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10,531-10,560 of 42,534
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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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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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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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The diagram uses concentric circles to represent increasing levels of vertical integration.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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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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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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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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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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The chart shows a non-linear growth trajectory from FQ4:23 to FQ4:25.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The chart uses dashed lines to represent growth trajectories over time.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide uses a side-by-side comparison to contrast a single AI product's reach with the massive, multi-platform ecosystems of established tech giants.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The chart shows cumulative usage in billions (B) for two specific AI features.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The chart shows a rapid adoption curve for the AI DJ feature across global markets between 2/23 and 5/25.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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Image file at /tmp/legacy-images/1873217bba818632/slides/203.jpg is missing from disk; cannot inspect contents.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The chart shows a rapid growth trajectory for Meta AI, reaching nearly 1 billion monthly active users by Q1 2025.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The chart shows a sharp inflection point in February 2025.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide highlights the integration of AI into Google Search and the growth of Gemini MAUs.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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Includes a quote from Amazon CEO Andy Jassy regarding Rufus usage.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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Includes a screenshot of the Symphony interface and a line chart showing TikTok.com website visits.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The chart shows a trend of iPhone sales for specific models over time, likely correlating with the Apple Intelligence rollout.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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Includes a screenshot of a Microsoft AI product landing page and a callout box with a quote from the CFO.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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