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Active filters: firm: BondCap ×
2,272 slides across 12 decks match.
Treemap Arc Catalog
Technology Compounding = Numbers Behind The Momentum
BondCap · section_divider
Technology Compounding = Numbers Behind The Momentum
 Technology Compounding Over Thousand-Plus Years = Better + Faster + Cheaper → More...
BondCap · context
Technology Compounding Over Thousand-Plus Years = Better + Faster + Cheaper → More...
 ...Technology Compounding Over Fifty-Plus Years = Better + Faster + Cheaper → More
BondCap · industry_trends
...Technology Compounding Over Fifty-Plus Years = Better + Faster + Cheaper → More
1,000,000 — Computing Cycles
 AI Technology Compounding = Numbers Behind The Momentum
BondCap · section_divider
AI Technology Compounding = Numbers Behind The Momentum
 260% Annual Growth Over Fifteen Years of... Data to Train AI Models Led To...
BondCap · industry_trends
260% Annual Growth Over Fifteen Years of... Data to Train AI Models Led To...
+260% — Annual growth rate
 ...360% Annual Growth Over Fifteen Years of... Compute to Train AI Models Led To...
BondCap · industry_trends
...360% Annual Growth Over Fifteen Years of... Compute to Train AI Models Led To...
360% — Training Compute (FLOP)
 ...200% Annual Growth Over Nine Years of... Compute Gains from Better Algorithms Led To...
BondCap · industry_trends
...200% Annual Growth Over Nine Years of... Compute Gains from Better Algorithms Led To...
+200% — Effective Compute
 ...150% Annual Growth Over Six Years of... Performance Gains from Better AI Supercomputers Led To...
BondCap · industry_trends
...150% Annual Growth Over Six Years of... Performance Gains from Better AI Supercomputers Led To...
150% — FLOP/s
 ...167% Annual Growth Over Four Years in... Number of Powerful AI Models
BondCap · industry_trends
...167% Annual Growth Over Four Years in... Number of Powerful AI Models
167% — Number of New Models Released Each Year
 ChatGPT AI User + Subscriber + Revenue Growth Ramps = Hard to Match, Ever
BondCap · market_landscape
ChatGPT AI User + Subscriber + Revenue Growth Ramps = Hard to Match, Ever
800M — Weekly Active Users
 Time to 365B Annual Searches = ChatGPT 5.5x Faster vs. Google
BondCap · industry_trends
Time to 365B Annual Searches = ChatGPT 5.5x Faster vs. Google
5.5x — Annual Searches
 In 1998, tapping emerging Internet access, Google set out to ‘organize the world’s information and make it universally accessible and useful.’
BondCap · context
In 1998, tapping emerging Internet access, Google set out to ‘organize the world’s information and make it universally accessible and useful.’
 Knowledge Distribution Evolution = Over ~Six Centuries
BondCap · section_divider
Knowledge Distribution Evolution = Over ~Six Centuries
 Knowledge Distribution – 1440-1992 = Static + Physical Delivery…
BondCap · context
Knowledge Distribution – 1440-1992 = Static + Physical Delivery…
 ...Knowledge Distribution – 2022+ = Active + Digital + Generative Delivery
BondCap · case_study
...Knowledge Distribution – 2022+ = Active + Digital + Generative Delivery
 AI = Many Years Before Lift-Off
BondCap · section_divider
AI = Many Years Before Lift-Off
 AI = Circa Q2:25
BondCap · transition
AI = Circa Q2:25
 AI = Circa 2030?
BondCap · transition
AI = Circa 2030?
 AI = Circa 2035?
BondCap · transition
AI = Circa 2035?
 AI Development Trending = Unprecedented
BondCap · transition
AI Development Trending = Unprecedented
 Machine-Learning Model* Trending = In 2015... Industry Surpassed Academia as Data + Compute + Financial Needs Rose
BondCap · industry_trends
Machine-Learning Model* Trending = In 2015... Industry Surpassed Academia as Data + Compute + Financial Needs Rose
55 — Annual New Notable Machine-Learning Models
 AI Developer Growth (NVIDIA Ecosystem as Proxy) = +6x to 6MM Developers Over Seven Years
BondCap · market_sizing
AI Developer Growth (NVIDIA Ecosystem as Proxy) = +6x to 6MM Developers Over Seven Years
6MM — Number of Developers
 AI Developer Growth (Google Ecosystem as Proxy) = +5x to 7MM Developers Y/Y
BondCap · market_landscape
AI Developer Growth (Google Ecosystem as Proxy) = +5x to 7MM Developers Y/Y
7MM — Developers
 Computing-Related Patent Grants, USA = Exploded... Post-Netscape IPO (1995)...Again + Faster Post-ChatGPT Public Launch (2022)
BondCap · industry_trends
Computing-Related Patent Grants, USA = Exploded... Post-Netscape IPO (1995)...Again + Faster Post-ChatGPT Public Launch (2022)
+6,000 — Annual Patent Grants
 AI Performance = In 2024... Surpassed Human Levels of Accuracy & Realism, per Stanford HAI
BondCap · market_landscape
AI Performance = In 2024... Surpassed Human Levels of Accuracy & Realism, per Stanford HAI
92.30% — Average accuracy
 AI Performance = In Q1:25... 73% of Responses & Rising Mistaken as Human by Testers
BondCap · data_table
AI Performance = In Q1:25... 73% of Responses & Rising Mistaken as Human by Testers
73% — AI Win Rate
 AI Performance = Increasingly Realistic Conversations Simulating Human Behaviors
BondCap · case_study
AI Performance = Increasingly Realistic Conversations Simulating Human Behaviors
87% — Turing Test success rate
 AI Performance = Increasingly Realistic Image Generation...
BondCap · case_study
AI Performance = Increasingly Realistic Image Generation...
 ...AI Performance = Increasingly Realistic Image Generation
BondCap · case_study
...AI Performance = Increasingly Realistic Image Generation
 AI Performance = Increasingly Realistic Audio Translation / Generation...
BondCap · case_study
AI Performance = Increasingly Realistic Audio Translation / Generation...
20M — Monthly Global Site Visits
 ...AI Performance = Evolving to Mainstream Realistic Audio Translation / Generation
BondCap · case_study
...AI Performance = Evolving to Mainstream Realistic Audio Translation / Generation
678MM — Monthly Active Users
 AI Performance = Emerging Applications Accelerating
BondCap · industry_trends
AI Performance = Emerging Applications Accelerating
 Success in creating AI could be the biggest event in the history of our civilization. But it could also be the last – unless we learn how to avoid the risks.
BondCap · quote_slide
Success in creating AI could be the biggest event in the history of our civilization. But it could also be the last – unless we learn how to avoid the risks.
 AI User + Usage + CapEx Growth = Unprecedented
BondCap · transition
AI User + Usage + CapEx Growth = Unprecedented
 Consumer / User AI Adoption = Unprecedented
BondCap · key_messages
Consumer / User AI Adoption = Unprecedented
 AI User Growth (ChatGPT as Foundational Indicator) = +8x to 800MM in Seventeen Months
BondCap · market_landscape
AI User Growth (ChatGPT as Foundational Indicator) = +8x to 800MM in Seventeen Months
800MM — Weekly Active Users
 AI Global Adoption (ChatGPT as Foundational Indicator) = Have Not Seen Likes of This Around-the-World Spread Before
BondCap · market_landscape
AI Global Adoption (ChatGPT as Foundational Indicator) = Have Not Seen Likes of This Around-the-World Spread Before
90% — Share of Total Current Users
 AI User Adoption (ChatGPT as Proxy) = Materially Faster vs. Internet Comparables...
BondCap · industry_trends
AI User Adoption (ChatGPT as Proxy) = Materially Faster vs. Internet Comparables...
0.2 — Years to reach 100MM users
 ...AI User Adoption (ChatGPT as Proxy) = Materially Faster + Cheaper vs. Other Foundational Technology Products
BondCap · market_landscape
...AI User Adoption (ChatGPT as Proxy) = Materially Faster + Cheaper vs. Other Foundational Technology Products
5 — Days to reach 1MM users
 AI User Adoption – Time to 50% Household Penetration = Each Cycle Ramps in ~Half-the-Time…AI Following Pattern
BondCap · industry_trends
AI User Adoption – Time to 50% Household Penetration = Each Cycle Ramps in ~Half-the-Time…AI Following Pattern
3 — Years to 50% adoption
 Technology Ecosystem AI Adoption = Impressive
BondCap · transition
Technology Ecosystem AI Adoption = Impressive
 NVIDIA AI Ecosystem Tells Over Four Years = >100% Growth in Developers / Startups / Apps
BondCap · market_landscape
NVIDIA AI Ecosystem Tells Over Four Years = >100% Growth in Developers / Startups / Apps
>100% — Ecosystem Growth
 Tech Incumbent AI Adoption = Top Priority
BondCap · section_divider
Tech Incumbent AI Adoption = Top Priority
 Tech Incumbent AI Focus = Talking-the-Talk...
BondCap · industry_trends
Tech Incumbent AI Focus = Talking-the-Talk...
 ...Tech Incumbent AI Focus = Talking-the-Talk...
BondCap · quote_slide
...Tech Incumbent AI Focus = Talking-the-Talk...
 ...Tech Incumbent AI Focus = Talking-the-Talk...
BondCap · quote_slide
...Tech Incumbent AI Focus = Talking-the-Talk...
 ...Tech Incumbent AI Focus = Talking-the-Talk
BondCap · quote_slide
...Tech Incumbent AI Focus = Talking-the-Talk
 'Traditional' Enterprise AI Adoption = Rising Priority
BondCap · transition
'Traditional' Enterprise AI Adoption = Rising Priority
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