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51,416 slides across 1229 decks match.
AI regulation across the U.S. states: winners and losers
AirStreetCapital · industry_trends
AI regulation across the U.S. states: winners and losers
1,080 — AI-related bills
Winner: California’s SB53 (“Transparency in Frontier Act”)
AirStreetCapital · case_study
Winner: California’s SB53 (“Transparency in Frontier Act”)
Loser: omnibus AI laws winnow down and third party auditing a no-go for now
AirStreetCapital · industry_trends
Loser: omnibus AI laws winnow down and third party auditing a no-go for now
The State of State AI Regulation is a “patchwork” problem
AirStreetCapital · problem_statement
The State of State AI Regulation is a “patchwork” problem
But the Big, Beautiful fight over AI preemption continues...in the sandbox
AirStreetCapital · context
But the Big, Beautiful fight over AI preemption continues...in the sandbox
Regulatory sandboxes: innovation boost or waiver machine?
AirStreetCapital · context
Regulatory sandboxes: innovation boost or waiver machine?
RIP International AI Governance, AI Treaties, and Global AI Safety Alignment
AirStreetCapital · context
RIP International AI Governance, AI Treaties, and Global AI Safety Alignment
RIP AI Safety Institute Network
AirStreetCapital · context
RIP AI Safety Institute Network
The “AI-Washing” problem: the year in federal enforcement
AirStreetCapital · problem_statement
The “AI-Washing” problem: the year in federal enforcement
FTC probes AI chatbots’ interactions with children
AirStreetCapital · context
FTC probes AI chatbots’ interactions with children
The reverse acqui-hire: the Valley's fast-track exit
AirStreetCapital · industry_trends
The reverse acqui-hire: the Valley's fast-track exit
$15B — Deal Value
But the FTC may be cracking down as it pursues investigations
AirStreetCapital · context
But the FTC may be cracking down as it pursues investigations
Figma’s IPO: Lina Khan...vindicated?
AirStreetCapital · case_study
Figma’s IPO: Lina Khan...vindicated?
$57B — Market Capitalization
Wiz/Alphabet: Big Tech’s Ultimate M&A Test
AirStreetCapital · case_study
Wiz/Alphabet: Big Tech’s Ultimate M&A Test
$32B — M&A deal value
Google comes out unscathed in 1 of 2 antitrust cases but search is on the ropes...
AirStreetCapital · case_study
Google comes out unscathed in 1 of 2 antitrust cases but search is on the ropes...
The GPAI Codes of Practice...and so it begins.
AirStreetCapital · context
The GPAI Codes of Practice...and so it begins.
So, who's afraid of the AI Act? 😓😓
AirStreetCapital · context
So, who's afraid of the AI Act? 😓😓
Is the EU doing enough to catch up in the AI race?
AirStreetCapital · problem_statement
Is the EU doing enough to catch up in the AI race?
€800B — GDP per capita
Cheerio, Bletchley, and ‘ello “growth zones!”: Starmer to “mainline AI into the UK’s veins”
AirStreetCapital · industry_trends
Cheerio, Bletchley, and ‘ello “growth zones!”: Starmer to “mainline AI into the UK’s veins”
$740B — GDP boost
The CCP’s Action Plan: an AI World Tour
AirStreetCapital · context
The CCP’s Action Plan: an AI World Tour
China's AI Regulations also begin to take effect
AirStreetCapital · industry_trends
China's AI Regulations also begin to take effect
China aims to achieve tech self-reliance...no matter the ¥¥¥¥
AirStreetCapital · industry_trends
China aims to achieve tech self-reliance...no matter the ¥¥¥¥
The Gulf enters the AI power game with a trillion-dollar bets
AirStreetCapital · industry_trends
The Gulf enters the AI power game with a trillion-dollar bets
$1.4T — Investment value
While Latin America tries to carve its own path with LatAm-GPT
AirStreetCapital · case_study
While Latin America tries to carve its own path with LatAm-GPT
40% — AI adoption rate
US defense sizes up its bet on AI-first systems and opens to up to frontier AI labs
AirStreetCapital · industry_trends
US defense sizes up its bet on AI-first systems and opens to up to frontier AI labs
$10B — Contract Value
OpenAI and Anthropic make a push to land grab US Government workflows
AirStreetCapital · industry_trends
OpenAI and Anthropic make a push to land grab US Government workflows
Autonomy takes flight with drone wingmen entering the doctrine
AirStreetCapital · industry_trends
Autonomy takes flight with drone wingmen entering the doctrine
$4B+ — Funding
Europe wakes up to AI warfare and with shaky US security guarantees
AirStreetCapital · industry_trends
Europe wakes up to AI warfare and with shaky US security guarantees
€650B — Defense spending
GDPval: a warning shot for the job market
AirStreetCapital · industry_trends
GDPval: a warning shot for the job market
20.7% — Task win-rate
GDPval: long live the accountants!
AirStreetCapital · data_table
GDPval: long live the accountants!
61.5 — Average GDPval Win Rate
AI squeezes the entry-level job market while experienced workers are safe...for now
AirStreetCapital · industry_trends
AI squeezes the entry-level job market while experienced workers are safe...for now
-21% — Employee headcount
While some argue AI is not shaking up the labor market yet
AirStreetCapital · industry_trends
While some argue AI is not shaking up the labor market yet
AI and jobs: Nobody knows who will lose theirs, but the labs are keeping score
AirStreetCapital · industry_trends
AI and jobs: Nobody knows who will lose theirs, but the labs are keeping score
10.4% — User use case percentage
Governments respond reactively, not proactively
AirStreetCapital · context
Governments respond reactively, not proactively
The global AI talent wars: who's winning on immigration and retention?
AirStreetCapital · industry_trends
The global AI talent wars: who's winning on immigration and retention?
14,667 — H-1B visa beneficiaries
China could be getting better at retaining talent: the overlooked lesson from DeepSeek
AirStreetCapital · key_messages
China could be getting better at retaining talent: the overlooked lesson from DeepSeek
55% — Researcher retention
While Europe tries its best to compete for AI talent...
AirStreetCapital · industry_trends
While Europe tries its best to compete for AI talent...
Deepfakes and 2024 elections: emerging threat or outreach tool?
AirStreetCapital · context
Deepfakes and 2024 elections: emerging threat or outreach tool?
$50M — Election spending
Governments across the world are starting to incorporate GenAI technologies
AirStreetCapital · industry_trends
Governments across the world are starting to incorporate GenAI technologies
282 — Number of generative AI use cases
GovGPT: politicians awkwardly start using AI
AirStreetCapital · case_study
GovGPT: politicians awkwardly start using AI
AI safety commitments: a changing of the tides?
AirStreetCapital · industry_trends
AI safety commitments: a changing of the tides?
27% — Weighted score
AI labs spend more in a day than AI safety science organizations spend in a year
AirStreetCapital · problem_statement
AI labs spend more in a day than AI safety science organizations spend in a year
$92B — Estimated 2025 Spend
Cyber capabilities (and risks) accelerate
AirStreetCapital · industry_trends
Cyber capabilities (and risks) accelerate
5 months — Task completion time
...as AI labs activate unprecedented safety protections
AirStreetCapital · key_messages
...as AI labs activate unprecedented safety protections
Concerning model demos rattle the public...
AirStreetCapital · context
Concerning model demos rattle the public...
...but the field of interpretability sees strong momentum
AirStreetCapital · industry_trends
...but the field of interpretability sees strong momentum
Bluffing machines: how hallucinations are made
AirStreetCapital · diagnosis
Bluffing machines: how hallucinations are made
Until hallucinations disappear, can we detect them in real time?
AirStreetCapital · diagnosis
Until hallucinations disappear, can we detect them in real time?
0.87 — AUC
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