{
  "docId": "019dd923-5e88-73ef-bd5c-c0df3096351b",
  "docSlug": "4b45b27858d6d99b",
  "documentTitle": "2021 Accel On the path to global domination",
  "authorId": "Accel",
  "authorName": "Accel",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "vc_research",
  "sourceTypeLabel": "VC research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.777,
  "pageNumber": 2,
  "pageCount": 50,
  "prevPage": 1,
  "nextPage": 3,
  "slideType": "market_landscape",
  "function": "analyze_data",
  "density": "balanced",
  "nDataPoints": 20,
  "notes": "The chart uses a grouped bar format to show year-over-year growth for each company, segmented into 'Growers', 'Up and Comers', and 'Losing Momentum'.",
  "elementsJson": [
    "headline_text",
    "bar_chart_grouped",
    "callout_box",
    "footnote",
    "logo_grid"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5c-c0df3096351b/2",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5c-c0df3096351b",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5c-c0df3096351b.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5c-c0df3096351b#slide-2",
  "components": [
    {
      "bbox": {
        "h": 0.05,
        "w": 0.2,
        "x": 0.11,
        "y": 0.465
      },
      "kind": "callout",
      "text": "Microsoft represents c. 55% of total market value",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "06a72899-125d-4d8c-ad27-e68b073ec2cd",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.5,
        "w": 0.94,
        "x": 0.03,
        "y": 0.38
      },
      "kind": "chart",
      "text": "Market cap of software and cloud companies above $100bn (Sept. 2021)",
      "attrs": null,
      "subkind": "bar-grouped",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7fa5e339-42ca-4392-94bb-f5cae816c932",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Market Cap: $4.1t",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-41aa-7578-83d7-a5de317d9409",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.75,
        "x": 0.18,
        "y": 0.94
      },
      "kind": "source-note",
      "text": "Note: Represents cloud companies above $100bn in market cap as of September 30, 2020 and September 24, 2021. Giants represent companies with market cap as of September 24, 2021 above $100bn. Source: Capital IQ",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8d81aa85-c81c-4247-9b1d-5b3bf77ebc64",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.7,
        "x": 0.02,
        "y": 0.08
      },
      "kind": "title",
      "text": "10 Software and cloud giants worth $4.1t – MSFT ruling the pack",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c004088f-a46a-4d22-93b1-e8c4a50d2e2c",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Inductive Reasoning",
      "slug": "inductive-reasoning",
      "agent": "Architect",
      "layer": "loop",
      "matchId": "019de0a5-dfb5-720f-b58f-f8a0265d886f",
      "evidence": "Loop 1 starts: stacking evidence to reach pattern",
      "confidence": 70
    },
    {
      "name": "2x2 matrix",
      "slug": "matrix-2x2",
      "agent": null,
      "layer": "slide",
      "matchId": "ce48174c-ef50-4629-9579-de698e90ef86",
      "evidence": "Market cap of software and cloud companies above $100bn (Sept. 2021)",
      "confidence": 0.7
    },
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019de0a5-df3f-72bd-a5b9-7f6cc8b81933",
      "evidence": "Title states 'MSFT ruling the pack' — insight not topic",
      "confidence": 90
    },
    {
      "name": "Annotation",
      "slug": "annotation",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019de0a5-df91-7129-963b-4df180f55b6e",
      "evidence": "Callout 'Microsoft represents c.55% of total market value'",
      "confidence": 88
    },
    {
      "name": "Color Strategy",
      "slug": "color-strategy",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019de0a5-df6c-73fb-90e7-385c4343b987",
      "evidence": "Green/cyan/red groups Growers, Up&Comers, Losing Momentum",
      "confidence": 90
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 17,
      "from": 2,
      "beatId": "019de0a5-dcb3-7148-ac35-fcc1e51a97d3",
      "arcName": "The Onion",
      "arcSlug": "onion",
      "beatName": "Surface Observation",
      "beatSlug": null,
      "evidence": "Global cloud giants and worldwide market growth data",
      "position": 1,
      "confidence": 75,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 32,
      "from": 2,
      "beatId": "019de0a5-dd8c-727c-8b29-67b2c7a65919",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Facts (What)",
      "beatSlug": null,
      "evidence": "Pure market and benchmark data slides",
      "position": 1,
      "confidence": 55,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 7,
      "from": 2,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "019de0a5-ddf7-762c-ab92-c80366e2eed2",
      "evidence": "Six slides each adding evidence (giants, multiples, EU/US perf, Accel map) building 'cloud is winning globally' pattern.",
      "position": 1,
      "objective": "Establish global cloud momentum across multiple data points",
      "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
      "confidence": 75,
      "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}