{
  "docId": "019de071-8851-74e2-a347-0f83ba3c386d",
  "docSlug": "5256435b05ab4b3f313850e0ac63ad49",
  "documentTitle": "Polestar | SPAC Presentation Deck | 52 slides",
  "authorId": "polestar",
  "authorName": "Polestar",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investment_bank",
  "sourceTypeLabel": "Investment bank",
  "presentationDate": "2021-09-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 15,
  "pageCount": 52,
  "prevPage": 14,
  "nextPage": 16,
  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "overcrowded",
  "nDataPoints": 5,
  "notes": "Uses a simple CAGR calculation and a bottom-up market sizing approach.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de071-8851-74e2-a347-0f83ba3c386d/15",
  "deckHref": "/decks/019de071-8851-74e2-a347-0f83ba3c386d",
  "deckJsonHref": "/decks/019de071-8851-74e2-a347-0f83ba3c386d.json",
  "deckAnchorHref": "/decks/019de071-8851-74e2-a347-0f83ba3c386d#slide-15",
  "components": [
    {
      "bbox": {
        "h": 0.35,
        "w": 0.35,
        "x": 0.05,
        "y": 0.35
      },
      "kind": "chart",
      "text": "Market size in million cars 2020A to 2025E",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "47bef0ed-90c6-4192-84c2-e8c7688e5cfa",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.35,
        "x": 0.05,
        "y": 0.8
      },
      "kind": "paragraph",
      "text": "EV market to outpace overall premium growth significantly given accelerating technology adoption in all major markets",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e1139091-2f80-4300-8496-450b0aaa2c88",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.4,
        "x": 0.52,
        "y": 0.8
      },
      "kind": "paragraph",
      "text": "Driven by consumer behavior evolution, technological improvement, increased regulation and choice, as well as better charging solutions",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e5e2e0ef-900e-4c4c-a2da-bfeb126c2295",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.2,
        "x": 0.03,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "1. Global market for BEV / PHEV premium luxury vehicles. Source: Leading management consultancy firm",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "17e726e9-c4c0-419e-b69d-224d7b5996d6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.35,
        "x": 0.52,
        "y": 0.35
      },
      "kind": "table",
      "text": "Average global price per model $55,000-65,000; Number of cars sold (2025E) ~5 million; Global premium / luxury EV market = $280-320bn",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fce19a8b-cf2d-4d11-85b8-58a5a0c3d7c9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.4,
        "x": 0.345,
        "y": 0.1
      },
      "kind": "title",
      "text": "Premium / luxury EVs are the fastest growing segment of the global car market",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4b28ca5e-144c-4723-88d3-6cade724c947",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.15,
        "x": 0.345,
        "y": 0.05
      },
      "kind": "title",
      "text": "Investment highlights",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "41f8d178-8275-4256-88d4-15725afa00b6",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "market-sizing",
      "slug": null,
      "matchId": "27034170-71f9-4a66-a435-462bee14acae",
      "evidence": "Bottom-up calculation of market size using price and volume",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 16,
      "from": 15,
      "beatId": "c91e2df5-5e16-4818-94e8-091fb8ba4787",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Problem",
      "beatSlug": "sequoia-pitch-problem",
      "evidence": "The document presents the problem of increasing competition in the luxury EV market and the opportunity for growth.",
      "position": 0,
      "confidence": 0.8,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    },
    {
      "to": 16,
      "from": 15,
      "beatId": "4ec6fe76-a7cf-4435-9c97-69836a6d23c6",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Market Size",
      "beatSlug": "sequoia-pitch-market-size",
      "evidence": "The document provides data on the growing market size of luxury EVs.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [
    {
      "to": 16,
      "from": 15,
      "name": "Why Now",
      "slug": "15-why-now",
      "bestFor": "Sales pitches, fundraising, requesting immediate budget approval",
      "matchId": "86ec17c9-8852-4d01-8a9c-cb960b679cb8",
      "evidence": "The document presents data on the growing market size of luxury EVs and Polestar's readiness for growth.",
      "position": 0,
      "objective": "To explain why now is the right time for Polestar to go public",
      "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
}