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319,975 slides
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Showing 319,974 described slides — 100.0% of 319,975 rendered pages
+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs
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Slide collection
54,841-54,900 of 319,975
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
119
The slide uses a 'before-after' framing implied by the title 'Vibe shift: From litigation...', though only the 'litigation' side is presented here.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
122
Uses a 'before-after' framing to contrast historical scaling with current massive infrastructure projects.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
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
124
The slide outlines a strategy of vertical integration to reduce reliance on third-party providers like NVIDIA and mobile OS platforms.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
126
The timeline tracks both internal milestones and external announcements/rumors.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
127
Includes a photo of Satya Nadella and Sam Altman with a quote.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
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
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
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
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
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
144
2025 Air Street Capital The State of AI Report 20252025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
145
The slide uses a stacked area chart to show the share of aggregate AI supercomputer performance by country over time.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
146
The chart uses a visual metaphor of stacked wafers to represent capacity (WPM).2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
147
The slide uses arrows to indicate the direction of the comparison (US vs China).2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
148
The slide contrasts China's higher capacity/reserve margins with the US's higher reliability and lower emissions.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
152
The slide uses a value chain diagram to illustrate the complexity of the AI supply chain.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
154
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
155
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
156
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
157
The slide uses a table to illustrate the concept of 'circular investments' where capital flows back to the investor through service/infrastructure contracts.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
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
159
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
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
161
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
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
163
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
164
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
165
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
166
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
167
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
168
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
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
170
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
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
173
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
174
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
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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
176
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
177
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