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Notes from the Galaxy All notes

Notes from the Galaxy

We Killed the Pitch Deck

· 3 min read

A bored VC in a bare white office staring at one slide next to a stack of pitch decks, with a red X, and the same VC in a skyline office smiling at a monitor showing a customer paying a shop owner, with a green check

Today I want to talk about how this AI revolution is going to speed up the growth of business. Probably to the tune of 10x.

And it’s not only the efficiencies we’re already getting from the models, the harnesses and the algorithms. It’s not only the explosion of build.

It’s a better connection between builders and VCs.

If you’re a VC, this is going to make a lot of sense. If you’re a builder, it makes even more sense, because it makes your life easy.

Here’s what’s happening. We’re moving away from the old-school pitch deck. That’s very 2000, 2010, 2020. Now that we have video generation with AI models, it’s going out the door.

In fact, I’m here to say it: we killed the pitch deck.

We’ve attached ours, because we think this is going to be the gold standard. Watch it and tell me it doesn’t make clear sense, as a builder about what we’re building, and as a VC about what you might invest in.

The Agints pitch video (3:23). This is our flag in the ground.
The pitch deck, 20 to 28 slides that look alike, versus the pitch video, 2 to 3 minutes
Fig 1. 20–28 slides that look alike, or a 2–3 minute video that tells the whole story.

Why? Because now you can tell your story convincingly through AI video. What your avatar looks like. The problem statement. The solution you’re providing. The total addressable market. Revenue numbers in very light strokes.

Just enough to whet a VC’s appetite to say yes or no, and to go look at your deck.

It’s a lot more fun to watch a two-to-three-minute video that explains what you’re going to do in the world than to sit through 28 slides that mostly look the same.

So it’s a creative game. It’s a race.

Those two minutes better get my attention. Because if you’re creative enough to convince me, you’ll probably convert me. And that means you’ll convince and convert customers too.

Consumers don’t buy through slide decks. They buy through targeted ads.

A pitch video is a targeted ad from builder to VC. It’s a really good signal of how you’ll go from builder to consumer. Any smart VC is going to pick up on that.

The pitch video is a GTM test: a video ad that converts a VC signals a founder who can run go-to-market, so users pay if the product is good
Fig 2. If a video ad can convert a VC, it’s probably a good signal the founder can run a real GTM and get users to pay, if the product is good.

Why this is the 10x

Now, back to the original point. Why does this 10x business, on top of everything AI is already giving us with models, harnesses and automated agent labor?

Better matching between VCs and builders.

That makes VCs a lot more comfortable writing checks, and a lot more dialed in on what they will and won’t invest in.

You can screen 50 deals if each one is a two-minute video. You’ll know pretty fast: we’re doing this one, or we’re not. The good ones go to a second look with the partners, and then you open the deck together.

Progressive disclosure for VCs: 50 deals as 2-minute videos, then a shortlist, then the deck, then funding
Fig 3. Progressive disclosure: watch the snippet first, open the deck only if it fits.

That’s progressive disclosure. You find out if the company even meets your criteria before you rip through a 25-slide deck trying to understand the numbers.

And that’s going to release funds to a lot of founders who have great products but just don’t know how to make a pitch deck. Right now they don’t stand out in a stack of 80 decks sent to a cohort. Or 300 decks trying to get into YC Winter 2027.

The trilogy

So here’s the big unlock. It’s a trilogy:

One: AI video models that are actually capable now.
Two: an editing pipeline that agents can run, if you know what you’re doing.
Three: VCs who carry way less cognitive load, because they get a snippet first instead of a barrage of 20 to 25 slides.

AI video models plus an agent editing pipeline plus lighter VC cognitive load equals faster deals, more founders funded, 10x
Fig 4. The trilogy: AI video + an agent editing pipeline + a lighter load on VCs.

Founders with good products get a higher success rate. VCs get a higher success rate, because they can process way more deals. Two to three minutes per company instead of 20 or 25.

Faster velocity in assessing deals, and in funding them.

I think this pairs a lot more companies with capital. And I think VCs raise more money over the next three years because of it.

This is yet another way AI is reshaping capital structure, and business overall. It’s one that’s hiding in plain sight.

Today I declare the pitch deck dead. This is our flag in the ground 🚩 it’s the pitch video from here on.

Want AI doing the busy work, without the tech headache?

Talk to Gini at agints.com/free. She’ll map your best path. If we’re the right fit, she’ll say so. Easy.

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P.S. A lot of billionaires are doing this.