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6,541-6,570 of 13,498
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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
Consulting deck VC research Beat · The Facts (What)1 hit
121
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
Consulting deck VC research Beat · The Facts (What)1 hit
122
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
Consulting deck VC research Beat · The Facts (What)Loop · Why Now1 hit
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Includes a meme for illustrative purposes.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Why Now1 hit
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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
Consulting deck VC research Beat · The Facts (What)Loop · Why Now1 hit
125
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
Consulting deck VC research Beat · The Facts (What)Loop · Why Now1 hit
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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
Consulting deck VC research Beat · The Facts (What)Loop · Why Now1 hit
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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
Consulting deck VC research Beat · The Facts (What)Loop · Why Now1 hit
128
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
Consulting deck VC research Beat · The Facts (What)Loop · Why Now1 hit
129
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
Consulting deck VC research Beat · The Facts (What)Loop · Why Now1 hit
130
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
Consulting deck VC research Beat · The Facts (What)Loop · Why Now1 hit
131
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
Consulting deck VC research Beat · The Facts (What)Loop · Why Now1 hit
132
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
Consulting deck VC research Beat · The Facts (What)Loop · Why Now1 hit
133
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
Consulting deck VC research Beat · The Facts (What)Loop · Why Now1 hit
134
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
Consulting deck VC research Beat · The Facts (What)Loop · Why Now1 hit
135
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
Consulting deck VC research Beat · The Facts (What)Loop · Why Now1 hit
136
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
Consulting deck VC research Beat · The Facts (What)1 hit
137
Includes a screenshot from a CCTV broadcast featuring Chinese officials/leaders.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
138
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
Consulting deck VC research Beat · The Facts (What)1 hit
139
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
Consulting deck VC research Beat · The Facts (What)1 hit
140
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
Consulting deck VC research Beat · The Facts (What)1 hit
141
Includes satellite imagery of a data center site with annotations.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
142
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
Consulting deck VC research Beat · The Facts (What)1 hit
143
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
Consulting deck VC research Beat · The Facts (What)1 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 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
Consulting deck VC research Beat · The Facts (What)1 hit
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The chart uses a visual metaphor of stacked wafers to represent capacity (WPM).2025 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 uses arrows to indicate the direction of the comparison (US vs China).2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
148
The slide contrasts China's higher capacity/reserve margins with the US's higher reliability and lower emissions.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
149
The diagram on the right uses a sports-playbook style visual to categorize Sovereign AI strategies into Offense (National Compute, Fine-Tuning, Upskilling) and Defense (Security, Export Controls, Investment Bans).2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Stakeholder Map1 hit