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51,416 slides across 1229 decks match.
Treemap Arc Catalog
More for less: trends in capability to cost ratios are encouraging (LMArena)
AirStreetCapital · industry_trends
More for less: trends in capability to cost ratios are encouraging (LMArena)
454.6 — ELO to Price ratio
 Model release cadences and fundraising: two peas in a pod
AirStreetCapital · industry_trends
Model release cadences and fundraising: two peas in a pod
44 — Days from release to close
 From outlier to archetype: the best and most attractive companies are built AI-first
AirStreetCapital · industry_trends
From outlier to archetype: the best and most attractive companies are built AI-first
41% — AI company share of top-tier startups
 AI-first companies are now generating tens of billions of revenue per year
AirStreetCapital · industry_trends
AI-first companies are now generating tens of billions of revenue per year
$18.5B — Annualized Revenue
 AI-first companies accelerate their early revenue growth faster than SaaS peers
AirStreetCapital · industry_trends
AI-first companies accelerate their early revenue growth faster than SaaS peers
1.5x — Months to reach $5M ARR
 AI-first companies continue to outperform other sectors as they grow
AirStreetCapital · financial_analysis
AI-first companies continue to outperform other sectors as they grow
60% — Quarterly Revenue Growth
 AI crosses the commercial chasm: adoption is up, retention is up, and spend gets bigger
AirStreetCapital · industry_trends
AI crosses the commercial chasm: adoption is up, retention is up, and spend gets bigger
43.8% — AI adoption rate
 AI adoption jumps in 2025 with OpenAI maintain a strong lead
AirStreetCapital · industry_trends
AI adoption jumps in 2025 with OpenAI maintain a strong lead
73% — Paid AI adoption rate
 Audio, avatar and image generation companies see their revenues accelerate wildly
AirStreetCapital · industry_trends
Audio, avatar and image generation companies see their revenues accelerate wildly
$100M — Cumulative minutes generated
 The duality of GPT-5: today's best model was clouded by the worst launch
AirStreetCapital · industry_trends
The duality of GPT-5: today's best model was clouded by the worst launch
12x — Intelligence-per-dollar
 Leading AI providers continue to record extraordinary demand at inference time
AirStreetCapital · industry_trends
Leading AI providers continue to record extraordinary demand at inference time
50x — Monthly tokens processed
 Models are getting seriously good at coding, with OpenAI pulling ahead
AirStreetCapital · industry_trends
Models are getting seriously good at coding, with OpenAI pulling ahead
 Vibe coding hits the bigtime
AirStreetCapital · industry_trends
Vibe coding hits the bigtime
$1.8B — valuation
 ...but vibe coding your products can be risky
AirStreetCapital · problem_statement
...but vibe coding your products can be risky
 As the costs rack up it’s unclear who is making money
AirStreetCapital · industry_trends
As the costs rack up it’s unclear who is making money
$775,088 — Total Spent
 The M word: so what about the margins?
AirStreetCapital · financial_analysis
The M word: so what about the margins?
60% — Gross Margin
 When do we see profitable models? Or are we there yet?
AirStreetCapital · financial_analysis
When do we see profitable models? Or are we there yet?
 Browsers become the latest AI battleground
AirStreetCapital · industry_trends
Browsers become the latest AI battleground
 As AI search engines surge, Google's search and ad offering is taking heat...
AirStreetCapital · industry_trends
As AI search engines surge, Google's search and ad offering is taking heat...
90% — CTR
 AI search is emerging as a high-intent acquisition channel
AirStreetCapital · industry_trends
AI search is emerging as a high-intent acquisition channel
11.4% — Conversion Rate
 ...but AI can’t get away from Google Search
AirStreetCapital · industry_trends
...but AI can’t get away from Google Search
 Answer engines drive deeper engagement than search
AirStreetCapital · industry_trends
Answer engines drive deeper engagement than search
5.6 — turns per session
 So where do answer engines get their answers?
AirStreetCapital · industry_trends
So where do answer engines get their answers?
19% — citation match rate
 Vibe shift: From litigation...
AirStreetCapital · industry_trends
Vibe shift: From litigation...
 2025 is the year when "if you can't beat 'em, join 'em" became official media strategy for AI companies.
AirStreetCapital · industry_trends
2025 is the year when "if you can't beat 'em, join 'em" became official media strategy for AI companies.
38 — Number of AI deals
 Welcome to the Stargate: may the FLOPS be with you
AirStreetCapital · industry_trends
Welcome to the Stargate: may the FLOPS be with you
10GW — GPU capacity
 OpenAI franchises sovereign AI with its “OpenAI for Countries” program
AirStreetCapital · industry_trends
OpenAI franchises sovereign AI with its “OpenAI for Countries” program
 OpenAI races to own entire AI stack
AirStreetCapital · industry_trends
OpenAI races to own entire AI stack
 Broadcom's great transformation
AirStreetCapital · case_study
Broadcom's great transformation
63% — AI chip revenue growth
 OpenAI and its benefactor, Microsoft, navigate a rocky relationship
AirStreetCapital · industry_trends
OpenAI and its benefactor, Microsoft, navigate a rocky relationship
 Oracle steps up as a key buildout partner for AI infra
AirStreetCapital · industry_trends
Oracle steps up as a key buildout partner for AI infra
>70% — Stock performance
 AI labs target 2028 to bring online 5GW scale training clusters
AirStreetCapital · industry_trends
AI labs target 2028 to bring online 5GW scale training clusters
5GW — Power capacity
 Measuring contest: planned ~1GW scale clusters coming online in 2026
AirStreetCapital · data_table
Measuring contest: planned ~1GW scale clusters coming online in 2026
1,200 MW — IT Power at YE 2026
 Shortfall forecasts spike and consequences loom around the corner
AirStreetCapital · industry_trends
Shortfall forecasts spike and consequences loom around the corner
68 GW — GW implied shortfall
 The widespread AI buildout places data center emissions on a steeper trajectory, while creative carbon accounting techniques continue to understate the true emissions associated with many hyperscalers.
AirStreetCapital · industry_trends
The widespread AI buildout places data center emissions on a steeper trajectory, while creative carbon accounting techniques continue to understate the true emissions associated with many hyperscalers.
 Just how thirsty are AI factories?
AirStreetCapital · industry_trends
Just how thirsty are AI factories?
2M Liters — Water consumption
 Google inks PPA deal with CFS to buy ≥200 MW of electricity from planned fusion plant
AirStreetCapital · case_study
Google inks PPA deal with CFS to buy ≥200 MW of electricity from planned fusion plant
200 MW — Power capacity
 Chinese labs have yet to advance the frontier, but compete in the open-weight domain
AirStreetCapital · industry_trends
Chinese labs have yet to advance the frontier, but compete in the open-weight domain
 ...yet is this an overt strategy or a side-effect of China's inability to scratch the frontier
AirStreetCapital · industry_trends
...yet is this an overt strategy or a side-effect of China's inability to scratch the frontier
 Flip-Flop: new chip restrictions imposed then dropped...but has the damage been done?
AirStreetCapital · industry_trends
Flip-Flop: new chip restrictions imposed then dropped...but has the damage been done?
 China getting addicted to “third-rate” US chip technology? No, sir (不会吧!)
AirStreetCapital · industry_trends
China getting addicted to “third-rate” US chip technology? No, sir (不会吧!)
 Rampant smuggling also shifts export control calculus
AirStreetCapital · industry_trends
Rampant smuggling also shifts export control calculus
$1B — smuggling volume
 China mobilizes 115,000 restricted GPUs in massive data center project
AirStreetCapital · industry_trends
China mobilizes 115,000 restricted GPUs in massive data center project
115,000 — Restricted GPUs
 From DeepSeek’s deep freak out morphs into a full-tilt on Jevons Paradox
AirStreetCapital · industry_trends
From DeepSeek’s deep freak out morphs into a full-tilt on Jevons Paradox
$600B — NVIDIA share price
 Sparking backlash from US labs invoking data theft and the need for chip bans
AirStreetCapital · case_study
Sparking backlash from US labs invoking data theft and the need for chip bans
 Assessing the current pros and cons of modern chip export controls
AirStreetCapital · comparison_table
Assessing the current pros and cons of modern chip export controls
 AI supercomputer supremacy: US domination and corporate concentration
AirStreetCapital · industry_trends
AI supercomputer supremacy: US domination and corporate concentration
75% — Share of aggregate AI supercomputer performance
 Racing toward indigenous semiconductor capacity
AirStreetCapital · industry_trends
Racing toward indigenous semiconductor capacity
125K — WPM (Wafers Per Month)
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