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97
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
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
115
Includes a technical diagram comparing model architectures (Dense vs MoE vs Hybrid).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
133
Data sourced from US corporate fintech Ramp.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
139
The slide uses a technical architecture diagram to illustrate Apple's on-device vs server-side AI stack.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
140
The slide discusses the implications of Apple's internal foundation model work on their OpenAI partnership, using Unsloth's performance as a proxy for technical optimization potential.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
150
The slide presents two horizontal bar charts side-by-side to contrast historical prevalence with recent funding activity.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
151
The chart illustrates a clear shift in funding composition, with the largest round category ($250M+) becoming the dominant share in 2023 and 2024.2024 Air Street Capital The State of AI Report 2024 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
152
The chart displays four categories: Acquisition, SPAC IPO, IPO, and Buyout across 11 years.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
188
The slide features a 2x3 grid of scatter plots showing performance vs training loss.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
196
The table displays percentage scores for various AI companies across different transparency criteria, with an average column and row.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
13
The slide highlights the shift towards inference-time scaling (test-time compute) as a key driver for AI reasoning capabilities.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
16
The slide highlights the architectural shift to DeepSeek Sparse Attention (DSA) in V3.2-Exp to reduce cost and latency.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
19
Slide compares longitudinal performance trends (left) with a static ranking of current models (right).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
33
The slide discusses the debate on whether RLVR creates new reasoning or just reshuffles sampling, citing specific research from Tsinghua and MSR Asia.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
35
The chart shows that LoRA ranks 1, 16, and 256 perform similarly to full fine-tuning in terms of peak accuracy, but with different stability profiles.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
38
The chart shows a Pareto frontier comparison between Muon and AdamW, illustrating better compute-time efficiency for Muon.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
40
The slide references a specific research finding regarding a ~3.6 bits per parameter capacity limit for LLMs.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
43
The slide uses a step chart to show historical progress and a bar chart to show current rankings.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
45
The slide uses three distinct charts to illustrate the shift in AI model leadership from the US to China.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
46
The slide highlights 'The Flip' in model popularity, showing Qwen's rise in cumulative downloads and derivative model creation.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · David Goliath1 hit
63
The slide compares Transformer++, Mamba, Hyena, and StripedHyena architectures in the context of genomic sequence modeling.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
64
The slide uses three distinct charts to demonstrate scaling laws, sequence space generation, and alignment benefits for protein LMs.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
65
The slide uses two charts to demonstrate that model success rates correlate strongly with similarity to training data.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
87
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
88
Data source: Zeta Alpha. The chart shows a significant increase in research activity across all categories.2025 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
94
The chart highlights DeepSeek's dominance in maintaining the top position on the LMArena leaderboard compared to other providers.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit