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04 Tale Two Worlds
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Part of the 'State of AI 2021' report, specifically the Politics section.2021 Air Street Capital The State of AI Report 2021 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
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Includes a photo of Margrethe Vestager, European Commissioner for Competition.2021 Air Street Capital The State of AI Report 2021 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
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Includes a satirical comic strip illustrating public/political sentiment toward regulation.2021 Air Street Capital The State of AI Report 2021 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
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Part of the 'State of AI 2021' report, section on Politics.2021 Air Street Capital The State of AI Report 2021 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
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The slide uses a map of China as a background for a chronological timeline of AI ethics initiatives.2021 Air Street Capital The State of AI Report 2021 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
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The slide highlights a contradiction between stated ethical guidelines and state-sponsored surveillance practices.2021 Air Street Capital The State of AI Report 2021 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
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The map is a satirical illustration of fragmented state-level laws, not a factual representation of actual legislation.2021 Air Street Capital The State of AI Report 2021 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
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The slide uses a map to visualize the status of privacy legislation across the US, with a specific focus on the regulatory strength of California vs. Virginia.2021 Air Street Capital The State of AI Report 2021 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
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The slide uses a visual categorization of agencies based on ownership/usage of facial recognition systems.2021 Air Street Capital The State of AI Report 2021 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
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The slide highlights the speed at which the open-source community has replicated or improved upon proprietary landmark models.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Tale Two Worlds1 hit
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The timeline highlights the speed at which the open-source community (e.g., DALL-E mini/Craiyon, Stable Diffusion) caught up to or surpassed closed-source models from OpenAI, Meta, and Google.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Tale Two Worlds1 hit
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The slide highlights the speed of open-source community adoption and improvement of proprietary AI models.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Tale Two Worlds1 hit
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The charts use a diverging bar chart format where red bars indicate higher prevalence in China and blue bars indicate higher prevalence in the US.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Tale Two Worlds1 hit
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The slide uses two horizontal bar charts to contrast national output vs institutional output.2022 Air Street Capital The State of AI Report 2022 · 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 show the difference between standard corpus and CNKI-included corpus for China.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Tale Two Worlds1 hit
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The slide uses two scatter plots with trend lines to visualize the divergence in compute power and research output share.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
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The slide contrasts institutional bureaucracy with agile research collectives.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
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The chart shows a clear decline in academic dominance (blue) and a rise in industry/collective collaborations (red/grey) in recent years.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
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The slide illustrates the ecosystem of Stability AI, showing how it supports various research groups (LAION, EleutherAI) and commercializes the output (DreamStudio).2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
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The slide highlights specific strategies (Multi-head Latent Attention, MoE, dataset curation) used by Chinese labs like DeepSeek and 01.AI.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Tale Two Worlds1 hit
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Includes a visual example of Qwen-2's vision capabilities analyzing an impressionist painting.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Tale Two Worlds1 hit
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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
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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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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
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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