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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 slide highlights the 'circular' nature of NVIDIA's business model where investments in AI labs lead to those labs purchasing NVIDIA hardware or leasing capacity back to NVIDIA.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 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 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 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
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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 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 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
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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 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
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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 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
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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