slides · global inventory
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Global slide inventory for the active corpus filters, with each row opening the slide detail view.
Corpus coverage
319,975 slides
319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.
- Total slides
- 319,975
- Described
- 319,974
- Pending
- 1
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Slide type
Showing 319,974 described slides — 100.0% of 319,975 rendered pages
+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs
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Slide collection
58,921-58,980 of 319,975
158
The slide is entirely text-based, serving as a narrative bridge or context-setting page in the deck.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
Consulting deck VC research Beat · Action1 hit
159
The slide discusses the shift towards specialized infrastructure providers like CoreWeave, Oracle, and Astera Labs to support foundation model development.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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160
2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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161
The chart illustrates the exponential growth of the Data Center segment compared to Gaming and Other segments.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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162
The chart uses a dual-axis approach to correlate the massive increase in Big Tech infrastructure spending with NVIDIA's exponential revenue growth.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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163
The chart shows a clear exponential growth trend in TPU sales.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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164
The slide highlights the rapid growth of AWS's custom AI silicon.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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165
2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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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
2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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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
2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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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
2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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184
2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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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
2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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189
2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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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
2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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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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195
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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196
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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197
The chart uses dashed lines to represent growth trajectories over time.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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198
2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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199
2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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200
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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201
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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202
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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203
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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204
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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205
The chart shows a sharp inflection point in February 2025.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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206
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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207
Includes a quote from Amazon CEO Andy Jassy regarding Rufus usage.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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208
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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209
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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210
2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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211
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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212
The chart shows a jump from $0.1B in 11/24 to a projected $1.0B in 4/25.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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213
The slide uses a line chart to visualize customer growth and includes two executive quotes to provide context on the drivers of this growth.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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214
2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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215
The slide uses a narrative structure to explain the evolution of enterprise software monetization in the age of Generative AI.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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216
This slide serves as a concluding synthesis for a section on AI monetization strategies.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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217
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