competitive_analysis
at position 50–55%
16 slides where a page of type competitive analysis falls in the 50–55% range of its deck.
2025 Bond Cap Artificial Intelligence AI 2025
“...Revenue-per-User Multiple – OpenAI = In-the-Range”
OpenAI sees high valuation despite mid-pack annual revenue per user
$23 · Annual Revenue per User
2025 Air Street Capital The State of AI Report 2025
““Challengers” are no closer to catching NVIDIA”
Many of NVIDIA's competitors, both at home and abroad, have yet to gain meaningful momentum.
$500M · revenue
2024 Air Street Capital The State of AI Report 2024
“Google Gemini produced a strong model series with very competitive pricing”
Prices on Gemini 1.5 Pro and 1.5 Flash have been dropped by 64-86% a few months after launch while offering strong performance, e.g. Flash-8B is 50% cheaper than 1.5 Flash yet comparable across many b
86% · Price per 1M Tokens
2019 Air Street Capital The State of AI Report 2019
“Waymo drove >1M miles in 2018, 2.8x next best (GM Cruise) and 16x 3rd best (Apple)!”
The average Californian drives 14,435 miles per year. Only 11/63 companies have driven more than this in 2018.
1,000,000 · Miles driven on public roads
2022 Benedict Evans 2022 The New Gatekeepers
“Something missing, though?”
New entrants matching legacy content producers - all new entrants
Bold moves: Leading Southeast Asia's next wave of consu
“Insurgent disruptors are also speeding up their conquest for market share across multiple key categories”
23% · Change in % market share
Trends in the truck & trailer market
“Key regional truck markets in Europe are dominated by local OEMs – Top 5 players typically account for >70% of production”
70% · Market share
CO2 Emissions Report
“CO2 EMISSIONS ARE INCREASING. CAR MAKERS MUST ACT”
Overview of the ASEAN-6 Automotive Market
“Malaysia's national brands Perodua and Proton account for 60% share. Cherry captures 2.4% and BYD enters the top 10 list with 1% share”
National brands Perodua and Proton have experienced varied market performances. Perodua's market share increased from 41.3% to 43.8% due to demand for affordable, fuel-efficient cars.
60% · Market share
Insurance landscape evolution and emergence of MGA/ MGU mode
“In China MGA market, MGA model is still in the early stage, most existing players are startups and no dominant player by now”
Players started as or close to MGA model are almost independent MGAs and in small size. These players partnership with leading health insurance companies, and focus on niche, uncovered health protecti
Economic Impact of Ford and F-Series
“An external study confirms the F-150 is the most American-made full-size pickup”
The F-150 leads the industry both in number of vehicles sold and as the most American-made truck
78 · Made in America Index score
Eyepoint Goldman Sachs June 10 2025
“DURAVYU is Uniquely Positioned to Provide an Improved DME Treatment Paradigm Compared to Current Anti-VEGF Therapies”
6-month · Dosing frequency
2020 am investor day
“Successfully navigating industry headwinds”
Maintaining strong, long-term investment performance.
91% · AUM performance
Barclays+Investor+Presentation+vFINAL
Public Renewable Comparables
Sustainability Private Markets
“Private companies outpace public peers in decarbonization, due to the ability of private equity to grow renewables during ownership”
Portfolio companies owned for over 4 years use 7pp more renewables compared to newly acquired companies.
-5.6% · Emissions intensity reduction
What is and how to navigate the RAS opportunity in LatAm?
“In soft tissue, Intuitive leads the market, and CMR and Medtronic have just started to operate; in orthopedics, Zimmer is key player, followed by Stryker and Smith”