{
  "docId": "019de070-40d4-7362-9b3c-74f8ce272ccb",
  "docSlug": "7ea9634ed0b419985fb168b453738522",
  "documentTitle": "Lordstown Motors | Investor Presentation Deck | 39 slides",
  "authorId": "lordstown-motors",
  "authorName": "Lordstown Motors",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2020-08-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.4285715,
  "pageNumber": 10,
  "pageCount": 39,
  "prevPage": 9,
  "nextPage": 11,
  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "dense",
  "nDataPoints": 8,
  "notes": "Uses a nested circle diagram to illustrate market segmentation (TAM/SAM/SOM).",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de070-40d4-7362-9b3c-74f8ce272ccb/10",
  "deckHref": "/decks/019de070-40d4-7362-9b3c-74f8ce272ccb",
  "deckJsonHref": "/decks/019de070-40d4-7362-9b3c-74f8ce272ccb.json",
  "deckAnchorHref": "/decks/019de070-40d4-7362-9b3c-74f8ce272ccb#slide-10",
  "components": [
    {
      "bbox": {
        "h": 0.35,
        "w": 0.35,
        "x": 0.15,
        "y": 0.48
      },
      "kind": "diagram",
      "text": "Nested circles showing U.S. Total Light Trucks (~12mm, $600bn), U.S. Total Pickup Truck Market (~3mm, $150bn), and U.S. Full-sized Fleet Pickup Truck Market (~1.3mm, $65bn)",
      "attrs": null,
      "subkind": "other",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8d6a7e92-ed2d-4de9-96fa-a473ff9d2741",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.5,
        "x": 0.04,
        "y": 0.225
      },
      "kind": "list",
      "text": "Targeting the Fleet Market; Focused on Electric Light Duty Trucks; Highly Price Competitive; ~$1.4bn of Existing Pre-Orders; Potential to Enter the SUV Market Over Time",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "30abec9a-c18b-422e-92b3-e6823a52e947",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.4,
        "x": 0.58,
        "y": 0.225
      },
      "kind": "list",
      "text": "Pickup trucks currently stand as the most profitable segment of the auto industry; Highly attractive fleet market: Avoids complex retail sales network, Large order volumes with sticky contracts, Highly underserved market with no EV focused competitors, Competitive in critical metrics fleet buyers emphasize, 80% of fleet customers surveyed have expressed a preference for the Endurance",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9e1bf335-2f0a-41e2-bdbc-386bb0de2187",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.7,
        "x": 0.04,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "Source: Public sources, third-party analysis, and management estimates. Note: Market sizes for US. Assumes average vehicle price of $50,000.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a98c9473-d158-4304-98ed-96130a3ffd49",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.6,
        "x": 0.04,
        "y": 0.04
      },
      "kind": "title",
      "text": "Profitable Target Segment in an Attractive Market",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "02f69726-2477-46af-a376-c32f2f7137c1",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "2x2 matrix",
      "slug": "matrix-2x2",
      "agent": null,
      "layer": "slide",
      "matchId": "54b95566-9d91-42db-be1f-69aa8cb69166",
      "evidence": "Nested circles showing U.S. Total Light Trucks (~12mm, $600bn), U.S. Total Pickup Truck Market (~3mm, $150bn), and U.S. Full-sized Fleet Pickup Truck Market (~1.3mm, $65bn)",
      "confidence": 0.7
    }
  ],
  "frameworks": [
    {
      "name": "market-segmentation-pyramid",
      "slug": null,
      "matchId": "b715b603-0eb4-4ca5-baf2-79ffac386282",
      "evidence": "Nested circles representing TAM, SAM, and SOM market sizes.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 10,
      "from": 9,
      "beatId": "f6ab4a5d-bd2c-45ec-8828-5e0df42fa931",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Problem",
      "beatSlug": "sequoia-pitch-problem",
      "evidence": "Slides 9-10 discuss market trends and the need for electric trucks.",
      "position": 0,
      "confidence": 0.8,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    },
    {
      "to": 11,
      "from": 10,
      "beatId": "c84c8a52-43b8-4526-8255-87f2eab0cf44",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Market Size",
      "beatSlug": "sequoia-pitch-market-size",
      "evidence": "Slides 10-11 discuss market sizing and target segment.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [
    {
      "to": 10,
      "from": 9,
      "name": "Why Now",
      "slug": "15-why-now",
      "bestFor": "Sales pitches, fundraising, requesting immediate budget approval",
      "matchId": "bc8db0cf-c906-4540-914e-b245545af3e9",
      "evidence": "Slides 9-10 discuss secular tailwinds for EVs and trucks.",
      "position": 0,
      "objective": "Why now is the time to invest in electric trucks",
      "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity",
      "confidence": 0.6,
      "description": "Create temporal urgency by proving that the window of opportunity is opening or closing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}