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Includes data from The Information and a16z. Mentions sample bias in the enterprise/consumer app dataset.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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Data sourced from Stripe (AI 100) vs SaaS 100 (2018).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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Data sourced from Standard Metrics; shows AI companies consistently outperforming sector averages.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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Data sourced from Ramp Economics Lab; includes comparisons between 2023-2026.2025 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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Data source: Ramp card/bill-pay data from 45k+ U.S. businesses.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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Includes a chart showing cumulative minutes generated by Synthesia.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 discusses the trade-off between technical capability and user experience during a product rollout.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Funnel Analysis1 hit
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The slide includes a photo of a presentation screen showing a line chart of token growth.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Funnel Analysis1 hit
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Includes a social media testimonial as supporting evidence for the trend.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Funnel Analysis1 hit
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The slide uses a timeline framework to illustrate the rapid progression of AI coding capabilities.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Funnel Analysis1 hit
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The slide uses anecdotal evidence from Reddit and Hacker News to illustrate real-world risks of AI coding tools.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Funnel Analysis1 hit
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The slide uses a leaderboard screenshot to illustrate the high costs incurred by power users.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Funnel Analysis1 hit
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Includes a bar chart of gross margins and a line chart of Replit's revenue growth.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Funnel Analysis1 hit
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The slide uses a heatmap to visualize the break-even point and profitability levels.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Funnel Analysis1 hit
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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
Consulting deck VC research Beat · The Facts (What)1 hit
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The slide uses a table to illustrate the impact of AI Overviews (AIO) on CTR, showing a significant decline compared to traditional organic search results.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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Data source: Similar Web. Highlights the shift in retail traffic behavior towards AI-driven referrals.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 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
Consulting deck VC research Beat · The Facts (What)1 hit
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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
Consulting deck VC research Beat · The Facts (What)1 hit
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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
Consulting deck VC research Beat · The Facts (What)1 hit
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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
Consulting deck VC research Beat · The Facts (What)1 hit
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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
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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
Consulting deck VC research Beat · The Facts (What)1 hit
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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
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
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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
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
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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
Consulting deck VC research Beat · The Facts (What)Loop · Why Now1 hit