slides · global inventory
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Matching slides 33,236
Current window 6,691-6,720
Pages 1,108
Rows per page 30
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6,691-6,720 of 33,236
166
The chart shows a steep upward trajectory for revenue from 2022 to 2024.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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167
The chart shows a steep upward trajectory for Oracle's AI infrastructure revenue from F2022 to F2024.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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168
The chart shows a sharp revenue increase from 2023 to 2024.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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169
The chart illustrates a significant step-up in capacity, with a distinction between existing and future planned capacity.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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170
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171
The slide uses a combination of a product screenshot, executive quotes, and a bar chart to demonstrate business momentum.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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172
The slide uses a single bar chart to represent cumulative growth over a 6-year period.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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173
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174
The chart uses a split Y-axis approach to visualize revenue (positive) and compute expense (negative) trends.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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175
The slide highlights the inverse relationship between rising capital expenditures and FCF margins in the context of AI investment.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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176
The slide uses a simple additive equation structure to summarize a market situation.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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177
The slide highlights the high capital intensity of the AI model industry relative to current revenue generation.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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178
Includes specific footnotes regarding data sources and estimation methodologies for each company.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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179
The slide highlights that OpenAI's valuation multiple is an outlier compared to the median of 6.9x for the selected peer group.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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180
The slide highlights that despite a high valuation, OpenAI's revenue per user is mid-pack compared to peers.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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181
The slide uses historical anecdotes to frame current market conditions.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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182
The slide uses historical examples of high-burn companies (Uber, Tesla) to frame the current AI investment landscape.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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183
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184
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185
The slide contrasts the capital-intensive nature of training LLMs with the rapid commoditization and efficiency gains in inference.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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186
The slide uses a narrative structure to discuss the commoditization of LLMs and the disruption of traditional business models.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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187
The diagram uses concentric circles to represent increasing levels of vertical integration.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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188
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189
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190
The slide uses screenshots of pricing pages to illustrate the subscription tiers for five major AI companies.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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191
The slide uses screenshots of pricing pages to illustrate the range of monetization models for foundation models.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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192
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193
The slide uses a dual-chart layout to illustrate the correlation between subscriber growth and revenue growth.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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194
The chart shows a significant acceleration in revenue growth between 9/23 and 3/25.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The chart shows a steep upward trajectory in annualized revenue from 3/24 to 5/25.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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