{
  "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": 14,
  "pageCount": 313,
  "prevPage": 13,
  "nextPage": 15,
  "slideType": "case_study",
  "function": "illustrate_case",
  "density": "dense",
  "nDataPoints": 18,
  "notes": "The slide uses a line chart to show scaling laws and a bar chart for comparative performance on AIME 2024.",
  "elementsJson": [
    "headline_text",
    "paragraph",
    "line_chart",
    "bar_chart_vertical"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/14",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-14",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Impressively, R1-lite-preview actually beat o1-preview on AIME 2024 pass@1 by scoring 52.5 vs. 44.6.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-41ac-7180-a819-fa7564b43725",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.4,
        "x": 0.55,
        "y": 0.45
      },
      "kind": "chart",
      "text": "AIME 2024",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a5799ddf-8b24-45ce-a175-3f932489db51",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.48,
        "x": 0.02,
        "y": 0.45
      },
      "kind": "chart",
      "text": "deepseek-r1-lite-preview AIME accuracy with test-time compute scaling",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "80ac86dc-5df1-4e5a-834d-d677029ff6b7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "AIME 2024 pass@1: 52.5",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-41ac-7180-a819-ff2c9c472fcf",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.18,
        "w": 0.96,
        "x": 0.02,
        "y": 0.2
      },
      "kind": "paragraph",
      "text": "Barely 2 months after o1-preview, DeepSeek (the Chinese upstart AI lab spun out of a high-frequency quant firm) released their first reasoning model, R1-lite-preview, that's built atop the earlier strong V2.5 base model. Like OpenAI, they showed predictable accuracy improvements on AIME with greater test-time compute budget. Impressively, R1-lite-preview actually beat o1-preview on AIME 2024 pass@1 by scoring 52.5 vs. 44.6. BUT, very few seemed to take notice... Wall Street certainly didn't.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "13d0c5ae-73df-42d5-bbc7-8e4835eb1229",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.6,
        "x": 0.02,
        "y": 0.14
      },
      "kind": "title",
      "text": "Deeply sought: could frontier reasoning ever be found in the open?",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b4976a6d-2d22-468b-b52b-9c17451d21b0",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Before-After-Bridge",
      "slug": "before-after-bridge",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "a14c17d4-9bb9-4869-ae39-0a8f858b031f",
      "evidence": "Barely 2 months after o1-preview, DeepSeek (the Chinese upstart AI lab spun out of a high-frequency quant firm) released their first reasoning model, R1-lite-preview, that's built atop the earlier st",
      "confidence": 0.7
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "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": 89,
      "from": 12,
      "beatId": "019dd95a-0682-776c-8e35-ac68557d958b",
      "arcName": "The Onion",
      "arcSlug": "onion",
      "beatName": "First Layer",
      "beatSlug": "onion-first-layer",
      "evidence": "Research section unpacks technical layer beneath the headlines.",
      "position": 2,
      "confidence": 45,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [
    {
      "to": 30,
      "from": 13,
      "name": "Zoom In",
      "slug": "06-zoom-in",
      "bestFor": "Technical deep-dives, case studies, detailed analysis",
      "matchId": "019dd95a-07fe-70ce-8d3e-9252f6f92bd7",
      "evidence": "Big picture 'reasoning race' (p.13) zooms into o1, R1, DeepSeek, parallel reasoning, CoT mechanics.",
      "position": 2,
      "objective": "Drill from reasoning paradigm into specific reasoning research findings",
      "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication",
      "confidence": 75,
      "description": "Start broad, then progressively focus on specific details that prove your point"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}