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The slide tracks large-scale borrowing events across the AI stack, noting specific lenders and deal structures.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Ripple Effect1 hit
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Includes a meme/photo illustration referencing Woody Harrelson in 'Now You See Me' to illustrate financial sleight of hand.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Ripple Effect1 hit
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The left chart is a flow diagram showing connections between MENA investors and AI startups; the right chart is a line graph showing the share of global VC rounds with MENA investors.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Ripple Effect1 hit
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The slide uses a narrative approach to compare the performance of various competitors against NVIDIA.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Tale Two Worlds1 hit
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The chart uses a logarithmic scale on the y-axis to track mentions of various hardware accelerators in AI research papers from 2018 to 2025.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Tale Two Worlds1 hit
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Data source: Zeta Alpha. Chart shows trends in research paper citations for various NVIDIA GPU models from 2018 to 2025.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Tale Two Worlds1 hit
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Data source: Zeta Alpha. Chart shows delta vs corpus in percentage points.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Tale Two Worlds1 hit
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The chart tracks the number of research paper mentions over time for specific AI hardware companies.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Tale Two Worlds1 hit
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The chart uses a stacked bar approach to represent the composition of the $7.5B investment across various companies, compared against the total value of those investments and the hypothetical NVIDIA investment.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Tale Two Worlds1 hit
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Market pricing and valuation data retrieved as of 26 Sep 2025. NAV = net asset value after accounting for equity dilution.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Tale Two Worlds1 hit
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Includes a specific quote from a Cambricon investor call regarding stock price risks.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Tale Two Worlds1 hit
170
The slide challenges the conventional wisdom regarding Huawei's inevitability in the Chinese AI market.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Tale Two Worlds1 hit
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The slide uses a pop-culture metaphor ('The Hunger Games') to describe the current state of the AI labor market.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 stylized 'Terminator' visual motif to represent talent departures.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
173
The slide highlights the 'zero-shot' capability of the AI driver, emphasizing its ability to operate in new environments without prior training data.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 line chart of Waymo trips, a bar chart comparing safety metrics across regions, and three key performance metrics.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 bar chart showing annual funding in humanoid robotics from 2016 to 2025.2025 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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Part of the State of AI 2025 report.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 two stacked bar charts to compare regional investment distribution and GenAI vs. non-GenAI investment growth.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: dealroom.co. Charts show a shift in investment concentration toward major tech players.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 shows a significant acceleration in public market valuation for AI-related companies compared to private market growth.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 shows a clear shift from smaller seed/early-stage rounds to massive late-stage rounds over the 15-year period.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 presents two stacked bar charts: one showing deal counts by type (Acquisition, SPAC IPO, IPO, Buyout) and one showing deal values (M&A+Buyout, IPO+SPAC).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 illustrates exponential growth in valuations for three major AI companies, with specific doubling time metrics provided for each.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 two separate line charts to accommodate the extreme difference in scale between xAI and its peers.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
184
The slide uses a 'medal' metaphor to rank three specific examples of organizational 'u-turns'.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 Reddit post and a user testimonial quote.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 timeline diagram of bugs and a screenshot of a Reddit post.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
187
Includes a quote from Mark Zuckerberg regarding the incident.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 'blooper reel' framing to present negative PR incidents for xAI.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit