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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
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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 Facts (What)1 hit
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Includes a US map overlay and photo of Jensen Huang.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
88
Slide from State of AI 2024 report.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
89
The slide uses a combination of bar charts to illustrate the financial performance gap between NVIDIA and its competitors.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
90
The chart uses a stacked bar representation for the challengers and a single bar for NVIDIA.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
91
The slide uses screenshots of external articles to provide credibility to the skeptical viewpoint.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
92
The chart uses a stacked bar approach to show the composition of clusters by type for each entity.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
93
The chart uses color coding to distinguish between Public Cloud, Private Cloud, and National HPC.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
94
Logarithmic scale chart showing hardware adoption trends from 2018 to 2024.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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Data source: Zeta Alpha, State of AI 2024 report.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
96
The chart tracks the number of AI research papers utilizing specific hardware systems.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
97
Dual-axis chart showing release intervals (bars) and performance growth (line).2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
98
The slide compares historical NVLink specifications and mentions Tencent's Xingmai 2.0 as a competitive development.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
99
The slide uses a pie chart to visualize the root causes of infrastructure failures in large-scale AI training.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
100
Slide from State of AI 2024 report.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
101
Includes a visual comparison of the Cerebras WSE-3 chip vs a standard GPU.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
102
Part of the 'State of AI 2024' report series.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
103
Includes a meme illustrating the 'whack-a-mole' metaphor.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
104
The slide uses screenshots of news articles as evidence for the described regulatory gap.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
105
The slide uses specific examples of illicit trade to illustrate the growing scale and complexity of semiconductor smuggling.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
106
The chart displays revenue multiples for Anthropic, OpenAI, Perplexity, Runway, Cohere, Stability, and Character AI.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit
107
The slide uses headlines from external news sources to illustrate the industry trend of high burn rates in AI.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit
108
The slide uses a line chart with annotated milestones to demonstrate the impact of strategic shifts on market valuation.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit
109
The slide uses color-coded bars to represent different model providers (OpenAI, Anthropic, Google, Meta, Mistral).2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit
110
The slide uses bar charts to show cost per million tokens (implied) for various model generations.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit
111
The slide highlights price cuts of 76% and 86% for specific model iterations.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit