{ "schemaVersion": "deck-intelligence.v1", "id": "019de075-a489-74d4-a50c-d568738d8ab3", "slug": "c8560b8b093c98748191ba9bd36dd527", "title": "Hyzon | Investor Conference Presentation Deck | 24 slides", "subtitle": "Hyzon · 2023-08", "author": "Hyzon", "date": "2023-08-01 00:00:00", "pageCount": 24, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de075-a489-74d4-a50c-d568738d8ab3", "slug": "c8560b8b093c98748191ba9bd36dd527", "title": "Hyzon | Investor Conference Presentation Deck | 24 slides", "rawTitle": "Hyzon | Investor Conference Presentation Deck | 24 slides", "authorId": "hyzon", "authorName": "Hyzon", "authorDisplay": "Hyzon", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2023-08__hyzon__investor-conf__c8560b8b.pdf", "sourceUrl": "https://www.slidebook.io/company/hyzon/presentation/c8560b8b093c98748191ba9bd36dd527/", "sourceDate": "2023-01-01 00:00:00", "presentationDate": "2023-08-01 00:00:00", "ingestedAt": "2026-04-30 22:14:59.567261+00", "status": "ready", "pageCount": 24, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "auto-manufacturers", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2023-08__hyzon__investor-conf__c8560b8b", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Investor Conference Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 24, "pagesIndexed": 24, "pagesWithImages": 24, "pagesWithMetadata": 24, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 119, "chartCount": 10, "metricSlides": 0, "toolMatches": 7, "documentToolMatches": 0, "frameworkMatches": 6, "arcMatches": 1, "beatMatches": 4, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "f14932db-5641-4cf2-b0d7-32b40684bb77", "evidence": "The document follows a structure similar to the Sequoia Pitch, with sections on problem, solution, market size, product, and financials.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:36:45.466531+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 3, "name": "Problem", "beatId": "d14c0611-0ab2-4137-b4cd-d35bc34a44ef", "matchId": "f14932db-5641-4cf2-b0d7-32b40684bb77", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The document presents an overview of the company's current situation and highlights the challenges in the industry.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 6, "name": "Solution", "beatId": "3d402e6a-818e-486e-99f3-47bb7f356584", "matchId": "f14932db-5641-4cf2-b0d7-32b40684bb77", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The document presents Hyzon's single stack 200 kW FCS technology and capital-light model as a solution to the industry challenges.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 12, "name": "Market Size", "beatId": "d8493f79-697a-4aa0-9897-6efea9addf95", "matchId": "f14932db-5641-4cf2-b0d7-32b40684bb77", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The document presents the market opportunity in the heavy-duty trucking industry.", "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": 24, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 20, "name": "Financials", "beatId": "a2204528-59e4-4e56-86a3-623bb7773563", "matchId": "f14932db-5641-4cf2-b0d7-32b40684bb77", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document presents the company's financial performance and guidance.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 6, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null, "categoryName": "Analysis", "categorySlug": "analysis" }, "matchId": "cbaf51e3-2aa4-4d80-bccb-1774adfa757c", "evidence": "The document provides a detailed comparison of Hyzon's technology with traditional approaches.", "position": 0, "objective": "To provide a detailed look at Hyzon's single stack 200 kW FCS technology and its benefits.", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:36:45.645184+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 5, "from": 3, "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": "2d4d1065-0732-4aac-8d3f-63021679c8a3", "evidence": "The document presents an executive summary and business highlights.", "position": 1, "objective": "To provide an overview of Hyzon's business and technology in a clear and compelling way.", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:36:45.683413+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "cb3473cb-3501-4180-b78d-093b841c71c7", "evidence": "title/headline: Q2 2023 At a Glance", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:39:09.345659+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "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": "6535548c-5fa1-49b7-8c80-f940f4b3e7fa", "evidence": "The title 'Fuel Cell Technology Leader, Driving “Early Mover” Commercialization of Heavy-Duty FCEV Trucks' acts as an action title.", "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": 0.8, "extraction": { "at": "2026-07-17 00:30:02.552719+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "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": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "625ef2a3-4a9a-48a7-8302-68b01e3c86f6", "evidence": "This slide is titled 'Hyzon Motors at a Glance' and serves as an executive summary.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:30:02.475043+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Storytelling: audience calibration", "slug": "audience", "status": "active", "bestFor": null, "canonId": "019df269-23ea-723a-87c0-af1d78d702d2", "version": 1, "bodyDocId": "019df269-23c5-72ec-8b94-78fc1da7b656", "description": "The same thesis, written for four different audiences, produces four", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "4b43cd0f-4620-49cb-bcdb-1f8093265b45", "evidence": "The slide includes maps and flags of Australia and the U.S., suggesting an audience calibration for a global or regional presentation.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:30:10.066112+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "AIDA Model", "slug": "aida-model", "status": "active", "bestFor": null, "canonId": "019dd956-86fc-773c-813f-d416714b8413", "version": 1, "bodyDocId": null, "description": "Attention, Interest, Desire, Action - classic persuasion sequence", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "a143e2d9-2934-44f5-888a-9aed76edb5b5", "evidence": "The slide presents a product testing update and plans for customer demonstration, following the AIDA model's Attention, Interest, Desire, and Action sequence.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:30:10.134916+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 / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "036e5310-a16a-45c5-bcd8-428a00dd8916", "evidence": "The slide features a 'waterfall-bridge' chart, which is a type of chart used to display a series of values and their cumulative effect.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:30:10.201301+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Comparison frame", "slug": "comparison-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-484b-7399-a4fc-d14644b99f93", "version": 1, "bodyDocId": null, "description": "Two or more states/subjects placed side by side to expose a gap.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "47344b35-c884-473b-a05c-182acb458c93", "evidence": "The slide presents a comparison table of hydrogen production relationships and investment rights, providing a frame for comparing different partners and feedstocks.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:30:10.289734+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "0f85d260-bc37-4a77-afc9-d68a9e7bff1d", "evidence": "Compares current/traditional approach (two 100kW) with proposed solution (single 200kW) to show benefits.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:36:29.857+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "before-after-framing" }, { "matchId": "10ac30be-3d4f-4d5e-af0d-4876e73aa124", "evidence": "The slide uses a timeline to track project milestones and deliverables over time.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 11:36:25.831+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "gantt-chart" }, { "matchId": "b8958b61-3b27-424a-abf7-cc1176063174", "evidence": "Three-stage flow diagram", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 11:36:24.364+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "frameworkName": "process" }, { "matchId": "b1eeaff0-a9e9-4e71-be58-bfd2d7a77057", "evidence": "Compares cost and working capital burden between two models.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:36:24.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "before-after-framing" }, { "matchId": "7d50c89f-3c8f-4f11-ae6c-3a974a47a7ef", "evidence": "The slide uses a horizontal progression from Pilot to Ramp-up to show a multi-stage implementation plan.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:36:25.483+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "timeline" }, { "matchId": "cfe513e7-f48a-41b7-9048-7275d21ef184", "evidence": "The chart visualizes the accumulation of market segments into a total addressable market.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:36:25.169+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "frameworkName": "waterfall-bridge" } ], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/EEBEjLAsRDYCIrl37RSbl8BsjHs2ap82aBJpuFfFlEs/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9jODU2MGI4YjA5M2M5ODc0ODE5MWJhOWJkMzZkZDUyNy9wMDAxLmpwZw", "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": 10, "componentCount": 3, "textChars": 52, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:22.151+00", "seconds": 2.288, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/1", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-1", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.075, "w": 0.365, "x": 0.05, "y": 0.49 }, "kind": "image", "text": "HYZON", "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 11:36:22.151+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f533fa5-4e65-423d-afe4-621c44387a21", "parentComponentId": null }, { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": "Fuel Cell Stack", "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 11:36:22.151+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2b9715d-18d2-42b0-81c6-63da999a1d20", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.37, "x": 0.05, "y": 0.315 }, "kind": "title", "text": "2023 J.P. Morgan Auto Conference", "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 11:36:22.151+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "346fa6d0-447d-466c-81d8-18c730882023", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/f41eS4beNVzuovWQxnXHLcGTUU_PIQJ7EkF3Y6oC_G4/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9jODU2MGI4YjA5M2M5ODc0ODE5MWJhOWJkMzZkZDUyNy9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/4gAkNieHYy3PltnzRo8kQhH25uGvLqIeusVljhpF5i8/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9jODU2MGI4YjA5M2M5ODc0ODE5MWJhOWJkMzZkZDUyNy9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/ru4x9EGmYhpEUk7OHFSUhGjy4tCdCQnMGeKKnq3uUhI/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9jODU2MGI4YjA5M2M5ODc0ODE5MWJhOWJkMzZkZDUyNy9wMDAxLnBuZw" }, { "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": 22, "componentCount": 3, "textChars": 233, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:22.146+00", "seconds": 1.874, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/2", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-2", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.686, "w": 0.91, "x": 0.045, "y": 0.194 }, "kind": "disclaimer", "text": "This presentation includes \"forward-looking statements\" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended...", "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 11:36:22.146+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7551e24-3ee2-409e-abcf-b60b31b7b240", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.137, "x": 0.045, "y": 0.95 }, "kind": "image", "text": "HYZON", "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 11:36:22.146+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e60bd88-fe7a-4614-8d38-4111e99c2ee2", "parentComponentId": null }, { "bbox": { "h": 0.044, "w": 0.379, "x": 0.045, "y": 0.078 }, "kind": "title", "text": "Forward Looking Statements", "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 11:36:22.146+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6187cf37-9347-4a8f-9181-b68655bf5b0d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "title": "Includes both qualitative business milestones and quantitative financial results/guidance.", "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": 40, "componentCount": 4, "textChars": 240, "nDataPoints": 14, "notes": "Includes both qualitative business milestones and quantitative financial results/guidance.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:24.582+00", "seconds": 3.896, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/3", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-3", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.92, "x": 0.04, "y": 0.87 }, "kind": "disclaimer", "text": "1. These measures may not be comparable to other similarly titled measures computed by other companies... 2. Does not include the impact of any potential SEC settlements", "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 11:36:24.582+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f8e42844-68ea-4215-8b6b-0e29a6eab055", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.04, "y": 0.0016 }, "kind": "list", "text": "Business Highlights", "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 11:36:24.582+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d35386c5-e1bd-49af-875a-657cc2784a65", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.45, "x": 0.51, "y": 0.0016 }, "kind": "table", "text": "Financial Highlights and Guidance", "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 11:36:24.582+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "02acf39d-0e57-4c59-bd58-73b97f06e0ea", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.04, "y": 0.07 }, "kind": "title", "text": "Q2 2023 At a Glance", "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 11:36:24.582+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a4b9dcb-c9d4-47f3-850f-5e83db1eaf29", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "cb3473cb-3501-4180-b78d-093b841c71c7", "evidence": "title/headline: Q2 2023 At a Glance", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:39:09.345659+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Problem", "beatId": "d14c0611-0ab2-4137-b4cd-d35bc34a44ef", "matchId": "f14932db-5641-4cf2-b0d7-32b40684bb77", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The document presents an overview of the company's current situation and highlights the challenges in the industry.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 5, "from": 3, "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": "2d4d1065-0732-4aac-8d3f-63021679c8a3", "evidence": "The document presents an executive summary and business highlights.", "position": 1, "objective": "To provide an overview of Hyzon's business and technology in a clear and compelling way.", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:36:45.683413+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 4, "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": 3, "componentCount": 1, "textChars": 44, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:22.354+00", "seconds": 1.526, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/4", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-4", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.21, "w": 0.634, "x": 0.198, "y": 0.395 }, "kind": "title", "text": "Business Highlights & Strategic Path Forward", "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 11:36:22.354+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e912e216-5d64-4481-b59c-acf28e93fdda", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Problem", "beatId": "d14c0611-0ab2-4137-b4cd-d35bc34a44ef", "matchId": "f14932db-5641-4cf2-b0d7-32b40684bb77", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The document presents an overview of the company's current situation and highlights the challenges in the industry.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 5, "from": 3, "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": "2d4d1065-0732-4aac-8d3f-63021679c8a3", "evidence": "The document presents an executive summary and business highlights.", "position": 1, "objective": "To provide an overview of Hyzon's business and technology in a clear and compelling way.", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:36:45.683413+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "setup", "title": "The slide uses a three-row structure to categorize company assets and relationships.", "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": 69, "componentCount": 7, "textChars": 373, "nDataPoints": 3, "notes": "The slide uses a three-row structure to categorize company assets and relationships.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:23.735+00", "seconds": 2.831, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/5", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-5", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.45, "x": 0.22, "y": 0.67 }, "kind": "image", "text": "Partner logos: Raven, TC Energy, Woodside, Transform Materials, Recarbon Inc.", "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 11:36:23.735+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a92a8b78-4842-4138-9489-87978096030b", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.1, "x": 0.73, "y": 0.67 }, "kind": "metric", "text": "157", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:36:23.735+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "93fffb15-83c3-4e31-abec-18089969b492", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.1, "x": 0.73, "y": 0.28 }, "kind": "metric", "text": "200 kW", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:36:23.735+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b513bd58-bc11-4a61-af5c-bf08a5af2cdb", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.1, "x": 0.73, "y": 0.52 }, "kind": "metric", "text": "4.5 kW/L", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:36:23.735+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf42cca0-352e-469d-b21b-71cfc5e871c2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.04, "y": 0.88 }, "kind": "source-note", "text": "Note: Company logos are trademarked images of the respective firms. 1.Patent counts are totals of exclusively and jointly owned, both granted and filed / pending", "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 11:36:23.735+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97f497d1-2431-4393-93a3-e652a6606582", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.75, "x": 0.04, "y": 0.12 }, "kind": "title", "text": "Fuel Cell Technology Leader, Driving “Early Mover” Commercialization of Heavy-Duty FCEV Trucks", "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 11:36:23.735+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a199794-8a86-470f-bd1a-7cfeeceb6726", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Hyzon Motors at a Glance", "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 11:36:23.735+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe937f07-de0b-47b2-aa75-42dd30859f4a", "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": "6535548c-5fa1-49b7-8c80-f940f4b3e7fa", "evidence": "The title 'Fuel Cell Technology Leader, Driving “Early Mover” Commercialization of Heavy-Duty FCEV Trucks' acts as an action title.", "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": 0.8, "extraction": { "at": "2026-07-17 00:30:02.552719+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "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": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "625ef2a3-4a9a-48a7-8302-68b01e3c86f6", "evidence": "This slide is titled 'Hyzon Motors at a Glance' and serves as an executive summary.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:30:02.475043+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Problem", "beatId": "d14c0611-0ab2-4137-b4cd-d35bc34a44ef", "matchId": "f14932db-5641-4cf2-b0d7-32b40684bb77", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The document presents an overview of the company's current situation and highlights the challenges in the industry.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 5, "from": 3, "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": "2d4d1065-0732-4aac-8d3f-63021679c8a3", "evidence": "The document presents an executive summary and business highlights.", "position": 1, "objective": "To provide an overview of Hyzon's business and technology in a clear and compelling way.", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:36:45.683413+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "evidence", "title": "The slide uses a process-like flow to connect technical features to quantitative performance outcomes.", "function": "present_solution", "rawType": "before_after", "block": null, "metadata": { "slideType": "before_after", "slideTypeCanon": { "name": "Before / after", "slug": "before_after", "status": "active", "canonId": "019de52d-11fd-771e-bb45-e27f849bc560", "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": 89, "componentCount": 10, "textChars": 809, "nDataPoints": 4, "notes": "The slide uses a process-like flow to connect technical features to quantitative performance outcomes.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:29.857+00", "seconds": 8.76, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/6", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-6", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.25, "x": 0.5, "y": 0.4 }, "kind": "image", "text": "Fuel cell stack photo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:36:29.857+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2fbbea1c-412c-470b-ac93-42e869f71aca", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.07, "y": 0.42 }, "kind": "list", "text": "Hybrid BPP: Patented hybrid bipolar plate; Combined advantages of graphite and metallic; Larger cell size; Improved heat/water management; Heavy-duty", "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 11:36:29.857+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a6bbd20-cc98-447a-a1ac-9d01d98633f9", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.07, "y": 0.75 }, "kind": "list", "text": "Roadmap: Robust engineering testing; DVP&R ongoing; 25 200kW fuel cells being made; Continuous manufacturing upgrade", "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 11:36:29.857+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1a5425c-7916-49db-a496-5fde78c646aa", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.07, "y": 0.25 }, "kind": "list", "text": "7-layer MEA: Innovative MEA design increases robustness, performance, durability; Exclusively own 20 US and international patent applications on MEA", "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 11:36:29.857+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1fac610-30b5-488d-b939-1fc6b886f285", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.07, "y": 0.6 }, "kind": "list", "text": "Single stack: More individual fuel cells than typical; Integrated design eliminating external connectors and cables", "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 11:36:29.857+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c40e8f8b-7cf4-48f8-8bcf-0f70d6592b05", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.7, "y": 0.5 }, "kind": "metric", "text": "-25% Lower total FCS cost in truck BOM", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:36:29.857+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c63f951-fb0b-4a34-8bcc-be7190c3ae6b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.7, "y": 0.38 }, "kind": "metric", "text": "-30% Lower volume", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:36:29.857+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9fd60722-438c-4b59-8d21-2547b3638504", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.7, "y": 0.64 }, "kind": "metric", "text": "-30% Less total FCS weight vs. 2 systems", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:36:29.857+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2e12c22-4f7b-4787-ac99-71c44c78c6cd", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.7, "y": 0.76 }, "kind": "metric", "text": "+20% Improved miles per kg H2 vs. 120 kW FC truck", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:36:29.857+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ada4bef3-627f-43b8-9a85-b49f20608178", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "Hyzon's IP and Design in the Single Stack 200kW FCS Provides Significant Advantages over Two ~100 kW FCS Deployments", "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 11:36:29.857+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aeb01aa4-c2d5-4a1e-88f8-ac58dd6adb1a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "0f85d260-bc37-4a77-afc9-d68a9e7bff1d", "evidence": "Compares current/traditional approach (two 100kW) with proposed solution (single 200kW) to show benefits.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:36:29.857+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Solution", "beatId": "3d402e6a-818e-486e-99f3-47bb7f356584", "matchId": "f14932db-5641-4cf2-b0d7-32b40684bb77", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The document presents Hyzon's single stack 200 kW FCS technology and capital-light model as a solution to the industry challenges.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 6, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "cbaf51e3-2aa4-4d80-bccb-1774adfa757c", "evidence": "The document provides a detailed comparison of Hyzon's technology with traditional approaches.", "position": 0, "objective": "To provide a detailed look at Hyzon's single stack 200 kW FCS technology and its benefits.", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:36:45.645184+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "resolution", "title": "The slide uses a horizontal timeline to track progress against specific technical and production milestones.", "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": "overcrowded", "densityScore": 79, "componentCount": 8, "textChars": 737, "nDataPoints": 0, "notes": "The slide uses a horizontal timeline to track progress against specific technical and production milestones.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:25.831+00", "seconds": 4.734, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/7", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-7", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.92, "x": 0.04, "y": 0.57 }, "kind": "diagram", "text": "1H 2023, 2H 2023, 1H 2024, 2H 2024", "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 11:36:25.831+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e49c183-9858-478e-9bba-573b5f415f86", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.17, "x": 0.76, "y": 0.34 }, "kind": "image", "text": "Fuel cell stack hardware", "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 11:36:25.831+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db4c7355-6ffd-44ba-b4d6-3998f94c576d", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.28, "x": 0.06, "y": 0.308 }, "kind": "list", "text": "200kW FCS A-Samples produced and tested\n3x 200kW FCS B1 Samples produced and tested\nDesign Verification Plan (DVP)\n6x 200kW FCS B2 Samples produced and tested", "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 11:36:25.831+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36074e2d-6a6f-4557-b390-846447ad22ee", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.518, "y": 0.4 }, "kind": "list", "text": "200kW FCS durability with simulated vehicle drive cycles\nIn-vehicle on-road 200kW FCS validation tests", "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 11:36:25.831+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c25d6578-fa6b-4f3b-ab63-bd5935279015", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.74, "y": 0.705 }, "kind": "list", "text": "Pre-production declared\nProcess Verification Plan and Report (PVP&R)\nStart of Production (SOP)", "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 11:36:25.831+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0575131-f8c4-4bc7-b503-494e7dd73ee8", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.238, "y": 0.705 }, "kind": "list", "text": "Manufacture and test 16x 200kW FCS B2 and C samples\nDesign Verification Plan and Report (DVP&R)\nShort stack durability (Accelerated Stress Testing – AST & Load Cycle Testing – LCT)", "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 11:36:25.831+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e42d612e-735c-415b-bf87-00a0f1b45d97", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.92, "x": 0.04, "y": 0.07 }, "kind": "title", "text": "On Track to Driving Hyzon’s Single Stack 200kW FCS Technology to Commercialization", "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 11:36:25.831+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5d51754-7387-412f-b0bc-4dacd370927d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.04, "y": 0.14 }, "kind": "title", "text": "200 kW FCS Major Milestones: Start-of-Production and Durability", "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 11:36:25.831+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85975602-4cb3-4885-b8ca-9f0d16b61c06", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "10ac30be-3d4f-4d5e-af0d-4876e73aa124", "evidence": "The slide uses a timeline to track project milestones and deliverables over time.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 11:36:25.831+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "gantt-chart" } ], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Solution", "beatId": "3d402e6a-818e-486e-99f3-47bb7f356584", "matchId": "f14932db-5641-4cf2-b0d7-32b40684bb77", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The document presents Hyzon's single stack 200 kW FCS technology and capital-light model as a solution to the industry challenges.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 6, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "cbaf51e3-2aa4-4d80-bccb-1774adfa757c", "evidence": "The document provides a detailed comparison of Hyzon's technology with traditional approaches.", "position": 0, "objective": "To provide a detailed look at Hyzon's single stack 200 kW FCS technology and its benefits.", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:36:45.645184+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "setup", "title": "Uses a process flow diagram to explain the capital-light manufacturing strategy.", "function": "present_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "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": 77, "componentCount": 9, "textChars": 550, "nDataPoints": 0, "notes": "Uses a process flow diagram to explain the capital-light manufacturing strategy.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:24.364+00", "seconds": 3.223, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/8", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-8", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.92, "x": 0.04, "y": 0.24 }, "kind": "diagram", "text": "Three-stage process flow: Subassembly Modules -> Final Assembly -> Customer Experience", "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 11:36:24.364+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a1f9a90-d314-4d21-9c27-b3a01d6a057f", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.25, "x": 0.37, "y": 0.52 }, "kind": "image", "text": "Final assembly process with Fontaine Modification 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": "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 11:36:24.364+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "28f57f84-92e0-4edb-9c0f-f7ac3ade40d8", "parentComponentId": null }, { "bbox": { "h": 0.38, "w": 0.25, "x": 0.06, "y": 0.48 }, "kind": "image", "text": "Subassembly components", "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 11:36:24.364+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "45287073-a185-4ab9-aac9-f15b96256ed9", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.25, "x": 0.66, "y": 0.52 }, "kind": "image", "text": "Hyzon 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": "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 11:36:24.364+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5661f9bf-8e15-4ceb-aa6c-eba9b344cb97", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.25, "x": 0.05, "y": 0.33 }, "kind": "list", "text": "Subassembly Build, System Validation, Scalable 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 11:36:24.364+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ee2d352-0638-41a1-9b43-72229c4bc88a", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.25, "x": 0.66, "y": 0.33 }, "kind": "list", "text": "Demonstration/Sales Units, Customer Confidence, After Sales Support", "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 11:36:24.364+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f952dcf-16f6-485a-a571-5576d90cbeaf", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.37, "y": 0.33 }, "kind": "list", "text": "U.S. (Third party contract assembly), Europe (Evaluating 3rd party contract assemblers), ANZ (In-house)", "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 11:36:24.364+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40991c37-f105-4367-9d93-02ae482f5910", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.92, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "Third Party Assembly Model Drives Cost & Capital Efficiency Combined with Subassembly-Driven Modular Design", "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 11:36:24.364+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1d96440-7ca7-4bfc-be48-bf1615e06445", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.39, "x": 0.04, "y": 0.18 }, "kind": "title", "text": "Commercializing Through Capital Light 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": "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 11:36:24.364+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d487ef63-e2be-437e-b23b-b2e39c23e67d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "b8958b61-3b27-424a-abf7-cc1176063174", "evidence": "Three-stage flow diagram", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 11:36:24.364+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "frameworkName": "process" } ], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Solution", "beatId": "3d402e6a-818e-486e-99f3-47bb7f356584", "matchId": "f14932db-5641-4cf2-b0d7-32b40684bb77", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The document presents Hyzon's single stack 200 kW FCS technology and capital-light model as a solution to the industry challenges.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 6, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "cbaf51e3-2aa4-4d80-bccb-1774adfa757c", "evidence": "The document provides a detailed comparison of Hyzon's technology with traditional approaches.", "position": 0, "objective": "To provide a detailed look at Hyzon's single stack 200 kW FCS technology and its benefits.", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:36:45.645184+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "analysis", "title": "The slide uses a stacked bar chart to illustrate cost structure and contribution margin for different fuel cell configurations.", "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": 69, "componentCount": 5, "textChars": 764, "nDataPoints": 12, "notes": "The slide uses a stacked bar chart to illustrate cost structure and contribution margin for different fuel cell configurations.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:23.817+00", "seconds": 2.619, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/9", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-9", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.5, "x": 0.46, "y": 0.25 }, "kind": "chart", "text": "Illustrative Cost Breakdown of Hyzon's US Class 8 Truck", "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 11:36:23.817+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b5285eb-7ab8-4d30-9eaa-1bb2b0abcde9", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.44, "x": 0.04, "y": 0.32 }, "kind": "list", "text": "Cab / Chassis: Fixed pass-through cost of cab / chassis. 3rd Party Assembler Fee: Capital-light model. Fuel Cell: Leveraging proprietary technology. Powertrain & Auxiliary: Electrified powertrain modules standardized.", "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 11:36:23.817+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e700ccc-b75b-452f-8c1a-6c8295b7a7f3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.92, "x": 0.04, "y": 0.9 }, "kind": "source-note", "text": "1. Illustrative graph is drawn to scale; unit level contribution margins (direct costs plus warranty reserve) – 110kW fuel cell based on current cost stack and 200kW fuel cell (low and high volume) based on Hyzon Motors internal estimates", "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 11:36:23.817+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "faf493ce-b007-4a5a-a9a6-13a5521db003", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.92, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "Positive Contribution Margin at Truck-Level Today, with Specific Cost Reduction and Fuel Efficiency Improvement Initiatives to Expand", "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 11:36:23.817+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65391e56-d570-4680-b985-afe72ccd1d45", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.92, "x": 0.04, "y": 0.18 }, "kind": "title", "text": "Illustrative unit economics of Hyzon's Class 8 fuel cell electric vehicle; U.S. example based on Hyzon internal estimates", "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 11:36:23.817+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86f5e9ff-a833-452c-9a79-e862712ec90d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Solution", "beatId": "3d402e6a-818e-486e-99f3-47bb7f356584", "matchId": "f14932db-5641-4cf2-b0d7-32b40684bb77", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The document presents Hyzon's single stack 200 kW FCS technology and capital-light model as a solution to the industry challenges.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 6, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "cbaf51e3-2aa4-4d80-bccb-1774adfa757c", "evidence": "The document provides a detailed comparison of Hyzon's technology with traditional approaches.", "position": 0, "objective": "To provide a detailed look at Hyzon's single stack 200 kW FCS technology and its benefits.", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:36:45.645184+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "evidence", "title": "Uses stacked bar charts to illustrate cost and working capital reduction.", "function": "present_solution", "rawType": "before_after", "block": null, "metadata": { "slideType": "before_after", "slideTypeCanon": { "name": "Before / after", "slug": "before_after", "status": "active", "canonId": "019de52d-11fd-771e-bb45-e27f849bc560", "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": 71, "componentCount": 6, "textChars": 870, "nDataPoints": 0, "notes": "Uses stacked bar charts to illustrate cost and working capital reduction.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:24.402+00", "seconds": 2.983, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/10", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-10", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.45, "x": 0.04, "y": 0.32 }, "kind": "chart", "text": "Illustrative Component / Assembler Cost of Hyzon's Class 8 Truck", "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 11:36:24.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "200801b3-2b9f-4eb0-9fb0-fc085830683b", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.04, "y": 0.65 }, "kind": "chart", "text": "Illustrative Working Capital Burden of Hyzon's Class 8 FCEV Truck Under US Large Fleet Dealer Model", "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 11:36:24.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94d9a65c-24fc-4407-816f-c484ef37a169", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.5, "y": 0.68 }, "kind": "list", "text": "In the U.S., customer driven base truck order (through dealer) sent directly from OEM to assembler. In that model, Hyzon does not carry working capital for the base truck cab & chassis. Materially lowers working capital cash burden.", "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 11:36:24.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03385b17-e4fd-470c-8fe0-781458c1dba4", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.5, "y": 0.35 }, "kind": "list", "text": "FCEV truck assembled by third party contract assemblers (US and EU). Smallest share of cost stack and incurred only on a unit-by-unit basis. Significant cost reduction per unit particularly at scale-up trajectory volumes.", "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 11:36:24.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09afc376-3f8d-4904-8aa7-03d5aebd7c37", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.92, "x": 0.04, "y": 0.07 }, "kind": "title", "text": "Capital-Light Model Leveraging Third-Party Contract Assemblers Drives Both Cost and Partial Working Capital Advantages vs. Full Vehicle Manufacturing", "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 11:36:24.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba29c626-cd2a-4c9a-b632-659c96efca05", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.8, "x": 0.04, "y": 0.2 }, "kind": "title", "text": "Overview of Capital Light Third Party Assembly Model Benefits to FCEV Cost Structure and Cash: US Example", "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 11:36:24.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7ab3739-2253-4788-b08b-9e17682248c5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "b1eeaff0-a9e9-4e71-be58-bfd2d7a77057", "evidence": "Compares cost and working capital burden between two models.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:36:24.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "before-after-framing" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 11, "type": "setup", "title": "The chart shows that at 1,000 units, FCEV cost without subsidy ($1.33) is approaching diesel parity ($1.31).", "function": "quantify_opportunity", "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": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "dense", "densityScore": 59, "componentCount": 4, "textChars": 924, "nDataPoints": 7, "notes": "The chart shows that at 1,000 units, FCEV cost without subsidy ($1.33) is approaching diesel parity ($1.31).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:24.76+00", "seconds": 2.944, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/11", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-11", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.5, "x": 0.04, "y": 0.21 }, "kind": "chart", "text": "Illustrative Total Cost of Ownership Comparison", "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 11:36:24.76+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c8a35b6-31f4-4835-ab0a-474470a9baaf", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.92, "x": 0.04, "y": 0.88 }, "kind": "disclaimer", "text": "1. Based on fuel cell electric Class 8 truck illustrative sales price of $500k, for analysis purposes reduced to $425k @ 1,000 units (with and without purchase subsidies of $240k), 100k miles per year for 8 years, $5.0 / kg H2 cost, vehicle maintenance of $0.17 / mile and fuel economy of 6.0 (1), 7.0 (500), 8.0 mi/kg (1,000) Assumed acquisition cost of $139k. Diesel fuel economy assumed 5.4 mpg @ $4.80 / Gal with maintenance costs of $0.20 / mile.", "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 11:36:24.76+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f801ca61-b819-4eac-ad9f-8ff5adff6a4f", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.56, "y": 0.02 }, "kind": "list", "text": "1. Manufacturing 200 kW fuel cells in house offers significant cost advantages through scale impact\n2. Vehicle production currently transitioning to at-scale production via modularization & standards\n3. Detailed R&D pathway identified to drive fuel efficiency improvement on Class 8 Cascadia, including 200 kW benefits", "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": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:36:24.76+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "98d41066-04cb-4120-b9f1-85ea116cf830", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.92, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "Anticipating Approaching Diesel Parity Without Relying on Truck Subsidies at Volume of 1,000 Trucks Annually", "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 11:36:24.76+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82134511-9bbe-440a-9608-5f05b653ca2f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 12, "type": "resolution", "title": "The slide outlines a progression from Pilot to Ramp-up, detailing truck counts and hydrogen consumption.", "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": "overcrowded", "densityScore": 78, "componentCount": 6, "textChars": 775, "nDataPoints": 12, "notes": "The slide outlines a progression from Pilot to Ramp-up, detailing truck counts and hydrogen consumption.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:25.483+00", "seconds": 3.55, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/12", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-12", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.45, "x": 0.25, "y": 0.28 }, "kind": "diagram", "text": "Pilot, Implementation, Milestone, Ramp-up", "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 11:36:25.483+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "68783b0f-d5b1-436b-96d8-45d6e732c187", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.04, "y": 0.88 }, "kind": "disclaimer", "text": "1. Based on 40kgs of hydrogen consumption per day per FCEV Class 8 truck. 2. Collaborative first-year commercial structures vary between direct sales, sales with buyback provisions, sales conditional on successful trials, unpaid trials, paid trials, and others.", "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 11:36:25.483+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0cb3f602-abf1-402e-83d9-0a63b53e6b8a", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.25, "x": 0.72, "y": 0.28 }, "kind": "list", "text": "1. Hyzon's commercial model... 2. Post-trial fleet ramp-up... 3. 10 customers per region... 4. Active trial and customer pipeline...", "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": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:36:25.483+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e07fcc3f-deba-4641-a116-efcd91e45c43", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.65, "x": 0.04, "y": 0.38 }, "kind": "table", "text": "Number of Class 8 FCEV trucks, Cumulative Class 8 FCEV trucks in fleet, Cumulative hydrogen consumption (tons/day), Hydrogen Fueling Solutions", "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 11:36:25.483+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d524fc96-bbc3-474e-b681-5ffbce696e6e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "Large Fleet Focus with Three-Step Ramp-up, Enabling 1,000 Trucks per Year with just 10 Large Fleet Customers", "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 11:36:25.483+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "10590807-9123-450f-9702-5d0ca4182fb9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.7, "x": 0.04, "y": 0.18 }, "kind": "title", "text": "Example Large Fleet Customer Order Intention Ramp-Up Schedule w/ Hydrogen Fuel Requirements", "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 11:36:25.483+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ab86874-ee91-475d-957c-e429d1eccf04", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "7d50c89f-3c8f-4f11-ae6c-3a974a47a7ef", "evidence": "The slide uses a horizontal progression from Pilot to Ramp-up to show a multi-stage implementation plan.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:36:25.483+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "timeline" } ], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 12, "name": "Market Size", "beatId": "d8493f79-697a-4aa0-9897-6efea9addf95", "matchId": "f14932db-5641-4cf2-b0d7-32b40684bb77", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The document presents the market opportunity in the heavy-duty trucking industry.", "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": [], "locked": true }, { "page": 13, "type": "analysis", "title": "The slide uses a funnel-like progression from early engagement to contracted fleets, highlighting specific anchor customers.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": 73, "componentCount": 6, "textChars": 633, "nDataPoints": 3, "notes": "The slide uses a funnel-like progression from early engagement to contracted fleets, highlighting specific anchor customers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:25.023+00", "seconds": 3.051, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/13", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-13", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.68, "x": 0.04, "y": 0.5 }, "kind": "image", "text": "Maps of North America, Europe, and Australia with associated customer 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": "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 11:36:25.023+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60ecc79a-b6de-473a-8d3b-6d095b4c79b3", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.22, "x": 0.75, "y": 0.25 }, "kind": "list", "text": "1. Deployed 10 FCEVs under commercial agreements and collected $2.9 million in cash year to date. 2. Completed 15 vehicle trials in North America since inception in March 2022. 3. Five 110kW FCEV truck order from Performance Food Group (\"PFG\") to be delivered in late 2023", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:36:25.023+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d122f197-f376-43f8-8f29-ce906c908755", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.04, "y": 0.91 }, "kind": "source-note", "text": "Note: Company logos are trademarked images of the respective firms", "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 11:36:25.023+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dbcf14a5-fb15-4132-aa12-ff1b8d30d8b3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.04, "y": 0.15 }, "kind": "subtitle", "text": "Number of fleets active at each Pipeline Stage", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:36:25.023+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a436ee8-4daa-4ab5-a52c-90de8f033704", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.68, "x": 0.04, "y": 0.25 }, "kind": "table", "text": "Early Engagement: 50; Trial Planning / Contract Negotiations: 25; Contracted Fleets: 11", "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 11:36:25.023+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a74b4671-162d-4d53-959a-98db2e0739a4", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.9, "x": 0.04, "y": 0.04 }, "kind": "title", "text": "Active and Progressing Pipeline with Initial Anchor Customers Contracted in Each Region", "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 11:36:25.023+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec85189d-ec8e-4de7-b0f2-76dd29e0f723", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 12, "name": "Market Size", "beatId": "d8493f79-697a-4aa0-9897-6efea9addf95", "matchId": "f14932db-5641-4cf2-b0d7-32b40684bb77", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The document presents the market opportunity in the heavy-duty trucking industry.", "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": [], "locked": true }, { "page": 14, "type": "setup", "title": "The slide uses two distinct visual comparisons: a bar-style timeline for refueling and a bubble-chart style comparison for payload efficiency.", "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": "dense", "densityScore": 63, "componentCount": 5, "textChars": 510, "nDataPoints": 8, "notes": "The slide uses two distinct visual comparisons: a bar-style timeline for refueling and a bubble-chart style comparison for payload efficiency.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:25.334+00", "seconds": 3.039, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/14", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-14", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.18, "w": 0.92, "x": 0.04, "y": 0.25 }, "kind": "chart", "text": "Mileage Comparison 10 Mins Of Refueling/Recharging", "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 11:36:25.334+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fccdc0f4-e9a5-41f3-80a5-c60b8d0ce38d", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.92, "x": 0.04, "y": 0.55 }, "kind": "chart", "text": "Payload benchmark of alternative powertrains", "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": "Bubble chart", "slug": "bubble", "status": "active", "canonId": "019de52d-00a4-756f-8978-8d5e48905dbc", "version": 1, "description": null }, "framework": null }, "subkind": "bubble", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:36:25.334+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b96fdec9-2b60-40dc-a472-7bb1097b226f", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.48, "x": 0.04, "y": 0.82 }, "kind": "paragraph", "text": "Sources: Assumptions: Diesel: (1) Typical HD vehicles achieve 6.5 mpg... FCEV: (1) Nikola Motor predicting 600-mile range...", "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 11:36:25.334+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8422660c-dbb1-4065-ae4b-252f6cdcd531", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.41, "x": 0.55, "y": 0.82 }, "kind": "paragraph", "text": "Sources: Fuel Cells and Hydrogen 2 Joint Undertaking. (2017, August). Development of Business Cases for Fuel Cells and Hydrogen Applications...", "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 11:36:25.334+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8fceaab3-55eb-40ae-8432-4a7a7bbe585b", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.92, "x": 0.04, "y": 0.04 }, "kind": "title", "text": "FCEV Heavy-Duty Trucks Expected to Out-Compete BEV when Heavy Loads, Long Distances and/or Short Fueling Times are Needed – Majority of Class 8 in US", "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 11:36:25.334+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e98154ec-1d20-4a92-87fa-0bb9aa0e96d6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 12, "name": "Market Size", "beatId": "d8493f79-697a-4aa0-9897-6efea9addf95", "matchId": "f14932db-5641-4cf2-b0d7-32b40684bb77", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The document presents the market opportunity in the heavy-duty trucking industry.", "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": [], "locked": true }, { "page": 15, "type": "setup", "title": "The slide uses a combination of infographic icons for load comparison and a bar chart for infrastructure requirements.", "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": "dense", "densityScore": 61, "componentCount": 5, "textChars": 468, "nDataPoints": 10, "notes": "The slide uses a combination of infographic icons for load comparison and a bar chart for infrastructure requirements.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:27.927+00", "seconds": 5.619, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/15", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-15", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.45, "x": 0.52, "y": 0.45 }, "kind": "chart", "text": "Infrastructure requirements comparison", "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 11:36:27.927+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf84afcd-cfa4-4251-9ed4-280c2d232389", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.04, "y": 0.18 }, "kind": "list", "text": "Charging sites will bring about significant electric loads... Timelines and investment required for grid infrastructure upgrades are much longer.", "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 11:36:27.927+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49caaf5a-232a-44d7-a8e4-cdf2348be4ec", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.52, "y": 0.18 }, "kind": "list", "text": "Creates a substantial grid burden. Requires 6-12x fueling real estate needed vs hydrogen fueling.", "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 11:36:27.927+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db41b13a-3ba7-4c56-a225-a2c23c8451b6", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.04, "y": 0.83 }, "kind": "source-note", "text": "Source: Electric Highways: Accelerating and Optimizing Fast-Charging Deployment for Carbon-Free Transportation (2022), Hyzon Motors Business Update (2022).", "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 11:36:27.927+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f5f8375-57f6-4f97-bbdf-377d12158fce", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.04, "y": 0.07 }, "kind": "title", "text": "Hydrogen Infrastructure Advantage", "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 11:36:27.927+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fa5e4fed-445a-48e0-b748-2f3d75422aa3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 16, "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": "dense", "densityScore": 54, "componentCount": 7, "textChars": 209, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:25.375+00", "seconds": 3.017, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/16", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-16", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.26, "w": 0.1, "x": 0.86, "y": 0.22 }, "kind": "image", "text": "U.S. map with flag", "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 11:36:25.375+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019e3c7c-1a7f-45ce-bec4-48c3948904ac", "parentComponentId": null }, { "bbox": { "h": 0.26, "w": 0.1, "x": 0.35, "y": 0.22 }, "kind": "image", "text": "Australia map with flag", "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 11:36:25.375+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8793144-c81e-4f7d-9ba0-b321c7126b77", "parentComponentId": null }, { "bbox": { "h": 0.26, "w": 0.31, "x": 0.55, "y": 0.22 }, "kind": "image", "text": "Hyzon truck in U.S.", "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 11:36:25.375+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae149cb6-d7fa-4ffe-9b5b-5d979e8479d9", "parentComponentId": null }, { "bbox": { "h": 0.26, "w": 0.31, "x": 0.04, "y": 0.22 }, "kind": "image", "text": "Hyzon truck in Australia", "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 11:36:25.375+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb042000-628c-4c7c-b6a1-79e2dbb53275", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.04, "y": 0.53 }, "kind": "list", "text": "Australia status points", "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 11:36:25.375+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "67146620-7c4f-44b4-94ec-28e3bafab8d4", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.54, "y": 0.53 }, "kind": "list", "text": "U.S. status points", "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 11:36:25.375+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "98cd560b-6578-4ae3-abe3-dd32b1685ca3", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Rigid Platform Nearing First Globalization Event with US-build nearing Ready-To-Ship", "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 11:36:25.375+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7af1fc41-d0bb-433a-9ac5-d81fed1d9a53", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Storytelling: audience calibration", "slug": "audience", "status": "active", "bestFor": null, "canonId": "019df269-23ea-723a-87c0-af1d78d702d2", "version": 1, "bodyDocId": "019df269-23c5-72ec-8b94-78fc1da7b656", "description": "The same thesis, written for four different audiences, produces four", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "4b43cd0f-4620-49cb-bcdb-1f8093265b45", "evidence": "The slide includes maps and flags of Australia and the U.S., suggesting an audience calibration for a global or regional presentation.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:30:10.066112+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 17, "type": "appendix", "title": "Features two photos of the same truck model in different environments (indoor facility and outdoor track).", "function": "illustrate_case", "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": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "dense", "densityScore": 60, "componentCount": 5, "textChars": 497, "nDataPoints": 2, "notes": "Features two photos of the same truck model in different environments (indoor facility and outdoor track).", "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:29.301+00", "seconds": 6.822, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/17", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-17", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.14, "x": 0.82, "y": 0.08 }, "kind": "image", "text": "Chart and Hyzon 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", "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 11:36:29.301+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5633b527-d6e6-4367-9ff5-b255c65c1861", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.45, "x": 0.51, "y": 0.21 }, "kind": "image", "text": "Truck on outdoor track", "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 11:36:29.301+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f5c7209-6544-441f-902e-17f5a66ab821", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.45, "x": 0.04, "y": 0.21 }, "kind": "image", "text": "Truck in indoor facility", "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 11:36:29.301+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "540cd85e-6950-4018-b9bb-38d9146353c7", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.92, "x": 0.04, "y": 0.68 }, "kind": "list", "text": "Truck fully assembled, in track testing at Michigan Technical Resource Park (MITRP)\nDemonstration vehicle packaged with 110kW FCS + ~100kg of LH2 on-board\nCustomer demonstration in planning for commercial operations, targeting minimum 600-mile range\nLiquid dispensing partnerships in initial shaping stages ahead of commercialization planning", "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 11:36:29.301+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91ce6bf4-11b4-4d52-ba4a-1b29478658fa", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.65, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "Liquid Hydrogen Truck Testing at MITRP Underway, with Customer Demonstration In Planning", "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 11:36:29.301+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cbf3de75-57e1-4929-ab91-5f281ad189b3", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "AIDA Model", "slug": "aida-model", "status": "active", "bestFor": null, "canonId": "019dd956-86fc-773c-813f-d416714b8413", "version": 1, "bodyDocId": null, "description": "Attention, Interest, Desire, Action - classic persuasion sequence", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "a143e2d9-2934-44f5-888a-9aed76edb5b5", "evidence": "The slide presents a product testing update and plans for customer demonstration, following the AIDA model's Attention, Interest, Desire, and Action sequence.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:30:10.134916+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": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 18, "type": "resolution", "title": "The chart uses a waterfall-like structure to aggregate market segments into a total addressable market.", "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": 53, "componentCount": 4, "textChars": 515, "nDataPoints": 12, "notes": "The chart uses a waterfall-like structure to aggregate market segments into a total addressable market.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:25.169+00", "seconds": 2.684, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/18", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-18", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.92, "x": 0.04, "y": 0.18 }, "kind": "chart", "text": "Target Addressable Global Market Across Hydrogen Ecosystems, $ Billions", "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 bridge / value bridge", "slug": "waterfall-bridge", "status": "active", "canonId": "019de52d-0055-7469-ba67-a7f7a327dec1", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:36:25.169+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b6d8769-aa22-4d5a-a92a-b3c12a1c26eb", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.92, "x": 0.04, "y": 0.83 }, "kind": "disclaimer", "text": "Statista HD Truck Projections (2019)... 2050 TAM based on extrapolation...", "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 11:36:25.169+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e249cf6d-a5ba-45a0-a1f9-914adf3a589e", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.85, "x": 0.04, "y": 0.63 }, "kind": "list", "text": "Hyzon Focus: Today: 3 core platforms - Conventional (US), Rigid (US & ANZ) and Cabover (EU & ANZ); Portfolio of hydrogen investment rights; Additional mobility products; Partner collaboration; Collaboration-based fuel cell technology deployment", "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 11:36:25.169+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "90de45bd-aa42-4f12-a016-3345b97e2f40", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.92, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Significant Global Market Opportunity in HD Trucking Alone, with Multiple Layers of Upside Optionality through 2030 and Beyond", "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 11:36:25.169+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b54aa0e4-e8f3-4783-89d8-54d4c7bf1f04", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "036e5310-a16a-45c5-bcd8-428a00dd8916", "evidence": "The slide features a 'waterfall-bridge' chart, which is a type of chart used to display a series of values and their cumulative effect.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:30:10.201301+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "cfe513e7-f48a-41b7-9048-7275d21ef184", "evidence": "The chart visualizes the accumulation of market segments into a total addressable market.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:36:25.169+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "frameworkName": "waterfall-bridge" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 19, "type": "setup", "title": "The table uses checkmarks to indicate capability/applicability across different feedstock types (MSW, RNG, Industrial Gas, Biomass, Solar/Wind).", "function": "present_framework", "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": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 3, "textChars": 403, "nDataPoints": 0, "notes": "The table uses checkmarks to indicate capability/applicability across different feedstock types (MSW, RNG, Industrial Gas, Biomass, Solar/Wind).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:26.726+00", "seconds": 4.065, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/19", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-19", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.6, "x": 0.04, "y": 0.91 }, "kind": "source-note", "text": "1. Includes unrecyclable plastics Note: Raven SR, Transform Materials, TC Energy, ReCarbon and Woodside logos are owned by their respective owners", "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 11:36:26.726+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8e220ff-a637-4576-8703-33ee5b6603d8", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.92, "x": 0.04, "y": 0.25 }, "kind": "table", "text": "Table showing partners (Raven, Transform Materials, TC Energy, ReCarbon, Woodside) against feedstocks (MSW, RNG, Ind. gas, Biomass, Solar/Wind) and location focus.", "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 11:36:26.726+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "708afb4a-35fa-4611-af65-735044272e32", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.04, "y": 0.07 }, "kind": "title", "text": "Hydrogen Production Relationships & Investment Rights Provide Access to Fuel at Diesel Parity", "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 11:36:26.726+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b53356d0-cd8d-4215-85ea-e1e16f395e54", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Comparison frame", "slug": "comparison-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-484b-7399-a4fc-d14644b99f93", "version": 1, "bodyDocId": null, "description": "Two or more states/subjects placed side by side to expose a gap.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "47344b35-c884-473b-a05c-182acb458c93", "evidence": "The slide presents a comparison table of hydrogen production relationships and investment rights, providing a frame for comparing different partners and feedstocks.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:30:10.289734+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 20, "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": 35, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:24.551+00", "seconds": 1.854, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/20", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-20", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.21, "w": 0.713, "x": 0.198, "y": 0.395 }, "kind": "title", "text": "Q2 Financial Performance & Guidance", "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 11:36:24.551+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "08468b6a-6465-4864-8379-4e550cffafc5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 24, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 20, "name": "Financials", "beatId": "a2204528-59e4-4e56-86a3-623bb7773563", "matchId": "f14932db-5641-4cf2-b0d7-32b40684bb77", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document presents the company's financial performance and guidance.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 21, "type": "analysis", "title": "The table includes revenue, operating expenses, net income, EPS, Adjusted EBITDA, CapEx, cash position, and headcount.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": 27, "componentCount": 3, "textChars": 159, "nDataPoints": 126, "notes": "The table includes revenue, operating expenses, net income, EPS, Adjusted EBITDA, CapEx, cash position, and headcount.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:25.617+00", "seconds": 2.422, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/21", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-21", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.14, "x": 0.04, "y": 0.94 }, "kind": "image", "text": "Hyzon 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 11:36:25.617+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2672c2f6-9191-4906-bb0e-981ddd6a360e", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.94, "x": 0.028, "y": 0.18 }, "kind": "table", "text": "Financial table with rows for Revenue, Expenses, Net Income, EPS, EBITDA, CapEx, Cash, and Headcount across 6 quarters.", "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 11:36:25.617+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82dc5d41-7120-4ba5-8686-58d68dc01b68", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.52, "x": 0.028, "y": 0.04 }, "kind": "title", "text": "Q2 2023 GAAP Financial 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 11:36:25.617+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ca9efc7-e1e4-4a27-aa1d-38d3f2b89774", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 24, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 20, "name": "Financials", "beatId": "a2204528-59e4-4e56-86a3-623bb7773563", "matchId": "f14932db-5641-4cf2-b0d7-32b40684bb77", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document presents the company's financial performance and guidance.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 22, "type": "analysis", "title": "The table provides a detailed breakdown of non-GAAP financial adjustments.", "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": 28, "componentCount": 3, "textChars": 181, "nDataPoints": 78, "notes": "The table provides a detailed breakdown of non-GAAP financial adjustments.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:25.399+00", "seconds": 2.164, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/22", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-22", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.6, "x": 0.08, "y": 0.15 }, "kind": "paragraph", "text": "The following table reconciles net income (loss) to EBITDA and Adjusted EBITDA (in thousands):", "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 11:36:25.399+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f09c4647-653f-48b5-880b-1f7193be38ff", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.84, "x": 0.08, "y": 0.25 }, "kind": "table", "text": "Reconciliation table of Net Income to Adjusted EBITDA", "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 11:36:25.399+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c46b877-7c38-490a-b216-e46eb6f210d9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.045, "y": 0.05 }, "kind": "title", "text": "Q2 2023 EBITDA and Adjusted EBITDA", "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 11:36:25.399+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5864f32d-0873-422c-a431-3de104c14427", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 24, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 20, "name": "Financials", "beatId": "a2204528-59e4-4e56-86a3-623bb7773563", "matchId": "f14932db-5641-4cf2-b0d7-32b40684bb77", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document presents the company's financial performance and guidance.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 23, "type": "analysis", "title": "Includes a footnote regarding the exclusion of $8.4 million Orten acquisition cancellation in 3Q 2022.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": 71, "componentCount": 6, "textChars": 498, "nDataPoints": 12, "notes": "Includes a footnote regarding the exclusion of $8.4 million Orten acquisition cancellation in 3Q 2022.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:26.065+00", "seconds": 2.816, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/23", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-23", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.45, "x": 0.04, "y": 0.18 }, "kind": "chart", "text": "Quarterly Observations ($ millions)", "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 11:36:26.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ff107a1-ca45-4834-af2f-4fea51dd6851", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.45, "x": 0.51, "y": 0.18 }, "kind": "chart", "text": "Half Yearly Observations ($ millions)", "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 11:36:26.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0f3d266-93ff-4a8b-87ff-d79e7ac49dae", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.92, "x": 0.04, "y": 0.82 }, "kind": "paragraph", "text": "Legal, consulting & accounting fees amounted to $47.7 million in 1H 2023 and $39.7 million in 2H 2022", "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 11:36:26.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f520f9c-e689-4210-83f9-794eba3b5bb7", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.92, "x": 0.04, "y": 0.74 }, "kind": "paragraph", "text": "Legal, consulting & accounting fees amounted to $32.0 million in Q2 2023 from $15.7 million in Q1 2023, including $22.0 million accrued for loss contingency relating to the ongoing SEC investigations", "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 11:36:26.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7bcfff56-aa49-408f-a5a4-aeae6c7e59d7", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.04, "y": 0.91 }, "kind": "source-note", "text": "1. Excludes $8.4 million Orten acquisition cancellation in 3Q 2022", "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 11:36:26.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf7470e7-c4b2-4023-b4aa-748d81cb8962", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.04, "y": 0.07 }, "kind": "title", "text": "Q2 2023 Cost Analysis: Legal, Consulting and Accounting Fees", "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 11:36:26.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f66bfe0d-9451-4015-8203-4e29c840a448", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 24, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 20, "name": "Financials", "beatId": "a2204528-59e4-4e56-86a3-623bb7773563", "matchId": "f14932db-5641-4cf2-b0d7-32b40684bb77", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document presents the company's financial performance and guidance.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 24, "type": "analysis", "title": "Includes footnotes regarding legal contingencies and SEC settlements.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": 68, "componentCount": 5, "textChars": 610, "nDataPoints": 28, "notes": "Includes footnotes regarding legal contingencies and SEC settlements.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:36:26.877+00", "seconds": 3.566, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-a489-74d4-a50c-d568738d8ab3/24", "deck": "/decks/019de075-a489-74d4-a50c-d568738d8ab3", "deckAnchor": "/decks/019de075-a489-74d4-a50c-d568738d8ab3#slide-24", "deckJson": "/decks/019de075-a489-74d4-a50c-d568738d8ab3.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.46, "x": 0.26, "y": 0.22 }, "kind": "list", "text": "Taking actions to increase efficiencies and improve cost structure\nInvesting in fuel cell R&D and in-house 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 11:36:26.877+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64d22fff-2e54-4d18-a002-67cb778e5681", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.23, "x": 0.105, "y": 0.215 }, "kind": "paragraph", "text": "SG&A + R&D Expenses Outlook 2H 2023 and FY 2023", "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 11:36:26.877+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03c99a9e-752e-483d-9c00-17eac75a9561", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.91, "x": 0.044, "y": 0.87 }, "kind": "source-note", "text": "1. Includes $22.0 million in legal loss contingency related to SEC investigations & other litigations accrued in Q2 2023\n2. R&D expense is subject to availability and price volatility of hydrogen\n3. Includes $7.0 million payment as part of potential SEC settlement, expected to be paid in the third quarter of 2023", "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 11:36:26.877+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "796c9b10-0359-44b2-aae3-5fa14fe48074", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.91, "x": 0.044, "y": 0.38 }, "kind": "table", "text": "Table showing SG&A, R&D, Total, and Cash Burn for 2H 2022, 1H 2023, 2H 2023 Guidance, FY 2022, and FY 2023 Guidance.", "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 11:36:26.877+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c2a8427b-5434-4e27-87b0-aad5d3705e59", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.28, "x": 0.044, "y": 0.085 }, "kind": "title", "text": "2H 2023 Guidance", "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 11:36:26.877+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07e6ca82-558c-45fb-8aee-3ae17db87e72", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 24, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 20, "name": "Financials", "beatId": "a2204528-59e4-4e56-86a3-623bb7773563", "matchId": "f14932db-5641-4cf2-b0d7-32b40684bb77", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document presents the company's financial performance and guidance.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true } ], "arcBeats": [ { "from": 3, "to": 5, "label": "Problem", "description": "The document presents an overview of the company's current situation and highlights the challenges in the industry." }, { "from": 6, "to": 9, "label": "Solution", "description": "The document presents Hyzon's single stack 200 kW FCS technology and capital-light model as a solution to the industry challenges." }, { "from": 12, "to": 14, "label": "Market Size", "description": "The document presents the market opportunity in the heavy-duty trucking industry." }, { "from": 20, "to": 24, "label": "Financials", "description": "The document presents the company's financial performance and guidance." } ], "loops": [ { "from": 6, "to": 9, "label": "Zoom In", "description": "To provide a detailed look at Hyzon's single stack 200 kW FCS technology and its benefits." }, { "from": 3, "to": 5, "label": "Golden Circle", "description": "To provide an overview of Hyzon's business and technology in a clear and compelling way." } ] }