{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 1829, "pageSize": 30, "pageCount": 10666, "rows": [ { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 118, "slideType": "industry_trends", "function": "summarize", "notes": "The slide summarizes findings from Profound regarding AI citation patterns and their reliance on Google's index.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/118", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-118", "loopMatches": [], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 119, "slideType": "industry_trends", "function": "establish_context", "notes": "The slide uses a 'before-after' framing implied by the title 'Vibe shift: From litigation...', though only the 'litigation' side is presented here.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/119", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-119", "loopMatches": [], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 120, "slideType": "industry_trends", "function": "summarize", "notes": "The slide highlights the shift from litigation to collaboration between AI developers and content creators.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/120", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-120", "loopMatches": [], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 121, "slideType": "industry_trends", "function": "summarize", "notes": "Includes a screenshot of a news article and a social media post snippet.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/121", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-121", "loopMatches": [], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 122, "slideType": "industry_trends", "function": "establish_context", "notes": "Uses a 'before-after' framing to contrast historical scaling with current massive infrastructure projects.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/122", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-122", "loopMatches": [ { "to": 135, "from": 122, "name": "Why Now", "slug": "15-why-now", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "matchId": "019dd95a-07fe-70ce-8d3e-a63e356de409", "evidence": "Stargate $500B (p.122), 5GW clusters by 2028 (p.129), power shortfalls (p.132), fusion PPAs (p.135).", "position": 7, "objective": "Establish urgency of compute/power buildout as window of opportunity", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "confidence": 75, "description": "Create temporal urgency by proving that the window of opportunity is opening or closing" } ], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 123, "slideType": "industry_trends", "function": "summarize", "notes": "Includes a meme for illustrative purposes.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/123", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-123", "loopMatches": [ { "to": 135, "from": 122, "name": "Why Now", "slug": "15-why-now", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "matchId": "019dd95a-07fe-70ce-8d3e-a63e356de409", "evidence": "Stargate $500B (p.122), 5GW clusters by 2028 (p.129), power shortfalls (p.132), fusion PPAs (p.135).", "position": 7, "objective": "Establish urgency of compute/power buildout as window of opportunity", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "confidence": 75, "description": "Create temporal urgency by proving that the window of opportunity is opening or closing" } ], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 124, "slideType": "industry_trends", "function": "summarize", "notes": "The slide outlines a strategy of vertical integration to reduce reliance on third-party providers like NVIDIA and mobile OS platforms.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/124", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-124", "loopMatches": [ { "to": 135, "from": 122, "name": "Why Now", "slug": "15-why-now", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "matchId": "019dd95a-07fe-70ce-8d3e-a63e356de409", "evidence": "Stargate $500B (p.122), 5GW clusters by 2028 (p.129), power shortfalls (p.132), fusion PPAs (p.135).", "position": 7, "objective": "Establish urgency of compute/power buildout as window of opportunity", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "confidence": 75, "description": "Create temporal urgency by proving that the window of opportunity is opening or closing" } ], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 125, "slideType": "industry_trends", "function": "illustrate_case", "notes": "Includes a stock chart for AVGO and key financial metrics regarding their custom chip business.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/125", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-125", "loopMatches": [ { "to": 135, "from": 122, "name": "Why Now", "slug": "15-why-now", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "matchId": "019dd95a-07fe-70ce-8d3e-a63e356de409", "evidence": "Stargate $500B (p.122), 5GW clusters by 2028 (p.129), power shortfalls (p.132), fusion PPAs (p.135).", "position": 7, "objective": "Establish urgency of compute/power buildout as window of opportunity", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "confidence": 75, "description": "Create temporal urgency by proving that the window of opportunity is opening or closing" } ], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 126, "slideType": "timeline", "function": "summarize", "notes": "The timeline tracks both internal milestones and external announcements/rumors.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/126", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-126", "loopMatches": [ { "to": 135, "from": 122, "name": "Why Now", "slug": "15-why-now", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "matchId": "019dd95a-07fe-70ce-8d3e-a63e356de409", "evidence": "Stargate $500B (p.122), 5GW clusters by 2028 (p.129), power shortfalls (p.132), fusion PPAs (p.135).", "position": 7, "objective": "Establish urgency of compute/power buildout as window of opportunity", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "confidence": 75, "description": "Create temporal urgency by proving that the window of opportunity is opening or closing" } ], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 127, "slideType": "industry_trends", "function": "summarize", "notes": "Includes a photo of Satya Nadella and Sam Altman with a quote.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/127", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-127", "loopMatches": [ { "to": 135, "from": 122, "name": "Why Now", "slug": "15-why-now", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "matchId": "019dd95a-07fe-70ce-8d3e-a63e356de409", "evidence": "Stargate $500B (p.122), 5GW clusters by 2028 (p.129), power shortfalls (p.132), fusion PPAs (p.135).", "position": 7, "objective": "Establish urgency of compute/power buildout as window of opportunity", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "confidence": 75, "description": "Create temporal urgency by proving that the window of opportunity is opening or closing" } ], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 128, "slideType": "industry_trends", "function": "summarize", "notes": "Part of the 'State of AI 2025' report by Air Street Capital.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/128", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-128", "loopMatches": [ { "to": 135, "from": 122, "name": "Why Now", "slug": "15-why-now", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "matchId": "019dd95a-07fe-70ce-8d3e-a63e356de409", "evidence": "Stargate $500B (p.122), 5GW clusters by 2028 (p.129), power shortfalls (p.132), fusion PPAs (p.135).", "position": 7, "objective": "Establish urgency of compute/power buildout as window of opportunity", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "confidence": 75, "description": "Create temporal urgency by proving that the window of opportunity is opening or closing" } ], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 129, "slideType": "industry_trends", "function": "summarize", "notes": "The slide discusses the intersection of AI infrastructure, energy grid capacity, and regulatory hurdles.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/129", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-129", "loopMatches": [ { "to": 135, "from": 122, "name": "Why Now", "slug": "15-why-now", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "matchId": "019dd95a-07fe-70ce-8d3e-a63e356de409", "evidence": "Stargate $500B (p.122), 5GW clusters by 2028 (p.129), power shortfalls (p.132), fusion PPAs (p.135).", "position": 7, "objective": "Establish urgency of compute/power buildout as window of opportunity", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "confidence": 75, "description": "Create temporal urgency by proving that the window of opportunity is opening or closing" } ], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 130, "slideType": "data_table", "function": "analyze_data", "notes": "The table highlights the competitive race for compute power among major AI labs.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/130", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-130", "loopMatches": [ { "to": 135, "from": 122, "name": "Why Now", "slug": "15-why-now", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "matchId": "019dd95a-07fe-70ce-8d3e-a63e356de409", "evidence": "Stargate $500B (p.122), 5GW clusters by 2028 (p.129), power shortfalls (p.132), fusion PPAs (p.135).", "position": 7, "objective": "Establish urgency of compute/power buildout as window of opportunity", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "confidence": 75, "description": "Create temporal urgency by proving that the window of opportunity is opening or closing" } ], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 131, "slideType": "data_table", "function": "analyze_data", "notes": "The slide links the $8.6bn D&A figure from the capex table to the annual cost table.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/131", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-131", "loopMatches": [ { "to": 135, "from": 122, "name": "Why Now", "slug": "15-why-now", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "matchId": "019dd95a-07fe-70ce-8d3e-a63e356de409", "evidence": "Stargate $500B (p.122), 5GW clusters by 2028 (p.129), power shortfalls (p.132), fusion PPAs (p.135).", "position": 7, "objective": "Establish urgency of compute/power buildout as window of opportunity", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "confidence": 75, "description": "Create temporal urgency by proving that the window of opportunity is opening or closing" } ], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 132, "slideType": "industry_trends", "function": "analyze_data", "notes": "The slide highlights the conflict between AI infrastructure growth and grid capacity, citing NERC, DOE, SemiAnalysis, and ICF.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/132", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-132", "loopMatches": [ { "to": 135, "from": 122, "name": "Why Now", "slug": "15-why-now", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "matchId": "019dd95a-07fe-70ce-8d3e-a63e356de409", "evidence": "Stargate $500B (p.122), 5GW clusters by 2028 (p.129), power shortfalls (p.132), fusion PPAs (p.135).", "position": 7, "objective": "Establish urgency of compute/power buildout as window of opportunity", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "confidence": 75, "description": "Create temporal urgency by proving that the window of opportunity is opening or closing" } ], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 133, "slideType": "industry_trends", "function": "analyze_data", "notes": "The slide uses a dual-chart layout (area chart for energy mix, line chart for emissions) to support the argument that AI growth is driving carbon emissions despite renewable energy claims.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/133", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-133", "loopMatches": [ { "to": 135, "from": 122, "name": "Why Now", "slug": "15-why-now", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "matchId": "019dd95a-07fe-70ce-8d3e-a63e356de409", "evidence": "Stargate $500B (p.122), 5GW clusters by 2028 (p.129), power shortfalls (p.132), fusion PPAs (p.135).", "position": 7, "objective": "Establish urgency of compute/power buildout as window of opportunity", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "confidence": 75, "description": "Create temporal urgency by proving that the window of opportunity is opening or closing" } ], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 134, "slideType": "industry_trends", "function": "analyze_data", "notes": "Includes two charts: a line chart showing growth of data centers in high water-stress areas and a stacked bar chart showing projected water withdrawals and consumption for 2023 vs 2030.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/134", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-134", "loopMatches": [ { "to": 135, "from": 122, "name": "Why Now", "slug": "15-why-now", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "matchId": "019dd95a-07fe-70ce-8d3e-a63e356de409", "evidence": "Stargate $500B (p.122), 5GW clusters by 2028 (p.129), power shortfalls (p.132), fusion PPAs (p.135).", "position": 7, "objective": "Establish urgency of compute/power buildout as window of opportunity", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "confidence": 75, "description": "Create temporal urgency by proving that the window of opportunity is opening or closing" } ], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 135, "slideType": "client_example", "function": "illustrate_case", "notes": "The slide highlights the role of hyperscalers in funding future-tech like fusion.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/135", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-135", "loopMatches": [ { "to": 135, "from": 122, "name": "Why Now", "slug": "15-why-now", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "matchId": "019dd95a-07fe-70ce-8d3e-a63e356de409", "evidence": "Stargate $500B (p.122), 5GW clusters by 2028 (p.129), power shortfalls (p.132), fusion PPAs (p.135).", "position": 7, "objective": "Establish urgency of compute/power buildout as window of opportunity", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "confidence": 75, "description": "Create temporal urgency by proving that the window of opportunity is opening or closing" } ], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 136, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart shows the Artificial Analysis Intelligence Index, comparing various AI models by performance score.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/136", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-136", "loopMatches": [], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 137, "slideType": "industry_trends", "function": "analyze_data", "notes": "Includes a screenshot from a CCTV broadcast featuring Chinese officials/leaders.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/137", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-137", "loopMatches": [], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 138, "slideType": "industry_trends", "function": "diagnose", "notes": "Includes a visual metaphor of a scale representing the trade-off between GPU layer market share and model layer market share.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/138", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-138", "loopMatches": [], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 139, "slideType": "industry_trends", "function": "summarize", "notes": "The slide discusses the shift from reliance on NVIDIA to local alternatives like Huawei, SMIC, and Cambricon.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/139", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-139", "loopMatches": [], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 140, "slideType": "industry_trends", "function": "diagnose", "notes": "The slide discusses the black market for high-end GPUs and the limitations of current export controls.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/140", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-140", "loopMatches": [], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 141, "slideType": "industry_trends", "function": "establish_context", "notes": "Includes satellite imagery of a data center site with annotations.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/141", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-141", "loopMatches": [], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 142, "slideType": "industry_trends", "function": "analyze_data", "notes": "The slide uses a process-like flow to explain the market's overreaction to training cost news.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/142", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-142", "loopMatches": [], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 143, "slideType": "industry_trends", "function": "illustrate_case", "notes": "The slide uses a combination of a news clipping and a direct quote/commentary to frame the industry tension between US and Chinese AI labs.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/143", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-143", "loopMatches": [], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 144, "slideType": "comparison_table", "function": "compare_options", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/144", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-144", "loopMatches": [], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 145, "slideType": "industry_trends", "function": "analyze_data", "notes": "The slide uses a stacked area chart to show the share of aggregate AI supercomputer performance by country over time.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/145", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-145", "loopMatches": [], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 146, "slideType": "industry_trends", "function": "analyze_data", "notes": "The chart uses a visual metaphor of stacked wafers to represent capacity (WPM).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/146", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-146", "loopMatches": [], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 147, "slideType": "comparison_table", "function": "compare_options", "notes": "The slide uses arrows to indicate the direction of the comparison (US vs China).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/147", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-147", "loopMatches": [], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }