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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
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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
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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
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The chart is a 100% stacked bar chart representing revenue segments.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 represents valuations in billions of USD.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 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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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 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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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 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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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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The chart shows a significant spike in lobbying spend for 2025 Q1-Q2 compared to previous years.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Zoom In1 hit
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The slide discusses geopolitical risk and regulatory pressure on NVIDIA in China.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Zoom In1 hit
204
The chart compares federal AI funding against other government costs and private sector R&D spending.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Zoom In1 hit
208
The map is a cartogram-style representation of US states with bill counts.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Zoom In1 hit
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The slide discusses the tension between AI investment and macroeconomic debt stability in China.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)1 hit
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The chart shows a scatter plot of AI models comparing speed vs cost improvement relative to unassisted human performance.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)1 hit
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The slide uses a series of small line charts to show net AI talent migration trends for France, Germany, Italy, UK, and the US.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)1 hit
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The slide uses a mix of qualitative bullet points and a quantitative bar chart to illustrate the trend.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)1 hit
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Includes a chart showing the rise of specific AI-associated phrases in the British House of Commons.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)1 hit
247
The slide highlights a trend of AI labs deprioritizing safety protocols due to geopolitical and competitive pressures, supported by specific examples of company actions.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Pre Mortem1 hit
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The chart is a simplified bar comparison showing the scale difference between $92B (AI Labs) and $133M (External Testing).2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Pre Mortem1 hit