{ "schemaVersion": "deck-intelligence.v1", "id": "019de510-9fd5-746d-8008-fb4c44cd03f4", "slug": "9670d0af02531471ae8ff27da6f449f8", "title": "Fastly | Investor Presentation Deck | 26 slides", "subtitle": "Fastly · 2021-03", "author": "Fastly", "date": "2021-03-01 00:00:00", "pageCount": 26, "kind": "pitchdeck", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de510-9fd5-746d-8008-fb4c44cd03f4", "slug": "9670d0af02531471ae8ff27da6f449f8", "title": "Fastly | Investor Presentation Deck | 26 slides", "rawTitle": "Fastly | Investor Presentation Deck | 26 slides", "authorId": "fastly", "authorName": "Fastly", "authorDisplay": "Fastly", "kind": { "slug": "pitchdeck", "label": "Pitch deck" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2021-03__fastly__investor-pres__9670d0af.pdf", "sourceUrl": "https://www.slidebook.io/company/fastly/presentation/9670d0af02531471ae8ff27da6f449f8/", "sourceDate": "2021-03-15 00:00:00", "presentationDate": "2021-03-01 00:00:00", "ingestedAt": "2026-05-01 19:42:45.290439+00", "status": "ready", "pageCount": 26, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "software-application", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2021-03__fastly__investor-pres__9670d0af", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Investor Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 26, "pagesIndexed": 26, "pagesWithImages": 26, "pagesWithMetadata": 26, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 115, "chartCount": 12, "metricSlides": 0, "toolMatches": 11, "documentToolMatches": 0, "frameworkMatches": 8, "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": "c8ff99b3-91d6-4c74-91d0-52098f5b0f41", "evidence": "The deck follows a structure similar to the Sequoia Pitch, with sections on problem, solution, market size, product, and team", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:53:03.093444+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 4, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 4, "name": "Problem", "beatId": "8e51a497-897c-4388-88a1-e42c42013b64", "matchId": "c8ff99b3-91d6-4c74-91d0-52098f5b0f41", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The post COVID-19 internet is different, and we believe Fastly is built for it", "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": 8, "name": "Solution", "beatId": "8c9d6a97-9c99-46b7-a502-c4cb87b14c44", "matchId": "c8ff99b3-91d6-4c74-91d0-52098f5b0f41", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "We operate at global scale and Fastly @Edge Vision", "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": 18, "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": 18, "name": "Market Size", "beatId": "227e23a1-1b94-4ff4-ae7d-11d884468c91", "matchId": "c8ff99b3-91d6-4c74-91d0-52098f5b0f41", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "Positioned to Capture a Large and Growing Market", "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": 22, "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": 17, "name": "Financials", "beatId": "78778109-cd64-4224-8be4-0be45861b537", "matchId": "c8ff99b3-91d6-4c74-91d0-52098f5b0f41", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Financial Highlights, Multiple Levers Drive Gross Margin Expansion, and Investments in Tech Platform", "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": 10, "from": 4, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "46e57e63-816d-4fa8-8400-fd72e363765f", "evidence": "The post COVID-19 internet is different, and security will accelerate edge computing adoption", "position": 0, "objective": "Why now is the right time for edge computing adoption", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:53:03.269943+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 14, "from": 13, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "b90ef2c8-80b9-4830-9f86-6397f7faeab7", "evidence": "Increasing both our enterprise customer count and spend and boosting customer usage and spend over time", "position": 1, "objective": "Increasing both enterprise customer count and spend", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:53:03.312287+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "a25ee323-79de-47f1-a7f7-76720d13aa51", "evidence": "Investor Presentation title and Fastly logo.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:07:28.8263+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "cd394ce7-46c5-424b-bbeb-21698485d16d", "evidence": "Subtitle describing Fastly and its offerings.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:07:28.894709+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "82cbae6e-b8fc-4d8a-a17e-713d7f2706d8", "evidence": "Comparison table of metrics: Revenue, Average Revenue per Enterprise Customer, Dollar Based Net Expansion Rate, Revenue from Enterprise Customers %, Annual Revenue Retention Rate.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 01:07:28.965364+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": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "489f79d8-cda8-44c3-b2b2-28b2c7ba2d06", "evidence": "Diagram showing digital transformation and the role of developers.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:07:29.036751+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "6f5ac553-6f6e-40a4-9fe3-bf9aae00b7aa", "evidence": "Fastly: Innovators Platform title and 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 01:07:29.21045+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "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": "Problem-Agitate-Solve (PAS)", "slug": "problem-agitate-solve-pas", "status": "active", "bestFor": null, "canonId": "019dd956-869f-7564-8d42-de54ed29ab90", "version": 1, "bodyDocId": null, "description": "Identify problem, agitate the pain, present the solution", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "8bd85fa5-c27a-4980-8b04-42871ed8891e", "evidence": "Security Will Accelerate Edge Computing Adoption", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:07:29.231502+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "36142c4e-8ec9-4bb4-86c5-ffc7aa68e167", "evidence": "table/data: Comparison matrix", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 01:07:29.354343+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "096681b6-a4f5-4620-aa8d-7dcc096a462f", "evidence": "The slide is titled 'Financial Overview' and serves as a divider.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:42:49.829336+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "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": "09155508-9cec-4a8b-bbd9-2c3f5bad98ce", "evidence": "Significant Operating Leverage, Expanding Gross Margin, Investing With Purpose, Strong Topline Growth", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:07:29.559454+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "51ac30db-49df-46e7-8c50-1921f6c10c55", "evidence": "chart/bar-vertical: Non-GAAP General & Administrative as a % of Revenue", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:08:06.163321+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Storytelling: the closing ask", "slug": "closing-ask", "status": "active", "bestFor": null, "canonId": "019df269-24e0-70ab-8dd9-983832c1c665", "version": 1, "bodyDocId": "019df269-24bc-7554-b88d-245127606b8d", "description": "The single most important slide in the deck — after the cover. The final", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "c20b8e15-05c6-4abc-8dc3-15726e24cf11", "evidence": "title/headline: Thank You!", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:08:06.233414+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "f6d7003c-f62a-4068-a1bf-78ab66e113e6", "evidence": "Side-by-side comparison of metrics at IPO vs Today", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:16:08.256+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "frameworkName": "comparison-frame" }, { "matchId": "912ae46d-fb81-4afc-b594-9044e9983c9a", "evidence": "The slide maps a sequence of market shifts leading to a conclusion about the company's relevance.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 10:16:08.577+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "causal-chain" }, { "matchId": "bc1d37cb-abd7-4f7b-952c-98062c49a488", "evidence": "Using logos of well-known companies to build credibility.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:16:08.389+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "authority-citation" }, { "matchId": "7d34624f-bba8-46a6-89f5-f2b7bdba046e", "evidence": "The diagram illustrates the shift in control points across the delivery chain from origin to user.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 10:16:07.902+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "value-chain" }, { "matchId": "73dfd4ba-677a-4011-8054-43d6e5f079ce", "evidence": "Circular arrows connecting two concepts in a reinforcing loop.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:16:09.018+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "flywheel" }, { "matchId": "1a2ad6e7-9982-4dc3-9963-abdaeb71bc72", "evidence": "The slide uses a structured table to compare the company's offering against four distinct categories of competitors.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:16:13.179+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "comparison-frame" }, { "matchId": "7580c48d-5b27-4780-95ec-79aa1ced0c86", "evidence": "The slide explicitly labels the three stages of customer lifecycle growth.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:16:08.779+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "frameworkName": "Land-Adopt-Expand" }, { "matchId": "01aca21f-fd42-44f7-a632-d7016797a6b6", "evidence": "The diagram on the right depicts a self-reinforcing cycle of network efficiency.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-05-02 10:16:09.576+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "frameworkName": "flywheel" } ], "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/nnRgTexnCcdzZlhzuqPECvVwAm3EdyyEize3x9NvUHM/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy85NjcwZDBhZjAyNTMxNDcxYWU4ZmYyN2RhNmY0NDlmOC9wMDAxLmpwZw", "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": 19, "componentCount": 4, "textChars": 55, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:07.01+00", "seconds": 2.046, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/1", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-1", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.1, "x": 0.04, "y": 0.07 }, "kind": "image", "text": "fastly", "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 10:16:07.01+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dc5b6bed-5ac6-4244-8476-5de4e069d0b2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.04, "y": 0.62 }, "kind": "paragraph", "text": "March 2021", "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 10:16:07.01+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d1abb32-46ca-4d2d-808c-a9fe239b8257", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.08, "x": 0.07, "y": 0.96 }, "kind": "source-note", "text": "©2021 Fastly, Inc.", "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 10:16:07.01+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c35aac52-4918-4eeb-81e3-6df9f7ea2e1f", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.04, "y": 0.48 }, "kind": "title", "text": "Investor Presentation", "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 10:16:07.01+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "297cabe6-39fd-4249-a2a1-af0cd54af4ea", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "a25ee323-79de-47f1-a7f7-76720d13aa51", "evidence": "Investor Presentation title and Fastly logo.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:07:28.8263+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/6etRL6rkmhcMcNi3XnSo0nFKnPtk9hKQQGX7mGcV9rc/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy85NjcwZDBhZjAyNTMxNDcxYWU4ZmYyN2RhNmY0NDlmOC9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/2DhtEpER2ThYa76K73TnbGV_-1LuL7g5G_4CeK9PISA/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy85NjcwZDBhZjAyNTMxNDcxYWU4ZmYyN2RhNmY0NDlmOC9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/NHRxb6Z7hXzeyIpTIvPXd3o4byaJ1N_s-nOmF_0uw-A/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy85NjcwZDBhZjAyNTMxNDcxYWU4ZmYyN2RhNmY0NDlmOC9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "establish_context", "rawType": "context", "block": null, "metadata": { "slideType": "context", "slideTypeCanon": { "name": "Context (pitchdeck)", "slug": "context", "status": "active", "canonId": "019de52d-1094-779e-9590-e4603e6a191c", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "sparse", "densityScore": 14, "componentCount": 3, "textChars": 109, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:07.337+00", "seconds": 2.01, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/2", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-2", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.1, "x": 0.07, "y": 0.96 }, "kind": "source-note", "text": "©2021 Fastly, Inc.", "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 10:16:07.337+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6f33c70-9ae8-4daf-bbe2-6824f4c2edeb", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.55, "x": 0.07, "y": 0.55 }, "kind": "subtitle", "text": "Fastly provides developers with a secure and programmable edge cloud platform", "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 10:16:07.337+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e2af984-afe6-4e29-996c-43ae130a317d", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.07, "y": 0.42 }, "kind": "title", "text": "Who Is Fastly?", "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 10:16:07.337+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "060a77d7-d56f-4cf1-8fa0-be501979ecbf", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "cd394ce7-46c5-424b-bbeb-21698485d16d", "evidence": "Subtitle describing Fastly and its offerings.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:07:28.894709+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "evidence", "title": "The slide uses a comparison table structure to highlight growth across five key performance indicators.", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 3, "textChars": 369, "nDataPoints": 10, "notes": "The slide uses a comparison table structure to highlight growth across five key performance indicators.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:08.256+00", "seconds": 2.776, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/3", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-3", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.86 }, "kind": "disclaimer", "text": "Enterprise customers are defined as customers with LTM revenue in excess of $100,000 over the previous 12-month period. ** We calculate Dollar Based Net Expansion Rate...", "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 10:16:08.256+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ce1e429-154e-4b78-9839-ba8037afcc0f", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "table", "text": "Comparison table of metrics: Revenue, Average Revenue per Enterprise Customer, Dollar Based Net Expansion Rate, Revenue from Enterprise Customers %, Annual Revenue Retention Rate.", "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 10:16:08.256+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87da1ce5-b06d-4195-a5b1-5116836d903a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.15, "y": 0.05 }, "kind": "title", "text": "Momentum-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 10:16:08.256+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "629f2e92-41bf-4eb5-943e-ea1ee4d681b8", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "82cbae6e-b8fc-4d8a-a17e-713d7f2706d8", "evidence": "Comparison table of metrics: Revenue, Average Revenue per Enterprise Customer, Dollar Based Net Expansion Rate, Revenue from Enterprise Customers %, Annual Revenue Retention Rate.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 01:07:28.965364+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": [ { "matchId": "f6d7003c-f62a-4068-a1bf-78ab66e113e6", "evidence": "Side-by-side comparison of metrics at IPO vs Today", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:16:08.256+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "frameworkName": "comparison-frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "setup", "title": "Uses a process flow to connect digital transformation trends to specific architectural and operational shifts.", "function": "argue_timing", "rawType": "why_now", "block": null, "metadata": { "slideType": "why_now", "slideTypeCanon": { "name": "Why now", "slug": "why_now", "status": "active", "canonId": "019de52d-0f2e-718d-b8ad-256dd87582d0", "version": 1, "description": null }, "function": "argue_timing", "functionCanon": { "name": "Argue timing (why now)", "slug": "argue_timing", "status": "active", "canonId": "019de52d-16f8-74de-9ec2-900be07d90dd", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 81, "componentCount": 8, "textChars": 654, "nDataPoints": 4, "notes": "Uses a process flow to connect digital transformation trends to specific architectural and operational shifts.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:08.577+00", "seconds": 3.05, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/4", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-4", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.15, "w": 1, "x": 0, "y": 0.7 }, "kind": "callout", "text": "The post COVID-19 internet is different, and we believe Fastly is built for it", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:08.577+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "26b1cb4f-9979-4633-9a97-9240682d06da", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "diagram", "text": "Digital Transformation -> Applications Built, Not Bought -> Software Era Empowering Developers -> (New Architecture, Operational Efficiency)", "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 10:16:08.577+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d2de350-b5da-4ff1-87d3-54ac3e6fa5dd", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.74, "y": 0.4 }, "kind": "metric", "text": "90% of companies will be multicloud by 2021", "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 10:16:08.577+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b2574c5-ab8b-4818-be66-32791abb0de0", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.2, "x": 0.28, "y": 0.3 }, "kind": "metric", "text": "75% of applications will be built, not bought", "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 10:16:08.577+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34fd4a9e-c442-457c-ad9e-1b9d58dbff99", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.2, "x": 0.05, "y": 0.3 }, "kind": "metric", "text": "Pre COVID, 56% of companies described their digital transformation as underway", "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 10:16:08.577+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b7c2f43-72a7-4020-af54-552344053ee6", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.51, "y": 0.4 }, "kind": "metric", "text": "75% of data will be created and processed at the network edge by 2022", "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 10:16:08.577+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7101e8df-0371-4615-b6ec-7606e72e1f86", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.88 }, "kind": "source-note", "text": "* SOURCE: Forrester: The Sorry State of Digital Transformation in 2018 (April, 2018) ** SOURCE: IDC FutureScape: Worldwide Cloud 2018 Predictions (October, 2017)", "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 10:16:08.577+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41921867-8ef7-41f6-8ece-088add9503ee", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "The Modern Internet Has New 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": "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 10:16:08.577+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "170ba197-2d8a-4446-bfc3-d3a4a77d4c17", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "489f79d8-cda8-44c3-b2b2-28b2c7ba2d06", "evidence": "Diagram showing digital transformation and the role of developers.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:07:29.036751+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "912ae46d-fb81-4afc-b594-9044e9983c9a", "evidence": "The slide maps a sequence of market shifts leading to a conclusion about the company's relevance.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 10:16:08.577+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "causal-chain" } ], "arcBeats": [ { "to": 4, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Problem", "beatId": "8e51a497-897c-4388-88a1-e42c42013b64", "matchId": "c8ff99b3-91d6-4c74-91d0-52098f5b0f41", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The post COVID-19 internet is different, and we believe Fastly is built for it", "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": 10, "from": 4, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "46e57e63-816d-4fa8-8400-fd72e363765f", "evidence": "The post COVID-19 internet is different, and security will accelerate edge computing adoption", "position": 0, "objective": "Why now is the right time for edge computing adoption", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:53:03.269943+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "evidence", "title": "The slide uses a screenshot of the NYT website as a visual anchor for the case study.", "function": "illustrate_case", "rawType": "testimonial", "block": null, "metadata": { "slideType": "testimonial", "slideTypeCanon": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52d-0a2d-7782-8a48-7e84df92cc97", "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": 57, "componentCount": 5, "textChars": 478, "nDataPoints": 3, "notes": "The slide uses a screenshot of the NYT website as a visual anchor for the case study.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:08.018+00", "seconds": 2.355, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/5", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-5", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.4, "x": 0.22, "y": 0.93 }, "kind": "disclaimer", "text": "* Reflects requests per minute on 2020 election night ** Reduced cost relative to when The New York Times first became a Fastly customer in 2016", "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 10:16:08.018+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54c64d96-8783-43c0-bcdb-42e9acf0fc39", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.05, "y": 0.275 }, "kind": "image", "text": "The New York Times", "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 10:16:08.018+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03aa1d93-1cf4-44f1-bd5a-d8d2b813f99e", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.5, "x": 0.46, "y": 0.248 }, "kind": "image", "text": "NYT Election Night website screenshot", "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": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:08.018+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7208694-897c-4c73-9cd8-fdf8d23d8329", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.4, "x": 0.05, "y": 0.38 }, "kind": "list", "text": "Scale: 56 million requests per minute on election night. Edge Compute: Paywall/Entitlement/Personalization. Security: Fastly WAF and DDoS protection. Total Cost of Ownership: Traffic increased 8,371%, reduced cost by $25k/mo.", "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 10:16:08.018+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "466111d5-c017-44e4-a28e-17eb86d06c35", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.75, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Fastly Powers Mission-Critical Application Experiences", "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 10:16:08.018+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c42a0cf-dca4-4797-a9cd-28cc458b8c6b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 10, "from": 4, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "46e57e63-816d-4fa8-8400-fd72e363765f", "evidence": "The post COVID-19 internet is different, and security will accelerate edge computing adoption", "position": 0, "objective": "Why now is the right time for edge computing adoption", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:53:03.269943+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "evidence", "title": "Includes both direct customers and cloud partners.", "function": "show_traction", "rawType": "customer_logos", "block": null, "metadata": { "slideType": "customer_logos", "slideTypeCanon": { "name": "Customer logos", "slug": "customer_logos", "status": "active", "canonId": "019de52d-101d-705c-8956-65f1b315e58a", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "sparse", "densityScore": 11, "componentCount": 3, "textChars": 59, "nDataPoints": 0, "notes": "Includes both direct customers and cloud partners.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:08.389+00", "seconds": 2.721, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/6", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-6", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.88, "x": 0.06, "y": 0.78 }, "kind": "image", "text": "Partner logos", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:08.389+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5709c161-42aa-4218-a55b-8aec03d6d48c", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.88, "x": 0.06, "y": 0.18 }, "kind": "image", "text": "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": "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 10:16:08.389+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d89d5270-b7b4-484a-93b3-d8570927d8b7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Digital Innovators Choose Fastly", "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 10:16:08.389+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca532823-da70-4bbc-9652-621b99c4433c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "bc1d37cb-abd7-4f7b-952c-98062c49a488", "evidence": "Using logos of well-known companies to build credibility.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:16:08.389+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "authority-citation" } ], "arcBeats": [], "loops": [ { "to": 10, "from": 4, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "46e57e63-816d-4fa8-8400-fd72e363765f", "evidence": "The post COVID-19 internet is different, and security will accelerate edge computing adoption", "position": 0, "objective": "Why now is the right time for edge computing adoption", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:53:03.269943+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "setup", "title": "The slide uses a visual comparison between a legacy 'IT Control' model and a modern 'End-to-End Developer Control' model.", "function": "establish_context", "rawType": "context", "block": null, "metadata": { "slideType": "context", "slideTypeCanon": { "name": "Context (pitchdeck)", "slug": "context", "status": "active", "canonId": "019de52d-1094-779e-9590-e4603e6a191c", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "sparse", "densityScore": 16, "componentCount": 3, "textChars": 142, "nDataPoints": 0, "notes": "The slide uses a visual comparison between a legacy 'IT Control' model and a modern 'End-to-End Developer Control' model.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:07.902+00", "seconds": 2.232, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/7", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-7", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.95, "x": 0.04, "y": 0.25 }, "kind": "diagram", "text": "Legacy vs Edge Cloud architecture comparison", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Value chain", "slug": "value-chain", "status": "active", "canonId": "019de52d-048a-769c-aad6-4abdde7ef317", "version": 1, "description": null }, "framework": null }, "subkind": "value-chain", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:07.902+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b189811-d5ea-45b2-9bc0-629f3559c71f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.35, "y": 0.9 }, "kind": "legend", "text": "Developer Control vs IT Control", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:07.902+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b2f42a5-a488-4ac0-a411-fec3fe1dcdcb", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.65, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Evolution of Web Architecture: Edge Cloud Extends Developer Control", "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 10:16:07.902+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9be8c6cf-c037-4ccc-aea9-5a66536c4935", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "7d34624f-bba8-46a6-89f5-f2b7bdba046e", "evidence": "The diagram illustrates the shift in control points across the delivery chain from origin to user.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 10:16:07.902+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "value-chain" } ], "arcBeats": [], "loops": [ { "to": 10, "from": 4, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "46e57e63-816d-4fa8-8400-fd72e363765f", "evidence": "The post COVID-19 internet is different, and security will accelerate edge computing adoption", "position": 0, "objective": "Why now is the right time for edge computing adoption", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:53:03.269943+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "resolution", "function": "present_solution", "rawType": "solution", "block": null, "metadata": { "slideType": "solution", "slideTypeCanon": { "name": "Solution", "slug": "solution", "status": "active", "canonId": "019de52d-0eb5-72ff-8b70-ba70a4199282", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "dense", "densityScore": 53, "componentCount": 7, "textChars": 146, "nDataPoints": 3, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:08.816+00", "seconds": 3.078, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/8", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-8", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.052, "w": 0.177, "x": 0.268, "y": 0.192 }, "kind": "callout", "text": "Global Network", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:08.816+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97c91fc0-4860-4972-8a9a-3fa5d9aa3ef2", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.65, "x": 0.04, "y": 0.18 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "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 10:16:08.816+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "58f8c261-beec-49ca-8724-5537baab99ed", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.25, "x": 0.709, "y": 0.206 }, "kind": "list", "text": "Developer-first: Programmable, Easy to Use, Usage-Based Model", "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 10:16:08.816+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "93bb2c0e-8428-433a-af03-97715d2f90e8", "parentComponentId": null }, { "bbox": { "h": 0.052, "w": 0.177, "x": 0.477, "y": 0.521 }, "kind": "metric", "text": "56 Markets", "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 10:16:08.816+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b348832e-7df4-40ed-be15-8459ebc7678f", "parentComponentId": null }, { "bbox": { "h": 0.052, "w": 0.177, "x": 0.109, "y": 0.521 }, "kind": "metric", "text": "117 Tbps", "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 10:16:08.816+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7ef9d3c-7e7d-4802-b014-3697be87142e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 1, "x": 0, "y": 0.835 }, "kind": "title", "text": "We operate at global scale", "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 10:16:08.816+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "772b800b-0ed9-4a80-8feb-d9e91a328392", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Fastly: Innovators Platform", "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 10:16:08.816+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a7316ee-d7ce-424b-9eaa-dda323faff97", "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": "6f5ac553-6f6e-40a4-9fe3-bf9aae00b7aa", "evidence": "Fastly: Innovators Platform title and 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 01:07:29.21045+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." } ], "frameworks": [], "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": 8, "name": "Solution", "beatId": "8c9d6a97-9c99-46b7-a502-c4cb87b14c44", "matchId": "c8ff99b3-91d6-4c74-91d0-52098f5b0f41", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "We operate at global scale and Fastly @Edge Vision", "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": 10, "from": 4, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "46e57e63-816d-4fa8-8400-fd72e363765f", "evidence": "The post COVID-19 internet is different, and security will accelerate edge computing adoption", "position": 0, "objective": "Why now is the right time for edge computing adoption", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:53:03.269943+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "setup", "title": "The slide uses a hub-and-spoke style diagram to connect Web Apps & APIs to the three platform pillars.", "function": "inspire_vision", "rawType": "vision", "block": null, "metadata": { "slideType": "vision", "slideTypeCanon": { "name": "Vision", "slug": "vision", "status": "active", "canonId": "019de52d-0f7e-7689-8010-992b1a43b6b9", "version": 1, "description": null }, "function": "inspire_vision", "functionCanon": { "name": "Inspire vision", "slug": "inspire_vision", "status": "active", "canonId": "019de52d-16d0-7756-83de-376eeac6fa40", "version": 1, "description": null }, "density": "balanced", "densityScore": 26, "componentCount": 4, "textChars": 177, "nDataPoints": 0, "notes": "The slide uses a hub-and-spoke style diagram to connect Web Apps & APIs to the three platform pillars.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:11.392+00", "seconds": 5.585, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/9", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-9", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.92, "x": 0.04, "y": 0.16 }, "kind": "diagram", "text": "Web Apps & APIs connected to Deliver, Secure, and Compute pillars", "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": "Hub and spoke", "slug": "hub-spoke", "status": "active", "canonId": "019de52d-04db-73e6-81ca-a234f2f23fc1", "version": 1, "description": null }, "framework": null }, "subkind": "hub-spoke", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:11.392+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50988016-0a86-4f90-bf1b-8085699dbf41", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.15, "x": 0.06, "y": 0.7 }, "kind": "paragraph", "text": "Fastly Edge Cloud Platform", "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 10:16:11.392+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11206dd0-5bf7-4a7b-ae7b-99c7a4c0672e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.09, "x": 0.66, "y": 0.68 }, "kind": "paragraph", "text": "Expanded capabilities from Signal Sciences Acquisition on 10/1/2020", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:11.392+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4490ec6e-cb58-487e-88d6-e9aa75184964", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.28, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Fastly @Edge Vision", "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 10:16:11.392+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bbbb7bd4-8d53-47e0-bae1-1959dc096a44", "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": 8, "name": "Solution", "beatId": "8c9d6a97-9c99-46b7-a502-c4cb87b14c44", "matchId": "c8ff99b3-91d6-4c74-91d0-52098f5b0f41", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "We operate at global scale and Fastly @Edge Vision", "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": 10, "from": 4, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "46e57e63-816d-4fa8-8400-fd72e363765f", "evidence": "The post COVID-19 internet is different, and security will accelerate edge computing adoption", "position": 0, "objective": "Why now is the right time for edge computing adoption", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:53:03.269943+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "setup", "title": "The slide uses a circular flow (flywheel) to show a reinforcing relationship between security and edge adoption.", "function": "argue_timing", "rawType": "why_now", "block": null, "metadata": { "slideType": "why_now", "slideTypeCanon": { "name": "Why now", "slug": "why_now", "status": "active", "canonId": "019de52d-0f2e-718d-b8ad-256dd87582d0", "version": 1, "description": null }, "function": "argue_timing", "functionCanon": { "name": "Argue timing (why now)", "slug": "argue_timing", "status": "active", "canonId": "019de52d-16f8-74de-9ec2-900be07d90dd", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 6, "textChars": 140, "nDataPoints": 0, "notes": "The slide uses a circular flow (flywheel) to show a reinforcing relationship between security and edge adoption.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:09.018+00", "seconds": 3.164, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/10", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-10", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.5, "x": 0.25, "y": 0.15 }, "kind": "diagram", "text": null, "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": null, "framework": null }, "subkind": "flywheel", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:09.018+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de41ff60-779e-4dd3-b2d8-91c1f5b8e3c0", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.08, "x": 0.84, "y": 0.41 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:09.018+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a470eab-0c29-4690-bef7-dfb8d5b746e9", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.08, "x": 0.04, "y": 0.42 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:09.018+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1811c44-87b3-4041-9a8d-422c9757bbcd", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.12, "y": 0.5 }, "kind": "list", "text": "Safely and easily integrate new technology at the edge", "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 10:16:09.018+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81643690-e5c3-4a97-a98c-db981ef35b60", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.68, "y": 0.5 }, "kind": "list", "text": "Accelerates adoption of edge computing", "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 10:16:09.018+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a4a4a32-37d3-49ce-9729-0110cb7c8132", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Security Will Accelerate Edge Computing Adoption", "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 10:16:09.018+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "466136f3-6965-44d1-83c6-5350a19c061b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Problem-Agitate-Solve (PAS)", "slug": "problem-agitate-solve-pas", "status": "active", "bestFor": null, "canonId": "019dd956-869f-7564-8d42-de54ed29ab90", "version": 1, "bodyDocId": null, "description": "Identify problem, agitate the pain, present the solution", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "8bd85fa5-c27a-4980-8b04-42871ed8891e", "evidence": "Security Will Accelerate Edge Computing Adoption", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:07:29.231502+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "73dfd4ba-677a-4011-8054-43d6e5f079ce", "evidence": "Circular arrows connecting two concepts in a reinforcing loop.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:16:09.018+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "flywheel" } ], "arcBeats": [], "loops": [ { "to": 10, "from": 4, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "46e57e63-816d-4fa8-8400-fd72e363765f", "evidence": "The post COVID-19 internet is different, and security will accelerate edge computing adoption", "position": 0, "objective": "Why now is the right time for edge computing adoption", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:53:03.269943+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "setup", "function": "present_solution", "rawType": "unfair_advantage", "block": null, "metadata": { "slideType": "unfair_advantage", "slideTypeCanon": { "name": "Unfair advantage", "slug": "unfair_advantage", "status": "active", "canonId": "019de52d-0f56-744f-8bb4-c8a8cca240d6", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 28, "componentCount": 4, "textChars": 205, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:08.087+00", "seconds": 2.208, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/11", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-11", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.13, "w": 0.22, "x": 0.39, "y": 0.08 }, "kind": "image", "text": "Fastly", "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 10:16:08.087+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2579a82c-b89d-4ce7-9efd-4c2b0e2f732e", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.96, "x": 0.02, "y": 0.43 }, "kind": "list", "text": "Programmable Edge, Software-defined Modern Network, Safety in Depth, Customer Empowerment Philosophy", "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 10:16:08.087+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ce8e72d-d0ea-4332-a791-e1391b413100", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.5, "x": 0.25, "y": 0.78 }, "kind": "title", "text": "Empowering developers with a secure and programmable edge cloud platform", "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 10:16:08.087+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33f917d1-d9e3-4e72-8863-14a3cfc976f9", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.44, "x": 0.28, "y": 0.31 }, "kind": "title", "text": "Competitive Differentiators", "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 10:16:08.087+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4c59cfd-4e45-408b-badf-f6afc2241384", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 12, "type": "setup", "title": "Uses a table structure to contrast legacy CDNs, centralized clouds, small business CDNs, and security vendors against the combined Fastly/Signal Sciences value ", "function": "compare_peers", "rawType": "competitive_analysis", "block": null, "metadata": { "slideType": "competitive_analysis", "slideTypeCanon": { "name": "Competitive analysis", "slug": "competitive_analysis", "status": "active", "canonId": "019de52d-093e-776b-94c6-c1573f5f1a31", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "sparse", "densityScore": 15, "componentCount": 3, "textChars": 123, "nDataPoints": 0, "notes": "Uses a table structure to contrast legacy CDNs, centralized clouds, small business CDNs, and security vendors against the combined Fastly/Signal Sciences value proposition.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:13.179+00", "seconds": 7.289, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/12", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-12", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.2, "x": 0.55, "y": 0.9 }, "kind": "legend", "text": "Enhanced by Signal Sciences", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:13.179+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af5ab5e9-3ed0-458d-a8ef-2ef41c7311ae", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.92, "x": 0.04, "y": 0.17 }, "kind": "table", "text": "Comparison matrix of existing offerings vs Fastly + Signal Sciences value propositions", "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 10:16:13.179+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b722508-5572-456d-8a56-06836afe698b", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.25, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Why We Win", "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 10:16:13.179+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "359681ba-36fd-457c-a9e4-470c04c6eedc", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "36142c4e-8ec9-4bb4-86c5-ffc7aa68e167", "evidence": "table/data: Comparison matrix", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 01:07:29.354343+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "1a2ad6e7-9982-4dc3-9963-abdaeb71bc72", "evidence": "The slide uses a structured table to compare the company's offering against four distinct categories of competitors.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:16:13.179+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "comparison-frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 13, "type": "evidence", "title": "The slide uses a combination of a bar chart and a summary table to demonstrate growth metrics.", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "dense", "densityScore": 51, "componentCount": 5, "textChars": 318, "nDataPoints": 9, "notes": "The slide uses a combination of a bar chart and a summary table to demonstrate growth metrics.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:09.082+00", "seconds": 2.933, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/13", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-13", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.1, "w": 1, "x": 0, "y": 0.78 }, "kind": "callout", "text": "Increasing both our enterprise customer count and spend", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:09.082+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18d91628-fa4d-4502-88a8-7b4ae2c73382", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.56, "x": 0.22, "y": 0.18 }, "kind": "chart", "text": "# of Enterprise Customers", "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 10:16:09.082+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0af9cdf9-e078-4a6b-a4d3-9cb76f0916a9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.55, "x": 0.04, "y": 0.91 }, "kind": "source-note", "text": "* Enterprise customers are defined as customers with LTM revenue in excess of $100,000 over the previous 12-month period", "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 10:16:09.082+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9a5d035-cb65-482b-9852-601589b5043c", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.92, "x": 0.04, "y": 0.62 }, "kind": "table", "text": "% of LTM Revenue and Average Spend Per Enterprise Customer for 2018, 2019, 2020", "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 10:16:09.082+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb434ee4-2e11-4b1a-85b3-6fe078af17b6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Enterprise Customers Are Driving Growth", "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 10:16:09.082+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1eeb4a8-bc0f-474a-93d4-bdd39300ec62", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 14, "from": 13, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "b90ef2c8-80b9-4830-9f86-6397f7faeab7", "evidence": "Increasing both our enterprise customer count and spend and boosting customer usage and spend over time", "position": 1, "objective": "Increasing both enterprise customer count and spend", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:53:03.312287+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 14, "type": "evidence", "title": "The slide uses a stacked bar chart to illustrate cohort-based revenue expansion alongside a process-oriented case study.", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 5, "textChars": 438, "nDataPoints": 3, "notes": "The slide uses a stacked bar chart to illustrate cohort-based revenue expansion alongside a process-oriented case study.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:08.779+00", "seconds": 2.587, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/14", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-14", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.92, "x": 0.04, "y": 0.79 }, "kind": "callout", "text": "We boost customer usage and spend over time by offering increasingly valuable products and services", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:08.779+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ec4de0b-3588-4f55-95dd-886d94fa480f", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.45, "x": 0.04, "y": 0.165 }, "kind": "chart", "text": "Illustrative Customer Revenue Expansion", "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 10:16:08.779+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9f916fa-53fb-49d3-9f9e-50db3db65b5e", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.45, "x": 0.52, "y": 0.165 }, "kind": "diagram", "text": "Land, Adopt, Expand process for Leading Online Payments Company", "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 10:16:08.779+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6fcb43fa-061f-41d5-a301-f964ee209dc5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.04, "y": 0.91 }, "kind": "source-note", "text": "Land = Weighted average of 2014-2020 revenue cohorts' 1st year revenue; Adopt = Weighted average 1st year growth of 2014-2019 revenue cohorts; Expand = Weighted average 2nd year growth of 2014-2018 revenue cohorts", "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 10:16:08.779+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "02f7355b-82f9-4e95-99cd-a6830f37ee80", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Expanding Customer Usage", "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 10:16:08.779+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d0ca116-78a6-4f69-9fc9-4ee05ab0d20a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "7580c48d-5b27-4780-95ec-79aa1ced0c86", "evidence": "The slide explicitly labels the three stages of customer lifecycle growth.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:16:08.779+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "frameworkName": "Land-Adopt-Expand" } ], "arcBeats": [], "loops": [ { "to": 14, "from": 13, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "b90ef2c8-80b9-4830-9f86-6397f7faeab7", "evidence": "Increasing both our enterprise customer count and spend and boosting customer usage and spend over time", "position": 1, "objective": "Increasing both enterprise customer count and spend", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:53:03.312287+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "type": "evidence", "title": "The slide includes detailed methodology footnotes for the metrics presented.", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "balanced", "densityScore": 29, "componentCount": 3, "textChars": 240, "nDataPoints": 6, "notes": "The slide includes detailed methodology footnotes for the metrics presented.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:08.415+00", "seconds": 2.002, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/15", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-15", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.92, "x": 0.04, "y": 0.18 }, "kind": "chart", "text": "Dollar-Based Net Expansion Rate (132%, 136%, 143%) and Annual Revenue Retention Rate (99%, 99%, 99%)", "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 10:16:08.415+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57610007-4c53-43e1-839f-19df5e0b69bc", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.92, "x": 0.04, "y": 0.86 }, "kind": "source-note", "text": "* We calculate Dollar Based Net Expansion Rate... **We separately monitor customer retention...", "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 10:16:08.415+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6f86532-b9dd-4118-b373-9b01e3056483", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Strong Customer Loyalty and Retention Metrics", "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 10:16:08.415+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2cfd9b0f-9bad-428b-9a77-5fce29208380", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 16, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 36, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:10.765+00", "seconds": 4.285, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/16", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-16", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.022, "w": 0.141, "x": 0.069, "y": 0.958 }, "kind": "disclaimer", "text": "©2021 Fastly, Inc.", "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 10:16:10.765+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9204e047-ceed-47bf-93d8-bf9627f4502f", "parentComponentId": null }, { "bbox": { "h": 0.144, "w": 0.538, "x": 0.043, "y": 0.428 }, "kind": "title", "text": "Financial Overview", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:10.765+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "69bdf58a-e4f0-4879-9f76-1d00f58bedf3", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "096681b6-a4f5-4620-aa8d-7dcc096a462f", "evidence": "The slide is titled 'Financial Overview' and serves as a divider.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:42:49.829336+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 17, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "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": 38, "componentCount": 6, "textChars": 115, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:09.299+00", "seconds": 2.813, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/17", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-17", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.92, "x": 0.04, "y": 0.205 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:09.299+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fed89fbc-b6e6-4553-af0f-906aee3d1387", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.16, "x": 0.54, "y": 0.55 }, "kind": "paragraph", "text": "Significant Operating Leverage", "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 10:16:09.299+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a0ce82a-b156-4e94-80ee-68a2c309d699", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.16, "x": 0.08, "y": 0.55 }, "kind": "paragraph", "text": "Strong Topline Growth", "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 10:16:09.299+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "421ca7d8-36dc-454d-b59c-6299f1513c5b", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.16, "x": 0.29, "y": 0.55 }, "kind": "paragraph", "text": "Expanding Gross Margin", "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 10:16:09.299+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5245f521-82ee-42d1-a74a-6c3376102c4d", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.16, "x": 0.79, "y": 0.55 }, "kind": "paragraph", "text": "Investing With Purpose", "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 10:16:09.299+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f4b20caf-9a4e-4844-a63b-2272ab1bcb03", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.27, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Financial Highlights", "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 10:16:09.299+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ffda0cd-86a8-4cdb-8157-f579958759c1", "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": "09155508-9cec-4a8b-bbd9-2c3f5bad98ce", "evidence": "Significant Operating Leverage, Expanding Gross Margin, Investing With Purpose, Strong Topline Growth", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:07:29.559454+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 22, "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": 17, "name": "Financials", "beatId": "78778109-cd64-4224-8be4-0be45861b537", "matchId": "c8ff99b3-91d6-4c74-91d0-52098f5b0f41", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Financial Highlights, Multiple Levers Drive Gross Margin Expansion, and Investments in Tech Platform", "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": 18, "type": "resolution", "title": "The slide uses a stacked bar chart to visualize market segments and their respective dollar values.", "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": "balanced", "densityScore": 42, "componentCount": 4, "textChars": 346, "nDataPoints": 3, "notes": "The slide uses a stacked bar chart to visualize market segments and their respective dollar values.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:09.16+00", "seconds": 2.633, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/18", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-18", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.33, "x": 0.12, "y": 0.2 }, "kind": "chart", "text": "Stacked bar chart showing $18.6B for App Services and Security at the Edge and $17.5B for CDN & Streaming, totaling $36.2B.", "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 10:16:09.16+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50eddc1a-84be-4b1a-a2f3-0d250fdeb6ec", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.35, "x": 0.58, "y": 0.25 }, "kind": "list", "text": "Edge Computing; WAF, Bot Detection, and DDoS Prevention; Application Delivery and Control; Web Performance Optimization; Media Delivery", "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 10:16:09.16+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd97a120-e32d-4235-9610-aff81b0d2fb9", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.05, "y": 0.85 }, "kind": "source-note", "text": "SOURCES: MarketsandMarkets, IDC reports.", "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 10:16:09.16+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "964a38bb-4831-4aab-a132-519c2e21cb8d", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Positioned to Capture a Large and Growing Market", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:09.16+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "62549be4-cdfb-48b8-b57c-307cff875c56", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 18, "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": 18, "name": "Market Size", "beatId": "227e23a1-1b94-4ff4-ae7d-11d884468c91", "matchId": "c8ff99b3-91d6-4c74-91d0-52098f5b0f41", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "Positioned to Capture a Large and Growing Market", "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": 22, "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": 17, "name": "Financials", "beatId": "78778109-cd64-4224-8be4-0be45861b537", "matchId": "c8ff99b3-91d6-4c74-91d0-52098f5b0f41", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Financial Highlights, Multiple Levers Drive Gross Margin Expansion, and Investments in Tech Platform", "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": 19, "type": "evidence", "title": "The slide uses two distinct chart types to visualize growth: a quarterly bar chart with a trend line and an annual bar chart with growth arrows.", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "balanced", "densityScore": 45, "componentCount": 5, "textChars": 203, "nDataPoints": 20, "notes": "The slide uses two distinct chart types to visualize growth: a quarterly bar chart with a trend line and an annual bar chart with growth arrows.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:09.42+00", "seconds": 2.744, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/19", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-19", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.34, "x": 0.62, "y": 0.19 }, "kind": "chart", "text": "Annual revenue from CY 2017 to CY 2020", "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 10:16:09.42+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "19833793-26e1-440d-ac3b-29c79ffe4da5", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.56, "x": 0.04, "y": 0.19 }, "kind": "chart", "text": "Quarterly revenue from Q1 17 to Q4 20", "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 10:16:09.42+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "926d4b2e-b9ac-4c21-9ff2-36950778fd59", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.04, "y": 0.88 }, "kind": "source-note", "text": "* Dotted line reflects company's estimates of positive COVID-related impact", "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 10:16:09.42+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "961a3639-ee5c-4e2b-891e-5a413f8cdae5", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.17, "x": 0.79, "y": 0.17 }, "kind": "source-note", "text": "Note: U.S. Dollars (in millions)", "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 10:16:09.42+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c591593-8614-49a1-a9be-11e520952df5", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.35, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Strong Revenue Growth", "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 10:16:09.42+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c5e0166-f04f-4ca9-8b49-f72d6207a1f9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 22, "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": 17, "name": "Financials", "beatId": "78778109-cd64-4224-8be4-0be45861b537", "matchId": "c8ff99b3-91d6-4c74-91d0-52098f5b0f41", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Financial Highlights, Multiple Levers Drive Gross Margin Expansion, and Investments in Tech Platform", "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": 20, "type": "setup", "title": "Includes a flywheel diagram illustrating the relationship between customers, volume, and cost efficiency.", "function": "present_solution", "rawType": "business_model", "block": null, "metadata": { "slideType": "business_model", "slideTypeCanon": { "name": "Business model", "slug": "business_model", "status": "active", "canonId": "019de52d-0fa6-7104-86d0-e5781f8b8b45", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "dense", "densityScore": 59, "componentCount": 5, "textChars": 506, "nDataPoints": 5, "notes": "Includes a flywheel diagram illustrating the relationship between customers, volume, and cost efficiency.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:09.576+00", "seconds": 2.717, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/20", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-20", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.32, "w": 0.55, "x": 0.04, "y": 0.18 }, "kind": "chart", "text": "Non-GAAP Gross Margin historical performance from CY 2018 to Q4 2020", "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 10:16:09.576+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "346f1a93-136b-49d3-8bf6-82053e94397f", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.35, "x": 0.62, "y": 0.018 }, "kind": "diagram", "text": "Inherent Network Efficiency Drives Margin Increase flywheel", "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": "Hub and spoke", "slug": "hub-spoke", "status": "active", "canonId": "019de52d-04db-73e6-81ca-a234f2f23fc1", "version": 1, "description": null }, "framework": null }, "subkind": "hub-spoke", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:09.576+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f4866f3-5ff4-4c74-80bd-91e842b7e731", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.04, "y": 0.88 }, "kind": "disclaimer", "text": "* including D&A and SBC, please see appendix for reconciliation of Non-GAAP to GAAP metrics", "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 10:16:09.576+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd51cb46-f37d-4bb8-94b1-a35403314ae1", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.55, "x": 0.04, "y": 0.058 }, "kind": "list", "text": "Levers include: Bandwidth continues to be largest variable contributor to Cost of Revenue; People / Colocation expected to grow at slower rate than bandwidth / D&A as we reach global coverage; Increased peering drives reduction in transit costs", "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 10:16:09.576+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa721bde-c400-4941-a2e8-b2c375a00de6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Multiple Levers Drive Gross Margin Expansion", "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 10:16:09.576+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78fc54cb-49e4-4d3e-abd4-01b2ec29b8c5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "01aca21f-fd42-44f7-a632-d7016797a6b6", "evidence": "The diagram on the right depicts a self-reinforcing cycle of network efficiency.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-05-02 10:16:09.576+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "frameworkName": "flywheel" } ], "arcBeats": [ { "to": 22, "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": 17, "name": "Financials", "beatId": "78778109-cd64-4224-8be4-0be45861b537", "matchId": "c8ff99b3-91d6-4c74-91d0-52098f5b0f41", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Financial Highlights, Multiple Levers Drive Gross Margin Expansion, and Investments in Tech Platform", "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 slide uses a combination of bar charts for financial metrics and callout boxes for operational strategy.", "function": "analyze_data", "rawType": "business_model", "block": null, "metadata": { "slideType": "business_model", "slideTypeCanon": { "name": "Business model", "slug": "business_model", "status": "active", "canonId": "019de52d-0fa6-7104-86d0-e5781f8b8b45", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 83, "componentCount": 8, "textChars": 690, "nDataPoints": 6, "notes": "The slide uses a combination of bar charts for financial metrics and callout boxes for operational strategy.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:09.676+00", "seconds": 2.778, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/21", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-21", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.42, "x": 0.54, "y": 0.408 }, "kind": "callout", "text": "Increased computing capacity / efficiency per dollar spent", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:09.676+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1317752a-1bb2-4cb4-a678-424e63402d15", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.42, "x": 0.54, "y": 0.566 }, "kind": "callout", "text": "Network utilization rates", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:09.676+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72d00b4b-5e46-4c0b-ba43-9b4112738f1f", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.42, "x": 0.54, "y": 0.25 }, "kind": "callout", "text": "Single network reduces hardware requirements and increases flexibility", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:09.676+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "90239e4f-e6cf-4885-8ea4-97e0f275d446", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.42, "x": 0.54, "y": 0.724 }, "kind": "callout", "text": "We endeavor to improve efficiencies in DPO and DSO", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:09.676+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e500a6e7-8590-4db7-81ef-b344fb9bfbb3", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.04, "y": 0.24 }, "kind": "chart", "text": "Cash Capital Expenditures* as % of revenue", "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 10:16:09.676+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63450d80-b0d4-4fac-83f2-3dbd85dc2ff8", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.04, "y": 0.58 }, "kind": "chart", "text": "Free Cash Flow** Margin", "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 10:16:09.676+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf57a0d7-967e-4895-9540-09446beaa421", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.04, "y": 0.935 }, "kind": "source-note", "text": "* Capital expenditures are defined as cash used for purchases of property and equipment and capitalized internal-use software, as reflected in our statements of cash flows\n** Free cash flow margin is equal to Cash Flow used in operations less Capital Expenditures divided by Revenue, please see appendix for reconciliation of Non-GAAP to GAAP metrics", "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 10:16:09.676+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d27a4b9e-d239-4977-9948-c83d400cc253", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.8, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Investments in Tech Platform to Drive Growth With Continued FCF Leverage", "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 10:16:09.676+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "58f8227f-b095-4826-b783-3976a59cb203", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 22, "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": 17, "name": "Financials", "beatId": "78778109-cd64-4224-8be4-0be45861b537", "matchId": "c8ff99b3-91d6-4c74-91d0-52098f5b0f41", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Financial Highlights, Multiple Levers Drive Gross Margin Expansion, and Investments in Tech Platform", "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 slide uses a split-view layout: historical annual data (CY 2018-2020) vs quarterly data (Q4 19, Q4 20).", "function": "analyze_data", "rawType": "business_model", "block": null, "metadata": { "slideType": "business_model", "slideTypeCanon": { "name": "Business model", "slug": "business_model", "status": "active", "canonId": "019de52d-0fa6-7104-86d0-e5781f8b8b45", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 79, "componentCount": 8, "textChars": 499, "nDataPoints": 15, "notes": "The slide uses a split-view layout: historical annual data (CY 2018-2020) vs quarterly data (Q4 19, Q4 20).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:13.387+00", "seconds": 6.416, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/22", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-22", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.45, "x": 0.51, "y": 0.715 }, "kind": "callout", "text": "Investing in operational scale to support rapid growth, IPO compliance and M&A integration", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:13.387+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05d13eaa-bc2f-4e74-8505-42d40d899d11", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.51, "y": 0.465 }, "kind": "callout", "text": "Meaningful investments in the platform to further enhance key differentiators", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:13.387+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c193246-b221-431e-8e8a-aab0866600cf", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.51, "y": 0.215 }, "kind": "callout", "text": "Aggressively pursuing market share while balancing capital optimization for go-to-market", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:13.387+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc2d99df-c9dd-4229-8cf5-fd2534848549", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.04, "y": 0.23 }, "kind": "chart", "text": "Non-GAAP Sales & Marketing as a % of Revenue", "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 10:16:13.387+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "21c4f26e-4c3c-4a48-bbd7-5fc9bb785039", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.04, "y": 0.67 }, "kind": "chart", "text": "Non-GAAP General & Administrative as a % of Revenue", "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 10:16:13.387+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6d77f82-34da-4d54-8b33-a58e0445810f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.04, "y": 0.45 }, "kind": "chart", "text": "Non-GAAP Research & Development as a % of Revenue", "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 10:16:13.387+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fdf7bf50-60a4-4da7-899b-2a77440e239a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.04, "y": 0.9 }, "kind": "disclaimer", "text": "Non-GAAP expense definitions and reconciliation notes.", "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 10:16:13.387+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "457a59ff-c972-4398-8026-4d63919e3836", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.5, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Building To Support Increased Scale and Growth", "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 10:16:13.387+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4502c925-cd5f-4e83-8df4-d4e4ca9e28d6", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "51ac30db-49df-46e7-8c50-1921f6c10c55", "evidence": "chart/bar-vertical: Non-GAAP General & Administrative as a % of Revenue", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:08:06.163321+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 22, "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": 17, "name": "Financials", "beatId": "78778109-cd64-4224-8be4-0be45861b537", "matchId": "c8ff99b3-91d6-4c74-91d0-52098f5b0f41", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Financial Highlights, Multiple Levers Drive Gross Margin Expansion, and Investments in Tech Platform", "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": "setup", "function": "state_next_steps", "rawType": "closing_ask", "block": null, "metadata": { "slideType": "closing_ask", "slideTypeCanon": { "name": "Closing ask", "slug": "closing_ask", "status": "active", "canonId": "019de52d-0aa4-750f-8aa1-8d622dd99f5c", "version": 1, "description": null }, "function": "state_next_steps", "functionCanon": { "name": "State next steps", "slug": "state_next_steps", "status": "active", "canonId": "019de52d-14ca-70ac-b534-971f458cdf29", "version": 1, "description": null }, "density": "sparse", "densityScore": 3, "componentCount": 2, "textChars": 16, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:08.972+00", "seconds": 1.948, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/23", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-23", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.1, "x": 0.45, "y": 0.85 }, "kind": "image", "text": "fastly", "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 10:16:08.972+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f243977a-2579-4a0c-a0e6-30a70867b8d8", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.35, "y": 0.45 }, "kind": "title", "text": "Thank You!", "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 10:16:08.972+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "31471c3a-12a8-4a27-908a-90bd3aaba0f4", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Storytelling: the closing ask", "slug": "closing-ask", "status": "active", "bestFor": null, "canonId": "019df269-24e0-70ab-8dd9-983832c1c665", "version": 1, "bodyDocId": "019df269-24bc-7554-b88d-245127606b8d", "description": "The single most important slide in the deck — after the cover. The final", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "c20b8e15-05c6-4abc-8dc3-15726e24cf11", "evidence": "title/headline: Thank You!", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:08:06.233414+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 24, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 26, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:08.82+00", "seconds": 1.722, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/24", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-24", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.09, "x": 0.068, "y": 0.958 }, "kind": "source-note", "text": "©2021 Fastly, Inc.", "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 10:16:08.82+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d16a818a-c1e9-47cc-a377-6ee56450e2d3", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.043, "y": 0.425 }, "kind": "title", "text": "Appendix", "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 10:16:08.82+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91d653ec-960d-49a9-813b-75daee074690", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 25, "type": "analysis", "title": "Standard financial disclosure table showing adjustments for stock-based compensation, amortization, and acquisition-related expenses.", "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": 184, "nDataPoints": 150, "notes": "Standard financial disclosure table showing adjustments for stock-based compensation, amortization, and acquisition-related expenses.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:14.634+00", "seconds": 7.437, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/25", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-25", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.1, "x": 0.06, "y": 0.96 }, "kind": "source-note", "text": "©2021 Fastly, Inc.", "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 10:16:14.634+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4edf0daf-33cc-4fe5-81f2-673c977d7e37", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.92, "x": 0.04, "y": 0.18 }, "kind": "table", "text": "Financial reconciliation table with rows for Gross Profit, R&D, S&M, G&A, Operating loss, and Net loss, broken down by FY and 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 10:16:14.634+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a76c113-0d07-4956-9c21-8302b11358b3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.55, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "GAAP to Non-GAAP Reconciliation", "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 10:16:14.634+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8b63932-7420-4b68-935d-9fe63f841bf4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 26, "type": "analysis", "title": "Includes two distinct tables: one for Adjusted EBITDA reconciliation and one for Free Cash Flow calculation.", "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": 45, "componentCount": 4, "textChars": 333, "nDataPoints": 180, "notes": "Includes two distinct tables: one for Adjusted EBITDA reconciliation and one for Free Cash Flow calculation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:16:10.12+00", "seconds": 2.76, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-9fd5-746d-8008-fb4c44cd03f4/26", "deck": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4", "deckAnchor": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4#slide-26", "deckJson": "/decks/019de510-9fd5-746d-8008-fb4c44cd03f4.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.7, "x": 0.04, "y": 0.82 }, "kind": "source-note", "text": "(1) Capital expenditures are defined as cash used for purchases of property and equipment and capitalized internal-use software, as reflected in our statements of cash flows", "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 10:16:10.12+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6fe9740-1f3f-437f-94a1-50148cb8c06d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.92, "x": 0.04, "y": 0.66 }, "kind": "table", "text": "Cash flow used in operations to Free Cash Flow reconciliation table", "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 10:16:10.12+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c661f0e7-4609-46d7-bea3-ff64395ffe50", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.92, "x": 0.04, "y": 0.18 }, "kind": "table", "text": "GAAP net loss to Adjusted EBITDA reconciliation table", "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 10:16:10.12+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0bdc922-0241-490a-b912-dc3a87e3cc1a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "GAAP to Non-GAAP Reconciliation (Cont'd)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:16:10.12+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44739312-e673-482d-b6b8-3f54f0697a9b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 4, "to": 4, "label": "Problem", "description": "The post COVID-19 internet is different, and we believe Fastly is built for it" }, { "from": 8, "to": 9, "label": "Solution", "description": "We operate at global scale and Fastly @Edge Vision" }, { "from": 18, "to": 18, "label": "Market Size", "description": "Positioned to Capture a Large and Growing Market" }, { "from": 17, "to": 22, "label": "Financials", "description": "Financial Highlights, Multiple Levers Drive Gross Margin Expansion, and Investments in Tech Platform" } ], "loops": [ { "from": 4, "to": 10, "label": "Why Now", "description": "Why now is the right time for edge computing adoption" }, { "from": 13, "to": 14, "label": "Quick Win Big Bet", "description": "Increasing both enterprise customer count and spend" } ] }