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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
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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
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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
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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
119
The chart shows preference for database vendors for RAG and LLM customization, highlighting the dominance of incumbents over specialized vector DBs.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
132
Data for 2024 is partial (up to Sept 1).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
141
Includes a pipeline table and a photo of a lab facility.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
168
The slide uses a Goldman Sachs projection chart to illustrate the growth in power demand.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Cost Of Inaction1 hit
185
The slide describes a specific technical method (CrossMax) to improve model robustness.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Pattern Hunter1 hit
190
The slide uses a series of scatter plots with fitted curves to demonstrate the relationship between KL divergence and win rates, suggesting that DPO is susceptible to over-optimization.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Pattern Hunter1 hit
192
The slide describes 'Direct Alignment from AI Feedback' (OAIF), a method using an LLM as an annotator to perform online DPO.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Pattern Hunter1 hit
21
The slide presents a debate regarding the performance of reasoning models (LRMs) versus standard LLMs across different complexity levels.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
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Discusses the trade-off between CoT monitoring effectiveness and the emergence of obfuscated reward hacking in AI models.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
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The slide compares traditional Chain-of-Thought (CoT) with the proposed Chain of Continuous Thought (COCONUT) method.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
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The slide features two distinct charts illustrating performance gains from specific data/training methodologies.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
41
Includes a Venn diagram illustrating machine-unique knowledge.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: Zeta Alpha2025 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
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The chart tracks 'Intelligence to Price' ratio over release date, highlighting faster doubling times for Google models compared to OpenAI.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
98
Data source: Specter. Charts show AI signals/share over time and the increasing percentage of AI companies in top-tier rankings.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 data from The Information and a16z. Mentions sample bias in the enterprise/consumer app dataset.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: Ramp card/bill-pay data from 45k+ U.S. businesses.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
111
Includes a bar chart of gross margins and a line chart of Replit's revenue 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
112
The slide uses a heatmap to visualize the break-even point and profitability levels.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
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
130
The table highlights the competitive race for compute power among major AI labs.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
131
The slide links the $8.6bn D&A figure from the capex table to the annual cost table.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