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108
Includes logos of Waymo, Cruise, and Stack AV at the bottom.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
109
The slide uses two stacked bar charts to show investment by round size and by AI vs. GenAI split.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
110
The slide compares private startup/scaleup EV (left) with public startup/scaleup EV (right) over time, segmented by launch year cohorts.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
111
The chart shows a significant concentration of capital in the US compared to other regions.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
112
Data source: dealroom.co as of 19 Sept 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
113
The slide contains four distinct bar charts showing investment and deal volume metrics for AI categories.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
114
The chart shows a clear dominance of acquisitions over IPOs in recent years, with 2023 data being partially projected.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
115
The chart highlights a significant drop in non-AI investment in 2023 compared to previous years.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
116
The chart highlights a significant spike in funding in 2023 compared to previous years.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
117
The chart illustrates the shift toward massive capital requirements for AI model training, with a specific callout to CoreWeave's debt financing model.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
118
The slide evaluates a past prediction and provides evidence of the actual outcome through three categories of NVIDIA's activities.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
119
The slide maps AI startups (left) to their funding round size (middle) and corporate investors (right).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
120
Data source: dealroom.co2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
12
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 Facts (What)1 hit
13
The slide highlights the convergence of performance between GPT-4, Claude 3.5 Sonnet, Gemini 1.5, and Grok 2.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
14
The slide discusses the shift from pre-training compute to inference compute in LLMs.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
15
Includes a Chatbot Arena chart and a screenshot of a viral YouTube video demonstrating o1's coding capabilities.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
16
Includes a stacked bar chart showing human evaluation win/tie/loss rates against GPT-4o and Claude 3.5 Sonnet.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
17
The table uses a color-coded matrix (green for yes, orange for no/partial) to visualize the degree of openness for different LLM projects.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
18
The slide uses two charts to demonstrate the impact of contamination: a bar chart showing performance gaps between standard benchmarks and clean test sets, and a scatter plot comparing exam scores to benchmark performance.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
19
Includes a small visual grid of examples showing 'Bad Question Clarity', 'Bad Options Clarity', 'No Correct Answer', and 'Wrong Groundtruth'.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
20
The slide critiques the 'vibes-based' evaluation method of the LMSYS leaderboard, noting that GPT-4o and GPT-4o mini share top spots, potentially due to user preference for writing style over raw capability.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
21
The slide highlights the hybrid approach of neuro-symbolic AI in solving Olympiad-level math problems.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
22
Discusses model pruning techniques (layer removal, knowledge distillation) and their impact on performance benchmarks.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
23
The slide uses an AI-generated image of two llamas wearing sunglasses labeled '8B' and '4B' to metaphorically represent model distillation.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
24
Includes a screenshot of a chat interface demonstrating Phi-3-mini-4k-instruct-q4 capabilities.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
25
Includes a visual comparison of image compression levels (32 tokens vs 256 tokens vs 65536 pixels).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
26
Mentions Stanford research on ReFT and LoReFT.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
27
The slide highlights specific models like Mamba, Jamba, and Griffin as examples of this trend.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
28
The slide discusses model distillation techniques in AI research, specifically comparing token budget vs. accuracy.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