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129
The slide discusses the intersection of AI infrastructure, energy grid capacity, and regulatory hurdles.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
135
The slide highlights the role of hyperscalers in funding future-tech like fusion.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
137
Includes a screenshot from a CCTV broadcast featuring Chinese officials/leaders.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
138
Includes a visual metaphor of a scale representing the trade-off between GPU layer market share and model layer market share.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
139
The slide discusses the shift from reliance on NVIDIA to local alternatives like Huawei, SMIC, and Cambricon.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
140
The slide discusses the black market for high-end GPUs and the limitations of current export controls.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
141
Includes satellite imagery of a data center site with annotations.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
142
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
143
The slide uses a combination of a news clipping and a direct quote/commentary to frame the industry tension between US and Chinese AI labs.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
149
The diagram on the right uses a sports-playbook style visual to categorize Sovereign AI strategies into Offense (National Compute, Fine-Tuning, Upskilling) and Defense (Security, Export Controls, Investment Bans).2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Stakeholder Map1 hit
150
The slide uses a map-based layout to visualize global sovereign AI spending commitments.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Stakeholder Map1 hit
151
Includes a photo of Jensen Huang and Emmanuel Macron at Viva Technology.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Stakeholder Map1 hit
153
Includes a pull-quote box with three quotes from Jensen Huang.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Stakeholder Map1 hit
158
The slide uses a visual metaphor of a power strip plugged into itself to represent circular AI deals.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
160
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
162
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
169
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
171
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
172
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
175
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
185
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
186
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
188
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
189
The slide uses a Reddit screenshot as evidence for the claims made.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
191
Uses the 'Swole Doge vs. Cheems' meme format to contrast the 2nd and 1st administrations.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
193
The slide discusses a hypothetical or future-dated policy shift (May 2025) in the context 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 Implications (So What)Loop · Zoom In1 hit
198
Includes a quote from Trump and headlines regarding TSMC, Samsung, and SK Hynix.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
201
The slide discusses a specific geopolitical/corporate deal involving data sovereignty and foreign investment.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
202
Includes a cultural reference to the movie 'Field of Dreams' in the title.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