{
  "docId": "019dd923-5e88-73ef-bd5d-cdf676789001",
  "docSlug": "1873217bba818632",
  "documentTitle": "2025 Bond Cap Artificial Intelligence AI 2025",
  "authorId": "BondCap",
  "authorName": "BOND",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "vc_research",
  "sourceTypeLabel": "VC research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.333,
  "pageNumber": 204,
  "pageCount": 340,
  "prevPage": 203,
  "nextPage": 205,
  "slideType": "case_study",
  "function": "illustrate_case",
  "density": "overcrowded",
  "nDataPoints": 6,
  "notes": "The chart shows a rapid growth trajectory for Meta AI, reaching nearly 1 billion monthly active users by Q1 2025.",
  "elementsJson": [
    "headline_text",
    "screenshot",
    "line_chart",
    "callout_box",
    "paragraph",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-cdf676789001/204",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-cdf676789001",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-cdf676789001.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-cdf676789001#slide-204",
  "components": [
    {
      "bbox": {
        "h": 0.2,
        "w": 0.25,
        "x": 0.65,
        "y": 0.25
      },
      "kind": "callout",
      "text": "Q1:25 Earnings Call (4/30/25): Across our apps, there are now almost a billion monthly actives using Meta AI",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "64035667-62b4-4098-a241-4d3fecdacba7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "callout",
      "text": "Across our apps, there are now almost a billion monthly actives using Meta AI",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-4e54-704a-a05b-5bde8a969dc3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.45,
        "x": 0.5,
        "y": 0.2
      },
      "kind": "chart",
      "text": "Meta AI Monthly Active Users (MM)",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2de1e7b9-df85-492c-8cc3-d80be8766e8b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.9
      },
      "kind": "disclaimer",
      "text": "Note: We assume zero users in 11/23 per Meta's 12/23 blog post noting, 'To chat with our AIs, start a new message and select “Create an AI chat” on Instagram, Messenger or WhatsApp. They're now available to anyone in the US.' Source: Meta Platforms announcements & earnings reports",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "57bd4cba-9e6b-4a5c-ac4e-77919cdd5a27",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.1,
        "x": 0.2,
        "y": 0.22
      },
      "kind": "image",
      "text": "Meta AI interface screenshot",
      "attrs": null,
      "subkind": "screenshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a585132c-6a2b-4d3b-93a6-325a53716efa",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Monthly Active Users: 1,000",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-4e54-704a-a05b-609e717de5c1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.4,
        "x": 0.05,
        "y": 0.5
      },
      "kind": "quote",
      "text": "I expect that this is going to be the year when a highly intelligent and personalized AI assistant reaches more than 1 billion people... Meta AI is already used by more people than any other assistant...",
      "attrs": null,
      "subkind": "pull-quote",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "efbcc561-b4b0-4976-88a8-f3aacdec0516",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "I expect that this is going to be the year when a highly intelligent and personalized AI assistant reaches more than 1 billion people, and I expect Meta AI to be that leading AI assistant. - Meta Platforms CEO Mark Zuckerberg, 1/25",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd952-4e54-704a-a05b-5fa0a11def1d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.5,
        "x": 0.03,
        "y": 0.03
      },
      "kind": "title",
      "text": "Tech Incumbent AI Rollouts = Meta Platforms – Meta AI (9/23)",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "99e10b42-d07b-4f5e-9176-631d60e217b3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.6,
        "x": 0.2,
        "y": 0.15
      },
      "kind": "title",
      "text": "Meta Platforms: Meta AI – 11/23-4/25, per Meta Platforms",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b466bc28-224a-47d1-8dd1-8042e93f7480",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 340,
      "from": 31,
      "beatId": "08b5f3f3-e96d-4460-a176-750933765cf7",
      "arcName": "Monroe's Motivated Sequence",
      "arcSlug": "monroes-sequence",
      "beatName": "Action",
      "beatSlug": "monroes-sequence-action",
      "evidence": "The deck concludes by encouraging action, providing guidance on navigating the AI landscape.",
      "position": 4,
      "confidence": 0.8,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}