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87
Data source: Zeta Alpha2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
88
Data source: Zeta Alpha. The chart shows a significant increase in research activity across all categories.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 social media post and a bar chart showing paper publication trends across various AI conferences.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
93
The slide highlights the competitive nature of AI model releases and the volatility of leaderboard rankings.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
97
The table tracks specific dates and deal details for three major 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
105
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
106
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
107
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
108
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
109
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
110
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
113
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
114
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
116
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
117
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
118
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
120
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
121
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
123
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
125
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
128
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
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
132
The slide highlights the conflict between AI infrastructure growth and grid capacity, citing NERC, DOE, SemiAnalysis, and ICF.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
133
The slide uses a dual-chart layout (area chart for energy mix, line chart for emissions) to support the argument that AI growth is driving carbon emissions despite renewable energy claims.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
134
Includes two charts: a line chart showing growth of data centers in high water-stress areas and a stacked bar chart showing projected water withdrawals and consumption for 2023 vs 2030.2025 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 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
136
The chart shows the Artificial Analysis Intelligence Index, comparing various AI models by performance score.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 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
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
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