docs(deck): replace generic TAM slide with a sourced “why now” convergence thesis

[macanderson]

Motivation

• Strengthen the investor narrative by explaining why Oxagen’s opportunity is happening now rather than only showing a generic TAM chart.
• Replace an under‑argumentative market slide with a concise, evidence‑backed convergence thesis (capability up, cost down, demand up) to increase conviction for investors.
• Surface and document the editorial rationale and sources so diligence can verify the key claims quickly.

Description

• Replaced the previous market slide with a new “why now” slide in website/public/presentations/investor-deck.html that visualizes three converging forces (open-model capability, falling inference cost, and rising enterprise demand) and concludes that the control layer remains unclaimed.
• Added an animated, accessible SVG diagram and updated copy and aria labels to make the slide both visual and screen-reader friendly.
• Updated website/public/presentations/CHANGELOG.md with a clear Revision 4 entry documenting the editorial rationale, the exact sourced claims, and the decision to remove the speculative 2030 projection.
• No runtime code or API surface changed; this is a presentation/content update inside the website/presentations assets.

Testing

• Ran git diff --check, which reported no formatting errors in the changed files.
• Ran make guards-fast and observed the repository pre-checks succeed until the shellcheck step failed because shellcheck is not installed in the environment, causing the target to exit with an error.
• Attempted to run node scripts/deck-fit.mjs to verify slide fitting in multiple viewports, but the run could not be completed because playwright-core/Chromium were not available and npm install playwright-core failed due to registry access (HTTP 403).
• Attempted to create a remote PR via the GitHub CLI but the environment lacked GitHub authentication, so the PR creation step did not complete.

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Codex Task

Summary by Sourcery

Replace the investor deck’s generic market-size slide with a sourced, convergence-based “why now” investment thesis focused on capability, cost, and demand.

Documentation:

• Updated the investor deck HTML to introduce a new “why now” slide that explains the convergence of open-model capability, falling inference cost, and rising enterprise demand toward verified private AI infrastructure.
• Revised the presentations changelog with a Revision 4 entry documenting the rationale for the new convergence slide and the removal of the speculative 2030 market projection.

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Project	Deployment	Actions	Updated (UTC)
stella-cli-docs	Ready	Preview	Aug 11, 2026 10:14pm

[sourcery-ai]

Reviewer's Guide

Replaces the prior generic market-size slide in the investor deck with a new sourced “why now” convergence thesis slide, including an updated SVG diagram, copy, accessibility text, and a detailed changelog entry documenting the editorial rationale and sources.

Flow diagram for the new "why now" convergence thesis slide

flowchart LR
  capability[CAPABILITY ↑\nopen vs closed gap 8.04% → 1.70%]
  cost[COST ↓\nopen frontier-class ~1/27th o1 price]
  demand[DEMAND ↑\nenterprise AI spend $11.5B → $37B\n$4B AI coding]
  convergence[Convergence window\nverified, private AI infrastructure]
  claim[Strategic claim\ncontrol layer still unclaimed]

  capability --> convergence
  cost --> convergence
  demand --> convergence
  convergence --> claim

Loading

File-Level Changes

Change	Details	Files
Replace the generic TAM market slide with a sourced “why now” convergence thesis slide in the investor deck.	Change slide 13 from a market/TAM framing to a ‘why now’ framing with updated overline and headline copy. Remove the bar/column chart visualization and introduce a new SVG diagram that illustrates three converging forces: capability, cost, and demand. Rework the slide body layout from a 6-4 column split with tiles to a 7-5 layout with a convergence diagram on the left and wedge/buyer/control-layer copy on the right. Introduce new narrative elements highlighting the $4B AI coding wedge, target buyer segment, and the claim that the control layer is unclaimed.	website/public/presentations/investor-deck.html
Improve accessibility, structure, and visual emphasis of the updated slide content.	Update the slide’s section aria-label to describe the convergence thesis rather than ‘the market’. Adjust the SVG’s role and aria-label to describe three converging forces instead of a column chart with projections. Add structural SVG elements (markers, circles, text labels, pulse effect) to visually emphasize the ‘window’ for verified private AI infrastructure. Refine fine-print source text at the bottom of the slide to list specific sources and remove the 2030 projection disclaimer.	website/public/presentations/investor-deck.html
Document the editorial rationale and sources for the new “why now” slide in the presentations changelog.	Add a new Revision 4 section dated 2026-08-11 describing the motivation for replacing the generic market-size slide. Enumerate the three sourced forces: model capability gap compression, lower-cost open frontier inference, and growth in enterprise AI spend including the $4B AI coding wedge. Explain how the new diagram supports the investment thesis around verified private AI infrastructure and the control layer opportunity. Explicitly note that no new forecasts or unsourced company metrics were added and that the prior 2030 agents market projection was removed.	website/public/presentations/CHANGELOG.md

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