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16 David Goliath
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107
The slide highlights the rapid evolution of specialized AI hardware, specifically focusing on Graphcore's technological advancement.2020 Air Street Capital The State of AI Report 2020 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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The slide uses a visual comparison of hardware units to illustrate cost efficiency.2020 Air Street Capital The State of AI Report 2020 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
109
The chart shows performance gains for Mask R-CNN, SSD, ResNet-50, Transformer, and GNMT models.2020 Air Street Capital The State of AI Report 2020 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
110
The slide highlights the performance leap of the Ampere architecture.2020 Air Street Capital The State of AI Report 2020 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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The slide uses a comparison of valuation vs revenue to illustrate the scale gap between incumbents and startups.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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Logarithmic scale used for the y-axis.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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Data source: stateof.ai 2022 report.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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The slide uses a combination of a line chart for stock price and bar/line charts for financial metrics (Revenue, R&D) to illustrate the growth during the deal timeline.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
55
The slide highlights the synergy between AI research and hardware engineering, specifically referencing the H100 GPU and PrefixRL.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
56
The slide uses a mapping of compute providers to AI labs, highlighting the trend of strategic partnerships.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
57
The slide highlights the shift in compute power from public/national infrastructure to private corporate entities.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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The chart shows a correlation between government contracts and AI software upgrades in China.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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The slide uses a 'Market Update' tag and highlights academic metrics as a proxy for AI competitiveness.2023 Accel Generation AI · Accel
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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The slide uses lines to connect logos/names of organizations to their respective locations on a map.2023 Accel Generation AI · Accel
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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The slide uses a logo-grid layout to categorize companies into three distinct layers of the AI stack.2023 Accel Generation AI · Accel
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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Includes a US map overlay and photo of Jensen Huang.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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Slide from State of AI 2024 report.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
89
The slide uses a combination of bar charts to illustrate the financial performance gap between NVIDIA and its competitors.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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The chart uses a stacked bar representation for the challengers and a single bar for NVIDIA.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
91
The slide uses screenshots of external articles to provide credibility to the skeptical viewpoint.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
92
The chart uses a stacked bar approach to show the composition of clusters by type for each entity.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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The chart uses color coding to distinguish between Public Cloud, Private Cloud, and National HPC.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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Logarithmic scale chart showing hardware adoption trends from 2018 to 2024.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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Data source: Zeta Alpha, State of AI 2024 report.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
96
The chart tracks the number of AI research papers utilizing specific hardware systems.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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Dual-axis chart showing release intervals (bars) and performance growth (line).2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
98
The slide compares historical NVLink specifications and mentions Tencent's Xingmai 2.0 as a competitive development.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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The slide uses a pie chart to visualize the root causes of infrastructure failures in large-scale AI training.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
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Slide from State of AI 2024 report.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
101
Includes a visual comparison of the Cerebras WSE-3 chip vs a standard GPU.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit