{
  "docId": "019dd923-5e88-73ef-bd5c-d1d55ad428b9",
  "docSlug": "c17329da4b0462b2",
  "documentTitle": "2025 Accel Race for compute",
  "authorId": "Accel",
  "authorName": "Accel",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "vc_research",
  "sourceTypeLabel": "VC research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 9,
  "pageCount": 64,
  "prevPage": 8,
  "nextPage": 10,
  "slideType": "market_landscape",
  "function": "compare_options",
  "density": "dense",
  "nDataPoints": 16,
  "notes": "The slide uses a split-chart approach to contrast companies with positive vs negative market cap growth.",
  "elementsJson": [
    "headline_text",
    "bar_chart_grouped",
    "callout_box",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5c-d1d55ad428b9/9",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5c-d1d55ad428b9",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5c-d1d55ad428b9.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5c-d1d55ad428b9#slide-9",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Lifted by AI vs. Still waiting for AI adoption in enterprise.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-41ab-72d9-bbac-ae4830d36288",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.5,
        "w": 0.58,
        "x": 0.04,
        "y": 0.33
      },
      "kind": "chart",
      "text": "Lifted by AI",
      "attrs": null,
      "subkind": "bar-grouped",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9a0da558-3e65-487c-87c1-d98a1522c37d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.5,
        "w": 0.3,
        "x": 0.66,
        "y": 0.33
      },
      "kind": "chart",
      "text": "Still waiting for AI adoption in enterprise",
      "attrs": null,
      "subkind": "bar-grouped",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cc75de5a-36a3-46f6-9607-f8cde2d9a9c4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Market Capitalization: $785B",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-41ab-72d9-bbac-b2d5e5a496a6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.8,
        "x": 0.04,
        "y": 0.94
      },
      "kind": "source-note",
      "text": "Note: \"Lifted by AI\" includes >$100B enterprise software companies with market capitalization growth >10% y/y. \"Still waiting for AI adoption in enterprise\" includes >$100B enterprise software companies with negative market capitalization growth y/y. Source: CapIQ, Accel analysis",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c37b850a-572b-492f-859c-68b8f1aa1c7d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.8,
        "x": 0.04,
        "y": 0.08
      },
      "kind": "title",
      "text": "Mixed story for enterprise cloud giants as agentic adoption is still in its early days",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e91ae803-ae94-4c41-a0c3-649436bcef6d",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Contrast Pairs",
      "slug": "contrast-pairs",
      "agent": "Storyteller",
      "layer": "loop",
      "matchId": "019de0b2-538b-70bc-be35-814afe24349b",
      "evidence": "Tension between two cohorts sets up loop's aha moment",
      "confidence": 70
    },
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019de0b2-533b-7763-b99d-090c07c322bb",
      "evidence": "Action title labels mixed enterprise cloud story",
      "confidence": 80
    },
    {
      "name": "Contrast Pairs",
      "slug": "contrast-pairs",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "8101be57-1005-4235-a9c2-1859d5d52d02",
      "evidence": "Lifted by AI vs. Still waiting for AI adoption in enterprise",
      "confidence": 0.7
    },
    {
      "name": "Contrast Principle",
      "slug": "contrast-principle",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019de0b2-5363-7570-bbd3-47f0302b3b54",
      "evidence": "Split panel: lifted by AI vs waiting for AI",
      "confidence": 82
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 32,
      "from": 4,
      "beatId": "019de0b2-4e94-708e-a81b-2a03d1d6ada8",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Facts (What)",
      "beatSlug": null,
      "evidence": "Market data, NASDAQ, Super Six, M&A, AI-native efficiency",
      "position": 1,
      "confidence": 82,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 13,
      "from": 4,
      "beatId": "019de0b2-4f34-7027-aa52-0ea5ea295d2d",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Situation & Context",
      "beatSlug": null,
      "evidence": "Industrial revolution framing, NASDAQ, Super Six, IPOs",
      "position": 1,
      "confidence": 60,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 13,
      "from": 4,
      "name": "Why Now",
      "slug": "15-why-now",
      "bestFor": "Sales pitches, fundraising, requesting immediate budget approval",
      "matchId": "019de0b2-4ff9-732a-a76d-964b9b28abcb",
      "evidence": "Jensen quote, NASDAQ platform-shift chart, geopolitical-resilience scale, Super Six concentration.",
      "position": 1,
      "objective": "Frame AI as the defining market shift right now",
      "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity",
      "confidence": 78,
      "description": "Create temporal urgency by proving that the window of opportunity is opening or closing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}