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Business Plan Presentations: A Guide

Cover for Business Plan Presentation guide

A vital element in today’s highly competitive business landscape is the ability to craft and deliver a business plan presentation. This applies to both entrepreneurs and corporate leaders. 

This guide describes essential aspects required to build a business plan presentation and deliver it to stakeholders. 

Table of Contents

What is a Business Plan Presentation?

Is a business plan presentation the same as a business presentation, executive summary, justification of the business proposal, swot analysis, the niche of the proposal & actors in the industry, competitors, competitive intensity, trend analysis and critical variables, value chain, market analysis, jobs-to-be-done, value proposition, revenue streams, cost structure, distribution channels, key partnerships for the business model, organizational structure & management, go to market and marketing plan, development plan, qa, and continuous improvement model, distribution plan, inventory management, initial funding and financing structure, projection of income and costs.

  • Evaluation of Projected Return vs. Required

Risk Evaluation

Sensitivity to critical variables, how to present bibliographical information in a business plan presentation, how to deliver a business plan presentation.

A business plan presentation is the medium we use to communicate a business plan to an audience. 

Presenters commonly ask what is the target length of a business plan presentation in terms of slides. Our expertise in this field tells us it’s advisable to work between 13-20 slides, remaining as concise as possible and using the help of visual aids. Let the graphics speak rather than fill your slides with text blocks.

No. A business plan presentation is used to communicate an identified business opportunity and how it is planned to be served in a way that generates profit. A business presentation is a more generic term, explained in our article about business presentation examples . 

How to Create a Business Plan Presentation

This section will list our recommended content for a successful business plan presentation. We broke it down into four stages which help the presenter build the story backing the business: a-. The opportunity and the competitive landscape analyzed, b- the business model designed and tested to serve the opportunity, c- the implementation plan of the business model, and finally, d- the financial and economic projections estimated that show the profitability of the opportunity.

For the purpose of this guide, the slides will refer to a case study of photo editing software. To replicate this slide deck creation process, you can speed up design decisions by working with the SlideModel AI Presentation Maker and tailoring it to your project.

Stage 1 – Identifying the Opportunity

After the title slide that defines how to start a presentation , any business plan should proceed by introducing the executive summary in a concise but impactful format.

The purpose of the executive summary is to inform the audience what to expect from the presentation and its conclusion.

Executive Summary slide in a Business Plan Presentation

Work with a maximum of two slides for this section, highlighting the key elements through visual cues. Check our guide on how to present an executive summary .

The next slide should disclose all the reasoning behind the business plan proposal, why this plan is being presented at this present moment, and projections of how the plan aligns with the current market trends.

Presenters can share the analysis done by the Market research team as long as it’s made clear which problem is relevant to the current market trends that this business plan aims to solve.

Mention all the references used to arrive at the conclusions expressed so data is backed with meaningful sources.

Justification of the Business Proposal slide

Any corporate PPT template can help you craft this slide, but presenters can also boost their performance through the use of infographics . If your solution for the selected problem involves a complex process, consider using a process flow template to expose the step-by-step justification of this proposal.

Use a SWOT template to showcase the Strengths, Weaknesses, Opportunities, and Threats of this business opportunity.

SWOT Analysis slide in a Business Plan Presentation

Make sure the SWOT diagram is legible. Work your way to meet the same aesthetic style despite speeding up the process with templates. Mention the tools used for gathering the information for this SWOT Analysis in the footnote and ensure the audience understands which information elements help you reach conclusions in each quadrant. Check our guide on how to create a SWOT analysis and see if your business plan requires a SWOT or SOAR analysis . 

Every business plan is scoped under a niche or industry sector. With this slide, describe the sector in which the proposal is immersed. Communicate its value,  list the actors involved, and describe their high-level relationships.

Actors in the Industry slide in the Business Plan Presentation

List the analyzed competitors. Communicate their attributes. The competitors’ comparison in business plan presentation can be visually explained using tools from the Blue Ocean Strategy framework, like the Strategy Canvas . 

Blue Ocean Strategy Canvas in Business Plan Presentation

The competitive intensity of an industry sector is studied through the Porter’s 5 Forces model. This intensity expresses how attractive the industry is. Explain the conclusion in each force showcasing the model.

Porter's Five Forces Analysis in Business Plan Presentation

First, introduce the variables identified as important for the industry sector, citing the insight’s source. Secondly, drill down each variable and break down the different trend dimensions ( PESTEL ) 

  • Use a highly visual slide, like a dashboard template , to introduce factual data regarding the trends over a specific time period. Growth rates must be represented in time frames of over 180 days to evaluate the trend accurately.
  • List the critical variables (consumers, product, production capability, and financing) briefly.
  • Disclose how each variable can affect pricing and your position within the niche for that trend. Presenters can refer to case studies from successful competitor stories on how they responded to trend changes in the niche.

PESTEL Analysis slide for a Business Plan Presentation

When presenting the value chain, we ought to articulate the sequence of activities the company handles to create value within the business plan. Start by breaking down the value chain into its key components, briefly explaining the stages from inbound logistics all the way through customer service. It is important to highlight the linking point between each stage and express the value of coordinating team activities to enhance overall efficiency.

Value Chain Layout slide in a Business Plan Presentation

We can use flowchart diagram templates as visual aids for the audience so they can understand the process sequence. Check our guide on how to make a flowchart .

Present the identified Market and its Segments. Continue explaining how conclusions were driven through the analysis and sizing of the market.

TAM SAM SOM for Business Plan Presentations

Presenters can use target market analysis templates , market segmentation templates , or TAM SAM SOM templates to compare their target market with the total available market. 

We recommend you check our guide on market segmentation for this process.

Then drill down with a Persona definition.

This study can be made by creating ideal customers, describing their demographics and psychological factors that make them prospective candidates to purchase the product or service this business plan presentation refers to.

Here is our guide on creating buyer personas . 

The Jobs-to-be-Done theory explains why certain customers are attracted to products and services and how those elements solve core problems in the consumers’ lives. 

A Perceptual Map is a tool we can use to measure the consumer perception of different products/services in the same market. This can be particularly useful if our value proposal is to brand ourselves as cheaper alternatives to already existing solutions. Check our guide on perceptual maps for further information.

Check our guide on the Jobs-to-be-Done framework and add suggestions to the business plan presentation.

Stage 2 – Business Model

To describe the  Business Model in your Business Plan Presentation, use the business model canvas analysis tool. Display your design in one slide.

Business Model Canvas for a Business Plan Presentation

For specific sections of the BMC, you can add slides if you need to drill down for further details. In our experience, the following sections require a deeper level of explanation.

List the Segments targeted in your Business Model. You can include a slide with additional information and segment size. Reference the Market analysis explained earlier to justify the selection or which were the pivots applied.

Customer Segmentation slide in a Business Plan Presentation

In order to explain the reasoning behind the Value Proposition and how it serves the segments selected, you can use the Value Proposition Canvas tool to explain the logic behind this selection.

Value Proposition Canvas slide for Business Plan Presentation

The Value Proposition outlines the unique benefit our product or service offers the market and why customers should choose our offer over potential alternatives. Since we have already analyzed the potential buyers and presented the market, it’s time to deliver that value proposition using our best assets: customer testimonials, report data, surveys, etc.

As testimonials often weigh the most in established brands, be sure to present this information through a narrative that showcases why your product or service had a positive impact on the life of that customer. You can use customer testimonial templates to give an extra boost through visual aids.

Customer testimonial slide in a Business Plan Presentation

Explaining how much the customers will pay for the product/services is critical to understanding the viability and profitability of the business. Showcase for each segment the pricing model and the engagement terms.

The Income Model expresses the sources of revenue for our business plan. This has to be in relationship with the pricing strategy for established businesses. Lean startups can work concerning their minimum viable product (MVP) and then elaborate with projections for future releases or changes in their income stream structure.

At this point, companies need to present the sources of revenue depending on their origin:

  • Product Sales
  • Subscription Model
  • Freemium Model
  • Partnerships with other brands in different niches
  • Advertising and Sponsorships
  • Monetization

Check our guide on pricing strategy models for more information about how to present this point. You can use revenue stream templates to represent this data in style.

Pricing table slide in a Business Plan Presentation

Drill down the cost structure categories and relate them to the Value Chain explained earlier. Show a cost breakdown chart to make it easier for the audience to understand their weight in the total costs.

As this step can be a bit complex to articulate, we recommend you check our guide on Cost Structure to see how you can resume all that information in one slide.

At the business model stage, distribution channels should be briefly introduced since they will be mentioned again in the Distribution Plan . In some industries, it is important to highlight which channels are chosen over others for the sake of revenue and faster operation.

Our Distribution Channels PowerPoint Template is a perfect resource for this.

Distribution Channels slide in Business Plan Presentation

Presenting the strategic partnerships for the business plan is a way to prove the plan’s potential reach and success factor. On this behalf, companies must list which resources they are sharing with their business partners regarding expertise, technology, distribution channels, or capital, as these elements will impact the cost structure.

You can use the Business Partnership PowerPoint Template to present this information in a professional-looking format.

Stage 3 – Implementation

The business plan is designed to offer a product, deliver a service, or combine both. At this stage, the business plan presentation drills down on how the organization will build/deliver the product/service implementing the business model outlined earlier.  

Describe how the company operates regarding human capital and its roles. Presenters must describe to the audience the hierarchical structure, responsibilities, and how they play a role within the value chain.

Org Chart in a Business Plan Presentation

You can use Org Charts to represent the roles and responsibilities in the organization visually. It is also advisable to highlight the expertise and experience of the management team, as it helps to build trust.

The Human Resource Plan must refer to your planned recruitment, training, and employee onboarding. Which talent will be required, and how is it planned to build the different teams of the structure.

HR Plan slide in Business Plan Presentation

Check the Go To Market Strategy guide and describe how the Business Plan will enter the market and overcome the initial barriers. Continue with the Marketing Plan limited to 1-2 slides resuming the plan’s tactics to increase brand awareness and the selected channels for this strategy. 

You can use the Marketing Plan Templates help to speed up the process by focusing on the content to fill rather than the design or creating complex charts from scratch.

Go-To Market Framework in Business Plan Presentation

Present the sales plan describing the full sales process, lead generation, nurturing customers, and conversion strategies.

Use Sales PowerPoint Templates to visually illustrate your sales process, like the Sales Pipeline Slide Template for PowerPoint , which depicts the process from lead acquisition to a closed deal.

Check our guide on Sales Plan for further information on this topic.

This step refers to presenting the product/service development plan, the Quality Assurance processes behind its validation, and your company’s commitment to a continuous improvement process based on surveyed data or customer feedback.

We can refer to testimonials, user case experiences our team successfully troubleshot, or experiences we learned from competitors in the same niche.

Presenting the distribution plan involves addressing logistics topics, supply chain , and sharing fulfillment strategies. Although we already presented the potential distribution channels, this is the step in which you detail how each will interact and their impact on the estimated revenue. 

Present one slide mentioning your company’s approach to these channels, if applicable:

  • Direct Sales (either physical store or e-commerce)
  • Retail Partnerships
  • Wholesalers or Distributors
  • E-Commerce marketplaces

This step involves two different approaches depending on the kind of industry we’re in. For traditional business, inventory management in a business plan presentation must highlight how the inventory will be handled to minimize transportation costs or overproduction. Projections must be shown per quarterly period and take into account seasonality if it has a significant impact on the required storage capacity.

On the other hand, e-commerce companies have to present their online infrastructure to secure the product’s availability 24/7, how customer tickets are handled when the customer cannot access the product, server costs, and how we prevent online leaks.

Stage 4 – ROI and Risk Evaluation

This section will outline the Financial Plan of your Business.

Showcase the financial structure, including equity, debt, and potential investors, at the moment of kick-starting this business. It is a good practice to consider the initial funding slide to be a brief summary of those points, with particular emphasis on the funding needs.

Cash Flow Diagrams , Comparison Chart templates , and Timeline templates to showcase when funds help to meet each of the plan’s milestones are good ideas to represent the elements on this slide.

Income and expense projections must be presented over a defined time period by using graphs or charts to clearly visualize the trends supporting each change.

Revenue and Expenses breakdown slide for Business Plan Presentation

Break down the revenue sources with clear, identifiable icons to showcase: product sales, subscription fees, advertisement, affiliates, etc. Sales estimations have to be realistic and conservative, as they will be contrasted with the production, marketing, administrative, and personnel costs to leave a gross profit margin calculation. 

Evaluation of Projected Return vs. Required 

Demonstrate the feasibility of your business plan. Start by presenting the profit margins in relation to the projection of income and expenses, then introduce the break-even analysis .

Presenters can make their message more relevant by presenting an ROI calculation and contrasting it with industry benchmarks in the same niche. By following this approach, presenters prove how the ROI offered by this business plan aligns with the investment’s risk projection.

Presenting a risk evaluation analysis in a business plan presentation involves introducing both risks and their mitigation strategies. 

Risk Management templates , like the ROAM framework, can help organize potential risk sources by their severity and impact on the organization. A pyramid diagram can be used to demonstrate how risk management can be delegated across the organization to completely eradicate the risk factor depending on its severity. 

The elements you should consider presenting are mainly regulatory changes, market changes, competitors (new or existing), and financial crises. 

The final point in our business plan presentation involves summarizing how key variables can influence the projected returns in our plan. Examples of these variables can be sudden increases in raw materials (affecting production costs and sales prices), a new pandemic (affecting workforce capacity and shortage of raw materials), geopolitical situations like war, etc.

We highly recommend presenting these critical variables using scenario analysis techniques according to measured data. Introduce best-case, worst-case, and most likely-case to give a full panorama of how your organization is prepared against any contingency.

An often overlooked point in a business plan presentation comes when listing the bibliographical information used to craft the business plan. Follow these steps to ensure a professional outcome for this slide or document.

  • Use a title like: “Bibliography,” “Source Credits,” or “References.” If your business plan presentation cites examples from other companies, use a “Works Cited” section.
  • References are usually shown in the APA style, but the MLE or Chicago style can be requested depending on your location or situation.
  • Maintain a consistent style in terms of reference style used, font, text size, and formatting options across the entire slide deck. Footnotes or in-text citations can be used for important data.
  • Verbally acknowledge your sources when required throughout the course of your presentation. This helps to establish credibility and respect for other people’s work rather than just dropping a slide with chunks of text.

This section will cover the most commonly asked questions on delivering a business plan presentation.

How many slides should my business plan presentation list?

This will depend entirely on your niche and the complexity of the business plan. Generally, work with at least 15 slides and no more than 30. It is best to use an extra slide rather than overcrowd an existing slide with tons of information.

What is the best format to present a business plan?

There are different options to present any business plan, so the selected option will mostly consist of the presenter’s preferred style and the audience’s age and interests.

  • PowerPoint Presentation : You can start from a blank slide and go all the way through a professionally designed PPT template . PowerPoint documents allow you to present images, text, audio, videos, and any kind of graphic to help you convey the core ideas behind the business plan. They can work with any PC or Mac device, as well as mobile devices.
  • PDF Documents: This can be a choice made in a hurry or by preference. Sharing a PDF document can work, but you must include the fonts used in the original document, as some compatibility issues can be present. 
  • Pitch Deck : Rather than doing a lengthy business plan presentation, a pitch deck consists of a maximum of 15 slides to deliver your proposal concisely. This is the typical approach we can see in TV shows like Shark Tank. 
  • Video Presentation : In some cases, using a video in a business plan presentation is relevant, especially if we are to introduce an innovative product in the market. You can use videos to showcase features, present services in a live format, introduce your team, and plenty of other options.

Are printables required in business plan presentations?

Although they are not required, using supplementary material in business plan presentations can be useful. You can prepare reference material for investors, especially involving complex data like graphs in an amplified format (and reference the slide in which they appear and vice versa).

Providing a printable to accompany your business plan presentation helps to give an image of professionalism and respect to your proposal.

What are the don’ts of writing a business plan?

The main purpose of this article is to craft and deliver a business plan presentation. Still, we would like to clarify some common errors seen in business plans that typically affect the performance of the presentation.

  • Using overcomplicated language : Jargon or unnecessary acronyms may confuse spectators who are not in touch with all the details relevant to a particular industry. 
  • Ignoring the audience : Not considering the variety of interests among investors, partners, and team members can hinder your presentation.
  • Neglecting/underestimating competitors : Any realistic business plan considers the existing competitors in their niche and perhaps potential newcomers. Not doing so will leave you unprepared to present a doable business plan.
  • Ignoring Risk Assessment : Omitting the Risk Assessment analysis and mitigation strategies does not respect the value investors and your team have. 

How long should the business plan presentation be?

As a general guideline, try to fit your business plan presentation between 20-30 minutes. Some complex plans may require additional time to be presented.

Does the presentation need to be tailored to different audiences? 

Using this tactic can be a winning factor for both investors and your team, as you prioritize effective communication for the roles they are relevant. Take these items into consideration for tailoring the presentation for specific needs.

In-Company Presentation

The focus should be on goal accomplishment and the strategies targeted to the team’s roles. Emphasize how teamwork is the pathway to success and how each individual contributes to the bigger picture.

If new technologies or knowledge are required as part of the business plan implementation, then this is the moment to disclose that information and inform the process to coach the team into it.

Board Meeting

Whenever delivering the business plan presentation to a board of directors, focus on the strategic goals, financial projections, and KPIs. 

Showcase how this business plan aligns with the company’s core values, mission, vision, and long-term strategy. 

Potential Investors

Presenting your unique value proposition, potential ROI, and highlighting the market opportunity is extremely important. Focus on selling your business model and vision with accurate financial projections and growth strategy. 

Dedicate some minutes to present your industry’s competitive landscape and answer why your product or service is a better offering than what competitors produce.

As we can see, creating a business plan presentation is a process that can be time-consuming if we lack the required business plan presentation tools to turn data into visually appealing formats. 

Remember to work concisely without losing the big picture of what you intend to explain. Your presentation is the entry point into the heart of your business; therefore, by adopting a structured approach, you can deliver an experience that engages, inspires, and builds confidence. 

1. Coffee Shop Illustration Business Plan Slides

presentation business model

Create your new business plan presentation with quality vector illustrations for Coffee Shops. Ideal for cafeterias, coffee bars, barista giftshop stores, bookshops and more.

Use This Template

2. Real Estate Business Plan PowerPoint Template

presentation business model

Realtors looking to start their own agencies should take a look at this attractive selection of slides with tailored real estate vector illustrations. These presentation plan slides show the different stages that a prospective buyer may incur, from hiring the services of a Real Estate agent, checking different properties, to finally buying a home.  Graphs and charts are included in vivid colors that are fully editable to meet the required branding.

3. Restaurant Business Model PowerPoint Template

presentation business model

As we’ve seen with the previous cases, these vector images depicting typical restaurant activities can help us build a business plan presentation sample to discuss with our team prior to an important meeting. Save time and money by introducing these professional designs into your presentation.

4. One Pager Business Plan PowerPoint

presentation business model

To briefly summarize the objectives of your business plan, work in-team with this one-pager business plan slide. Ideal to take notes, give a general picture of the current status of the business plan and key growth opportunities.

5. Business Plan PowerPoint Templates

presentation business model

If you want to create the best business plan presentation, this slide deck can make that task 100% easier. Containing all the elements described in this guide, introduce your data and prepare to deliver a powerful speech.

6. Flat Bold Business Plan PowerPoint Template

presentation business model

Another slide deck intended for those looking at how to make a business plan presentation that delivers a memorable experience. With a minimalistic design approach, it perfectly balances formal elements and impactful visual cues to help increase your audience’s retention rate.

7. Car Sharing Business Plan PowerPoint Template

presentation business model

Create the next Uber-like car-sharing service with the help of these carpooling vector illustrations perfectly arranged in a cohesive business plan slide deck. Presenters can explain the ins and outs of their business model with highly detailed graphics that grab the attention of potential investors. Check it out now!

8. Beauty Salon Business Plan PowerPoint Template

presentation business model

Business plan presentations don’t have to look formal or boring. This slide deck is geared towards beauty salon businesses, especially for those targeted to women. Chic design, bold color scheme, and extremely useful tools like a pricing list to present an idea like a subscription-based model where consumers see the total value of their investment.

9. CrossFit Business Plan PowerPoint Template

presentation business model

Finally, we list an option filled with tools and gym vector illustrations for those looking to start a gym business or CrossFit academy. These illustrations were crafted with care to express the core idea on every single slide, such as human-shaped graphs to present relevant KPIs.

presentation business model

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Business Models

Explore our extensive Business Models templates collection, tailored for PowerPoint and Google Slides. Elevate your business presentations with our 37 professional, editable designs, crafted to showcase your ideas effectively.

Every successful enterprise builds on a well-defined business model. Our templates cater to this crucial need, offering a wide array of strategic frameworks. Dive into SWOT analysis, BCG matrix, PESTLE/PESTEL Analysis, 4P Marketing Mix, and Porter’s Five Forces Model to cover all aspects of business planning and strategy.

Our selection also includes VRIO Framework, AIDA analysis, GOSPA Planning, SOSTAC marketing model, STP marketing model, SOAR analysis, and Galbraith’s star model. These tools are vital for modern business strategies, enhancing areas like marketing, operational planning, and strategic management.

We’ve also packed our ‘Business Models Templates’ with specialized resources for goal setting and performance measurement, such as the OKR framework. Each template is not only informative but also engaging, designed to captivate and influence your audience.

Our ‘Business Models Templates’ range equips you to present complex business strategies effectively. They are ideal for entrepreneurs, corporate executives, and academics involved in business strategy.

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The Business Model Slide: How to make it and include

How to create a pitch deck for investors?

If you're reading this, you are probably in the process of pitching investors to raise money for your company. I'm the CEO of a company called Slidebean. I've not only managed to raise funding for our startup, but hundreds of companies have also used our templates to do so.

In this article, we are going to dig deep into how to create a pitch deck for investors, with special attention to the pitch deck structure. There is a pretty standardized pitch deck outline that most presentations follow, so we'll look at each slide and dig into what content you should include in each one of them.

Check out our article pitch deck design guidelines if you are looking for guidance on your design and pitch deck examples from successful startups if you are looking for inspiration. Remember, the pitch deck is the very first impression an investor might get at your business, and it should look stellar.

Pitch deck outline?

Let's not reinvent the wheel here. For anyone wondering what is a pitch deck, dozens of accelerators, venture funds, successful startups and internet personalities have published the 'ideal' contents of an investor deck. Also, we cover this on a more extended article here.

But, pretty much every pitch deck follows this structure:

The Problem

The solution, product demo.

‍ Why we'll make you rick:

  • Market Size
  • Business Model     --> We'll get to this
  • Competition
  • Underlying Magic
  • Go-to-Market Plan
  • Traction / Milestones

Fundraising Info

For most of this article, I am going to use the Uber pitch deck as an example. Now the original version doesn't look particularly good, so we'll use Slidebean's redesigned version.

The Intro Section

This is where you present your case, your problem premise, and your proposed solution. This is a critical part of your pitch because it will determine if you can capture an investors attention for the rest of the presentation.

The Cover Slide

Little to add here on the structure side, we'll look at some design tips later.

This is where you present the status quo. The founders of Uber made it very clear- Cabs in 2008 are far from a great user experience: they use aging, and inefficient technology and hailing is done by hand of phone.

uber pitch deck problem

Check Airbnb' pitch deck. This was the reality in 2009, all you had was Craigslist and CouchSurfing, and neither of those was a pleasant user experience.

airbnb pitch deck problem slide

I also love the way Airbnb summarized it in just three short sentences: - Price is important for travelers. - Hotels are bubbles. - There's no way to book a room with a local or to host a spare room or apartment.

See how down to earth this problem has been summarized? No complicated jargon, no debatable arguments, 100% straightforward, verifiable claims.

Creating empathy with your investors is critical at this point. If you offer a questionable statement, then the whole premise of your pitch will be doubted. If the problem you are trying to solve can be applied to them, great, use that! If you are solving a problem for an entirely different audience, then acknowledge it and again, make sure your premise is solid.

uber pitch deck solution slide

The solution is quite obviously you, and your company and your product. Mention three or four core functions of your app and how they address the problems you just talked about.

One important tip here is to, once again, avoid tech jargon. Think of benefits instead of features- so instead of saying: 'fully responsive editor,' rephrase it to 'edit your presentation anywhere, even your phone.'

This is a killer line right here: Convenience of a cab in NYC + experience of a professional chauffeur. But in SF and NYC.

There's a whole thing about product demos. If you are presenting live, for example, then a product demo is a double edge sword. You risk the demo crashing and ruining your whole pitch, so sticking with a video is safer.

If you are sharing the pitch with an investor via email, then a video capture is a nice courtesy and a way to guarantee that the viewer will get a glimpse of your product: you can't assume they'll go to your website, create an account and check it out themselves.

Finally, if you are in an in-person meeting, following the flow yourself might be the best choice. Remember, in either case, your video demo should reach an 'aha moment' in 30 seconds or less.

Why we'll make you rich:

if you managed to catch their attention in the first minute or so, now it's time to prove why are you are going to make them reach.

Remember, few investors (actually no investors) will give you money because they like you, your team, and your product. They'll do it because they believe your team, led by your vision, can grasp a market opportunity, great a sizable company and give them a significant return on their investment.This is where you look at how large can this company become. Two ways to tackle it, with what is called a 'bottom up' or a 'top-down' market approach.

A Top-Down analysis is calculated by determining the total market, then estimating your share of that market.  A typical top-down analysis might go something like this:  "Hmm... I will sell rubber duck everyone can use, and since there are 500,000 people in my area, even if I only manage to land 5 percent of that market I'll make 25,000 sales."

A bottom-up analysis is calculated by estimating potential sales to determine a total sales figure. A bottom-up study evaluates where products can be sold, the sales of comparable products, and the slice of current sales you can carve out. While it takes a lot more effort, the result is usually much more accurate.

There's a great INC.com article you can look into for more details.

uber pitch deck market size

So going back to our example, Uber planned to start as a NYC + SF service, which makes almost $1.3 Billion per year. Then they planned to expand to LA, Chicago, Houston, PA, and Dallas, which make up 50% of the US taxi market.

So based on this information, they estimated three scenarios: A Worst-Case Scenario where they remain a ten car, 100 client service in SF. A Realistic Success Scenario where UBer gets 5% of the top 5 US Cities, which represents 20-30M+ per year profit.

And a Best-Case Scenario , where Uber became a market leader, $1B+ in yearly revenue. Who would've guessed even that prediction fell short of the company they'd become.

CREATE A PITCH DECK

The business model slide.

airbnb pitch deck business model slide

Now, the pitch deck business model slide is, in most cases, a slide that makes or break your pitch. I'm taking Airbnb's example here, whose business model is dead simple: they make a 10% commission on each transaction. That's it.

Airbnb makes money in many other ways these days, but the premise remains, there's a percentage of each transaction, and when dealing with a $500MM serviceable market (Budget + Online Trips), even a small portion of the equation yields fantastic economics.

The founders elaborated by making a rough estimate that serving 15% of the addressable market would yield them $200MM of revenue in the first three years. A bold, but eventually accurate prediction.

We are working on a new video dedicated exclusively to studying and understanding powerful Business Model slides (We'll be updating this post with the link any time soon).

What Makes up a Startup Business Model?

Simply put, a business model defines how your company functions. It states for professionals and investors, as much as it does so for family and friends, what your business strategy is mostly about in operational terms.

What we mean by the above is that your business model pitch deck template should clearly define not only who your customers are, but what value propositionthey find in your company, service or product offering, how you make revenue off of this entrepreneurship and how you manage to upkeep a business relation with your clientele in a way that is profitable to both.  

What Is Osterwalder’s startup Business Model Canvas?

Unfortunately, we are at a point in the business world where we cannot speak of business model slides without referencing Swiss business theorist Alex Osterwalder and a model that has nurtured a big part of what is known as a Lean Startup Movement.

Business model canvas is more commonly abbreviated as BMC. They are mainly strategic tools that facilitate business model analysis and development in business presentations .

Why do we mention this? Let’s move on to our key facts to successful business model slides to find out.

1- Work On Your Business Model Canvas

The first key fact for you here is: If you have not done so already, please take out a simple sheet of paper and work on your BMC. Yes, no computers for this one but back to old-fashioned (and very fun, actually!) pen and paper.

Furthermore, do NOT do this by yourself. Fundamentally, this should be seen as a team activity and hopefully done together with your business team.

Used as a creative impulse, the BMC should help you define the purpose of your business through your value proposition and network to get to your revenue projections.

2- Study the business model

This might feel like a cheat, but we cannot stress it enough just how relevant it is that you actually spend time studying and crafting an actual and functional business model. We highlight this as it is not only important for the sake of a winning business model slide to your upcoming pitch deck , but it is furthermore essential to good business health and long-term positive entrepreneurial trajectory.

You might be surprised how many startups fail to work on their business model to their exhaustion as a foundation for their entire business operation. For the number of hours spent trying to scale your business, pausing here - for as tedious and hard as it can feel - is a long-term life and time saver.

3- Make sure how you make and sell works

Breaking your business model in two sections, you would thus tell us not only how you make your product or business offer, but how you plan on putting it out there in the market, thus coming up with your value chain business model.

Moreover, when you present the above, make sure what you outline actually works in a way that it passes any possible numeric test (and also a logical narrative one) towards actual profitability in the financial model .

Image contains an operating costs template

Check our Financial Model Templates

4- Consider and stress your innovation

There are two ways in which you can typically be innovative in regards to business models; either in the making or on the selling aspects of that on which you are basing your startup. We say “typically” here as fantastic and ground-breaking business models actually manage to be innovative in both aspects.

Therefore, can you innovate how you make, sell or distribute your product? Or could you do so in the way in which you meet consumer needs? Can you actually do so both ways?

If you really do on any of the above and by any means, definitely stress this out in your upcoming business model slide.

Warning here, though, as, if you truly do NOT manage to find an innovative way to crack at your business model, please do not make it up. A bluff here is easier to see from miles away than most think; and investors are awfully good at sniffing that, as well. It’s one of many pitch deck facts . In fact, you need not be an investor to consider from a consumer perspective whether your idea or business proposition is actually innovative at all. So spare yourself a loss of considerable credibility throughout your business presentation by adding something you do not possess; innovation should be an awfully valuable asset, not a required aspect.

5- Make the best of your timing

Part of the things most startup pitch decks leave out is how the time in which business presentations are being pitched is precisely the right one for any investor or party to be looking at their business offer. This, of course, goes along with reasons why the time at which pitches are being delivered is the perfect one for the product or service to be out there.

In this sense, it is best when you have a business pitch targeting something that is happening or is executed at a moment when the launch or offer works more than ever before - and prior to any further events unfolding.

Many successful businesses have thrived solely based on timing, as a matter of fact. And that is not surprising at all; timing really matters! It does so considerably. So include that in your presentation if the timing is just perfect and on your side.

The Competition Slide

competition comparative

I'm going to use the Slidebean example for the competition slide. This grid approach to comparing your company to your competitors was popularly used by Steve Jobs when he used to compare the iPhone to any other phone available at the time.

If you have a product that stands far apart from your competitors, then this might be the best way to make sure everyone understands the premise.

In our case, the horizontal axis would be represented by 'time required to make a presentation or pitch deck,' and 'quality of design' on the vertical axis.

slidebean competition slide

Traditional presentation software like PowerPoint would have an average design quality, with terrible efficiency. Prezi, for example, provides somewhat better results, at the cost of even more time. All the way to the extreme, you can create a top of the line presentation using Adobe Illustrator, but this is a professional tool for designers.

Slidebean's niche is right here, where high quality meets efficiency- and with this diagram is easy to see how it stands apart.

Underlying magic or competitive advantage

Uber pitch deck technology slide

The Underlying Magic slide also referred to as the Competitive Advantage slide, is where you elaborate on the technologies and patents you've developed to make your product or service unique. Feel free to get more technical here.

Going back to Uber, this is where they get to brag about their route optimization system, reputation tracking, and demand forecasting: that's right, surges. As much as we users hate them, that is one of Uber's most powerful innovations.

The Go-To-Market Plan

Airbnb pitch deck market adoption

The go-to-market slide should refer to your plans to acquire a mass audience. Now the reality of any startup is that there is no way to know how these 'plans' will work until you try them out, and you'll likely need to update this slide regularly as you try and fail with different marketing tactics.

It's essential, however, to remember and fake it till' you make it: always have a plan and pitch it as if you are 100% sure that's the way to go. The point of this slide is proving that you can figure out ways to grow your business, both with a large pool of ideas and the ability to execute.

Airbnb's slide refers to three alternatives: events, partnerships, and the 'dual posting feature.' In the end, they never managed to make a deal with Kayak, but they hit the nail on the head with the dual posting function.

In a nutshell, they developed a bot that would take any Airbnb listing, repost it on Craigslist and link back to the original Airbnb post, thus increasing their traffic and awareness, as well as the chances of getting a listing booked when they had few customers.

Airbnb pitch deck, team slide

Almost done now, moving up to the team. This slide should be simple: mention your founders and why are you the right people to grow this company.

Remember the ideal founder combination is the hustler/hacker/hipster trio. A hustler, usually the CEO that can sell the company and keep investors excited around it; a hacker, often the CTO that can lead the product development for the first few years; and finally a hipster that can build a brand both through high-quality design and marketing.  

Do not talk about your advisors, first employees or anyone who is not dedicated 100% to the company.

Wrapping Up

Traction/milestones.

slidebean pitch deck, traction slide

The Traction/Milestone slide is another crucial piece of your pitch. Actually, if you are pitching in front of an audience in a demo-day type of event, this slide should probably go first, right after your cover; this gives you credibility early on and captures people's attention for the rest of the pitch.

In the storytelling arch of your presentation (click below to see our video on Storytelling) the Traction is the lethal blow and the climax of your story.  

If you have revenue, and it's growing, that should be the only chart on this slide. If you don't have any sales, you might want to reconsider pitching investors, as it's tough to raise money without income. If you must, then talk about user growth, monthly and weekly active users.

airbnb pitch deck financial slide

Both of the pitch deck templates we are referencing, Uber and Airbnb, have a final fundraising slide with their ask. In the US, the SEC has certain regulations as to whom can you show your financial data, so you should be careful when sending your deck to people who aren't accredited investors.

This is not my expertise by any means, but a couple of tips are: - If you are pitching on stage, to an audience, do not add this slide. - If you are sending this deck privately to a VC, then you are probably OK.

When in doubt, check out this article for more info.

So all of the pitch deck templates we talked about are available to use on Slidebean. Creating an account is free, and you can start editing right away. Slidebean's algorithm will handle the design for you, so all you need to care about is the design.

If you want to do this in PowerPoint or your platform of choice, well shame on you, but check out our next video with some Pitch Deck Design guidelines.

Need some extra help with your Pitch Deck? Go and check Slidebean's

‍ Pitch Deck Design Service

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A pitch deck is the standard document used by startups to present their case to investors; it’s a brief deck of about 10 to 20 slides. See examples here.

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Learn how to create a compelling slide deck for your startup. Explore how to use slide decks as aids for your presentation, and the most common uses for them.

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Business model canvas powerpoint presentation slides

Showcase company’s value proposition, infrastructure, customers, finances and more using professionally designed Business Model Canvas PowerPoint Presentation Slides. Incorporate business model canvas PPT templates to outline business strategies for your organization. Present your business model to the investors, clients, stakeholders with the help of business model canvas PowerPoint presentation slideshow. Align activities, focus on each segment of business model, close the gaps, and more by incorporating business model canvas PPT templates. Create different business models showcasing your various ideas to make your audience understand your business concept. This deck comprises of different business models for you to choose from. You can select the business model as per your need. These templates are completely customizable. Change the color, icon, and font size as per your requirement. Add or remove the content, if needed. Outline key activities, key partners, value proposition, customer relationship, customer segment, key resource, distribution channel, cost structure, revenue stream, etc. Grab this awesome business model canvas PowerPoint templates to brainstorm and compare several business models all together. Our Business Model Canvas Powerpoint Presentation Slides generate lucrative ideas. They assist you to earn big.

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Presenting business model canvas presentation slides. This deck comprises of total of 15 professionally PPT slides. Each template consists of professional visuals with an appropriate content. These slides have been designed keeping the requirements of the customers in mind. This complete deck presentation covers all the design elements such as layout, diagrams, icons, and more. This PPT presentation has been crafted after a thorough research. You can easily edit each template. Edit the color, text, icon, and font size as per your requirement. Easy to download. Compatible with all screen types and monitors. Supports Google Slides. Premium Customer Support available.

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Slide 1 : This slide presents BUSINESS MODEL CANVAS. State your company name and proceed. Slide 2 : This is Business Model Canvas With Example slide showing- COST STRUCTURE, REVENUE STREAMS, CHANNELS, KEY PARTNERS, VALUE PROPOSITIONS, KEY ACTIVITIES, CUSTOMER RELATIONSHIPS, KEY RESOURCES, CUSTOMER SEGMENTS. Slide 3 : This slide shows Business Model Canvas Template 1. Slide 4 : This slide displays Business Model Canvas Template 2. Use as per your requirement. Slide 5 : This slide shows Business Model Canvas Template 3. Add relevant data and use it. Slide 6 : This slide presents Business Model Canvas Template 4. We have listed few aspects, use them or add your own. Slide 7 : This is Business Model Canvas Icons Slide. Use/ add icons as per need. Slide 8 : This slide is titled Additional Slides. Alter/ modify content as per need. Slide 9 : This is a Combo chart slide to show product/ entity growth, comparison etc. Slide 10 : This slide presents an Area Chart for showcasing product/ company growth, comparison etc. Slide 11 : This slide presents a Bar Graph for showcasing product/ company growth, comparison etc. Slide 12 : This is an Our Team slide with name, image and text boxes to put the required information. Slide 13 : This is Our Mission slide. Use it to state your goals, vision and mission. Slide 14 : This is an Idea or Bulb image slide to show information, ideas, innovation specific stuff etc. Slide 15 : This is a Thank You slide with Address# street number, city, state, Contact Numbers, Email Address.

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Remember: Less is more.

A strong presentation is so much more than information pasted onto a series of slides with fancy backgrounds. Whether you’re pitching an idea, reporting market research, or sharing something else, a great presentation can give you a competitive advantage, and be a powerful tool when aiming to persuade, educate, or inspire others. Here are some unique elements that make a presentation stand out.

  • Fonts: Sans Serif fonts such as Helvetica or Arial are preferred for their clean lines, which make them easy to digest at various sizes and distances. Limit the number of font styles to two: one for headings and another for body text, to avoid visual confusion or distractions.
  • Colors: Colors can evoke emotions and highlight critical points, but their overuse can lead to a cluttered and confusing presentation. A limited palette of two to three main colors, complemented by a simple background, can help you draw attention to key elements without overwhelming the audience.
  • Pictures: Pictures can communicate complex ideas quickly and memorably but choosing the right images is key. Images or pictures should be big (perhaps 20-25% of the page), bold, and have a clear purpose that complements the slide’s text.
  • Layout: Don’t overcrowd your slides with too much information. When in doubt, adhere to the principle of simplicity, and aim for a clean and uncluttered layout with plenty of white space around text and images. Think phrases and bullets, not sentences.

As an intern or early career professional, chances are that you’ll be tasked with making or giving a presentation in the near future. Whether you’re pitching an idea, reporting market research, or sharing something else, a great presentation can give you a competitive advantage, and be a powerful tool when aiming to persuade, educate, or inspire others.

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  • Guy Kawasaki is the chief evangelist at Canva and was the former chief evangelist at Apple. Guy is the author of 16 books including Think Remarkable : 9 Paths to Transform Your Life and Make a Difference.

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Presenting your business plan is now super easy with our business model templates. An effective Powerpoint presentation should capture the essence of your business plan, emphasizing on the best-selling points to those reviewing it. Our easy to use business model templates have all the necessary graphic elements that you need to make an impression on your target audience.

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Business Model PowerPoint Templates

Use our editable business model templates to identify the key elements that help to make up your business. The business model is a company’s plan to make a profit.  Our business plan model templates highlight the plan for a company’s successful operation, identifying revenue sources, the intended customer base, products, and financing details. It is a roadmap for your successful business and will let businesses fulfill the customer needs at a competitive price and a sustainable cost. Business Model slides help to showcase the projected startup costs and financing sources, the target customer base for the business, marketing strategy, a review of the competition, projections of revenues and expenses, and much more. You can showcase your company’s worth and profit to your investors with our business model infographics. Business model templates are a strategic and powerful way to understand your business. You can use our free google slides themes to effectively showcase your business models.

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Operating Model 02 PowerPoint Template

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ToFu MoFu BoFu Funnel PowerPoint Template

Business Model 5 PowerPoint Template & Google Slides Theme

Business Model 5 PowerPoint Template

Business model powerpoint templates for presentations:.

The Business Model PowerPoint templates go beyond traditional static slides to make your professional presentations stand out. Given the sleek design and customized features, they can be used as PowerPoint as well as  Google Slides templates . Inculcated with visually appealing unique and creative designs, the templates will double your presentation value in front of your audience. You can browse through a vast library of Business Model Google Slides templates,  PowerPoint themes  and  backgrounds  to stand out in your next presentation.

What Is A Business Model PowerPoint Template?

A Business Model PowerPoint template is a ready-made presentation template that provides a structured framework for creating professional Business Model presentations. The Business Model PPT presentation template includes design elements, layouts, and fonts that you can customize to fit your content and brand.

What Are The Advantages Of Business Model Presentation Templates?

Business Model PPT presentation templates can be beneficial because they:

  • Add multiple visual and aesthetic layers to your slides.
  • Ensure that complex information, insights and data is presented in a simplistic way.
  • Enhance the overall visual appeal of the content.
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To download Business Model presentation templates, you can follow these steps:

  • Select the resolution (16*9 or 4*3).
  • Select the format you want to download the Business Model template in (Google Slides or PowerPoint).
  • Make the payment (SlideUpLift has a collection of paid as well as free Business Model PowerPoint templates).
  • You can download the file or open it in Google Slides.

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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

Gemini 1.5 and Google’s Nature

This Article is available as a video essay on YouTube

It was impossible to miss the leading message at yesterday’s Google Cloud Next keynote : Google has the best infrastructure for AI. This was CEO Sundar Pichai in his video greeting:

I want to highlight just a few reasons Google Cloud is showing so much progress. One is our deep investments in AI. We’ve known for a while that AI would transform every industry and company, including our own. That’s why we’ve been building AI infrastructure for over a decade, including TPUs, now in their 5th generation. These advancements have helped customer train and serve cutting-edge language models. These investments put us in the forefront of the AI platform shift.

Google Cloud CEO Thomas Kurian made the priority clear as well:

Today we’re going to focus on how Google is helping leading companies transform their operations and become digital and AI leaders, which is the new way to cloud. We have many important advances, starting with our infrastructure.

What was most interesting about the keynote, though, is what that infrastructure makes possible, and, by extension, what that says about Google’s ability to compete.

One of the most surprising things about large language models (LLMs) is how much they know; from the very beginning, though, hallucinations have been a concern. Hallucinations are, of course, part of what makes LLMs so impressive: a computer is actually being creative! It’s also a feature that isn’t particularly impressive to the enterprise customers that this keynote was directed at.

To that end, Kurian, shortly after going over Google’s infrastructure advantages, talked about “grounding”, both in terms of the company’s Gemini model broadly, and for enterprise use cases specifically in the context of Google’s Vertex AI model management service:

To augment models, Vertex AI provides managed tooling to connect your model to enterprise applications and databases, using extensions and function-calling. Vertex also provides retrieval augmented generation (RAG) combining the strengths of retrieval and generative models to provide high quality personalized answers and recommendations. Vertex can augment models with up-to-date knowledge from the web and from your organization, combining generative AI with your enterprise truth. Today we have a really important announcement: you can now ground with Google Search, perhaps the world’s most trusted source of factual information, with a deep understanding of the world’s knowledge. Grounding Gemini’s responses with Google Search improves response quality and significantly reduces hallucinations. Second, we’re also making it easy to ground your models with data from your enterprise databases and applications, and any database anywhere. Once you’ve chosen the right model, tuned it, and connected it with your enterprise truth, Vertex’s MLOps can help you manage and monitor models.

A RAG implementation using Google Search is an obvious win, and mirrors ChatGPT’s integration with Bing (or Microsoft Copilot in Bing): the LLM provides answers when it can, and searches the web for things it doesn’t know, a particularly useful feature if you are looking for more recent information.

A more impressive demonstration of grounding, though, was in the context of integrating Gemini with Google’s BigQuery data warehouse and Looker business intelligence platform :

In this demo, the worker gets an alert that a particular product is selling out; using generative AI the worker can see sales trends, find similar models, and create a plan of action for dealing with declining inventory for delivery to her team.

What is notable is not the demo specifics (which is unapologetically made-up for Cymbal, Google’s demo brand ); rather, note the role of the LLM: it is not providing information or taking specific actions, but rather serving as a much more accessible natural language interface to surface and collect data that would otherwise take considerably more expertise and time. In other words, it is trustworthy because it is grounded through integration Google is promising with its other enterprise data services.

At the same time, that last section didn’t really follow on from the introduction: yes, those LLMs leveraging Google or BigQuery are running on Google’s infrastructure, but other companies or startups can build something similar. This is where the rest of Pichai’s introduction comes in:

We also continue to build capable AI models to make products like search, Maps, and Android radically more helpful. In December, we took our next big step with Gemini, our largest and most capable model yet. We’ve been bringing it to our products and to enterprises and developers through our APIs. We’ve already introduced our next generation Gemini 1.5 Pro. It’s been in private preview in Vertex AI. 1.5 Pro shows dramatically enhanced performance and includes a breakthrough in long context understanding. That means it can run 1 million tokens of information consistently, opening up new possibilities for enterprises to create, discover, and build using AI. There’s also Gemini’s multi-modal capabilities, which can process audio, video, text, code and more. With these two advances, enterprises can do things today that just weren’t possible with AI before.

Google hasn’t said how Gemini 1.5 was made, but clearly the company has overcome the key limitation of traditional transformers: memory requirements increase quadratically with context length. One promising approach is Ring Attention with Blockwise Transformers , which breaks long contexts into pieces to be computed individually even as the various devices computing those pieces simultaneously communicate to make sense of the context as a whole; in this case memory requirements scale linearly with context length, and can be extended by simply adding more devices to the ring topology.

This is where Google’s infrastructure comes in: the company not only has a massive fleet of TPUs, but has also been developing those TPUs to run in parallel at every level of the stack, from chip to cluster to even data centers (this latter requirement is more pertinent for training than inference); if there is a solution that calls for scale, Google is the best placed to provide it, and it seems the company has done just that with Gemini 1.5.

To that end, and per Pichai’s closing line, almost all of the other demos in the keynote were implicitly leveraging Gemini 1.5’s context window.

In a Gemini for Workspaces demo, the worker evaluated two statements of work against each other, and against the company’s compliance document:

Here are the key quotes:

Google Drive is ready without any additional AI pre-work… Each of these documents is over 70 pages. It would have taken me hours to review these docs, but instead Gemini is going to help me find a clean answer to save me a ton of time… Before I proceed with this vendor, I need to ensure that no compliance issues exist, and I’m going to be honest, I have not memorized every rule in our compliance rulebook because it is over 100 pages. I would have to need to scour the 80 pages of this proposal and compare it manually with the 100 pages of the rulebook. So instead, in the side panel I ask, “Does this offer comply with the following” and I’m going to just @-mention our compliance rulebook, hit Enter, and see what Gemini has to say. So interesting: Gemini has found an issue, because the supplier has not listed their security certifications. Because Gemini is grounded in my company’s data, with source citations to specific files, I can trust this response and start to troubleshoot before selecting a vendor.

The key distinction between this demo and the last one is that quote at the beginning: a large context window just works in a far greater number of use cases, without any fiddly RAG implementations or special connections to external data stores; just upload the files you need to analyze, and you’re off.

In a Creative Agent with Imagen demo, the worker was seeking to create marketing images and storyboards for an outdoor product:

Here is the key quote:

The creative agent can analyze our previous campaigns to understand our unique brand style and apply it to new ideas. In this case, the creative agent has analyzed over 3,000 brand images, descriptions, videos, and documents of other products that we have in our catalog, contained within Google Drive, to create this summary…The creative agent was able to use Gemini Pro’s 1 million token context window and it’s ability to reason across text, images, and video to generate this summary.

This was, to be fair, one of the weaker demos: the brand summary and marketing campaign weren’t that impressive, and the idea of creating a podcast with synthetic voices is technically impressive and also something that will never be listened to. That, though, is impressive in its own right: as I noted in an Update when Gemini 1.5 was first announced , “a massively larger context window makes it possible to do silly stuff”, and silly stuff often turns into serious capabilities.

In a Gemini Code Assistant Demo (formerly Duet AI for Developers), a developer new to a job (and the codebase) was tasked with making a change to a site’s homepage:

For the developers out there, you know that this means we’re going to need to add padding in the homepage, modify some views, make sure the configs are changed for our microservices, and typically, it would take me a week or two to even just get familiarized with our company’s code base which has over 100,000 lines of code over 11 services. But now, with Gemini Code Assist, as a new engineer on the team, I can be more productive than ever and can accomplish all of this work in just a matter of minutes. This is because Gemini’s code transformations with full codebase awareness allows us to easily reason through our entire codebase, and in comparison, other models out there can’t handle anything beyond 12,000 to 15,000 lines of code. Gemini with Code Assist is so intelligent that we can just give it our business requirements, including the visual design…Gemini Code Assist doesn’t just suggest code edits; it provides clear recommendations, and makes sure that all of these recommendations align with [the company’s] security and compliance requirements…

And the conclusion:

Let’s recap: behind the scenes Gemini has analyzed my entire codebase in GitLab; it has implemented a new feature; and has ensured that all of the code generated is compatible with my company’s standards and requirements.

Again, leave aside the implausibility of this demo: the key takeaway is the capabilities unlocked when the model is able to have all of the context around a problem while working; this is only possible with — and here the name is appropriate — a long context window, and that is ultimately enabled by Google’s infrastructure.

Google’s Nature

In case it isn’t clear, I think that this keynote was by far the most impressive presentation Google has made in the AI era, not least because the company knows exactly what its advantages are. Several years ago I wrote an Article called Microsoft’s Monopoly Hangover that discussed the company’s then-ongoing transition away from Windows as the center of its strategy; the central conceit was a comparison to Lou Gerstner’s 1990’s transformation of IBM.

The great thing about a monopoly is that a company can do anything, because there is no competition; the bad thing is that when the monopoly is finished the company is still capable of doing anything at a mediocre level, but nothing at a high one because it has become fat and lazy. To put it another way, for a former monopoly “big” is the only truly differentiated asset.

My argument was that business models could be changed: IBM did it, and Microsoft was in the process of doing so when I wrote that. Moreover, Gerstner had shown that culture could be changed as well, and Nadella did just that at Microsoft . What couldn’t be changed was nature: IBM was a company predicated on breadth, not specialization; that’s why Gerstner was right to not break apart the company but to instead deliver Internet solutions to enterprises. Similarly, Microsoft was a company predicated on integration around Windows; the company’s shift to services centered on Teams as Microsoft’s operating system in the cloud was also true to the company’s nature.

Google is facing many of the same challenges after its decades long dominance of the open web: all of the products shown yesterday rely on a different business model than advertising, and to properly execute and deliver on them will require a cultural shift to supporting customers instead of tolerating them. What hasn’t changed — because it is the company’s nature, and thus cannot — is the reliance on scale and an overwhelming infrastructure advantage. That, more than anything, is what defines Google, and it was encouraging to see that so explicitly put forward as an advantage.

Subscriber’s Daily Update

An interview with michael morton about e-commerce winners and losers, more on humane, limitless, the iphone integration barrier, intel’s modular vision, meta mtia 2, google axion, an interview with google cloud ceo thomas kurian about google’s enterprise ai strategy.

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