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2023 Air Street Capital The State of AI Report 20232023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
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The chart uses a red box to highlight the most recent quarter (Q2 FY24) and includes emojis to emphasize the growth.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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Includes a quote from CoreWeave regarding their fleet scale.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide uses a 2x2 grid layout to present four distinct company case studies.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The title has a strikethrough on 'Footballers' which seems to be a humorous or editorial correction.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart highlights significant growth in large-scale clusters, specifically mentioning Tesla, Stability, and Hugging Face.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart categorizes entities by National HPC, Private Cloud, and Public Cloud.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart uses a logarithmic scale on the y-axis to visualize the massive disparity in citation counts.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart tracks usage volume of various NVIDIA GPU models over time (2018-2023).2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart tracks the number of mentions or usage metrics for AI chip companies among researchers.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
79
The slide also includes a rumor about NVIDIA's H100 shipment projections for 2024.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart uses a 'Units of A100 GPUs' scale to normalize compute power over time.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
81
The slide uses two line charts to illustrate the drivers for in-house hardware development: increasing model complexity/size and the surge in GPU server demand.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart illustrates the 'Current Export Restrictions' as a threshold boundary on a 2D plane of Computational Performance vs Interconnect Bandwidth.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
83
Part of the State of AI 2023 report.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
84
The slide validates a previous prediction using specific company performance metrics.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
85
The slide highlights the transition of Synthesia from a 'fringe' technology to mainstream enterprise adoption.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
86
The chart uses a log-log scale to visualize exponential growth rates over time.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide uses two news article headlines as evidence for the dual narrative of revenue growth vs. high costs.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
88
Includes a stock performance chart, strategic rationale for AI integration, and UI screenshots of the new AI-powered product.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
89
The slide uses two charts to illustrate the displacement of traditional developer Q&A platforms by AI-driven coding assistants.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
90
Includes a chart comparing Stack Overflow vs GitHub web traffic and a small chart showing CoPilot acceptance rate over time.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
91
The slide presents two charts (A and B) showing the treatment effect of ChatGPT on time taken and output quality compared to a control group.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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Includes screenshots of Character.AI and news headlines regarding Replika and Character.AI.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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Part of the State of AI 2023 report.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
94
Data source: Sequoia Capital. The slide uses two grouped bar charts to contrast incumbent apps (green) with AI-first companies (blue).2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide contrasts two different strategic responses to generative AI in the stock media industry.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Precedent1 hit
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The slide uses a screenshot of a press release to provide evidence for the claim.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Precedent1 hit
97
The slide discusses the Thaler v. Perlmutter case and the Andy Warhol Foundation v. Goldsmith case (implied by the Prince portrait reference).2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Precedent1 hit
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Part of the State of AI 2023 report.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Precedent1 hit