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The slide highlights the difficulty for AI companies to replicate Google's search quality and the dominance of Google in referral traffic.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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Data sourced from Profound, an answer engine optimization company.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide summarizes findings from Profound regarding AI citation patterns and their reliance on Google's index.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide uses a 'before-after' framing implied by the title 'Vibe shift: From litigation...', though only the 'litigation' side is presented here.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide highlights the shift from litigation to collaboration between AI developers and content creators.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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Includes a screenshot of a news article and a social media post snippet.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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Uses a 'before-after' framing to contrast historical scaling with current massive infrastructure projects.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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Includes a meme for illustrative purposes.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide outlines a strategy of vertical integration to reduce reliance on third-party providers like NVIDIA and mobile OS platforms.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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Includes a stock chart for AVGO and key financial metrics regarding their custom chip business.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The timeline tracks both internal milestones and external announcements/rumors.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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Includes a photo of Satya Nadella and Sam Altman with a quote.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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Part of the 'State of AI 2025' report by Air Street Capital.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide discusses the intersection of AI infrastructure, energy grid capacity, and regulatory hurdles.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The table highlights the competitive race for compute power among major AI labs.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide links the $8.6bn D&A figure from the capex table to the annual cost table.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide highlights the conflict between AI infrastructure growth and grid capacity, citing NERC, DOE, SemiAnalysis, and ICF.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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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.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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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 2030.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide highlights the role of hyperscalers in funding future-tech like fusion.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The chart shows the Artificial Analysis Intelligence Index, comparing various AI models by performance score.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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Includes a screenshot from a CCTV broadcast featuring Chinese officials/leaders.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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Includes a visual metaphor of a scale representing the trade-off between GPU layer market share and model layer market share.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide discusses the shift from reliance on NVIDIA to local alternatives like Huawei, SMIC, and Cambricon.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide discusses the black market for high-end GPUs and the limitations of current export controls.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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Includes satellite imagery of a data center site with annotations.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide uses a process-like flow to explain the market's overreaction to training cost news.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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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.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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2025 Air Street Capital The State of AI Report 20252025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide uses a stacked area chart to show the share of aggregate AI supercomputer performance by country over time.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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