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74
The chart highlights significant growth in large-scale clusters, specifically mentioning Tesla, Stability, and Hugging Face.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart categorizes entities by National HPC, Private Cloud, and Public Cloud.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart uses a logarithmic scale on the y-axis to visualize the massive disparity in citation counts.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart tracks usage volume of various NVIDIA GPU models over time (2018-2023).2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart tracks the number of mentions or usage metrics for AI chip companies among researchers.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide also includes a rumor about NVIDIA's H100 shipment projections for 2024.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart uses a 'Units of A100 GPUs' scale to normalize compute power over time.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
85
The slide highlights the transition of Synthesia from a 'fringe' technology to mainstream enterprise adoption.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide uses two charts to illustrate the displacement of traditional developer Q&A platforms by AI-driven coding assistants.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
94
Data source: Sequoia Capital. The slide uses two grouped bar charts to contrast incumbent apps (green) with AI-first companies (blue).2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
103
The chart illustrates the 'AI fever' phenomenon by showing a sharp spike in Recursion Pharmaceuticals' stock following an investment announcement from NVIDIA.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
108
Includes logos of Waymo, Cruise, and Stack AV at the bottom.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
109
The slide uses two stacked bar charts to show investment by round size and by AI vs. GenAI split.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
110
The slide compares private startup/scaleup EV (left) with public startup/scaleup EV (right) over time, segmented by launch year cohorts.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
111
The chart shows a significant concentration of capital in the US compared to other regions.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
112
Data source: dealroom.co as of 19 Sept 2023.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
113
The slide contains four distinct bar charts showing investment and deal volume metrics for AI categories.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
114
The chart shows a clear dominance of acquisitions over IPOs in recent years, with 2023 data being partially projected.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
115
The chart highlights a significant drop in non-AI investment in 2023 compared to previous years.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart highlights a significant spike in funding in 2023 compared to previous years.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
117
The chart illustrates the shift toward massive capital requirements for AI model training, with a specific callout to CoreWeave's debt financing model.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
120
Data source: dealroom.co2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
135
Includes a screenshot of a Politico article titled 'Inside the AI culture war'.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Pattern Hunter1 hit
13
The slide highlights the convergence of performance between GPT-4, Claude 3.5 Sonnet, Gemini 1.5, and Grok 2.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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Mentions Stanford research on ReFT and LoReFT.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
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The slide discusses model distillation techniques in AI research, specifically comparing token budget vs. accuracy.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
37
The slide includes a table comparing various methods (CLIP, EVA-CLIP, OpenCLIP, etc.) across metrics like FLOPs and performance on ImageNet-1K and COCO datasets.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
61
Includes a diagram of the Quiet-STaR algorithm.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
71
The slide describes a specific technical implementation (TestGen-LLM) and provides quantitative results (10% improvement, 73% acceptance rate).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
111
The slide highlights price cuts of 76% and 86% for specific model iterations.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit