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51,416 slides across 1229 decks match.
Treemap Arc Catalog
USA vs. China in Technology = China's AI Response Time Significantly Faster vs. Internet 1995
BondCap · transition
USA vs. China in Technology = China's AI Response Time Significantly Faster vs. Internet 1995
 AI Large Language Model (LLM) Leadership = USA & China Outpacing Rest of World (RoW), per Epoch AI
BondCap · market_landscape
AI Large Language Model (LLM) Leadership = USA & China Outpacing Rest of World (RoW), per Epoch AI
 China AI = Rapid Relevance… DeepSeek R1 – 1/20/25…
BondCap · case_study
China AI = Rapid Relevance… DeepSeek R1 – 1/20/25…
 ...China AI = Rapid Relevance... Alibaba Qwen 2.5-Max – 1/29/25...
BondCap · case_study
...China AI = Rapid Relevance... Alibaba Qwen 2.5-Max – 1/29/25...
 ...China AI = Rapid Relevance... Baidu Ernie 4.5 Turbo – 4/25/25
BondCap · case_study
...China AI = Rapid Relevance... Baidu Ernie 4.5 Turbo – 4/25/25
0.2% — Cost per million tokens
 China AI = LLM Performance Catching Up to USA Models, per Stanford HAI...
BondCap · market_landscape
China AI = LLM Performance Catching Up to USA Models, per Stanford HAI...
1,362 — LMSYS Chatbot Arena Score
 ...China AI = LLMs Achieving Performance with Lower Training Costs, per Epoch AI...
BondCap · market_landscape
...China AI = LLMs Achieving Performance with Lower Training Costs, per Epoch AI...
$40M — Training cost
 ...China AI = LLMs Increasingly Powered by Local Semiconductors...
BondCap · case_study
...China AI = LLMs Increasingly Powered by Local Semiconductors...
 ...China AI = Industrial Robot Installed Base Higher vs. Rest of World...
BondCap · market_landscape
...China AI = Industrial Robot Installed Base Higher vs. Rest of World...
276 — Number of industrial robots installed
 ...China AI = Industrial Robot Installed Base Higher vs. Rest of World
BondCap · market_landscape
...China AI = Industrial Robot Installed Base Higher vs. Rest of World
 Robots – Industrial & Humanoid = Creating New Data @ New Scale
BondCap · other
Robots – Industrial & Humanoid = Creating New Data @ New Scale
 China Consumer AI Usage = DeepSeek Rose Quickly
BondCap · transition
China Consumer AI Usage = DeepSeek Rose Quickly
 China Consumer AI Usage = DeepSeek Rose Quickly
BondCap · market_landscape
China Consumer AI Usage = DeepSeek Rose Quickly
+294% — Monthly active users
 LLM User Share – Desktop Users = OpenAI ChatGPT Leads…DeepSeek Rose Quickly, per YipitData…
BondCap · market_landscape
LLM User Share – Desktop Users = OpenAI ChatGPT Leads…DeepSeek Rose Quickly, per YipitData…
 ...LLM User Share – Mobile App Users = OpenAI ChatGPT Leads...DeepSeek Rose Quickly, per Sensor Tower...
BondCap · market_landscape
...LLM User Share – Mobile App Users = OpenAI ChatGPT Leads...DeepSeek Rose Quickly, per Sensor Tower...
 ...LLM User Share – Mobile App Downloads + Users = ChatGPT Supporting Strong Momentum...
BondCap · data_table
...LLM User Share – Mobile App Downloads + Users = ChatGPT Supporting Strong Momentum...
530MM — MAUs
 ...LLM User Share – Query Volume = OpenAI ChatGPT Leads, per Google
BondCap · market_landscape
...LLM User Share – Query Volume = OpenAI ChatGPT Leads, per Google
1,200M — Global Daily Queries
 China AI Users = Using Local AI Platforms, per Roland Berger Consulting
BondCap · market_landscape
China AI Users = Using Local AI Platforms, per Roland Berger Consulting
 AI Benefits vs. Drawbacks – China vs. USA Citizens = China Materially More Optimistic Regarding Benefits
BondCap · industry_trends
AI Benefits vs. Drawbacks – China vs. USA Citizens = China Materially More Optimistic Regarding Benefits
 AI & Physical World Ramps = Fast + Data-Driven
BondCap · key_messages
AI & Physical World Ramps = Fast + Data-Driven
 Physical World AI – Vertically-Integrated Electric Vehicles (Tesla) = ~100x Increase in Fully Self-Driven Miles Over Thirty-Three Months
BondCap · case_study
Physical World AI – Vertically-Integrated Electric Vehicles (Tesla) = ~100x Increase in Fully Self-Driven Miles Over Thirty-Three Months
~100x — Cumulative Fully Self-Driven Miles
 Physical World AI – Fully-Autonomous Vehicles (Waymo) = 0% to 27% Share of San Francisco Rideshares Over Twenty Months, per YipitData
BondCap · case_study
Physical World AI – Fully-Autonomous Vehicles (Waymo) = 0% to 27% Share of San Francisco Rideshares Over Twenty Months, per YipitData
27% — Market Share
 Physical World AI –Vehicle Intelligence (Applied Intuition) = Serving Automotive, Trucking, Construction & Defense
BondCap · case_study
Physical World AI –Vehicle Intelligence (Applied Intuition) = Serving Automotive, Trucking, Construction & Defense
18 — Number of Top Auto OEMs Served
 Physical World AI – USA Defense (Anduril) = +2x Y/Y Revenue Growth for Last Two Years
BondCap · case_study
Physical World AI – USA Defense (Anduril) = +2x Y/Y Revenue Growth for Last Two Years
$1,000 — Annual Revenue
 Physical World AI = AI-Driven Mining Exploration (KoBold Metals) = Reversing Trend in Exploration Inefficiency
BondCap · case_study
Physical World AI = AI-Driven Mining Exploration (KoBold Metals) = Reversing Trend in Exploration Inefficiency
15 — Mineral Deposit Discoveries per $B of Exploration Spend
 Physical World AI – Agricultural Modernization (Carbon Robotics) = 230K+ Acres Weeded / 100K+ Gallons of Glyphosate Prevented
BondCap · case_study
Physical World AI – Agricultural Modernization (Carbon Robotics) = 230K+ Acres Weeded / 100K+ Gallons of Glyphosate Prevented
230K+ — Cumulative Fleet Acres Weeded
 Physical World AI – Intelligent Grazing (Halter) = +150% Net-New Livestock Collars Contracted Y/Y
BondCap · case_study
Physical World AI – Intelligent Grazing (Halter) = +150% Net-New Livestock Collars Contracted Y/Y
+150% — Net New Collars Contracted
 Global Internet User Ramps Powered by AI from Get-Go = Growth We Have Not Seen Likes of Before
BondCap · key_messages
Global Internet User Ramps Powered by AI from Get-Go = Growth We Have Not Seen Likes of Before
2.6B — unconnected population
 Global Internet Users = Epic Growth Over Past Thirty-Three Years, per ITU
BondCap · industry_trends
Global Internet Users = Epic Growth Over Past Thirty-Three Years, per ITU
5B+ — Internet Users
 Global Internet Penetration = 68% vs. 16% Nineteen Years Ago, per ITU
BondCap · context
Global Internet Penetration = 68% vs. 16% Nineteen Years Ago, per ITU
68% — Global Internet Penetration
 Global Internet Penetration by Region @ +70% = All Regions Except South Asia + Sub-Saharan Africa, per ITU
BondCap · market_landscape
Global Internet Penetration by Region @ +70% = All Regions Except South Asia + Sub-Saharan Africa, per ITU
70% — Internet Penetration
 Global Internet Penetration by Population Density = 83% of Urban Dwellers Online vs. 48% Rural
BondCap · industry_trends
Global Internet Penetration by Population Density = 83% of Urban Dwellers Online vs. 48% Rural
83% — Internet Penetration
 Global Internet Users @ 5.5B = +6% Y/Y & Accelerating, per ITU
BondCap · industry_trends
Global Internet Users @ 5.5B = +6% Y/Y & Accelerating, per ITU
5.5B — Internet Users
 ChatGPT Mobile App @ 530MM MAUs in Twenty-Three Months = Global Growth We Have Not Seen Likes Of Before
BondCap · market_landscape
ChatGPT Mobile App @ 530MM MAUs in Twenty-Three Months = Global Growth We Have Not Seen Likes Of Before
530MM — Monthly Active Users (MAUs)
 ChatGPT Mobile App – Top User Countries = India @ 14%...USA @ 9%...Indonesia @ 6%, per Sensor Tower
BondCap · market_landscape
ChatGPT Mobile App – Top User Countries = India @ 14%...USA @ 9%...Indonesia @ 6%, per Sensor Tower
13.5% — Monthly Active Users
 DeepSeek Mobile App @ 54MM MAUs in Four Months = Growth Concentrated in China (34% Users) & Russia (9%)
BondCap · market_landscape
DeepSeek Mobile App @ 54MM MAUs in Four Months = Growth Concentrated in China (34% Users) & Russia (9%)
54MM — Monthly Active Users (MAUs)
 New Internet User Growth = Enabled by AI + Satellites
BondCap · section_divider
New Internet User Growth = Enabled by AI + Satellites
 Orbital / Satellite Launch Market Share, Global = SpaceX Rising
BondCap · market_landscape
Orbital / Satellite Launch Market Share, Global = SpaceX Rising
 SpaceX Starlink @ 5MM+ Subscribers = +202% Annual Growth Over 3.2 Years
BondCap · case_study
SpaceX Starlink @ 5MM+ Subscribers = +202% Annual Growth Over 3.2 Years
5MM+ — Subscribers
 SpaceX Starlink Ecosystem = Coverage Expanding Globally
BondCap · geographic_map
SpaceX Starlink Ecosystem = Coverage Expanding Globally
 Starlink = Unlocking Previously-Inaccessible Internet Access in AI Era
BondCap · case_study
Starlink = Unlocking Previously-Inaccessible Internet Access in AI Era
 AI & Work Evolution = Real + Rapid
BondCap · key_messages
AI & Work Evolution = Real + Rapid
 AI Impact on Business = Diverse & Broad
BondCap · industry_trends
AI Impact on Business = Diverse & Broad
 Reflexive AI Usage Is Now a Baseline Expectation...
BondCap · quote_slide
Reflexive AI Usage Is Now a Baseline Expectation...
 Duolingo Is Going to be AI-First
BondCap · quote_slide
Duolingo Is Going to be AI-First
 AI Adoption @ USA Firms = Rising...
BondCap · industry_trends
AI Adoption @ USA Firms = Rising...
 ...AI Adoption @ USA Firms = +21% Q/Q @ ~7% of Companies (Q1:25)
BondCap · industry_trends
...AI Adoption @ USA Firms = +21% Q/Q @ ~7% of Companies (Q1:25)
+21% — Change in share of firms using AI
 AI Impact on Workforce = Employers Adopting AI to Drive Productivity Improvements
BondCap · industry_trends
AI Impact on Workforce = Employers Adopting AI to Drive Productivity Improvements
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