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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
151
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
153
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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The slide serves as a preface/introduction to the report structure.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · Surface Observation1 hit
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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
Consulting deck VC research Beat · Surface Observation1 hit
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This slide serves as a foundational reference for the technical terminology used throughout the report.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · Surface Observation1 hit
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This slide establishes a visual shorthand (iconography) for the rest of the report.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · Surface Observation1 hit
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The slide uses a structured list format to categorize key takeaways across four main pillars.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · Surface Observation1 hit
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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
Consulting deck VC research Beat · Surface ObservationLoop · Precedent1 hit
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The table uses a color-coded status column (Green=YES, Orange=~, Red=NO) to indicate prediction accuracy.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · Surface ObservationLoop · Precedent1 hit
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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
Consulting deck VC research Beat · The Facts (What)1 hit
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The slide highlights the shift towards inference-time scaling (test-time compute) as a key driver for AI reasoning capabilities.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
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The slide uses a line chart to show scaling laws and a bar chart for comparative performance on AIME 2024.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
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Includes a bar chart comparing model performance and a line chart showing AIME accuracy improvement during training.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
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The slide highlights the architectural shift to DeepSeek Sparse Attention (DSA) in V3.2-Exp to reduce cost and latency.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
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Discusses technical advancements in LLM inference strategies.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
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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
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
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Slide compares longitudinal performance trends (left) with a static ranking of current models (right).2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
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The chart shows 'Reported vs Measured Results' and 'Variance DS-R1-1.5B' to demonstrate that performance swings are often due to variance rather than actual model improvement.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
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The slide presents a debate regarding the performance of reasoning models (LRMs) versus standard LLMs across different complexity levels.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
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The slide uses a specific example of a math problem to demonstrate the impact of 'adversarial triggers' on model reasoning.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
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The slide highlights three specific research papers/projects: GSM-Symbolic, DataAlchemy, and XReasoning.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
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The slide highlights that CoT utility stems from structural encoding of reasoning rather than literal faithfulness.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
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References a specific research finding regarding model activations and test awareness.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
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The slide contrasts the effectiveness of safety-first pretraining (SafeLM) with the broader skepticism regarding the persistence of biases in web-scale models.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
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Discusses the trade-off between CoT monitoring effectiveness and the emergence of obfuscated reward hacking in AI models.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
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Includes a diagram illustrating the difference between chain of thought and opaque computation.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
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The slide compares traditional Chain-of-Thought (CoT) with the proposed Chain of Continuous Thought (COCONUT) method.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit