "66d009e1-b88f-4b89-a5b9-2fbfa530a293", "evidence": "The deck uses the golden circle framework to present its case", "position": 0, "objective": "Why invest in Nikola?", "confidence": 0.8, "extraction": { "at": "2026-07-16 22:08:54.911997+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 4, "type": "setup", "title": "Includes a footnote about leadership transition post-closing.", "function": "other", "rawType": "team_bio", "block": null, "metadata": { "slideType": "team_bio", "slideTypeCanon": { "name": "Team bio", "slug": "team_bio", "status": "active", "canonId": "019de52d-0a7d-7394-ae5b-037478e71f1e", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 7, "textChars": 335, "nDataPoints": 0, "notes": "Includes a footnote about leadership transition post-closing.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:15.712+00", "seconds": 2.973, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/4", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-4", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.15, "x": 0.11, "y": 0.218 }, "kind": "image", "text": "Trevor Milton", "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:15.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c1a205ef-6f13-4388-a196-9131085ad1e7", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.31, "y": 0.218 }, "kind": "image", "text": "Mark Russell", "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:15.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c738934a-2bcd-4661-a34e-bbe14ce78779", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.51, "y": 0.218 }, "kind": "image", "text": "Kim Brady", "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:15.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7ae9c5e-df90-4c86-a9c8-17fe94d002de", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.71, "y": 0.218 }, "kind": "image", "text": "Steve Girsky", "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:15.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb551922-3d04-4c20-b335-70065b580f1c", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.85, "x": 0.06, "y": 0.45 }, "kind": "list", "text": "Trevor Milton, Nikola CEO; Mark Russell, Nikola President; Kim Brady, Nikola CFO; Steve Girsky, VectolQ Acquisition Corp CEO", "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 14:08:15.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c2a8942-dbbe-49fc-9201-9af40aa45a42", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.7, "x": 0.06, "y": 0.96 }, "kind": "paragraph", "text": "Trevor Milton to assume Executive Chairman role, Mark Russell to assume Chief Executive Officer role and Steve Girsky to join Nikola board post-closing", "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 14:08:15.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5994cb10-9832-4094-baf5-5b53b27e6f72", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.3, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "KEY LEADERSHIP", "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 14:08:15.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "440b1cb1-cd0f-475c-8196-75c6d7441cd8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 1, "name": "Why", "beatId": "1f90ef77-11f1-447e-9016-de96e07e020f", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Why", "slug": "golden-circle-why", "status": "active", "canonId": "019dd9b8-1370-72ae-9655-1f7ce2ab6fe2", "version": 1, "description": null }, "evidence": "The deck starts with an opportunity to invest in scalable clean technology", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 5, "from": 1, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "66d009e1-b88f-4b89-a5b9-2fbfa530a293", "evidence": "The deck uses the golden circle framework to present its case", "position": 0, "objective": "Why invest in Nikola?", "confidence": 0.8, "extraction": { "at": "2026-07-16 22:08:54.911997+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "setup", "title": "Uses a mnemonic device (0-1-2-3) to structure the company's value proposition.", "function": "summarize", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 31, "componentCount": 3, "textChars": 280, "nDataPoints": 4, "notes": "Uses a mnemonic device (0-1-2-3) to structure the company's value proposition.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:15.986+00", "seconds": 2.908, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/5", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-5", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.4, "x": 0.05, "y": 0.7 }, "kind": "image", "text": "Nikola truck rendering", "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 14:08:15.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d7423b5-aa80-4297-a265-aac8a8517f7c", "parentComponentId": null }, { "bbox": { "h": 0.8, "w": 0.35, "x": 0.6, "y": 0.1 }, "kind": "list", "text": "0 ZERO EMISSIONS\n1 ONE GLOBAL TRUCK PLATFORM\n2 TWO MARKET SOLUTIONS: BEV FOR SHORT HAUL AND FCEV FOR LONG HAUL APPLICATIONS\n3 THREE CORE BUSINESS OFFERINGS: BEV, FCEV, AND HYDROGEN PRODUCTION AND REFUELING", "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 14:08:15.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca8a6783-edc4-4c59-b1dd-9abbce5a3000", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.3, "y": 0.4 }, "kind": "title", "text": "AN OPPORTUNITY TO INVEST IN SCALABLE CLEAN TECHNOLOGY", "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 14:08:15.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82ea7bd9-a908-475f-9b18-18ef79b7c55f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "96f9aaeb-e6e6-4355-ba58-a0cf0996eab3", "evidence": "Uses 0-1-2-3 to structure the business summary", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:08:15.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "mnemonic-device" } ], "arcBeats": [ { "to": 5, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 1, "name": "Why", "beatId": "1f90ef77-11f1-447e-9016-de96e07e020f", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Why", "slug": "golden-circle-why", "status": "active", "canonId": "019dd9b8-1370-72ae-9655-1f7ce2ab6fe2", "version": 1, "description": null }, "evidence": "The deck starts with an opportunity to invest in scalable clean technology", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 5, "from": 1, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "66d009e1-b88f-4b89-a5b9-2fbfa530a293", "evidence": "The deck uses the golden circle framework to present its case", "position": 0, "objective": "Why invest in Nikola?", "confidence": 0.8, "extraction": { "at": "2026-07-16 22:08:54.911997+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 30, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:15.61+00", "seconds": 2.457, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/6", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-6", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.04, "x": 0.94, "y": 0.4 }, "kind": "image", "text": null, "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": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:15.61+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3e290fac-f7d5-4ad4-b478-bcc2d801f0f9", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.6, "x": 0.2, "y": 0.4 }, "kind": "title", "text": "I. NIKOLA COMPANY INTRODUCTION", "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 14:08:15.61+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6e08c03-cfa9-4510-b711-92f145ad81a2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 16, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 6, "name": "Situation & Context", "beatId": "0c5dd1b6-81b2-4876-8a98-63342505922d", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The deck provides an overview of Nikola's company introduction, market overview, and business model summary", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 16, "from": 6, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "6ec42d4a-cafd-46cf-8e61-beec0d6596c8", "evidence": "The deck presents an overview of Nikola's market opportunity and business model", "position": 1, "objective": "Why now is the right time to invest in Nikola?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:08:54.94851+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "setup", "title": "The slide uses a list-based framework to summarize key strategic pillars.", "function": "summarize", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 6, "textChars": 461, "nDataPoints": 3, "notes": "The slide uses a list-based framework to summarize key strategic pillars.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:16.929+00", "seconds": 3.5, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/7", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-7", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.09, "w": 0.45, "x": 0.51, "y": 0.03 }, "kind": "callout", "text": "Vision: to be the zero emissions commercial transportation system leader", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:16.929+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "010972ce-8c73-4395-871c-bc85bd368392", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.41, "x": 0.03, "y": 0.25 }, "kind": "image", "text": "Nikola truck", "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 14:08:16.929+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba801fe0-2ab8-488b-9972-4475bfed4eda", "parentComponentId": null }, { "bbox": { "h": 0.68, "w": 0.54, "x": 0.44, "y": 0.24 }, "kind": "list", "text": "Addressing Huge “Green-to-Wheel” Commercial Vehicle Ecosystem TAM; Industry Leading Technology Portfolio; Enabled by World Class Partnerships; Pace-Setting Speed-to-Market; Meeting Strong Demand; Path to Scale Green Energy; Deep Management Talent", "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 14:08:16.929+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1cc0e0ec-bd0d-44f6-8bc9-94cf1e2e61af", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.48, "x": 0.06, "y": 0.96 }, "kind": "source-note", "text": "$600B TAM also includes truck maintenance, addressed by Nikola's FCEV Bundled Lease offering", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:16.929+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a640a78d-5d6f-45e4-bd90-f5ae68e25b1b", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.35, "x": 0.06, "y": 0.16 }, "kind": "title", "text": "A UNIQUE BUSINESS MODEL...", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:16.929+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce03abfb-438b-4c3b-890d-8d2538238d3e", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.29, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "WE ARE NIKOLA", "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 14:08:16.929+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76ee10e4-ad84-493e-89ca-9bf8b4a6e9a7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "699db098-b929-484a-9618-bc1172cba0a7", "evidence": "A UNIQUE BUSINESS MODEL...", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 0.7, "extraction": { "at": "2026-07-17 03:30:44.847656+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." } ], "frameworks": [ { "matchId": "84791b82-e9bc-402c-bd88-ab134080c14e", "evidence": "The slide uses a vertical list of strategic pillars to summarize the business model.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:08:16.929+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "list-presentation" } ], "arcBeats": [ { "to": 16, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 6, "name": "Situation & Context", "beatId": "0c5dd1b6-81b2-4876-8a98-63342505922d", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The deck provides an overview of Nikola's company introduction, market overview, and business model summary", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 16, "from": 6, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "6ec42d4a-cafd-46cf-8e61-beec0d6596c8", "evidence": "The deck presents an overview of Nikola's market opportunity and business model", "position": 1, "objective": "Why now is the right time to invest in Nikola?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:08:54.94851+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "setup", "title": "The slide uses a matrix-like structure to map business components to target use cases.", "function": "present_solution", "rawType": "business_model", "block": null, "metadata": { "slideType": "business_model", "slideTypeCanon": { "name": "Business model", "slug": "business_model", "status": "active", "canonId": "019de52d-0fa6-7104-86d0-e5781f8b8b45", "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": "dense", "densityScore": 66, "componentCount": 6, "textChars": 482, "nDataPoints": 5, "notes": "The slide uses a matrix-like structure to map business components to target use cases.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:17.335+00", "seconds": 3.881, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/8", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-8", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.42, "x": 0.52, "y": 0.18 }, "kind": "image", "text": "CNH Industrial, WABCO, EDAG, AVL, Ryder, Bosch, Nel", "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": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:17.335+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fee92261-b17a-4385-b1b5-816ad015cd43", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.38, "x": 0.06, "y": 0.18 }, "kind": "list", "text": "Founded in 2015; ~230 employees; +14,000 FCEV reservations; +$500M capital raised", "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 14:08:17.335+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba24a972-c853-4132-b494-60bd70501844", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.7, "x": 0.06, "y": 0.94 }, "kind": "source-note", "text": "Amount includes in-kind contribution of services from CNHI; does not include capital from VectoIQ transaction", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:17.335+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "245e70a9-33e8-4846-ab77-08fbf3fc4c1c", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.88, "x": 0.06, "y": 0.38 }, "kind": "table", "text": "Matrix of BEV Truck, FCEV Truck, H2 Stations, Autonomous Ready, Grid Storage/Charging mapped to use cases", "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 14:08:17.335+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2943eaf3-02a3-464f-aa8e-527a93e2bf86", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.42, "x": 0.52, "y": 0.05 }, "kind": "title", "text": "Together, the distinct business offerings enable disruption across the “Green-to-Wheel” value chain", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:17.335+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c20b967-cfa1-40ea-b2fb-bd94adeffce9", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "POWERED BY A UNIQUE BUSINESS STRATEGY", "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 14:08:17.335+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1624d76d-c100-499b-adf4-2d50c1e27c47", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "923ab477-a39a-47e7-a9fc-98e533ba4f52", "evidence": "Mentions 'Green-to-Wheel' value chain and maps components to use cases", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:08:17.335+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "frameworkName": "value-chain" } ], "arcBeats": [ { "to": 16, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 6, "name": "Situation & Context", "beatId": "0c5dd1b6-81b2-4876-8a98-63342505922d", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The deck provides an overview of Nikola's company introduction, market overview, and business model summary", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 16, "from": 6, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "6ec42d4a-cafd-46cf-8e61-beec0d6596c8", "evidence": "The deck presents an overview of Nikola's market opportunity and business model", "position": 1, "objective": "Why now is the right time to invest in Nikola?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:08:54.94851+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "evidence", "title": "The slide uses a dual-row timeline structure combined with a data table for key performance indicators.", "function": "show_traction", "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": "balanced", "densityScore": 38, "componentCount": 4, "textChars": 237, "nDataPoints": 8, "notes": "The slide uses a dual-row timeline structure combined with a data table for key performance indicators.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:16.567+00", "seconds": 3.015, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/9", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-9", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.45, "x": 0.52, "y": 0.05 }, "kind": "callout", "text": "Over $500M raised to date to support commercialization of unique business model", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:16.567+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c955cc58-8f95-48b3-847a-9ebba74d3ca3", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.88, "x": 0.06, "y": 0.2 }, "kind": "diagram", "text": "Timeline from 2015 to 2019", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-03c5-73fc-84aa-4180cbf0f5cf", "version": 1, "description": null }, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:16.567+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f286e16a-3998-4e31-8fca-c2cd1fa76cac", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.88, "x": 0.06, "y": 0.65 }, "kind": "table", "text": "Table showing Total Truck Reservations and Capital Raised per year", "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 14:08:16.567+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a58a9fbd-2d7c-4fbb-9498-9f01fcc789bc", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "DEMONSTRATING SIGNIFICANT GROWTH AND PROGRESS ON VISION SINCE 2015", "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 14:08:16.567+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a48fafeb-543c-4099-9f3f-32676e5a8278", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "83bd1d94-4d1b-4511-97d9-3b383c422425", "evidence": "Chronological progression of events from 2015 to 2019", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:08:16.567+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "timeline" } ], "arcBeats": [ { "to": 16, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 6, "name": "Situation & Context", "beatId": "0c5dd1b6-81b2-4876-8a98-63342505922d", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The deck provides an overview of Nikola's company introduction, market overview, and business model summary", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 16, "from": 6, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "6ec42d4a-cafd-46cf-8e61-beec0d6596c8", "evidence": "The deck presents an overview of Nikola's market opportunity and business model", "position": 1, "objective": "Why now is the right time to invest in Nikola?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:08:54.94851+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "setup", "title": "The slide highlights the complementary nature of BEV and FCEV for different use cases while positioning Diesel as inferior due to emissions regulations.", "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": "balanced", "densityScore": 45, "componentCount": 4, "textChars": 346, "nDataPoints": 18, "notes": "The slide highlights the complementary nature of BEV and FCEV for different use cases while positioning Diesel as inferior due to emissions regulations.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:20.19+00", "seconds": 6.637, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/10", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-10", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.45, "x": 0.52, "y": 0.02 }, "kind": "callout", "text": "Nikola is the only company offering both BEV and FCEV solutions; addressing both short-haul and long-haul markets", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:20.19+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46c1ab1f-80bd-4520-9bc7-6039a55cc15d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.06, "y": 0.95 }, "kind": "source-note", "text": "1. Estimated hauling capacity includes both cargo capacity and the weight of the trailer", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:20.19+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3e104877-9ab6-4a0e-bd79-6b3dbdafc417", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.88, "x": 0.06, "y": 0.25 }, "kind": "table", "text": "Comparison matrix of Hydrogen-Electric, 100% Battery Electric, and Diesel across 8 metrics.", "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 14:08:20.19+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2012e09-10bb-4f52-b72b-a4f4c37c95e3", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "TECHNOLOGY PORTFOLIO ADDRESSES COMPLEMENTARY USE CASES", "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 14:08:20.19+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "90efbeb0-b96f-4ac0-bfe1-f4856dabad2d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "e4b965b2-f9a7-41bc-b4b3-d2484eedac93", "evidence": "Table comparing three technology types across multiple attributes to highlight competitive advantage.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:08:20.19+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "comparison_frame" } ], "arcBeats": [ { "to": 16, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 6, "name": "Situation & Context", "beatId": "0c5dd1b6-81b2-4876-8a98-63342505922d", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The deck provides an overview of Nikola's company introduction, market overview, and business model summary", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 16, "from": 6, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "6ec42d4a-cafd-46cf-8e61-beec0d6596c8", "evidence": "The deck presents an overview of Nikola's market opportunity and business model", "position": 1, "objective": "Why now is the right time to invest in Nikola?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:08:54.94851+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "evidence", "title": "The slide uses a hierarchical layout to distinguish between primary co-development partners and secondary industry partners.", "function": "cite_precedent", "rawType": "unfair_advantage", "block": null, "metadata": { "slideType": "unfair_advantage", "slideTypeCanon": { "name": "Unfair advantage", "slug": "unfair_advantage", "status": "active", "canonId": "019de52d-0f56-744f-8bb4-c8a8cca240d6", "version": 1, "description": null }, "function": "cite_precedent", "functionCanon": { "name": "Cite precedent", "slug": "cite_precedent", "status": "active", "canonId": "019de52d-142b-714b-86d4-58aad7b568ec", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 5, "textChars": 348, "nDataPoints": 0, "notes": "The slide uses a hierarchical layout to distinguish between primary co-development partners and secondary industry partners.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:21.16+00", "seconds": 7.571, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/11", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-11", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.5, "x": 0.45, "y": 0.02 }, "kind": "callout", "text": "Nikola's extensive network of strategic partnerships significantly reduces execution risks, improves commercialization timeline, and provides long-term competitive advantage", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:21.16+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d53a5415-e53d-4d79-89de-bbdfe70569c9", "parentComponentId": null }, { "bbox": { "h": 0.68, "w": 0.85, "x": 0.08, "y": 0.22 }, "kind": "image", "text": "Partner logos", "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": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:21.16+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81a0ff79-ec17-4178-96c0-cffa6cde428c", "parentComponentId": null }, { "bbox": { "h": 0.28, "w": 0.88, "x": 0.06, "y": 0.19 }, "kind": "list", "text": "Marquee Co-Development Partners: CNH Industrial/Iveco, Bosch", "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 14:08:21.16+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "58a3bca0-7748-4254-b38c-b958d8b69f25", "parentComponentId": null }, { "bbox": { "h": 0.42, "w": 0.88, "x": 0.06, "y": 0.51 }, "kind": "list", "text": "Other Key Industry Partners: Hanwha, Nel, WABCO, EDAG, Ryder, AVL", "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 14:08:21.16+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a789b5dc-7f2e-479b-826a-d723c4b85d27", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "WORLD CLASS STRATEGIC PARTNERSHIPS...", "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 14:08:21.16+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "626c6c23-64b2-41d1-a03e-454d4d744f05", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "0e1788f5-97ba-489f-a0ac-f14f8c3fb748", "evidence": "Leveraging established industry leaders to validate and accelerate Nikola's business model.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:08:21.16+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "credibility-transfer" } ], "arcBeats": [ { "to": 16, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 6, "name": "Situation & Context", "beatId": "0c5dd1b6-81b2-4876-8a98-63342505922d", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The deck provides an overview of Nikola's company introduction, market overview, and business model summary", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 16, "from": 6, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "6ec42d4a-cafd-46cf-8e61-beec0d6596c8", "evidence": "The deck presents an overview of Nikola's market opportunity and business model", "position": 1, "objective": "Why now is the right time to invest in Nikola?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:08:54.94851+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "appendix", "title": "The slide uses a structured layout to explain the 'Who', 'Investment', 'Partnership/JV', and 'Key Benefits' of the deal.", "function": "cite_precedent", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "cite_precedent", "functionCanon": { "name": "Cite precedent", "slug": "cite_precedent", "status": "active", "canonId": "019de52d-142b-714b-86d4-58aad7b568ec", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 83, "componentCount": 7, "textChars": 1195, "nDataPoints": 5, "notes": "The slide uses a structured layout to explain the 'Who', 'Investment', 'Partnership/JV', and 'Key Benefits' of the deal.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:21.338+00", "seconds": 7.749, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/12", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-12", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.45, "x": 0.52, "y": 0.02 }, "kind": "callout", "text": "Partnership with CNHI Iveco significantly de-risks North America production execution and accelerates penetration of attractive European market", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:21.338+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63e8c5ae-c978-43ec-9da8-a9a8d02dc1b8", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.42, "x": 0.06, "y": 0.23 }, "kind": "list", "text": "WHO IS CNHI IVECO? One of World's Leading Capital Good Companies with Annual Revenue of $30B+. CNHI's Iveco business is a leading truck, bus, and light commercial vehicle manufacturer in Europe, South America, and Asia with 175,000+ annual unit volume.", "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 14:08:21.338+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d4bfd34-0663-4eac-8794-f32a5c8c488f", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.42, "x": 0.06, "y": 0.51 }, "kind": "list", "text": "INVESTMENT SUMMARY. CNHI Iveco's invested $250M in Nikola as Part of Series D Round. $100M cash investment. $150M investment in form of in-kind services related to North America engineering and production.", "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 14:08:21.338+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c56056a-2f48-4178-bdcb-f5452acd8278", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.5, "y": 0.62 }, "kind": "list", "text": "KEY BENEFITS. Production alliance significantly de-risks truck manufacturing execution. Global license to the S-Way platform. Ability to leverage existing parts bin. Access to engineering support. Enables Nikola to enter European market.", "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 14:08:21.338+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "784e1243-1645-4073-9b56-7decc0fac23c", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.5, "y": 0.23 }, "kind": "list", "text": "PARTNERSHIP AND JV. North America Engineering and Production Alliance (100% of N.A. Business Retained by Nikola). Significantly de-risks Nikola operational execution. Europe Joint Venture (50/50 Split).", "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 14:08:21.338+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87cc3d5d-0d50-424a-82a7-896922195355", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.06, "y": 0.97 }, "kind": "source-note", "text": "CNHI delivered 175,900 vehicles in 2018; includes trucks, buses, light commercial, and specialty vehicles", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:21.338+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4fb87ffa-1f03-48e8-b95e-9fa49caf7f30", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "...ANCHORED BY LANDMARK PARTNERSHIP WITH CNHI IVECO", "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 14:08:21.338+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b36136ce-d947-4a15-91d1-b4044053303f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "a2de7ee1-9707-4de9-a147-71fbaf6f56c4", "evidence": "WHO IS CNHI IVECO? One of World's Leading Capital Good Companies with Annual Revenue of $30B+. CNHI's Iveco business is a leading truck, bus, and light commercial vehicle manufacturer in Europe, South Americ", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:48.418287+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Call to action", "slug": "call-to-action", "status": "active", "bestFor": null, "canonId": "019dd9e1-4bbb-702a-9ead-82daf188bb7c", "version": 1, "bodyDocId": null, "description": "Explicit prescription of what the audience should do next.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "901a9755-af46-40b8-a1af-970b6d3f40aa", "evidence": "Partnership with CNHI Iveco significantly de-risks North America production execution and accelerates penetration of attractive European market", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:48.453445+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 16, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 6, "name": "Situation & Context", "beatId": "0c5dd1b6-81b2-4876-8a98-63342505922d", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The deck provides an overview of Nikola's company introduction, market overview, and business model summary", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 16, "from": 6, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "6ec42d4a-cafd-46cf-8e61-beec0d6596c8", "evidence": "The deck presents an overview of Nikola's market opportunity and business model", "position": 1, "objective": "Why now is the right time to invest in Nikola?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:08:54.94851+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "evidence", "title": "The slide uses a donut chart to visualize the composition of 14,602 FCEV truck reservations.", "function": "show_traction", "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": "dense", "densityScore": 53, "componentCount": 5, "textChars": 357, "nDataPoints": 7, "notes": "The slide uses a donut chart to visualize the composition of 14,602 FCEV truck reservations.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:21.421+00", "seconds": 7.808, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/13", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-13", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.45, "x": 0.52, "y": 0.05 }, "kind": "callout", "text": "Nikola has over 14,000 FCEV truck pre-orders, with robust demand for newly introduced BEV truck", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:21.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a5d49bd-d42b-4ac6-a123-ad105586e829", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.38, "x": 0.08, "y": 0.35 }, "kind": "chart", "text": "Total 14,602 FCEV Trucks, ~$10.2B Realizable Value", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:21.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5714fd0c-4098-4699-90c5-77b0a638c90f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.5, "y": 0.8 }, "kind": "image", "text": "Coca-Cola, Walmart, Pepsi, Carrefour, UPS, Amazon", "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": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:21.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "234caf1c-9027-40e5-890e-db0cf55e68b0", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.48, "x": 0.48, "y": 0.25 }, "kind": "list", "text": "Additional Reservations Detail: BEV demand, FCEV demand, Themes driving demand (TCO, emissions)", "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 14:08:21.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "398bfdb6-4155-47e4-aa3c-06f6b4889390", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.4, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "ROBUST BLUE CHIP DEMAND FOR A ZERO EMISSIONS TRANSPORTATION SOLUTION", "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 14:08:21.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e44c1a99-cf1a-4d6b-ad45-f05c53d0681f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "749fa215-869b-4fd3-b50b-2c1182d9bda8", "evidence": "chart/donut: Total 14,602 FCEV Trucks, ~$10.2B Realizable Value", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:48.564023+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Data Story Arc", "slug": "data-story-arc", "status": "active", "bestFor": null, "canonId": "019dd956-9c30-728e-b974-d3fb123dcf5a", "version": 1, "bodyDocId": null, "description": "Context → Conflict → Insight → Implication structure for data narratives", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "d14cd413-b8fc-4b13-a5f1-6c3a4be285df", "evidence": "Nikola has over 14,000 FCEV truck pre-orders, with robust demand for newly introduced BEV truck", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:48.529754+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "494ad2dc-fe1f-403c-b3d7-1e153b5c741c", "evidence": "Used to organize demand drivers and reservation details.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 14:08:21.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "list-presentation" } ], "arcBeats": [ { "to": 16, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 6, "name": "Situation & Context", "beatId": "0c5dd1b6-81b2-4876-8a98-63342505922d", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The deck provides an overview of Nikola's company introduction, market overview, and business model summary", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 16, "from": 6, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "6ec42d4a-cafd-46cf-8e61-beec0d6596c8", "evidence": "The deck presents an overview of Nikola's market opportunity and business model", "position": 1, "objective": "Why now is the right time to invest in Nikola?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:08:54.94851+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 14, "type": "appendix", "function": "present_solution", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "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": "overcrowded", "densityScore": 93, "componentCount": 11, "textChars": 1095, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:18.549+00", "seconds": 4.924, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/14", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-14", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.45, "x": 0.5, "y": 0.02 }, "kind": "callout", "text": "Nikola can leverage zero emission powertrain expertise to address transportation adjacencies", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:18.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a8fd03d-c4fb-4755-bd62-1c3653714ce9", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.45, "x": 0.42, "y": 0.82 }, "kind": "image", "text": null, "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:18.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01c28dea-df09-4b42-ab74-901cb24a798c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.42, "y": 0.66 }, "kind": "image", "text": null, "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": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:18.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7c9ea09-4e12-43e0-b442-616632de5b1f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.42, "y": 0.28 }, "kind": "image", "text": null, "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 14:08:18.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8b86fbf-47bb-4a66-bc0d-fea5e57c04c0", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.42, "y": 0.45 }, "kind": "list", "text": "600 miles on blended FCEV / BEV; 300 miles on BEV alone; Operates on blended FCEV / BEV or BEV only by touch of a button; 906 HP peak / 455 HP continuous; 980 ft. lbs. of torque; 160 kWh, flooded module - lithium-ion battery and 120 kW fuel cell", "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 14:08:18.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2322f919-0e58-429c-8c2b-b8d475d317a1", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.3, "x": 0.06, "y": 0.25 }, "kind": "list", "text": "Programs provide significant benefit to core semi-truck and H2 station programs, including: Branding halo, driving awareness of Nikola and its industry-defining technology; R&D synergies on electric drivetrain, battery technology, and other core components. Nikola is pursuing business models for Badger and PowerSports that will provide financial upside with minimal capital outlay or management distraction. Management team remains focused on core semi-truck and H2 station programs and executing on Nikola's business plan.", "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 14:08:18.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "339e1bef-cef8-4b03-a731-ed4c56845409", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.42, "y": 0.75 }, "kind": "list", "text": "NIKOLA NZT: FULLY-ELECTRIC FOUR-SEATER OHV; RECKLESS: MILITARY GRADE FULLY-ELECTRIC TACTICAL OHV; NIKOLA WAV: FULLY-ELECTRIC SIT-DOWN PERSONAL WATERCRAFT", "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 14:08:18.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb9b8e73-d758-4bd4-b73b-c019fdd4e7e7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "OTHER NIKOLA PROGRAMS", "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 14:08:18.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f320fb93-93f4-4a3f-b397-6d6b02eca179", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.25, "x": 0.08, "y": 0.22 }, "kind": "title", "text": "BADGER & POWERSPORTS STRATEGY", "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": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:18.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b331b5e0-c445-470a-a524-55070ea10b4d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.42, "y": 0.62 }, "kind": "title", "text": "POWERSPORTS", "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": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:18.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3922f5c-1e6d-45b8-8481-f5507de5fb4d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.42, "y": 0.22 }, "kind": "title", "text": "BADGER PICKUP TRUCK", "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": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:18.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1b083d4-9f22-412f-bd4f-8d41ed057de6", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "3851a958-869e-4124-9875-e985a9323a78", "evidence": "list/bullet: Programs provide significant benefit to core semi-truck and H2 station programs, including: Branding halo, driving awareness of Nikola and its industry-defining technology; R&D synergies on electric drivetra", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:48.634541+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 16, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 6, "name": "Situation & Context", "beatId": "0c5dd1b6-81b2-4876-8a98-63342505922d", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The deck provides an overview of Nikola's company introduction, market overview, and business model summary", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 16, "from": 6, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "6ec42d4a-cafd-46cf-8e61-beec0d6596c8", "evidence": "The deck presents an overview of Nikola's market opportunity and business model", "position": 1, "objective": "Why now is the right time to invest in Nikola?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:08:54.94851+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "type": "setup", "title": "The slide uses a hierarchical structure to showcase leadership, followed by a grid-based layout for functional department heads.", "function": "other", "rawType": "team_bio", "block": null, "metadata": { "slideType": "team_bio", "slideTypeCanon": { "name": "Team bio", "slug": "team_bio", "status": "active", "canonId": "019de52d-0a7d-7394-ae5b-037478e71f1e", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 5, "textChars": 252, "nDataPoints": 0, "notes": "The slide uses a hierarchical structure to showcase leadership, followed by a grid-based layout for functional department heads.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:16.287+00", "seconds": 2.499, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/15", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-15", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.42, "x": 0.53, "y": 0.05 }, "kind": "callout", "text": "Nikola's management team brings together proven leaders with deep industry and domain expertise", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:16.287+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38770aab-4c6d-4c4c-a704-733ff47c5ce4", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.88, "x": 0.06, "y": 0.5 }, "kind": "diagram", "text": "Functional department grid", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Org chart", "slug": "org-chart", "status": "active", "canonId": "019de52d-04b3-709a-9328-bbcb1643bbc1", "version": 1, "description": null }, "framework": null }, "subkind": "org-chart", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:16.287+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ceec753-2dfa-41a6-88ce-c2f34baaae96", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.8, "x": 0.1, "y": 0.2 }, "kind": "image", "text": "Executive leadership photos", "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:16.287+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f40dd4d1-8441-49fe-a88f-ee7eb69401e2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.06, "y": 0.95 }, "kind": "source-note", "text": "Titles reflect roles post-closing", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:16.287+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5c6fa26-def8-4feb-9d49-2db387ce2bd3", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.45, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "DEEP BENCH OF EXPERIENCED MANAGEMENT KEY TO MAKING THE VISION A REALITY", "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 14:08:16.287+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ee7f820-bc25-407c-b180-aed15afb6892", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Persona", "slug": "audience-persona", "status": "active", "bestFor": null, "canonId": "019dd956-7fe3-74e9-88b8-be0bea34f219", "version": 1, "bodyDocId": null, "description": "Detailed fictional profile of typical audience member including goals, frustrations, and context", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "1a0069a9-eee1-4b1f-afeb-6f905f359acb", "evidence": "Nikola's management team brings together proven leaders with deep industry and domain expertise", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:48.70441+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 16, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 6, "name": "Situation & Context", "beatId": "0c5dd1b6-81b2-4876-8a98-63342505922d", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The deck provides an overview of Nikola's company introduction, market overview, and business model summary", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 16, "from": 6, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "6ec42d4a-cafd-46cf-8e61-beec0d6596c8", "evidence": "The deck presents an overview of Nikola's market opportunity and business model", "position": 1, "objective": "Why now is the right time to invest in Nikola?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:08:54.94851+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 16, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 1, "textChars": 53, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:16.152+00", "seconds": 2.179, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/16", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-16", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.6, "x": 0.2, "y": 0.4 }, "kind": "title", "text": "II. NIKOLA MARKET OVERVIEW AND BUSINESS MODEL SUMMARY", "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 14:08:16.152+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "506c38e9-f250-4fb1-829a-6bab832c6969", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 16, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 6, "name": "Situation & Context", "beatId": "0c5dd1b6-81b2-4876-8a98-63342505922d", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The deck provides an overview of Nikola's company introduction, market overview, and business model summary", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 16, "from": 6, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "6ec42d4a-cafd-46cf-8e61-beec0d6596c8", "evidence": "The deck presents an overview of Nikola's market opportunity and business model", "position": 1, "objective": "Why now is the right time to invest in Nikola?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:08:54.94851+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 17, "type": "resolution", "title": "Includes a breakdown of the $130B U.S. TAM and a focus on dedicated routes for initial rollout.", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 70, "componentCount": 6, "textChars": 561, "nDataPoints": 8, "notes": "Includes a breakdown of the $130B U.S. TAM and a focus on dedicated routes for initial rollout.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:17.854+00", "seconds": 3.86, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/17", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-17", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.45, "x": 0.52, "y": 0.03 }, "kind": "callout", "text": "Nikola can service estimated $600B TAM with BEV and unique FCEV bundle pricing model that includes truck, fuel, and maintenance", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:17.854+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfccd734-f3ca-455e-8e8a-17b315fa0186", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.2, "x": 0.42, "y": 0.6 }, "kind": "chart", "text": "1,800,000 CLASS 8 SEMI-TRUCKS ON THE ROAD DAILY", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:17.854+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ca58971-7c8d-4b2a-9eec-dfb0f01b9b4e", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.3, "x": 0.06, "y": 0.65 }, "kind": "chart", "text": "BREAKDOWN OF U.S. CLASS 8 $130B TAM", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:17.854+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "430d10d1-350a-4fcb-98d7-895cb10f98f7", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.55, "y": 0.75 }, "kind": "image", "text": "Logos of Amazon, Walmart, PepsiCo, Sysco, Ryder, Werner, Schneider, U.S. Express", "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": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:17.854+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dee1f692-1b9b-4b7c-9a80-19f4d6b21f7c", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.5, "x": 0.42, "y": 0.22 }, "kind": "list", "text": "Commercial vehicle buying decision driven by Total Cost of Ownership (TCO); The largest Class 8 fleets are replaced every 3-5 years; Increasingly stringent global emissions standards; Diesel bans; Demand for zero emissions solutions.", "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 14:08:17.854+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d395971-0e2c-419d-80bf-262574bbaac7", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.35, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "OVERVIEW OF NIKOLA'S ADDRESSABLE MARKET", "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 14:08:17.854+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6406b3d5-9f2e-421c-bca1-29fd0fe4f443", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e8336b50-a442-4275-972b-15659b1c985f", "evidence": "BREAKDOWN OF U.S. CLASS 8 $130B TAM", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 23:27:48.809446+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Market Segmentation Pyramid", "slug": "market-segmentation-pyramid", "status": "active", "bestFor": null, "canonId": "1c9f3543-c96f-4a5b-b4a4-9b2a412c0aaf", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "75b90df6-dd06-473b-aaab-ee52e5991e81", "evidence": "Commercial vehicle buying decision driven by Total Cost of Ownership (TCO); The largest Class 8 fleets are replaced every 3-5 years; Increasingly stringent global emissions standards; Diesel bans; Demand for", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:48.774625+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "d0332939-fb9b-4ca0-9e76-fa9b663cb1af", "evidence": "Breakdown of TAM into segments and sub-segments", "framework": null, "confidence": 0.7, "extraction": { "at": "2026-05-02 14:08:17.854+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "frameworkName": "market-segmentation-pyramid" } ], "arcBeats": [ { "to": 26, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 17, "name": "Evidence & Proof", "beatId": "00bf3e48-2d54-46ed-a916-c390238d937e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The deck presents evidence of Nikola's traction, partnerships, and financials", "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": 26, "from": 17, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a68b981c-4b9f-48d6-983a-44b067de0dd3", "evidence": "The deck highlights the limitations and challenges of current solutions", "position": 2, "objective": "What are the costs of not investing in Nikola?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:08:54.984972+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 18, "type": "setup", "title": "The slide uses a logo-grid layout to categorize competitors by technology type (BEV vs FCEV) and their respective development status.", "function": "compare_peers", "rawType": "competitive_analysis", "block": null, "metadata": { "slideType": "competitive_analysis", "slideTypeCanon": { "name": "Competitive analysis", "slug": "competitive_analysis", "status": "active", "canonId": "019de52d-093e-776b-94c6-c1573f5f1a31", "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": "dense", "densityScore": 57, "componentCount": 6, "textChars": 450, "nDataPoints": 0, "notes": "The slide uses a logo-grid layout to categorize competitors by technology type (BEV vs FCEV) and their respective development status.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:22.726+00", "seconds": 8.584, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/18", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-18", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.45, "x": 0.52, "y": 0.02 }, "kind": "callout", "text": "Nikola is positioned to be a first mover in both BEV and FCEV, with an advanced state of truck development", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:22.726+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e750103-67c9-4202-9fca-68bb8c25263d", "parentComponentId": null }, { "bbox": { "h": 0.52, "w": 0.58, "x": 0.33, "y": 0.19 }, "kind": "image", "text": "BEV Announcements Grid", "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": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:22.726+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "629eadda-c4e8-4711-9c5c-383c3f0757d3", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.85, "x": 0.06, "y": 0.78 }, "kind": "image", "text": "FCEV Announcements Grid", "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": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:22.726+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5bceb51-4c7c-49f4-bc57-c551c8ad0b77", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.25, "x": 0.09, "y": 0.21 }, "kind": "image", "text": "Nikola Logo", "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": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:22.726+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a35636b0-2a2b-4c81-9b68-180d1b30409e", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.25, "x": 0.06, "y": 0.41 }, "kind": "paragraph", "text": "Market is awakening to the vast potential of BEV and FCEV heavy duty trucks. Nikola trucks are in advanced stages of development and testing and are expected to meet specific use case needs, supporting potential rapid market adoption", "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 14:08:22.726+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7766badc-3ff6-4656-8df6-fecbdf346dab", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "SELECT MEDIUM AND HEAVY DUTY BEV AND FCEV ANNOUNCEMENTS", "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 14:08:22.726+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d59b4a05-dbaf-4424-94ef-1cba95ddbbcd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "7e0b3e38-115f-45e7-a0b2-829f7ce8d934", "evidence": "Categorization of industry peers by technology and development status", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 14:08:22.726+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "frameworkName": "competitive-landscape" } ], "arcBeats": [ { "to": 26, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 17, "name": "Evidence & Proof", "beatId": "00bf3e48-2d54-46ed-a916-c390238d937e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The deck presents evidence of Nikola's traction, partnerships, and financials", "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": 26, "from": 17, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a68b981c-4b9f-48d6-983a-44b067de0dd3", "evidence": "The deck highlights the limitations and challenges of current solutions", "position": 2, "objective": "What are the costs of not investing in Nikola?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:08:54.984972+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 19, "type": "setup", "title": "The slide uses a stacked bar chart to compare TCO per mile and a list of value propositions.", "function": "present_solution", "rawType": "unfair_advantage", "block": null, "metadata": { "slideType": "unfair_advantage", "slideTypeCanon": { "name": "Unfair advantage", "slug": "unfair_advantage", "status": "active", "canonId": "019de52d-0f56-744f-8bb4-c8a8cca240d6", "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": "dense", "densityScore": 63, "componentCount": 5, "textChars": 643, "nDataPoints": 5, "notes": "The slide uses a stacked bar chart to compare TCO per mile and a list of value propositions.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:20.557+00", "seconds": 6.384, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/19", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-19", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.4, "x": 0.55, "y": 0.02 }, "kind": "callout", "text": "Increasing cost of diesel operations due to tightening emission standards reinforces Nikola's bundled FCEV TCO advantage vs. traditional diesel truck ownership", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:20.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5b228d7-8396-4a9a-9681-ff781adb4d5a", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.4, "x": 0.05, "y": 0.45 }, "kind": "chart", "text": "PROJECTED NIKOLA FCEV VS. DIESEL COST PER MILE", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:20.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "02418692-a478-43d0-ad2c-7826488fff03", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.45, "x": 0.5, "y": 0.2 }, "kind": "list", "text": "TOTAL COST OF OWNERSHIP CERTAINTY, BETTER PERFORMANCE, ENHANCED SAFETY, HYDROGEN SAFER THAN DIESEL, ENVIRONMENTALLY FRIENDLY, AUTONOMOUS READY", "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 14:08:20.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c463d925-af9c-44bf-98c0-0172fd29454b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Based on prior 7 years' data from ATRI, excluding driver costs. Cost per mile data is based on proprietary research from ACT Research and ATRI's 2018 Operational Cost of Trucking; fuel is based on the prior 7 years' average given volatility of input costs", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:20.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3eee9c82-c25b-47e8-b48e-bf7017b3ddb3", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "NIKOLA'S ADVANTAGE: BUNDLED FCEV 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 14:08:20.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6f97da8-ca77-4a12-96b8-fdb830208570", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7a967770-7357-4bd0-bdc7-1188b7ff20dd", "evidence": "chart/bar-stacked: PROJECTED NIKOLA FCEV VS. DIESEL COST PER MILE", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:27:48.878624+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "835a20d2-6796-4b7f-b07f-b94a00f84249", "evidence": "Direct comparison of Nikola FCEV vs Traditional Diesel TCO", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:08:20.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "frameworkName": "comparison_frame" } ], "arcBeats": [ { "to": 26, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 17, "name": "Evidence & Proof", "beatId": "00bf3e48-2d54-46ed-a916-c390238d937e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The deck presents evidence of Nikola's traction, partnerships, and financials", "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": 26, "from": 17, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a68b981c-4b9f-48d6-983a-44b067de0dd3", "evidence": "The deck highlights the limitations and challenges of current solutions", "position": 2, "objective": "What are the costs of not investing in Nikola?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:08:54.984972+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 20, "type": "analysis", "title": "The chart visualizes the breakdown of gross revenue into various cost components to arrive at a net figure.", "function": "analyze_data", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 4, "textChars": 221, "nDataPoints": 8, "notes": "The chart visualizes the breakdown of gross revenue into various cost components to arrive at a net figure.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:16.794+00", "seconds": 2.487, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/20", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-20", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.4, "x": 0.06, "y": 0.2 }, "kind": "chart", "text": "PROJECTED CASH GENERATED PER TRUCK LEASE", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:16.794+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c223a57e-c231-448c-bd8d-4d9f2ffdba9c", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.45, "x": 0.5, "y": 0.2 }, "kind": "table", "text": "Projected Nikola Lease Model Economics", "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 14:08:16.794+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8a55e6f-a5d0-44d6-8cbd-2273728e372c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.5, "y": 0.05 }, "kind": "title", "text": "Each individual FCEV truck lease is anticipated to have steady cash generation over the life of the lease", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:16.794+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8c5ea23-6a4c-4b2c-bd53-6fe1cf285281", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "SINGLE FCEV TRUCK LEASE UNIT ECONOMICS", "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 14:08:16.794+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2da5fa01-602e-4023-b0b4-e453eb02a3ed", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "12635ce3-f452-4079-b6bf-a3d430f691f3", "evidence": "chart/waterfall: PROJECTED CASH GENERATED PER TRUCK LEASE", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:27:48.948347+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "8da40900-03a8-48e9-8b05-6375c464bd6a", "evidence": "Visual representation of revenue breakdown into costs", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:08:16.794+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "frameworkName": "waterfall-chart" } ], "arcBeats": [ { "to": 26, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 17, "name": "Evidence & Proof", "beatId": "00bf3e48-2d54-46ed-a916-c390238d937e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The deck presents evidence of Nikola's traction, partnerships, and financials", "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": 26, "from": 17, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a68b981c-4b9f-48d6-983a-44b067de0dd3", "evidence": "The deck highlights the limitations and challenges of current solutions", "position": 2, "objective": "What are the costs of not investing in Nikola?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:08:54.984972+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 21, "type": "resolution", "title": "Includes a technical process diagram for electrolysis and a partner profile for Nel.", "function": "present_solution", "rawType": "solution", "block": null, "metadata": { "slideType": "solution", "slideTypeCanon": { "name": "Solution", "slug": "solution", "status": "active", "canonId": "019de52d-0eb5-72ff-8b70-ba70a4199282", "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": "overcrowded", "densityScore": 84, "componentCount": 8, "textChars": 769, "nDataPoints": 5, "notes": "Includes a technical process diagram for electrolysis and a partner profile for Nel.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:17.729+00", "seconds": 3.375, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/21", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-21", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.45, "x": 0.52, "y": 0.02 }, "kind": "callout", "text": "Hydrogen is an efficient storage method of renewable electricity, with potential to reduce stress on grid", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:17.729+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ebf6b23-42fc-41bf-948a-1b3c304b3872", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.6, "x": 0.06, "y": 0.48 }, "kind": "diagram", "text": "HYDROGEN AS ENERGY STORAGE: Water + Electricity -> Electrolysis -> Hydrogen -> Fuel Cell -> Electricity + Water", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:17.729+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "857de1c9-aa19-4db8-b075-18c40f5a284a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.52, "y": 0.42 }, "kind": "image", "text": "Air Liquide, Hyundai, Nel, Shell, Toyota", "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": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:17.729+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18bf1508-97b7-4664-8111-7d614a3de4f2", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.52, "y": 0.23 }, "kind": "list", "text": "LEADING THE CHARGE FOR INDUSTRY STANDARDS: Nikola MOU, industry consortium leadership.", "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 14:08:17.729+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c98f2362-d199-450c-9006-fb82226ca5ff", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.06, "y": 0.23 }, "kind": "list", "text": "BENEFITS OF HYDROGEN PRODUCTION AND REFUELING: Fast refuel time, renewable sources, load balancing, energy storage.", "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 14:08:17.729+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd6a29ec-1149-4ed9-8bc0-9c5b58183a4b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.06, "y": 0.96 }, "kind": "source-note", "text": "1. NEL designed Danish planned H2 network, expected to initially consist of 11 stations utilizing NEL's electrolysis technology", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:17.729+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "226f54bd-5fdf-4479-87dd-0d1c590b702e", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.3, "x": 0.67, "y": 0.48 }, "kind": "table", "text": "Nel partnership metrics: 90+ years experience, 3500+ electrolyzers, 50 stations, 80+ countries, 1st country-wide network.", "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": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:17.729+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80d8f50b-9063-4868-bd0d-f2e698a57db1", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "FCEV TRUCK DEMAND CATALYZES BUILD OUT OF HYDROGEN INFRASTRUCTURE", "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 14:08:17.729+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "efe24fb4-68b0-4113-bd39-03dc9d80a5d7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Canvas framework", "slug": "canvas-framework", "status": "active", "bestFor": null, "canonId": "019dd9e1-5005-762c-82f8-265b08436ca1", "version": 1, "bodyDocId": null, "description": "Named canvas (business model canvas, value prop canvas, etc.).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a6ce92ca-8776-4a44-9b4b-652f876cac53", "evidence": "HYDROGEN AS ENERGY STORAGE: Water + Electricity -> Electrolysis -> Hydrogen -> Fuel Cell -> Electricity + Water", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:49.019203+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null } ], "frameworks": [ { "matchId": "9bc6e7c5-9eeb-4e6a-afb0-6b936f998962", "evidence": "The electrolysis diagram illustrates the conversion of inputs to outputs.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 14:08:17.729+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "frameworkName": "process" } ], "arcBeats": [ { "to": 26, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 17, "name": "Evidence & Proof", "beatId": "00bf3e48-2d54-46ed-a916-c390238d937e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The deck presents evidence of Nikola's traction, partnerships, and financials", "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": 26, "from": 17, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a68b981c-4b9f-48d6-983a-44b067de0dd3", "evidence": "The deck highlights the limitations and challenges of current solutions", "position": 2, "objective": "What are the costs of not investing in Nikola?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:08:54.984972+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 22, "type": "resolution", "title": "The slide uses a process diagram to show the hydrogen value chain from generation to vehicle.", "function": "present_solution", "rawType": "solution", "block": null, "metadata": { "slideType": "solution", "slideTypeCanon": { "name": "Solution", "slug": "solution", "status": "active", "canonId": "019de52d-0eb5-72ff-8b70-ba70a4199282", "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": "dense", "densityScore": 55, "componentCount": 5, "textChars": 611, "nDataPoints": 0, "notes": "The slide uses a process diagram to show the hydrogen value chain from generation to vehicle.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:21.904+00", "seconds": 7.364, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/22", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-22", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.88, "x": 0.06, "y": 0.65 }, "kind": "diagram", "text": "Renewable Power Generation -> Onsite Conversion -> Onsite Storage -> Fast 70 MPA Station -> Fast 70 MPA Dispenser -> Hydrogen Fuel Cell Vehicle", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Value chain", "slug": "value-chain", "status": "active", "canonId": "019de52d-048a-769c-aad6-4abdde7ef317", "version": 1, "description": null }, "framework": null }, "subkind": "value-chain", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:21.904+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a871cf32-ea27-4658-a271-21c9d0d183da", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.06, "y": 0.43 }, "kind": "image", "text": "Zero Emissions, Heavy Duty Fast Fueling, Longer Range, Less Weight", "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": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:21.904+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5430322e-818b-4cb1-a4d4-d9007cc38e74", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.88, "x": 0.06, "y": 0.25 }, "kind": "list", "text": "Heavy Duty Fuel Cell Vehicles are capable of having ranges & fueling times equal to that of today's diesel trucks. Hydrogen Fuel Cell Vehicles have the same benefits of electric vehicles... while eliminating many issues derived from battery electric vehicles.", "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 14:08:21.904+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a44193d3-a230-4728-bd41-fe338354c515", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.52, "x": 0.44, "y": 0.04 }, "kind": "title", "text": "Hydrogen fuel cell vehicles share the benefits of battery electric vehicles with an extended range for long-haul duty", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:21.904+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87bee226-78b6-4db0-b8aa-c471fa5180e8", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.38, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "HYDROGEN STATIONS OVERVIEW", "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 14:08:21.904+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "58293db5-88b1-4c46-8ac2-2beca5edd347", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Value chain", "slug": "value-chain", "status": "active", "bestFor": null, "canonId": "019de52d-1976-775b-9d04-0f230c09ffc6", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "69a55fc0-a23a-46ab-8c1f-6dac0feae580", "evidence": "diagram/value-chain: Renewable Power Generation -> Onsite Conversion -> Onsite Storage -> Fast 70 MPA Station -> Fast 70 MPA Dispenser -> Hydrogen Fuel Cell Vehicle", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:30:44.918102+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "f5f797ab-b5ee-49e5-b983-fdf7b632e38e", "evidence": "The bottom section illustrates the sequential steps of the hydrogen ecosystem.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:08:21.904+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "frameworkName": "value-chain" } ], "arcBeats": [ { "to": 26, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 17, "name": "Evidence & Proof", "beatId": "00bf3e48-2d54-46ed-a916-c390238d937e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The deck presents evidence of Nikola's traction, partnerships, and financials", "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": 26, "from": 17, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a68b981c-4b9f-48d6-983a-44b067de0dd3", "evidence": "The deck highlights the limitations and challenges of current solutions", "position": 2, "objective": "What are the costs of not investing in Nikola?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:08:54.984972+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 23, "type": "resolution", "title": "The slide uses a 'dedicated single-station strategy' to justify capital efficiency.", "function": "plan_implementation", "rawType": "go_to_market", "block": null, "metadata": { "slideType": "go_to_market", "slideTypeCanon": { "name": "Go-to-market", "slug": "go_to_market", "status": "active", "canonId": "019de52d-0ff6-713a-bd55-53d4e90b2304", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 75, "componentCount": 6, "textChars": 837, "nDataPoints": 6, "notes": "The slide uses a 'dedicated single-station strategy' to justify capital efficiency.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:19.389+00", "seconds": 4.642, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/23", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-23", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.45, "x": 0.52, "y": 0.03 }, "kind": "callout", "text": "Targeting dedicated routes segment enables a focused roll out of H2 station network to optimally manage capital outlay", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:19.389+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bdfdf275-8db7-4bf6-85e1-b706de2a5462", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.5, "x": 0.45, "y": 0.6 }, "kind": "image", "text": "Key Hydrogen Station Components: NEL A-485 electrolyzer, 50MPa Hydrogen Storage, Dual H2Station Fueling", "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 14:08:19.389+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96607601-67b2-43d0-a682-fc1f015e67cc", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.42, "x": 0.06, "y": 0.23 }, "kind": "list", "text": "Hydrogen fueling stations will be built one at a time along dedicated routes, based on customer need and network optimization. ~450,000 trucks, or ~25% of total fleets, operate along dedicated routes. Initial build out of ~1,200 station equivalents.", "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 14:08:19.389+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0503f42-aed1-4808-af88-15ace929ac82", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.7, "x": 0.06, "y": 0.9 }, "kind": "source-note", "text": "1. Includes transformer/rectifier, electrolyzers, supply compressors, hydrogen storage, fueling station equipment, dispensers and installation. 2. Management/industry source estimate. 3. Equivalent of 1,200 stations producing 8,000kg.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:19.389+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5a08f56-4d32-4a8d-aa3a-8cd649d24278", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.5, "x": 0.45, "y": 0.23 }, "kind": "table", "text": "Projected Total Station Capex table showing $14.86M production, $1.75M land, $16.61M total, and $26,365 per lease.", "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": "Valuation table", "slug": "valuation", "status": "active", "canonId": "019de52d-034c-74ed-b5c8-22b5e6ac196d", "version": 1, "description": null }, "framework": null }, "subkind": "valuation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:19.389+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "147515bd-e1bc-411d-a063-6367d8b7835c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "H2 STATION ROLL-OUT", "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 14:08:19.389+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f95fe7d6-593c-4bca-974c-5298db72f83b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "405ae756-ea76-4bf0-abd0-01a7511d1e6a", "evidence": "Focuses on segmenting customers by dedicated routes to optimize capital deployment.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 14:08:19.389+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "frameworkName": "go-to-market-strategy" } ], "arcBeats": [ { "to": 26, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 17, "name": "Evidence & Proof", "beatId": "00bf3e48-2d54-46ed-a916-c390238d937e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The deck presents evidence of Nikola's traction, partnerships, and financials", "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": 26, "from": 17, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a68b981c-4b9f-48d6-983a-44b067de0dd3", "evidence": "The deck highlights the limitations and challenges of current solutions", "position": 2, "objective": "What are the costs of not investing in Nikola?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:08:54.984972+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 24, "type": "analysis", "title": "Includes detailed assumptions, operating expenses, and IRR calculations for a hydrogen station model.", "function": "analyze_data", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 84, "componentCount": 7, "textChars": 961, "nDataPoints": 35, "notes": "Includes detailed assumptions, operating expenses, and IRR calculations for a hydrogen station model.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:18.305+00", "seconds": 3.362, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/24", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-24", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.45, "x": 0.52, "y": 0.02 }, "kind": "callout", "text": "Single-station model expected to generate cash to fund future stations and potentially have access to multiple financing options to fund ongoing H2 network development", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:18.305+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c70a093c-9802-49f2-9602-1b77c9b021c3", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.3, "x": 0.06, "y": 0.19 }, "kind": "list", "text": "HYDROGEN STATION KEY ASSUMPTIONS: $0.035/kWh of electricity, 61.2 kWh needed to produce 1 kg of hydrogen, 11.1 liters required to produce 1 kg of hydrogen, 3 FTE per station, 100% station utilization, 8,000 kg per day, Station useful life of 21 years", "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 14:08:18.305+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "69b538a4-65ca-4be2-867c-224b05ace0e8", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.9, "x": 0.06, "y": 0.79 }, "kind": "paragraph", "text": "A combination of debt and equity financing (at the station level) may be utilized to maximize capital efficiency and return to shareholders", "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 14:08:18.305+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae398845-1667-4d0e-98d8-5f16b01b04c3", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.06, "y": 0.85 }, "kind": "source-note", "text": "1. Assumes station at 100% utilization... 7. Assumes stations are financed with 60% debt, with a maturity of 10 years and a 6% interest rate", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:18.305+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7435cd3-1f82-4ee3-96af-b71ada3f715a", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.9, "x": 0.06, "y": 0.53 }, "kind": "table", "text": "CASH GENERATED PER STATION – 630 TRUCKS (3 LEASE CYCLES) table showing annual cash flow, IRR, and station capex over 21 years.", "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 14:08:18.305+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "211aa8dc-f607-475a-9cae-0902a22a95b9", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.6, "x": 0.35, "y": 0.19 }, "kind": "table", "text": "Annual Cost to Produce Hydrogen table showing variable and fixed costs, total operating expenses, and cost per kg.", "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 14:08:18.305+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff1442fc-e957-45b7-8f97-a2adbe2fab21", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.35, "x": 0.06, "y": 0.06 }, "kind": "title", "text": "H2 STATION UNIT ECONOMICS", "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 14:08:18.305+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd13658c-ffc9-4fe9-921c-547ffc00f0bc", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a69a452c-a418-47a5-a8fd-aced11fd16a9", "evidence": "table/data: CASH GENERATED PER STATION – 630 TRUCKS (3 LEASE CYCLES) table showing annual cash flow, IRR, and station capex over 21 years.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:46.135025+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 17, "name": "Evidence & Proof", "beatId": "00bf3e48-2d54-46ed-a916-c390238d937e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The deck presents evidence of Nikola's traction, partnerships, and financials", "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": 26, "from": 17, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a68b981c-4b9f-48d6-983a-44b067de0dd3", "evidence": "The deck highlights the limitations and challenges of current solutions", "position": 2, "objective": "What are the costs of not investing in Nikola?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:08:54.984972+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 25, "type": "evidence", "function": "show_traction", "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": "dense", "densityScore": 58, "componentCount": 4, "textChars": 791, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:18.137+00", "seconds": 2.688, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/25", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-25", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.42, "x": 0.52, "y": 0.04 }, "kind": "callout", "text": "Partnered with NEL to develop first-in-kind hydrogen station infrastructure", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:18.137+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "419339af-5ade-41b9-bd4e-e9b7b8cf634a", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.42, "x": 0.52, "y": 0.3 }, "kind": "image", "text": "Demo Station #1", "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 14:08:18.137+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3bc50660-5072-4d64-bc7e-b8618e573771", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.42, "x": 0.06, "y": 0.25 }, "kind": "list", "text": "NIKOLA DEMO STATION DEVELOPMENT: Demo Station: Nikola HQ (Phoenix, AZ); Station Timing: completed Q1 2019; Station Offers: H2 storage and dispensing; Other: onsite storage 1,000 kg. R&D 8-Ton Station: R&D Facility (Phoenix, AZ); Station Timing: begin Q2 2020, complete by Q4 2021; Station Offers: H2 production, storage, and dispensing; Other: (8) 1-ton electrolysers onsite capable of producing 8,000 kgs of hydrogen per day. AB 8-Ton Pilot Station: Van Nuys, CA; Station Timing: begin Q4 2020, complete by mid-2022; Station Offers: H2 production, storage, and dispensing; Other: (8) 1-ton electrolysers onsite capable of producing 8,000 kgs of hydrogen per day.", "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 14:08:18.137+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "811f567e-be83-44c2-93da-b405f5e2aa43", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.45, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "STATION INFRASTRUCTURE AND DEVELOPMENT", "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 14:08:18.137+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef733d14-122b-4daa-9c25-605cffa77d05", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 17, "name": "Evidence & Proof", "beatId": "00bf3e48-2d54-46ed-a916-c390238d937e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The deck presents evidence of Nikola's traction, partnerships, and financials", "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": 26, "from": 17, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a68b981c-4b9f-48d6-983a-44b067de0dd3", "evidence": "The deck highlights the limitations and challenges of current solutions", "position": 2, "objective": "What are the costs of not investing in Nikola?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:08:54.984972+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 26, "type": "evidence", "title": "Includes a map of the US showing brewery and distribution center locations for AB.", "function": "illustrate_case", "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": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "dense", "densityScore": 72, "componentCount": 6, "textChars": 726, "nDataPoints": 4, "notes": "Includes a map of the US showing brewery and distribution center locations for AB.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:18.309+00", "seconds": 2.857, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/26", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-26", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.45, "x": 0.52, "y": 0.02 }, "kind": "callout", "text": "Initial site selection determined based on customers' dedicated routes", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:18.309+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b6206e5-f8b7-433c-9d40-522302f6deb1", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.55, "x": 0.06, "y": 0.5 }, "kind": "image", "text": "Map of US with brewery and distribution center locations", "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": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:18.309+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9c5fed7-25a9-432d-86bb-4945b0739825", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.25, "x": 0.6, "y": 0.2 }, "kind": "image", "text": "Map of California highlighting Van Nuys", "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": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:18.309+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df238a63-e1aa-4886-ac9e-e357e40c8d59", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.38, "x": 0.58, "y": 0.55 }, "kind": "list", "text": "ANHEUSER-BUSCH STATION LOCATIONS: AB to convert entire distribution fleet (approx. 800 trucks) to Nikola trucks; AB has 12 breweries and 6 distribution centers; Nikola anticipates developing a hydrogen station near each brewery location", "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 14:08:18.309+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "13771cde-09ff-4761-af5d-bab309226b87", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.06, "y": 0.22 }, "kind": "list", "text": "AB PILOT STATION: Currently working with Nel to build 8-ton hydrogen station near the Anheuser-Busch brewery in Van Nuys, CA; Station capable of producing 8,000 kgs of hydrogen per day; Station expected to be fully commissioned in 2022; Fleet Test Beta Trucks with AB Starting mid-2021", "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 14:08:18.309+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59c60cab-e36d-4ccd-959a-38e967fcc53c", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "DEDICATED FCEV FLEET ROLL OUT CASE STUDY", "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 14:08:18.309+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bbcb771d-4606-40bd-912f-8c868fa6b755", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 17, "name": "Evidence & Proof", "beatId": "00bf3e48-2d54-46ed-a916-c390238d937e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The deck presents evidence of Nikola's traction, partnerships, and financials", "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": 26, "from": 17, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a68b981c-4b9f-48d6-983a-44b067de0dd3", "evidence": "The deck highlights the limitations and challenges of current solutions", "position": 2, "objective": "What are the costs of not investing in Nikola?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:08:54.984972+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 27, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 1, "textChars": 51, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:18.063+00", "seconds": 2.234, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/27", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-27", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.6, "x": 0.2, "y": 0.4 }, "kind": "title", "text": "III. NIKOLA TRUCK DEVELOPMENT STRATEGY AND TIMELINE", "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 14:08:18.063+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42ac0a4d-f47e-48c9-803b-b95af221fd71", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 27, "name": "Impact & Next Steps", "beatId": "4d002a53-8bac-42ae-a4f9-14323ef5712e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The deck outlines Nikola's truck development strategy, financials, and transaction overview", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 28, "type": "resolution", "title": "The slide uses a Gantt chart format to visualize the project schedule and key milestones.", "function": "plan_implementation", "rawType": "roadmap", "block": null, "metadata": { "slideType": "roadmap", "slideTypeCanon": { "name": "Roadmap", "slug": "roadmap", "status": "active", "canonId": "019de52d-0a55-72bc-9b7b-a47ef109839c", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 5, "textChars": 748, "nDataPoints": 0, "notes": "The slide uses a Gantt chart format to visualize the project schedule and key milestones.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:19.329+00", "seconds": 3.492, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/28", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-28", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.09, "w": 0.48, "x": 0.48, "y": 0.03 }, "kind": "callout", "text": "Nikola’s partnership with Iveco accelerates the development and production of a BEV truck, shortening its go-to-market strategy by 1 to 1 1/2 years", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:19.329+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a06ab8a3-9aa0-45cd-ad68-db009732ca95", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.95, "x": 0.02, "y": 0.45 }, "kind": "chart", "text": "Gantt chart showing project phases over time", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:19.329+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9fe6a19-fddd-45dd-8b95-c32c746fef1d", "parentComponentId": null }, { "bbox": null, "kind": "framework", "text": "Gantt Chart", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:19.329+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "62c66aee-e6b6-450f-a175-cde29725ad61", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.85, "x": 0.06, "y": 0.15 }, "kind": "list", "text": "Plan: Take the current Iveco S-Way platform and electrify the powertrain\nIveco Responsibilities: Cab, chassis, and vehicle integration\nNikola Responsibilities: e-Axle (motors and inverters), battery pack, BMS, vehicle controls strategy, and infotainment\nProjected Schedule: Unveil first truck in Hanover on Sept. 24, 2020; Utilize Iveco’s Ulm facility in Germany for prototype, pre-series, and low volume builds in 2020 and 2021; Begin limited testing with fleets in Q4 2020; Enter low volume production in Q1 2021", "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 14:08:19.329+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d35bd811-7977-438d-9784-65ad673cefe5", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.06, "y": 0.06 }, "kind": "title", "text": "NORTH AMERICA BEV TRUCK TIMELINE", "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 14:08:19.329+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a594108-f859-4004-8751-61d69f3af01d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8edaba83-7df6-452a-a57d-d6af9ed618d3", "evidence": "chart/bar-horizontal: Gantt chart showing project phases over time", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:27:46.335895+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "7c2e9e76-5f4f-46f5-884b-97a76c26b8b2", "evidence": "The slide uses a horizontal bar chart to represent project tasks over a timeline.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:08:19.329+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "frameworkName": "gantt-chart" } ], "arcBeats": [ { "to": 39, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 27, "name": "Impact & Next Steps", "beatId": "4d002a53-8bac-42ae-a4f9-14323ef5712e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The deck outlines Nikola's truck development strategy, financials, and transaction overview", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 29, "type": "resolution", "title": "The slide uses a Gantt-chart style layout to map milestones against functional workstreams from 2020 to 2023.", "function": "plan_implementation", "rawType": "timeline", "block": null, "metadata": { "slideType": "timeline", "slideTypeCanon": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-0851-75eb-b758-ea2965e7739a", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "dense", "densityScore": 50, "componentCount": 5, "textChars": 468, "nDataPoints": 0, "notes": "The slide uses a Gantt-chart style layout to map milestones against functional workstreams from 2020 to 2023.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:19.715+00", "seconds": 3.628, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/29", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-29", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.88, "x": 0.06, "y": 0.37 }, "kind": "chart", "text": "Gantt chart showing project phases: Engineering/Design, Purchasing/Sourcing, Vehicle Build, and Vehicle Validation.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:19.715+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8032b766-c5b1-4deb-8402-e2159584caa2", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.88, "x": 0.06, "y": 0.37 }, "kind": "framework", "text": "Gantt chart timeline", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:19.715+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89914fea-a47d-4178-81f4-c72ed0e41f86", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.06, "y": 0.18 }, "kind": "list", "text": "To achieve SOP milestone, Nikola's engineering, manufacturing, and testing must have a coordinated and collaborative understanding of the overall vehicle architecture. Production-intent builds expected to begin at Beta Phase (2H 2021)", "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 14:08:19.715+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c5284bb-e52a-4365-823d-3e0a8f5b515e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.52, "y": 0.03 }, "kind": "title", "text": "Low volume production for FCEV trucks expected to begin in Q1 2023", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:19.715+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3580a5a-f150-4d7b-9948-5a16d021c6e6", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.06, "y": 0.03 }, "kind": "title", "text": "NORTH AMERICA FCEV TRUCK TIMELINE", "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 14:08:19.715+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1dc699e2-fbb8-499f-90ec-5732180d2e07", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fd0fbf88-0bbe-411b-8c00-1cf7c9a1c619", "evidence": "chart/bar-horizontal: Gantt chart showing project phases: Engineering/Design, Purchasing/Sourcing, Vehicle Build, and Vehicle Validation.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:27:46.417701+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "520211d9-e3ab-4c45-911f-bb489416a5d5", "evidence": "The slide uses a horizontal bar chart to represent project tasks over time.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:08:19.715+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "frameworkName": "gantt-chart" } ], "arcBeats": [ { "to": 39, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 27, "name": "Impact & Next Steps", "beatId": "4d002a53-8bac-42ae-a4f9-14323ef5712e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The deck outlines Nikola's truck development strategy, financials, and transaction overview", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 30, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 1, "textChars": 50, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:18.724+00", "seconds": 2.439, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/30", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-30", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.18, "w": 0.724, "x": 0.138, "y": 0.394 }, "kind": "title", "text": "IV. FINANCIALS, TRANSACTION OVERVIEW AND VALUATION", "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 14:08:18.724+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "939be595-e34d-4daa-a239-b9f67edfd95b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 27, "name": "Impact & Next Steps", "beatId": "4d002a53-8bac-42ae-a4f9-14323ef5712e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The deck outlines Nikola's truck development strategy, financials, and transaction overview", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 31, "type": "analysis", "title": "The slide includes a disclaimer about the exclusion of European JV upside.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 52, "componentCount": 4, "textChars": 470, "nDataPoints": 100, "notes": "The slide includes a disclaimer about the exclusion of European JV upside.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:18.825+00", "seconds": 2.491, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/31", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-31", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.09, "w": 0.44, "x": 0.51, "y": 0.02 }, "kind": "callout", "text": "Financial projections below only cover North America business and do not reflect potential upside from 50/50 JV in Europe", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:18.825+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ac5574b-80d6-47c4-93f7-96d20cae5b4e", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.89, "x": 0.06, "y": 0.83 }, "kind": "list", "text": "North America BEV production projected to begin in 2021; North America FCEV production projected to begin in 2023. $3.2B of revenue expected by 2024. Expected steady state EBITDA margins of >25%", "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 14:08:18.825+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b051f4a-de76-41d1-9079-5fcb151285a7", "parentComponentId": null }, { "bbox": { "h": 0.62, "w": 0.89, "x": 0.06, "y": 0.19 }, "kind": "table", "text": "Financial summary table covering 2020P-2024P for income statement drivers, revenue, profitability, and balance sheet items.", "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 14:08:18.825+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07d3c965-63f8-45f9-82d8-fd6c381bfc94", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.38, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "NORTH AMERICA FINANCIAL OVERVIEW", "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 14:08:18.825+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50e4d755-3e34-4b7c-baa2-214373a948dc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 27, "name": "Impact & Next Steps", "beatId": "4d002a53-8bac-42ae-a4f9-14323ef5712e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The deck outlines Nikola's truck development strategy, financials, and transaction overview", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 32, "type": "setup", "title": "Slide 32 of the Nikola investor presentation.", "function": "summarize", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 70, "componentCount": 5, "textChars": 1238, "nDataPoints": 7, "notes": "Slide 32 of the Nikola investor presentation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:19.82+00", "seconds": 3.451, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/32", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-32", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.88, "x": 0.06, "y": 0.7 }, "kind": "list", "text": "CAPITAL STRUCTURE: The transaction will be funded by a combination of VectoIQ cash held in a trust account, VectoIQ common stock, and proceeds from VectoIQ PIPE. Transaction will result in $709 million cash on the balance sheet to fund growth.", "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 14:08:19.82+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "26636f65-70c8-4c78-86bd-efe8c9fcc8a5", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.88, "x": 0.06, "y": 0.23 }, "kind": "list", "text": "TRANSACTION STRUCTURE: On March 2, 2020, Nikola and VectoIQ agreed to enter into a business combination. The transaction is expected to close in Q2 2020. It is anticipated that the post-closing company will be a Delaware corporation, retain the Nikola name, and be listed on the NASDAQ.", "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 14:08:19.82+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "69997279-c8a5-4fca-82c5-c61cefc888c1", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.88, "x": 0.06, "y": 0.48 }, "kind": "list", "text": "VALUATION: Transaction implies a fully diluted pro forma enterprise value of ~$3.3 billion (~1.0x based on 2024E revenue of ~$3.2 billion). Existing Nikola shareholders expected to receive 79.6% of the pro forma equity and $70 million cash.", "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 14:08:19.82+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7a472c4-0fdd-476b-9075-b2b1d857f394", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.88, "x": 0.06, "y": 0.91 }, "kind": "source-note", "text": "1. Including Series D investors. Excluding potential dilution from out-of-the-money VectoIQ warrants. Assumes no redemptions by VectoIQ's existing public shareholders. 2. Based on $237 million cash in trust, $67 million cash from Nikola balance sheet, 52.5 million shares at $10/share PIPE ($525 million) less $50 million transaction expenses and $70 million cash to seller. Assumes no redemptions by VectoIQ's existing public shareholders.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:19.82+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46ed2492-53dc-42ff-a7f7-4df15b1656b8", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.45, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "PROPOSED TRANSACTION OVERVIEW", "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 14:08:19.82+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec91661e-98df-4551-af13-ca347b0d38bc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 27, "name": "Impact & Next Steps", "beatId": "4d002a53-8bac-42ae-a4f9-14323ef5712e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The deck outlines Nikola's truck development strategy, financials, and transaction overview", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 33, "type": "analysis", "title": "Includes detailed footnotes regarding transaction assumptions and share counts.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 5, "textChars": 259, "nDataPoints": 18, "notes": "Includes detailed footnotes regarding transaction assumptions and share counts.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:23.888+00", "seconds": 7.429, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/33", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-33", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.42, "x": 0.52, "y": 0.55 }, "kind": "chart", "text": "Illustrative Pro Forma Ownership donut chart", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:23.888+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5cb176e-6676-4633-98a8-d3ec892b17eb", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.88, "x": 0.06, "y": 0.82 }, "kind": "disclaimer", "text": "Note: The sources and uses of funds presented herein are forward-looking statements...", "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 14:08:23.888+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b95128ba-ac4e-4c1d-8f0d-d0608568ca49", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.42, "x": 0.06, "y": 0.25 }, "kind": "table", "text": "Sources and Uses tables showing $4,036M total", "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 14:08:23.888+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "acac9e3d-6785-4bde-9d16-930c78ceb233", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.42, "x": 0.52, "y": 0.25 }, "kind": "table", "text": "Pro Forma Valuation table showing $3,324M Enterprise Value", "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": "Valuation table", "slug": "valuation", "status": "active", "canonId": "019de52d-034c-74ed-b5c8-22b5e6ac196d", "version": 1, "description": null }, "framework": null }, "subkind": "valuation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:23.888+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96dbdd11-174f-49e0-947d-93e93db1df3b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "PRO FORMA EQUITY OWNERSHIP", "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 14:08:23.888+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3af20800-cc5b-4cdb-b5d4-df671852ff60", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 27, "name": "Impact & Next Steps", "beatId": "4d002a53-8bac-42ae-a4f9-14323ef5712e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The deck outlines Nikola's truck development strategy, financials, and transaction overview", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 34, "type": "analysis", "title": "Includes a revenue buildup table and two sensitivity analysis tables.", "function": "analyze_data", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 6, "textChars": 390, "nDataPoints": 30, "notes": "Includes a revenue buildup table and two sensitivity analysis tables.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:19.573+00", "seconds": 2.948, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/34", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-34", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.45, "x": 0.52, "y": 0.05 }, "kind": "callout", "text": "Valuation of North America TruckCo alone is highly attractive; H2 station network, Europe JV, autonomous ready trucks, and grid storage components of business offer substantial potential incremental value", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:19.573+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dbae2b5c-43c8-422d-9c92-436f2cf6f3a8", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.45, "x": 0.48, "y": 0.22 }, "kind": "chart", "text": "DISCOUNTED FUTURE VALUE SENSITIVITY ANALYSES", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Heatmap", "slug": "heatmap", "status": "active", "canonId": "019de52d-00cd-71ee-bf36-233b7817c304", "version": 1, "description": null }, "framework": null }, "subkind": "heatmap", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:19.573+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "67875a40-d5db-4174-ad79-6cc078555139", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.9, "x": 0.05, "y": 0.72 }, "kind": "list", "text": "SUMMARY OF ANALYSIS APPROACH", "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 14:08:19.573+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "06d538a7-f7fe-4426-9410-5eba5877921e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "list", "text": "KEY TAKEAWAYS", "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 14:08:19.573+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7c8266e-593a-43cd-80e7-4d4c4c13477f", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.4, "x": 0.05, "y": 0.22 }, "kind": "table", "text": "2027E NIKOLA NORTH AMERICA TRUCKCO EBITDA WALK", "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 14:08:19.573+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "619f2f8e-1a9e-4a2c-a1ed-f20316474f51", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.45, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "DISCOUNTED FUTURE VALUE OF NIKOLA NORTH AMERICA TRUCKCO", "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 14:08:19.573+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77edd231-bad8-468f-812e-086885fc0389", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "55b46bf1-c843-4866-b8e0-b63f21c3344e", "evidence": "chart/heatmap: DISCOUNTED FUTURE VALUE SENSITIVITY ANALYSES", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:46.665773+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "2eca3976-e02b-4eab-b78f-feeb0fd2d9ef", "evidence": "Discounted future value sensitivity analysis", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:08:19.573+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "frameworkName": "discounted-cash-flow" } ], "arcBeats": [ { "to": 39, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 27, "name": "Impact & Next Steps", "beatId": "4d002a53-8bac-42ae-a4f9-14323ef5712e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The deck outlines Nikola's truck development strategy, financials, and transaction overview", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 35, "type": "setup", "title": "Includes disclaimer about Europe JV upside. Data as of Feb 28, 2020.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "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": "dense", "densityScore": 64, "componentCount": 6, "textChars": 392, "nDataPoints": 22, "notes": "Includes disclaimer about Europe JV upside. Data as of Feb 28, 2020.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:21.466+00", "seconds": 4.675, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/35", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-35", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.4, "x": 0.55, "y": 0.02 }, "kind": "callout", "text": "Nikola's projected growth and future margin profile expected to be best-in-class compared to key peers", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:21.466+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f4ca97af-33fc-45d4-a35e-ccf9fda7d5f3", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.85, "x": 0.06, "y": 0.22 }, "kind": "chart", "text": "REVENUE GROWTH 2022E - 2025E CAGR FOR NIKOLA; 2019E - 2021E FOR PEERS (%)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:21.466+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cfcd1497-91be-45a9-865f-f7d1e08415dd", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.85, "x": 0.06, "y": 0.55 }, "kind": "chart", "text": "EBITDA MARGIN 2020E FOR PEERS (%)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:21.466+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e58c6590-c16b-461d-9930-02516ad38d60", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.4, "x": 0.06, "y": 0.11 }, "kind": "disclaimer", "text": "NIKOLA METRICS DO NOT INCLUDE POTENTIAL INCREMENTAL UPSIDE FROM 50/50 EUROPE JV", "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 14:08:21.466+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7cfbf15b-bdd4-44a8-9d45-2ac6a6ae7b2f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.55, "x": 0.34, "y": 0.91 }, "kind": "legend", "text": "Future Transportation Peers; Fuel Cell Technology Peers; Commercial Vehicle Peers", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:21.466+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce7c65d4-1019-4947-8ab9-fd3bd36893cf", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.06, "y": 0.06 }, "kind": "title", "text": "OPERATIONAL BENCHMARKING", "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 14:08:21.466+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "538f8251-9b56-4faa-8835-c0b6a1f15d83", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "552f4d90-e6cd-45c5-aac1-3700d23f40cd", "evidence": "chart/bar-vertical: REVENUE GROWTH 2022E - 2025E CAGR FOR NIKOLA; 2019E - 2021E FOR PEERS (%)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:27:46.745663+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "afb82655-226d-4b07-a94f-0b6ecb05c610", "evidence": "Comparison of company metrics against industry peers", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:08:21.466+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "frameworkName": "peer-benchmarking" } ], "arcBeats": [ { "to": 39, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 27, "name": "Impact & Next Steps", "beatId": "4d002a53-8bac-42ae-a4f9-14323ef5712e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The deck outlines Nikola's truck development strategy, financials, and transaction overview", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 36, "type": "setup", "title": "Includes a disclaimer about potential upside from a 50/50 Europe JV. Data as of Feb 28, 2020.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "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": "dense", "densityScore": 50, "componentCount": 5, "textChars": 286, "nDataPoints": 28, "notes": "Includes a disclaimer about potential upside from a 50/50 Europe JV. Data as of Feb 28, 2020.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:19.334+00", "seconds": 2.54, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/36", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-36", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.4, "x": 0.55, "y": 0.02 }, "kind": "callout", "text": "Current ~$3Bn valuation implies a 1.0x 2024E revenue multiple, well below future transportation peers current valuation level", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:19.334+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "810fc89a-434a-4cca-9063-503e893bc7d7", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "EV / REVENUE 2020E FOR PEERS (X)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:19.334+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07e7ce4c-a89a-4564-a75e-0c2a49cbdd08", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.9, "x": 0.05, "y": 0.55 }, "kind": "chart", "text": "EV / EBITDA 2020E FOR PEERS (X)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:19.334+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f26a984-3bdc-42dd-a5de-45792c37acba", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.8, "x": 0.05, "y": 0.9 }, "kind": "source-note", "text": "Market data as of February 28, 2020. Peer definitions provided in footnotes.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:19.334+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb721b4f-b64e-4725-bad6-2378c4f971ac", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "VALUATION BENCHMARKING", "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 14:08:19.334+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "00fc5916-0e2b-4379-bddd-02b29b35a73f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Peer gap chart", "slug": "peer-gap", "status": "active", "bestFor": "When relative underperformance is the core argument", "canonId": "019dd9e1-54f1-775a-94a1-d5cf3bb75abf", "version": 1, "bodyDocId": "019dd9a1-8653-7748-9050-807f067196c3", "description": "A single visual that benchmarks the target against its best-in-class peers on\na single quantitative KPI — and shows the target losing. The gap is the\npunchline.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "26f73695-c39e-43eb-bff8-01147f3f6fc6", "evidence": "VALUATION BENCHMARKING with EV / REVENUE 2020E FOR PEERS (X) and EV / EBITDA 2020E FOR PEERS (X) charts", "pageRefs": null, "priority": null, "whenToUse": "When relative underperformance is the core argument", "confidence": 0.8, "extraction": { "at": "2026-07-16 23:27:51.589509+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "whyItWorks": "- It's the **most credible claim in the deck** because it's arithmetic, not\n opinion.\n- It's immediately **actionable** — close this gap and value accrues.\n- It **pre-empts the \"context is different\" defence** by pitting the target\n against direct peers in the same category.", "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "bbf5d3ba-79a7-4b53-8813-fe02625bc792", "evidence": "Benchmarking Nikola against peer groups across multiple financial metrics.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:08:19.334+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "frameworkName": "comparison_frame" } ], "arcBeats": [ { "to": 39, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 27, "name": "Impact & Next Steps", "beatId": "4d002a53-8bac-42ae-a4f9-14323ef5712e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The deck outlines Nikola's truck development strategy, financials, and transaction overview", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 37, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 2, "componentCount": 1, "textChars": 19, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:20.057+00", "seconds": 3.099, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/37", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-37", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.075, "w": 0.534, "x": 0.233, "y": 0.393 }, "kind": "title", "text": "V. VECTOIQ OVERVIEW", "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 14:08:20.057+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7737a65-e26e-44aa-9d6f-6bc4d4cab5d9", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ca4b36d6-c606-44a6-b869-67375395cce7", "evidence": "V. VECTOIQ OVERVIEW as a section divider", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:27:51.660498+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 27, "name": "Impact & Next Steps", "beatId": "4d002a53-8bac-42ae-a4f9-14323ef5712e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The deck outlines Nikola's truck development strategy, financials, and transaction overview", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 38, "type": "setup", "title": "Includes both executive team bios and a list of advisors.", "function": "other", "rawType": "team_bio", "block": null, "metadata": { "slideType": "team_bio", "slideTypeCanon": { "name": "Team bio", "slug": "team_bio", "status": "active", "canonId": "019de52d-0a7d-7394-ae5b-037478e71f1e", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "dense", "densityScore": 70, "componentCount": 9, "textChars": 335, "nDataPoints": 1, "notes": "Includes both executive team bios and a list of advisors.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:20.925+00", "seconds": 3.853, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/38", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-38", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.1, "x": 0.06, "y": 0.33 }, "kind": "image", "text": "Mary Chan", "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:20.925+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a56f75c-364d-45f2-be94-d7af2cec4e61", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.06, "y": 0.2 }, "kind": "image", "text": "Stephen Girsky", "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:20.925+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51ad2495-8bb2-4394-b218-98a7ac50c8cc", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.06, "y": 0.48 }, "kind": "image", "text": "Steve Shindler", "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:20.925+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7cb895c1-df99-40f5-ad9d-76a399ebea89", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.06, "y": 0.65 }, "kind": "image", "text": "Mindy Luxenberg-Grant", "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:20.925+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7aef866-5cae-4e3e-be73-e88e72512cc1", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.4, "x": 0.52, "y": 0.5 }, "kind": "image", "text": "Advisors list", "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": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:20.925+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86104ce0-ba06-4f0e-bff4-249b5718a942", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.52, "y": 0.45 }, "kind": "list", "text": "VectolQ Advisors for Nikola Opportunity", "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 14:08:20.925+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d24c5373-f61e-4ad7-aca3-c8bccf2eb093", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.52, "y": 0.2 }, "kind": "paragraph", "text": "VectolQ Acquisition Corp. (Nasdaq:VTIQ) is a $230M publicly traded Special Purpose Acquisition Company (\"SPAC\")", "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 14:08:20.925+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55f24f16-9857-41bc-9346-7ace12d8c760", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.52, "y": 0.05 }, "kind": "title", "text": "Broad and deep expertise to identify and foster unique industrial business models", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:20.925+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87b48448-59c5-4a64-8b8f-6677efff8a76", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.35, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "VectolQ Acquisition Corp Overview", "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 14:08:20.925+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1c0df24-0134-4bea-ab1b-69f43666780c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 27, "name": "Impact & Next Steps", "beatId": "4d002a53-8bac-42ae-a4f9-14323ef5712e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The deck outlines Nikola's truck development strategy, financials, and transaction overview", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 39, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 9, "componentCount": 3, "textChars": 31, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:08:19.744+00", "seconds": 2.496, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-00f4-7528-9630-b496152989f1/39", "deck": "/decks/019de070-00f4-7528-9630-b496152989f1", "deckAnchor": "/decks/019de070-00f4-7528-9630-b496152989f1#slide-39", "deckJson": "/decks/019de070-00f4-7528-9630-b496152989f1.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.08, "x": 0.18, "y": 0.81 }, "kind": "image", "text": null, "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": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:08:19.744+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54edebfa-ed56-40cf-aa08-de9a05b0304b", "parentComponentId": null }, { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": null, "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 14:08:19.744+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0bdf87dd-68e8-4924-87e1-f748c5a40b35", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.315, "y": 0.825 }, "kind": "title", "text": "TRANSPORTING THE FUTURE TO NOW.", "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 14:08:19.744+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75e3e263-59db-4efa-b79f-3a65b95cd1e0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Golden Circle", "slug": "golden-circle", "status": "active", "bestFor": "Brand storytelling, mission-driven pitches", "canonId": "019dd956-60cc-762d-a1e7-bf9c7d3b7590", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Why -> How -> What", "description": null, "familyLabel": null }, "from": 27, "name": "Impact & Next Steps", "beatId": "4d002a53-8bac-42ae-a4f9-14323ef5712e", "matchId": "c0c212cb-7b13-43fe-a5d3-46cbc74044dc", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The deck outlines Nikola's truck development strategy, financials, and transaction overview", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 5, "label": "Why", "description": "The deck starts with an opportunity to invest in scalable clean technology" }, { "from": 6, "to": 16, "label": "Situation & Context", "description": "The deck provides an overview of Nikola's company introduction, market overview, and business model summary" }, { "from": 17, "to": 26, "label": "Evidence & Proof", "description": "The deck presents evidence of Nikola's traction, partnerships, and financials" }, { "from": 27, "to": 39, "label": "Impact & Next Steps", "description": "The deck outlines Nikola's truck development strategy, financials, and transaction overview" } ], "loops": [ { "from": 1, "to": 5, "label": "Golden Circle", "description": "Why invest in Nikola?" }, { "from": 6, "to": 16, "label": "Why Now", "description": "Why now is the right time to invest in Nikola?" }, { "from": 17, "to": 26, "label": "Cost Of Inaction", "description": "What are the costs of not investing in Nikola?" } ] }