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143
The slide uses a bar chart to illustrate the price disparity between proprietary models (Runway, Luma, etc.) and open-source/cheaper alternatives.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
149
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
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
152
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
168
The slide uses a Goldman Sachs projection chart to illustrate the growth in power demand.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Cost Of Inaction1 hit
188
The slide features a 2x3 grid of scatter plots showing performance vs training loss.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Pattern Hunter1 hit
190
The slide uses a series of scatter plots with fitted curves to demonstrate the relationship between KL divergence and win rates, suggesting that DPO is susceptible to over-optimization.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Pattern Hunter1 hit
191
The slide discusses the persistence of RLHF in AI training, citing Google DeepMind research and Cohere's RLOO optimization.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Pattern Hunter1 hit
195
The slide discusses uncertainty calibration in LLMs using fine-tuning techniques like LoRA.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Pattern Hunter1 hit
202
The slide highlights the ongoing debate and lack of consensus on whether LLMs significantly increase biological threat risks compared to standard internet access.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Pattern Hunter1 hit
204
The chart shows 'Impersonation' as the most frequent tactic.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Pattern Hunter1 hit
20
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
21
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
24
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
25
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
26
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
27
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
28
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
29
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
33
The slide discusses the debate on whether RLVR creates new reasoning or just reshuffles sampling, citing specific research from Tsinghua and MSR Asia.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
35
The chart shows that LoRA ranks 1, 16, and 256 perform similarly to full fine-tuning in terms of peak accuracy, but with different stability profiles.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
36
The chart shows Bits per Byte performance across different model sizes and training methods (Base, Context, Fine-Tuning).2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
37
The slide discusses a technical breakthrough in AI model merging (Subspace Boosting) to prevent redundancy.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
38
The chart shows a Pareto frontier comparison between Muon and AdamW, illustrating better compute-time efficiency for Muon.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
39
The slide compares memory usage of standard cross-entropy vs. CCE across various LLM models.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
40
The slide references a specific research finding regarding a ~3.6 bits per parameter capacity limit for LLMs.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
42
The slide features 8 small bar charts comparing Kimi K2 against competitors like DeepSeek, OpenAI, and Anthropic models.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
44
Includes a screenshot of a Reddit thread, a product announcement graphic, and a GitHub star history chart.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
50
The slide highlights the 'shortcut forcing' technique and compares Dreamer 4 against VPT, BC, and VLA models across various Minecraft tasks.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
51
Includes a radar chart comparing model performance across various attributes.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit