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51,416 slides across 1229 decks match.
Outline
BondCap · agenda
Outline
Charts Paint Thousands of Words...
BondCap · key_takeaways
Charts Paint Thousands of Words...
$212B — CapEx
...Charts Paint Thousands of Words...
BondCap · key_takeaways
...Charts Paint Thousands of Words...
-$5B — AI Inference Costs
...Charts Paint Thousands of Words
BondCap · key_takeaways
...Charts Paint Thousands of Words
+448% — Market Share / User Growth / Job Postings
Overview...
BondCap · context
Overview...
...Overview
BondCap · context
...Overview
Outline
BondCap · agenda
Outline
...Knowledge Distribution – 1993-2021 = Active + Digital Delivery...
BondCap · case_study
...Knowledge Distribution – 1993-2021 = Active + Digital Delivery...
Knowledge is a process of piling up facts; wisdom lies in their simplification.
BondCap · quote_slide
Knowledge is a process of piling up facts; wisdom lies in their simplification.
AI Milestone Timeline – 1950-2022, per Stanford University…
BondCap · timeline
AI Milestone Timeline – 1950-2022, per Stanford University…
...AI Milestone Timeline – 2023-2025, per Stanford University
BondCap · timeline
...AI Milestone Timeline – 2023-2025, per Stanford University
Top Ten Things AI Can Do Today, per ChatGPT
BondCap · context
Top Ten Things AI Can Do Today, per ChatGPT
Top Ten Things AI Will Likely Do in Five Years, per ChatGPT
BondCap · other
Top Ten Things AI Will Likely Do in Five Years, per ChatGPT
Top Ten Things AI Will Likely Do in Ten Years, per ChatGPT
BondCap · other
Top Ten Things AI Will Likely Do in Ten Years, per ChatGPT
AI = Benefits & Risks
BondCap · section_divider
AI = Benefits & Risks
AI Development = Benefits & Risks
BondCap · context
AI Development = Benefits & Risks
Outline
BondCap · agenda
Outline
CapEx Spend @ Amazon AWS = Cloud vs. AI Patterns
BondCap · section_divider
CapEx Spend @ Amazon AWS = Cloud vs. AI Patterns
Tech CapEx Spend Driver = Compute Spend to Train & Run Models
BondCap · context
Tech CapEx Spend Driver = Compute Spend to Train & Run Models
$10 billion — AI compute costs
AI and energy observations / quotes (in italics) here and the two pages that follow are from ‘World Energy Outlook Special Report – Energy and AI’ (link) from IEA (International Energy Agency)* – 4/10/25
BondCap · context
AI and energy observations / quotes (in italics) here and the two pages that follow are from ‘World Energy Outlook Special Report – Energy and AI’ (link) from IEA (International Energy Agency)* – 4/10/25
1.5% — electricity consumption
Data Centers = Electricity Guzzlers
BondCap · context
Data Centers = Electricity Guzzlers
Outline
BondCap · agenda
Outline
The AI Developer Next Door
BondCap · section_divider
The AI Developer Next Door
Outline
BondCap · agenda
Outline
Al Monetization Possibilities – Enterprise = Horizontal Platform & / Or Specialized Software?
BondCap · context
Al Monetization Possibilities – Enterprise = Horizontal Platform & / Or Specialized Software?
AI Monetization Possibilities – Enterprise = Horizontal Platform & / Or Specialized Software?
BondCap · key_messages
AI Monetization Possibilities – Enterprise = Horizontal Platform & / Or Specialized Software?
Outline
BondCap · section_divider
Outline
AI Monetization Threats = Rising Competition + Open-Source Momentum + China's Rise
BondCap · context
AI Monetization Threats = Rising Competition + Open-Source Momentum + China's Rise
Outline
BondCap · agenda
Outline
Outline
BondCap · agenda
Outline
Outline
BondCap · agenda
Outline
Summary...
BondCap · executive_summary
Summary...
...Summary
BondCap · key_takeaways
...Summary
BOND
BondCap · disclaimer
BOND
Review of 2024 capital markets performance
McKinsey · 2024 · cover
Review of 2024 capital markets performance
Review of 2024 capital markets performance
McKinsey · 2024 · executive_summary
Review of 2024 capital markets performance
18% — Total Shareholder Return (TSR)
CCPC INVESTMENTS RESEARCH
IPSOS · 2021 · cover
CCPC INVESTMENTS RESEARCH
EXECUTIVE SUMMARY
IPSOS · 2021 · executive_summary
EXECUTIVE SUMMARY
OBJECTIVES & METHODOLOGY
IPSOS · 2021 · context
OBJECTIVES & METHODOLOGY
SAMPLE PROFILE – DEMOGRAPHICS (WEIGHTED)
IPSOS · 2021 · segmentation
SAMPLE PROFILE – DEMOGRAPHICS (WEIGHTED)
1,002 — Respondent distribution
CONTACTS
IPSOS · 2021 · other
CONTACTS
Authors
RolandBerger · 2023 · other
Authors
LAZARD LCOE+
RolandBerger · 2024 · cover
LAZARD LCOE+
Table of Contents
RolandBerger · 2024 · table_of_contents
Table of Contents
Executive Summary
RolandBerger · 2024 · section_divider
Executive Summary
Executive Summary—Levelized Cost of Energy Version 17.0(1)
RolandBerger · 2024 · executive_summary
Executive Summary—Levelized Cost of Energy Version 17.0(1)
Executive Summary—Levelized Cost of Storage Version 9.0(1)
RolandBerger · 2024 · executive_summary
Executive Summary—Levelized Cost of Storage Version 9.0(1)
Executive Summary—Levelized Cost of Hydrogen Version 4.0(1)
RolandBerger · 2024 · executive_summary
Executive Summary—Levelized Cost of Hydrogen Version 4.0(1)
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