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Slide highlights four specific AI startups: Sakana AI, H Company, Safe Superintelligence Inc., and Black Forest Labs.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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Uses news clippings as evidence for the difficulty of AI startup management.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 the rapid commercial success of a specialized player (ElevenLabs) with the cautious, risk-averse strategy of generalist frontier labs regarding voice generation.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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Data for 2024 is partial (up to Sept 1).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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Data sourced from US corporate fintech Ramp.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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Data source: Stripe. Comparison of time to $1M and $30M revenue milestones.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 the PolyAI website as a visual example.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 social media testimonial from Andrej Karpathy and a screenshot of the Kyutai Moshi interface.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 specific mentions of Harvey, Klarna, and various law firms.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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Part of the 'State of AI 2024' report deck.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 a technical architecture diagram to illustrate Apple's on-device vs server-side AI stack.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 discusses the implications of Apple's internal foundation model work on their OpenAI partnership, using Unsloth's performance as a proxy for technical optimization potential.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 pipeline table and a photo of a lab facility.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 competitive landscape of AI video generation by showcasing visual outputs and financial backing of key players.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 a bar chart to illustrate the price disparity between proprietary models (Runway, Luma, etc.) and open-source/cheaper alternatives.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 convergence of fine-tuned image models and video generation tools.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 summarizes clinical progress in personalized cancer vaccines, highlighting specific patient outcomes and trial data.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 early market failure with later success in the smart glasses category.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 Marques Brownlee YouTube review and a pull-quote style review summary.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 stacked bar charts to illustrate the growth of AI investment, highlighting the dominance of the US and the rise of Generative AI.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 chart illustrates a significant shift in market valuation, with public companies now accounting for the vast majority of the total AI market value.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 presents two horizontal bar charts side-by-side to contrast historical prevalence with recent funding activity.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 chart illustrates a clear shift in funding composition, with the largest round category ($250M+) becoming the dominant share in 2023 and 2024.2024 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 chart displays four categories: Acquisition, SPAC IPO, IPO, and Buyout across 11 years.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 trend of big tech companies acquiring AI startups to bring back key talent (acqui-hiring).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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2024 Air Street Capital The State of AI Report 20242024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)1 hit
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Mentions 10^26 FLOPs threshold for mandatory safety reporting.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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Part of the State of AI 2024 report.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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Includes a process diagram for high-risk AI system compliance.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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The slide uses news headlines as evidence to support the narrative of regulatory friction.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Pattern Hunter1 hit