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51,416 slides across 1229 decks match.
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The Essential Eight technologies that matter most for business today
PwC · 2020 · context
The Essential Eight technologies that matter most for business today
 The Great Lockdown: A synchronized contraction in economic growth across countries and territories in 2020
PwC · 2020 · industry_trends
The Great Lockdown: A synchronized contraction in economic growth across countries and territories in 2020
-7.5 — GDP growth rate
 We are at the beginning of a new industrial revolution ... over the course of the next four or five years we'll have $2T worth of data centers that will be powering software around the world.
Accel · quote_slide
We are at the beginning of a new industrial revolution ... over the course of the next four or five years we'll have $2T worth of data centers that will be powering software around the world.
$2T — Data center investment
 AI is pushing NASDAQ to an all-time high, at a similar pace to earlier platform shifts...
Accel · context
AI is pushing NASDAQ to an all-time high, at a similar pace to earlier platform shifts...
24.0K — NASDAQ Composite Index
 ...not impacted by geopolitical and macro uncertainty
Accel · context
...not impacted by geopolitical and macro uncertainty
 AI is concentrating tech market leadership
Accel · market_landscape
AI is concentrating tech market leadership
$20.7T — Market Cap
 “Super Six” added $4.9T of market cap in the past year
Accel · market_landscape
“Super Six” added $4.9T of market cap in the past year
$4.9T — Market Capitalisation
 Mixed story for enterprise cloud giants as agentic adoption is still in its early days
Accel · market_landscape
Mixed story for enterprise cloud giants as agentic adoption is still in its early days
$785B — Market Capitalization
 Software is not going away: Globalscape Public Cloud Index recovering (+25% y/y)
Accel · industry_trends
Software is not going away: Globalscape Public Cloud Index recovering (+25% y/y)
+25% — Globalscape Public Cloud Index
 Multipes are now back above historical pre-COVID levels
Accel · financial_analysis
Multipes are now back above historical pre-COVID levels
7.8x — EV/NTM Rev
 Tech IPO markets starting to reopen
Accel · market_landscape
Tech IPO markets starting to reopen
8 — Number of IPOs
 Accel is investing in software & AI globally
Accel · geographic_map
Accel is investing in software & AI globally
450+ — Total Companies
 Public cloud companies' growth rates continue to be under pressure
Accel · industry_trends
Public cloud companies' growth rates continue to be under pressure
15% — Average annual growth rate
 Sponsors activity continues to be strong for legacy software companies
Accel · market_landscape
Sponsors activity continues to be strong for legacy software companies
$75B — Aggregate M&A Value
 M&A is accelerating driven by consolidation and big strategic initiatives
Accel · market_landscape
M&A is accelerating driven by consolidation and big strategic initiatives
$150B — Enterprise Value
 Public software companies are investing heavily in agentic capabilities
Accel · industry_trends
Public software companies are investing heavily in agentic capabilities
230K — Agentic ARR / User count
 Early enterprise agentic use cases are promising
Accel · case_study
Early enterprise agentic use cases are promising
 A new breed of private AI native applications shows unprecedented growth...
Accel · industry_trends
A new breed of private AI native applications shows unprecedented growth...
 ...driving venture funding to an all-time high
Accel · market_landscape
...driving venture funding to an all-time high
$184B — Venture Capital Funding
 AI Model funding is heavily concentrated in the US vs EU/IL...
Accel · market_landscape
AI Model funding is heavily concentrated in the US vs EU/IL...
$106B — Venture Capital AI Model Investments
 ...driven by massive rounds for OpenAI, Anthropic and xAI
Accel · data_table
...driven by massive rounds for OpenAI, Anthropic and xAI
$500B — Valuation
 Pace of new model releases continues to be high
Accel · industry_trends
Pace of new model releases continues to be high
 LLM performance is converging, but performance gap is still wide in video & computer-use models
Accel · competitive_analysis
LLM performance is converging, but performance gap is still wide in video & computer-use models
70% — Performance Score
 On the cloud and AI applications side, private EU/IL funding performs well, representing 2/3 of the US
Accel · market_landscape
On the cloud and AI applications side, private EU/IL funding performs well, representing 2/3 of the US
$30B — Venture Capital Investment
 Emerging winners in each geography are raising similar sized rounds
Accel · data_table
Emerging winners in each geography are raising similar sized rounds
 A new landscape of AI native applications is emerging...
Accel · market_landscape
A new landscape of AI native applications is emerging...
$3.9B — 2025 Total Category Funding
 ...with unprecedented bottoms-up adoption...
Accel · industry_trends
...with unprecedented bottoms-up adoption...
90% — Percentage of Developers Using AI
 ...and a level of efficiency never seen before in software
Accel · industry_trends
...and a level of efficiency never seen before in software
6.1 — ARR per FTE
 Gross margin is still below traditional software...
Accel · financial_analysis
Gross margin is still below traditional software...
76% — Gross margin
 ...but lowering inference cost should drive margin expansion in the future
Accel · financial_analysis
...but lowering inference cost should drive margin expansion in the future
-97% — Inference cost per 1M tokens
 Powering the AI industrial revolution requires new infrastructure...
Accel · context
Powering the AI industrial revolution requires new infrastructure...
 ...driving a race for compute
Accel · precedent
...driving a race for compute
$7 trillion — Capital expenditure
 Build out of AI data center capacity is forecasted to reach 117 additional GW by 2030
Accel · market_sizing
Build out of AI data center capacity is forecasted to reach 117 additional GW by 2030
117 GW — Gigawatts
 55%+ of forecasted capacity by 2030 is already committed / announced
Accel · market_landscape
55%+ of forecasted capacity by 2030 is already committed / announced
65GW — Gigawatts (GW)
 117GW incremental data center capacity translates to ~$4T of AI CapEx between '26 and '30
Accel · financial_analysis
117GW incremental data center capacity translates to ~$4T of AI CapEx between '26 and '30
$4T — AI CapEx
 2025 CapEx is concentrated in large hyperscalers and their op. cash flow can finance a 5-year build out
Accel · financial_analysis
2025 CapEx is concentrated in large hyperscalers and their op. cash flow can finance a 5-year build out
$383B — CapEx
 $3.1T AI data center revenue required over 5 years to payback '26-'30 expected CapEx
Accel · financial_analysis
$3.1T AI data center revenue required over 5 years to payback '26-'30 expected CapEx
$3.1T — Total Revenue Required
 $3.1T revenue equivalent to an increase of 1-2% of global GDP CAGR
Accel · financial_analysis
$3.1T revenue equivalent to an increase of 1-2% of global GDP CAGR
6.5% — Global GDP CAGR
 Capital likely won't be the constraint, but will the 36 GW US electricity shortfall be the bottleneck?
Accel · problem_statement
Capital likely won't be the constraint, but will the 36 GW US electricity shortfall be the bottleneck?
36 GW — Gigawatts
 First — Congratulations to this year's EU/IL unicorns!
Accel · other
First — Congratulations to this year's EU/IL unicorns!
 Congratulations to this year's US unicorns!
Accel · other
Congratulations to this year's US unicorns!
 Globalscape winners have raised $10.3B in total
Accel · market_sizing
Globalscape winners have raised $10.3B in total
$10.3B — Total capital raised
 Foundation Models, and Horizontal / Vertical AI companies exhibit strongest hiring velocity
Accel · industry_trends
Foundation Models, and Horizontal / Vertical AI companies exhibit strongest hiring velocity
202% — Average YoY FTE Growth
 65%+ of winners are 0-3 years old
Accel · market_landscape
65%+ of winners are 0-3 years old
65% — Company age
 Increased deployment of AI agents / computer-use models in the enterprise
Accel · industry_trends
Increased deployment of AI agents / computer-use models in the enterprise
45% — AI budget increase
 Rise of vertical-specific AI applications
Accel · industry_trends
Rise of vertical-specific AI applications
 AI Security as the new cyber battleground
Accel · industry_trends
AI Security as the new cyber battleground
39% — CISO pain point frequency
 Vibe coding is moving to the enterprise
Accel · industry_trends
Vibe coding is moving to the enterprise
51% — Developer usage frequency
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