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Data source: dealroom.co. The chart shows a decline in absolute investment in 2022 YTD compared to 2021, but maintains a >50% share for the US.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Segmentation Split1 hit
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Data source: dealroom.co. The chart shows a clear shift from public market exits to M&A activity in 2022.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Segmentation Split1 hit
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The chart uses a stacked bar format to show funding rounds by size, with a projection for the full year 2022.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Segmentation Split1 hit
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Data source: dealroom.co. The chart tracks EV by launch year cohorts.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Segmentation Split1 hit
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The slide uses a stacked bar chart to show EV growth by launch year cohorts and a grid of company logos with valuation details.2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Segmentation Split1 hit
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The slide uses two bar charts to contrast the scale of safety-focused funding (in millions) against general capabilities funding (in billions).2022 Air Street Capital The State of AI Report 2022 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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The slide compares traditional numerical weather prediction methods with new deep learning/physics-informed models.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart tracks publication volume by scientific discipline, highlighting the rapid growth in medicine and the high volume in mathematics.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide uses a bar chart to contrast growth metrics for Hugging Face's ecosystem.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart illustrates the 'AI fever' phenomenon by showing a sharp spike in Recursion Pharmaceuticals' stock following an investment announcement from NVIDIA.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide uses two stacked bar charts to show investment by round size and by AI vs. GenAI split.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide compares private startup/scaleup EV (left) with public startup/scaleup EV (right) over time, segmented by launch year cohorts.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart highlights a significant drop in non-AI investment in 2023 compared to previous years.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The chart shows a decline in Chinese imports of semiconductor production machines, supporting the thesis of successful export controls.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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The table shows exposure levels of various occupations to AI models compared to human assessments.2023 Air Street Capital The State of AI Report 2023 · Air Street Capital
Consulting deck VC research Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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The slide highlights specific models like Mamba, Jamba, and Griffin as examples of this trend.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 contrasts country-level publication proportions with organization-level year-on-year changes.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 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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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
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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
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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
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Data source: Stripe. Comparison of time to $1M and $30M revenue milestones.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 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
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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
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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)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
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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
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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
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The slide summarizes research findings on brain-model convergence, highlighting that early layers align with sensory cortices while later layers require more training to align with prefrontal regions.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit