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The chart uses a stacked bar approach to show the composition of clusters by type for each entity.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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The chart uses color coding to distinguish between Public Cloud, Private Cloud, and National HPC.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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Logarithmic scale chart showing hardware adoption trends from 2018 to 2024.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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Data source: Zeta Alpha, State of AI 2024 report.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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The chart tracks the number of AI research papers utilizing specific hardware systems.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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Dual-axis chart showing release intervals (bars) and performance growth (line).2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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The slide compares historical NVLink specifications and mentions Tencent's Xingmai 2.0 as a competitive development.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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The slide uses a pie chart to visualize the root causes of infrastructure failures in large-scale AI training.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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Slide from State of AI 2024 report.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
101
Includes a visual comparison of the Cerebras WSE-3 chip vs a standard GPU.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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Part of the 'State of AI 2024' report series.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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Includes a meme illustrating the 'whack-a-mole' metaphor.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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The slide uses screenshots of news articles as evidence for the described regulatory gap.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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The slide uses specific examples of illicit trade to illustrate the growing scale and complexity of semiconductor smuggling.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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The chart displays revenue multiples for Anthropic, OpenAI, Perplexity, Runway, Cohere, Stability, and Character AI.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit
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The slide uses headlines from external news sources to illustrate the industry trend of high burn rates in AI.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit
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The slide uses a line chart with annotated milestones to demonstrate the impact of strategic shifts on market valuation.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit
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The slide uses color-coded bars to represent different model providers (OpenAI, Anthropic, Google, Meta, Mistral).2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit
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The slide uses bar charts to show cost per million tokens (implied) for various model generations.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit
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The slide highlights price cuts of 76% and 86% for specific model iterations.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit
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The slide highlights the shift from static code snippets to interactive, real-time coding environments.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide uses two screenshots of media coverage to illustrate the shift toward product-centric AI development.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide contrasts Mistral's success with Aleph Alpha's struggles, supported by a table showing model rankings.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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Includes a technical diagram comparing model architectures (Dense vs MoE vs Hybrid).2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide highlights antitrust concerns, specifically mentioning OpenAI/Microsoft, Anthropic/Google/Amazon, and NVIDIA's influence.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide uses news headlines as evidence to support the thesis of regulatory evasion through talent acquisition and licensing.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide highlights the dominance of Github Copilot while showcasing the competitive landscape of AI coding startups.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
119
The chart shows preference for database vendors for RAG and LLM customization, highlighting the dominance of incumbents over specialized vector DBs.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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Includes a screenshot of Devin's workspace.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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Includes a screenshot of a Google AI Overview hallucination (glue on pizza) as a case study of reliability issues.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit