{
  "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": 8,
  "pageCount": 340,
  "prevPage": 7,
  "nextPage": 9,
  "slideType": "situation_overview",
  "function": "establish_context",
  "density": "overcrowded",
  "nDataPoints": 0,
  "notes": "The slide uses a narrative structure to connect historical tech missions with current AI-driven acceleration and geopolitical competition.",
  "elementsJson": [
    "paragraph"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-cdf676789001/8",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-cdf676789001",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-cdf676789001.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-cdf676789001#slide-8",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Rapid advances in artificial intelligence, compute infrastructure, and global connectivity are fundamentally reshaping how work gets done, how capital is deployed, and how leadership is defined - across both companies and countries.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-4e53-702a-8b83-9c5e81ca4137",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.84,
        "x": 0.08,
        "y": 0.42
      },
      "kind": "paragraph",
      "text": "Sport provides a good analogy for AI's constant improvements. As athletes continue to wow us and break records, their talent is increasingly enhanced by better data / inputs / training. The same is true for businesses, where computers are ingesting massive datasets to get smarter and more competitive. Breakthroughs in large models, cost-per-token declines, open-source proliferation and chip performance improvements are making new tech advances increasingly more powerful, accessible, and economically viable.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "030dbefa-5e39-414a-aaa9-3a1f4b0d69e6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.84,
        "x": 0.08,
        "y": 0.56
      },
      "kind": "paragraph",
      "text": "OpenAI's ChatGPT – based on user / usage / monetization metrics – is history's biggest 'overnight' success (nine years post-founding). AI usage is surging among consumers, developers, enterprises and governments. And unlike the Internet 1.0 revolution – where technology started in the USA and steadily diffused globally – ChatGPT hit the world stage all at once, growing in most global regions simultaneously.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "30f8fb93-4e7f-4f5a-ab64-4d03c579ef70",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.84,
        "x": 0.08,
        "y": 0.75
      },
      "kind": "paragraph",
      "text": "Rapid advances in artificial intelligence, compute infrastructure, and global connectivity are fundamentally reshaping how work gets done, how capital is deployed, and how leadership is defined – across both companies and countries.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "45fab17a-3937-4df4-8880-0a1669e9ed0b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.84,
        "x": 0.08,
        "y": 0.25
      },
      "kind": "paragraph",
      "text": "Google's founding mission (1998) was to 'organize the world's information and make it universally accessible and useful.' Alibaba's founding mission (1999) was to 'make it easy to do business anywhere.' Facebook's founding mission (2004) was 'to give people the power to share and make the world more open and connected.'",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "715c3cb8-ccfa-499b-a536-e4522a2b74b1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.84,
        "x": 0.08,
        "y": 0.68
      },
      "kind": "paragraph",
      "text": "Meanwhile, platform incumbents and emerging challengers are racing to build and deploy the next layers of AI infrastructure: agentic interfaces, enterprise copilots, real-world autonomous systems, and sovereign models.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9d3e6095-2685-440f-9c58-ee145a81d051",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.84,
        "x": 0.08,
        "y": 0.35
      },
      "kind": "paragraph",
      "text": "Fast forward to today with the world's organized, connected and accessible information being supercharged by artificial intelligence, accelerating computing power, and semi-borderless capital...all driving massive change.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a694c750-9053-4520-943d-81a5f7a5e9ff",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.84,
        "x": 0.08,
        "y": 0.15
      },
      "kind": "paragraph",
      "text": "To say the world is changing at unprecedented rates is an understatement. Rapid and transformative technology innovation / adoption represent key underpinnings of these changes. As does leadership evolution for the global powers.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b8a80568-4d4f-4197-ae3f-deaf956ba8ca",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.84,
        "x": 0.08,
        "y": 0.82
      },
      "kind": "paragraph",
      "text": "At the same time, we have leadership evolution among the global powers, each of whom is challenging the other's competitive and comparative advantage. We see the world's most powerful countries revved up by varying degrees of economic / societal / territorial aspiration...",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f05dc401-d208-4be7-a1f3-441d05b13e96",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.18,
        "x": 0.02,
        "y": 0.04
      },
      "kind": "title",
      "text": "Overview...",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9580f7a3-d227-4d6c-a328-d885d371be77",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Storytelling Effect",
      "slug": "storytelling-effect",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "feb11ea4-31e3-4a32-987b-b28f30425f00",
      "evidence": "OpenAI's ChatGPT – based on user / usage / monetization metrics – is history's biggest 'overnight' success (nine years post-founding).",
      "confidence": 0.5
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 10,
      "from": 5,
      "beatId": "bd82c032-d7fa-4d34-9679-95ef4197064d",
      "arcName": "Monroe's Motivated Sequence",
      "arcSlug": "monroes-sequence",
      "beatName": "Need",
      "beatSlug": "monroes-sequence-need",
      "evidence": "The deck then emphasizes the need for AI adoption, showcasing its benefits and risks.",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}