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51,416 slides across 1229 decks match.
Treemap Arc Catalog
AI Monetization – Enterprise = Specialized Software Opportunities in Fragmented Markets, per Prosus
BondCap · market_landscape
AI Monetization – Enterprise = Specialized Software Opportunities in Fragmented Markets, per Prosus
 AI-Enabled Specialized Software @ Large Service Industries = Growing Very Quickly...
BondCap · context
AI-Enabled Specialized Software @ Large Service Industries = Growing Very Quickly...
 AI-Enabled Specialized Software Companies @ Large Service Industries = Growing Very Quickly... Software Engineering
BondCap · transition
AI-Enabled Specialized Software Companies @ Large Service Industries = Growing Very Quickly... Software Engineering
 Specialized AI – Software Engineering (Code Editor) = Anysphere Cursor AI ARR @ $1MM to $300MM in Twenty-Five Months
BondCap · case_study
Specialized AI – Software Engineering (Code Editor) = Anysphere Cursor AI ARR @ $1MM to $300MM in Twenty-Five Months
$300MM — Annual Recurring Revenue (ARR)
 AI-Enabled Specialized Software Companies @ Large Service Industries = Growing Very Quickly... Product Development
BondCap · section_divider
AI-Enabled Specialized Software Companies @ Large Service Industries = Growing Very Quickly... Product Development
 Specialized AI – Product Development (No-Code Product-Building) = Lovable ARR +13x to $50MM in Five Months
BondCap · case_study
Specialized AI – Product Development (No-Code Product-Building) = Lovable ARR +13x to $50MM in Five Months
$50MM — Annual Recurring Revenue (ARR)
 AI-Enabled Specialized Software Companies @ Large Service Industries = Growing Very Quickly... Healthcare
BondCap · transition
AI-Enabled Specialized Software Companies @ Large Service Industries = Growing Very Quickly... Healthcare
 Specialized AI – Healthcare (Clinical Conversations) = Abridge @ $50MM to $117MM CARR in ~Five Months
BondCap · case_study
Specialized AI – Healthcare (Clinical Conversations) = Abridge @ $50MM to $117MM CARR in ~Five Months
$117MM — Contracted Annual Recurring Revenue (CARR)
 AI-Enabled Specialized Software Companies @ Large Service Industries = Growing Very Quickly... Legal
BondCap · section_divider
AI-Enabled Specialized Software Companies @ Large Service Industries = Growing Very Quickly... Legal
 Specialized AI – Legal (Workflows) = Harvey @ $10MM to $70MM ARR in Fifteen Months, per The Information & Business Insider
BondCap · case_study
Specialized AI – Legal (Workflows) = Harvey @ $10MM to $70MM ARR in Fifteen Months, per The Information & Business Insider
$70MM — Annual Recurring Revenue (ARR)
 AI-Enabled Specialized Software Companies @ Large Service Industries = Growing Very Quickly... Customer Service
BondCap · section_divider
AI-Enabled Specialized Software Companies @ Large Service Industries = Growing Very Quickly... Customer Service
 Specialized AI – Customer Service (AI Support Agents) = Decagon @ ~$1MM to $10MM ARR in One Year
BondCap · client_example
Specialized AI – Customer Service (AI Support Agents) = Decagon @ ~$1MM to $10MM ARR in One Year
$10MM — ARR
 AI-Enabled Specialized Software Companies @ Large Service Industries = Growing Very Quickly... Financial Services
BondCap · transition
AI-Enabled Specialized Software Companies @ Large Service Industries = Growing Very Quickly... Financial Services
 Specialized AI – Financial Services (Research & Analysis) = AlphaSense @ ~$150MM to ~$420MM in Two Years
BondCap · case_study
Specialized AI – Financial Services (Research & Analysis) = AlphaSense @ ~$150MM to ~$420MM in Two Years
$420MM — Annual Recurring Revenue (ARR)
 Next AI Use Case Frontiers = Broad & Varied
BondCap · transition
Next AI Use Case Frontiers = Broad & Varied
 Next AI Use Case Frontiers = Broad & Varied
BondCap · other
Next AI Use Case Frontiers = Broad & Varied
 Next AI Use Case Frontier – Protein Sequencing = Model Size +290% Annually to 98 Billion Parameters Over Four Years
BondCap · market_landscape
Next AI Use Case Frontier – Protein Sequencing = Model Size +290% Annually to 98 Billion Parameters Over Four Years
98B — Number of Parameters
 Next AI Use Case Frontier – Protein Sequencing = Synthetically Generated Protein Data Yields 1,000x Expansion via AlphaFold
BondCap · case_study
Next AI Use Case Frontier – Protein Sequencing = Synthetically Generated Protein Data Yields 1,000x Expansion via AlphaFold
214MM — Protein structures
 AI Monetization Threats = Rising Competition + Open-Source Model Momentum (& China's Rise)
BondCap · problem_statement
AI Monetization Threats = Rising Competition + Open-Source Model Momentum (& China's Rise)
 Rising Competition = AI Model Releases
BondCap · transition
Rising Competition = AI Model Releases
 Rising Competition = AI Model Releases
BondCap · context
Rising Competition = AI Model Releases
 Large-Scale AI Multimodal* Model Competition = +1,150% Rise in Models Released Over Two Years, per Epoch AI
BondCap · market_landscape
Large-Scale AI Multimodal* Model Competition = +1,150% Rise in Models Released Over Two Years, per Epoch AI
+1,150% — Number of Systems Released per Year
 Large-Scale AI Language Model Competition = +420% Increase in Models Released Over Two Years, per Epoch AI
BondCap · market_landscape
Large-Scale AI Language Model Competition = +420% Increase in Models Released Over Two Years, per Epoch AI
+420% — Number of Systems Released per Year
 Large-Scale AI Vision Model Competition = +109% Increase in Models Released Y/Y, per Epoch AI
BondCap · industry_trends
Large-Scale AI Vision Model Competition = +109% Increase in Models Released Y/Y, per Epoch AI
+109% — Number of Systems Released per Year
 Large-Scale AI Speech / Audio Model Competition = +367% Increase in Models Released Y/Y, per Epoch AI
BondCap · market_landscape
Large-Scale AI Speech / Audio Model Competition = +367% Increase in Models Released Y/Y, per Epoch AI
+367% — Models Released Y/Y
 Large-Scale AI Video Model Competition = +120% Increase in Models Released Y/Y, per Epoch AI
BondCap · industry_trends
Large-Scale AI Video Model Competition = +120% Increase in Models Released Y/Y, per Epoch AI
+120% — Number of Systems Released per Year
 LLM Competition – Website Visits = OpenAI ChatGPT Biggest @ 5.1B Site Visits…
BondCap · market_landscape
LLM Competition – Website Visits = OpenAI ChatGPT Biggest @ 5.1B Site Visits…
5.1B — Website Visits
 ...LLM Competition – Website Visits = DeepSeek & xAI Grok Also Rising @ 196-480MM Visits Each
BondCap · market_landscape
...LLM Competition – Website Visits = DeepSeek & xAI Grok Also Rising @ 196-480MM Visits Each
480MM — Website Visits (MM)
 LLM Competition – Product Releases During Week of May 19, 2025 = It Wasn't Just Google's Annual I/O Conference
BondCap · market_landscape
LLM Competition – Product Releases During Week of May 19, 2025 = It Wasn't Just Google's Annual I/O Conference
 AI Monetization Threats = Rising Competition + Open-Source Model Momentum (& China's Rise)
BondCap · problem_statement
AI Monetization Threats = Rising Competition + Open-Source Model Momentum (& China's Rise)
 AI Monetization Threats = Rising Competition + Open-Source Momentum + China's Rise
BondCap · industry_trends
AI Monetization Threats = Rising Competition + Open-Source Momentum + China's Rise
 Closed vs. Open-Source Models – Monthly Active Users (MAUs) = Closed Models Dominating With Consumers, per YipitData
BondCap · market_landscape
Closed vs. Open-Source Models – Monthly Active Users (MAUs) = Closed Models Dominating With Consumers, per YipitData
60% — Share of Global Consumer Users
 Closed vs. Open-Source Models – Compute Investment = Closed Models Higher, per Epoch AI
BondCap · market_landscape
Closed vs. Open-Source Models – Compute Investment = Closed Models Higher, per Epoch AI
17-month — Training compute (FLOP)
 Closed vs. Open-Source Models – Performance = Gap Closing…China Rising, per Epoch AI…
BondCap · market_landscape
Closed vs. Open-Source Models – Performance = Gap Closing…China Rising, per Epoch AI…
93% — MATH Level 5 pass@1 accuracy
 ...Closed vs. Open-Source Models – Performance = Gap Closing...China Rising, per Artificial Analysis
BondCap · market_landscape
...Closed vs. Open-Source Models – Performance = Gap Closing...China Rising, per Artificial Analysis
 Rising Performance of Open-Source Models + Falling Token Costs = Explosion of Usage by Developers Using AI
BondCap · key_messages
Rising Performance of Open-Source Models + Falling Token Costs = Explosion of Usage by Developers Using AI
 Rising Performance of Open-Source Models + Falling Token Costs = Explosion of Usage by Developers Using AI
BondCap · key_messages
Rising Performance of Open-Source Models + Falling Token Costs = Explosion of Usage by Developers Using AI
 Developer AI Model Activity = +3.4x Increase in Downloads of Meta Llama in Eight Months
BondCap · case_study
Developer AI Model Activity = +3.4x Increase in Downloads of Meta Llama in Eight Months
3.4x — Meta Llama Downloads
 Developer AI Model Activity = +33x Increase in AI Models on Hugging Face – 11/24 vs. 3/22
BondCap · market_landscape
Developer AI Model Activity = +33x Increase in AI Models on Hugging Face – 11/24 vs. 3/22
1.16MM — Number of AI Models
 AI Monetization Threats = Rising Competition + Open-Source Model Momentum (& China’s Rise)
BondCap · problem_statement
AI Monetization Threats = Rising Competition + Open-Source Model Momentum (& China’s Rise)
 The AI 'space race,' also has the potential to reshape the world order.
BondCap · context
The AI 'space race,' also has the potential to reshape the world order.
 Public Market Capitalization Leader Tells of Last Thirty Years = Extraordinary USA Momentum... China Rising
BondCap · section_divider
Public Market Capitalization Leader Tells of Last Thirty Years = Extraordinary USA Momentum... China Rising
 Global Public Market Capitalization Leaders – May, 2025 = 83% (25 of 30) USA-Based...
BondCap · data_table
Global Public Market Capitalization Leaders – May, 2025 = 83% (25 of 30) USA-Based...
83% — Market Capitalization
 ...Global Public Market Capitalization Leaders – December, 1995 = 53% (16 of 30) USA-Based
BondCap · data_table
...Global Public Market Capitalization Leaders – December, 1995 = 53% (16 of 30) USA-Based
$128B — Market Cap
 Public Market Capitalization Leader Tells of Last Thirty Years = Extraordinary USA Momentum...China Rising
BondCap · market_landscape
Public Market Capitalization Leader Tells of Last Thirty Years = Extraordinary USA Momentum...China Rising
83% — Market Capitalization
 Global Public Technology Market Cap Leaders – May, 2025 = 70% (21 of 30) USA-Based...
BondCap · data_table
Global Public Technology Market Cap Leaders – May, 2025 = 70% (21 of 30) USA-Based...
$3,368B — Market Cap
 ...Global Public Technology Market Cap Leaders – December, 1995 = 53% (16 of 30) USA-Based
BondCap · data_table
...Global Public Technology Market Cap Leaders – December, 1995 = 53% (16 of 30) USA-Based
$128B — Market Cap
 Public Market Capitalization Leader Tells of Last Thirty Years = Extraordinary USA Momentum...China Rising
BondCap · market_landscape
Public Market Capitalization Leader Tells of Last Thirty Years = Extraordinary USA Momentum...China Rising
70% — Market share of top 30 tech companies
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