Explore

Slice the corpus on any axis.

Filter by firm, year, function, metric or slide category — then see the result as a narrative arc, a treemap of slide types, or a catalog of slides.

clear
51,416 slides across 1229 decks match.
Treemap Arc Catalog
...leading to the rise of pseudo-acquisitions as an exit strategy
AirStreetCapital · industry_trends
...leading to the rise of pseudo-acquisitions as an exit strategy
 Github reigns supreme, but an ecosystem of AI coding companies is growing
AirStreetCapital · market_landscape
Github reigns supreme, but an ecosystem of AI coding companies is growing
$2B — Annual revenue run rate
 ML tools for AI struggle (again)
AirStreetCapital · industry_trends
ML tools for AI struggle (again)
26% — Preferred database vendors for RAG
 Are AI agents going commercial?
AirStreetCapital · industry_trends
Are AI agents going commercial?
$2B — valuation
 AI-powered search begins to make a dent, amid teething problems
AirStreetCapital · industry_trends
AI-powered search begins to make a dent, amid teething problems
$1B — valuation
 Industry attitudes to copyright diverge as anger from content creators rises...
AirStreetCapital · industry_trends
Industry attitudes to copyright diverge as anger from content creators rises...
 ...while cases jam up the court system and provide little clarity over fair use
AirStreetCapital · context
...while cases jam up the court system and provide little clarity over fair use
 The last ones standing: Self-driving companies Wayve and Waymo power ahead
AirStreetCapital · industry_trends
The last ones standing: Self-driving companies Wayve and Waymo power ahead
100,000 — paid trips per week
 ...but it’s still a risky business
AirStreetCapital · case_study
...but it’s still a risky business
 Cash pours into humanoid start-ups...but are they set to be the next self-driving?
AirStreetCapital · industry_trends
Cash pours into humanoid start-ups...but are they set to be the next self-driving?
 2023 Prediction: A Hollywood-grade production makes use of genAI for visual effects.
AirStreetCapital · case_study
2023 Prediction: A Hollywood-grade production makes use of genAI for visual effects.
 ...but this work may be about to get professionalized
AirStreetCapital · case_study
...but this work may be about to get professionalized
 Major labs fragment, with well-funded challengers emerging...
AirStreetCapital · industry_trends
Major labs fragment, with well-funded challengers emerging...
 ...but entrepreneurship is hard
AirStreetCapital · case_study
...but entrepreneurship is hard
 Text-to-speech is booming
AirStreetCapital · industry_trends
Text-to-speech is booming
$1.1B — valuation
 GenAI applications continue to see fast growth
AirStreetCapital · industry_trends
GenAI applications continue to see fast growth
14,607,721 — Total videos generated
 AI-first products begin to demonstrate their stickiness in enterprise...
AirStreetCapital · industry_trends
AI-first products begin to demonstrate their stickiness in enterprise...
63% — User retention
 ...while AI-first challengers scale revenue much quicker than their SaaS peers
AirStreetCapital · financial_analysis
...while AI-first challengers scale revenue much quicker than their SaaS peers
20 months — Months to revenue milestone
 Speech recognition finds its commercial feet
AirStreetCapital · industry_trends
Speech recognition finds its commercial feet
$72M — funding
 The next (uncanny) frontier: speech-to-speech?
AirStreetCapital · industry_trends
The next (uncanny) frontier: speech-to-speech?
 GenAI finally begins to scale in law
AirStreetCapital · industry_trends
GenAI finally begins to scale in law
90% — adoption rate
 Apple and OpenAI team up...
AirStreetCapital · industry_trends
Apple and OpenAI team up...
 ...but is this a marriage of convenience?
AirStreetCapital · problem_statement
...but is this a marriage of convenience?
 There's gold in them kernels
AirStreetCapital · industry_trends
There's gold in them kernels
30x — Training time
 Two of TechBio’s leading public companies come together in a $688M deal
AirStreetCapital · case_study
Two of TechBio’s leading public companies come together in a $688M deal
$688M — Deal Value
 The video generation race is red hot
AirStreetCapital · industry_trends
The video generation race is red hot
$236.5M — Total funding
 But high-end model providers face a squeeze from cheap and OS competitors
AirStreetCapital · market_landscape
But high-end model providers face a squeeze from cheap and OS competitors
$0.02 — Cost per second
 Generative image-conditioned video generation with Lora’s on top
AirStreetCapital · industry_trends
Generative image-conditioned video generation with Lora’s on top
 Personalising cancer therapy with mRNA vaccines and predicted neoantigens
AirStreetCapital · case_study
Personalising cancer therapy with mRNA vaccines and predicted neoantigens
74.8% — recurrence-free survival rate
 AI investment surges in every region
AirStreetCapital · market_landscape
AI investment surges in every region
$100B — Total AI investment
 Driven by public companies, AI companies reach nearly $9T in value
AirStreetCapital · financial_analysis
Driven by public companies, AI companies reach nearly $9T in value
$9T — Enterprise Value
 Of all venture-backed companies, the highest % of AI companies are found in robotics, enterprise software, space and security categories.
AirStreetCapital · market_landscape
Of all venture-backed companies, the highest % of AI companies are found in robotics, enterprise software, space and security categories.
29.2% — AI company concentration
 While over the last 2 years, mega $250M+ rounds dominated AI financings
AirStreetCapital · market_landscape
While over the last 2 years, mega $250M+ rounds dominated AI financings
$250M+ — Funding round size distribution
 The IPO market remains lifeless, while M&A activity drifts -23% from its 2021 peak
AirStreetCapital · market_landscape
The IPO market remains lifeless, while M&A activity drifts -23% from its 2021 peak
-23% — Deal volume
 Attention is all you need... to build raise billions for sell your AI start-up
AirStreetCapital · case_study
Attention is all you need... to build raise billions for sell your AI start-up
$2.5B — Exit price
 The US introduces limited frontier model rules via executive order...
AirStreetCapital · context
The US introduces limited frontier model rules via executive order...
 ...while states pursue their own, more controversial, rules
AirStreetCapital · context
...while states pursue their own, more controversial, rules
 The EU AI Act finally passes into law, following frantic last-minute lobbying
AirStreetCapital · context
The EU AI Act finally passes into law, following frantic last-minute lobbying
 Big US labs struggle to navigate European regulation
AirStreetCapital · industry_trends
Big US labs struggle to navigate European regulation
 Governments shine a spotlight on the scraping of user data
AirStreetCapital · industry_trends
Governments shine a spotlight on the scraping of user data
 The UK moves towards frontier model legislation (slowly)
AirStreetCapital · context
The UK moves towards frontier model legislation (slowly)
 China’s AI regulation enters its enforcement era
AirStreetCapital · industry_trends
China’s AI regulation enters its enforcement era
 US export and investment controls on China tighten
AirStreetCapital · context
US export and investment controls on China tighten
 China’s domestic semiconductor efforts struggle despite impressive paper performance
AirStreetCapital · industry_trends
China’s domestic semiconductor efforts struggle despite impressive paper performance
$47.5B — Investment fund size
 But the US CHIPS act begins to prove the critics wrong
AirStreetCapital · case_study
But the US CHIPS act begins to prove the critics wrong
 Amid sharply rising compute bills, sovereign wealth influence begins to grow
AirStreetCapital · industry_trends
Amid sharply rising compute bills, sovereign wealth influence begins to grow
$1.5B — investment
 Public compute efforts pale in comparison to private
AirStreetCapital · context
Public compute efforts pale in comparison to private
 Rising compute consumption jeopardises Big Tech’s net zero commitments...
AirStreetCapital · industry_trends
Rising compute consumption jeopardises Big Tech’s net zero commitments...
160% — Data center power demand
Next page →