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1,459 slides across 8 decks match.
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Scorecard: Reviewing our predictions from 2018
AirStreetCapital · section_divider
Scorecard: Reviewing our predictions from 2018
 Reinforcement learning (RL) conquers new territory: Montezuma's Revenge
AirStreetCapital · case_study
Reinforcement learning (RL) conquers new territory: Montezuma's Revenge
 RL conquers new territory: StarCraft II
AirStreetCapital · case_study
RL conquers new territory: StarCraft II
$26M — Estimated MMR
 RL conquers new territory: Quake III Arena Capture the Flag
AirStreetCapital · case_study
RL conquers new territory: Quake III Arena Capture the Flag
1500 — Agent Elo
 RL conquers new territory: OpenAI Five improves even further
AirStreetCapital · case_study
RL conquers new territory: OpenAI Five improves even further
99.4% — win rate
 RL conquers new territory: OpenAI Five improves even further
AirStreetCapital · case_study
RL conquers new territory: OpenAI Five improves even further
800 — Trueskill
 What's next in RL: Play-driven learning for robots
AirStreetCapital · case_study
What's next in RL: Play-driven learning for robots
85.5% — Success rate
 What's next in RL: Learning dexterity using simulation and the world real
AirStreetCapital · case_study
What's next in RL: Learning dexterity using simulation and the world real
 What’s next in RL: Learning dynamics models for online planning
AirStreetCapital · case_study
What’s next in RL: Learning dynamics models for online planning
180x — Data efficiency gain
 What’s next in RL: Moving research into production environments
AirStreetCapital · case_study
What’s next in RL: Moving research into production environments
 ML for life science: AlphaFold predicts de novo 3D structure of folded proteins
AirStreetCapital · case_study
ML for life science: AlphaFold predicts de novo 3D structure of folded proteins
 A big year in natural language processing: Pretrained language models
AirStreetCapital · industry_trends
A big year in natural language processing: Pretrained language models
 A big year in natural language processing: Pretrained language models
AirStreetCapital · case_study
A big year in natural language processing: Pretrained language models
 A big year in natural language processing: Researchers start sniffing GLUE
AirStreetCapital · industry_trends
A big year in natural language processing: Researchers start sniffing GLUE
88 — GLUE benchmark score
 A big year in natural language processing: Machine translation without bitexts
AirStreetCapital · case_study
A big year in natural language processing: Machine translation without bitexts
27.1 — BLEU score
 Endowing common sense reasoning to natural language models: Is text really enough?
AirStreetCapital · case_study
Endowing common sense reasoning to natural language models: Is text really enough?
 A growing interest in federated learning (FL) for real-world products
AirStreetCapital · process_diagram
A growing interest in federated learning (FL) for real-world products
 Increasing emphasis on data privacy and protecting deployed ML systems from attacks
AirStreetCapital · industry_trends
Increasing emphasis on data privacy and protecting deployed ML systems from attacks
 Expert-level diagnosis and treatment referral suggestions is achieved using a two-stage deep learning approach.
AirStreetCapital · case_study
Expert-level diagnosis and treatment referral suggestions is achieved using a two-stage deep learning approach.
 Cardiologist-level performance is demonstrated using end-to-end deep learning trained on 54k patients.
AirStreetCapital · case_study
Cardiologist-level performance is demonstrated using end-to-end deep learning trained on 54k patients.
0.97 — ROC AUC
 Deep learning in medicine: The bigger the dataset, the better the model?
AirStreetCapital · analyze_data
Deep learning in medicine: The bigger the dataset, the better the model?
0.97 — AUC
 Deep learning in medicine: Neural networks decode your thoughts from brain waves
AirStreetCapital · case_study
Deep learning in medicine: Neural networks decode your thoughts from brain waves
65% — speech intelligibility improvement
 Deep learning in medicine: Neural networks can restore limb control for the disabled
AirStreetCapital · case_study
Deep learning in medicine: Neural networks can restore limb control for the disabled
5.67% — Failure rate
 Machines learn how to synthesise chemical molecules
AirStreetCapital · case_study
Machines learn how to synthesise chemical molecules
80% — Solved ratio
 AutoML: Evolutionary algorithms for neural network architecture and hyperparameters
AirStreetCapital · case_study
AutoML: Evolutionary algorithms for neural network architecture and hyperparameters
84.3 — Test AUROC (%)
 The pace of CNN-based automated architecture search is accelerating: Facebook ups ante vs. Google.
AirStreetCapital · industry_trends
The pace of CNN-based automated architecture search is accelerating: Facebook ups ante vs. Google.
76ms — CPU Latency
 State of the art in GANs continues to evolve: From grainy to GANGsta
AirStreetCapital · industry_trends
State of the art in GANs continues to evolve: From grainy to GANGsta
 State of the art in GANs continues to evolve: From faces to (small) full-body synthesis
AirStreetCapital · case_study
State of the art in GANs continues to evolve: From faces to (small) full-body synthesis
 After image and video manipulation comes realistic speech synthesis
AirStreetCapital · case_study
After image and video manipulation comes realistic speech synthesis
 Learning the 3D shape of objects from a single image
AirStreetCapital · case_study
Learning the 3D shape of objects from a single image
 Analysis of 16,625 AI papers over 25 years shows immense growth in publication output with machine learning and reinforcement learning being the most popular topics
AirStreetCapital · industry_trends
Analysis of 16,625 AI papers over 25 years shows immense growth in publication output with machine learning and reinforcement learning being the most popular topics
16,625 — AI research papers
 Google continues its dominance at NeurIPS 2018, a premier academic AI conference
AirStreetCapital · peer_benchmark
Google continues its dominance at NeurIPS 2018, a premier academic AI conference
57 — Number of 1st author papers
 88% of 4,000 researchers who published papers at NeurIPS, ICML or ICLR were men
AirStreetCapital · peer_benchmark
88% of 4,000 researchers who published papers at NeurIPS, ICML or ICLR were men
88% — Gender distribution of AI researchers
 Compensation of senior engineers at large tech companies is approaching $1,000,000
AirStreetCapital · market_landscape
Compensation of senior engineers at large tech companies is approaching $1,000,000
$1,000,000 — Total Compensation
 At the other end of the spectrum, there’s huge growth in $1.47/hour data labelling jobs
AirStreetCapital · case_study
At the other end of the spectrum, there’s huge growth in $1.47/hour data labelling jobs
$1.47 — hourly wage
 Pioneers of neural networks win Turing Award, the highest award in computer science
AirStreetCapital · case_study
Pioneers of neural networks win Turing Award, the highest award in computer science
 Europe publishes the most AI papers, but only China's average citation rate is growing
AirStreetCapital · industry_trends
Europe publishes the most AI papers, but only China's average citation rate is growing
83% — Field-Weighted Citation Impact
 New $1 billion investment in computing & AI at MIT: Shifting gears for new generations
AirStreetCapital · case_study
New $1 billion investment in computing & AI at MIT: Shifting gears for new generations
$1 billion — Investment
 University course enrollment in AI is growing, particularly in China
AirStreetCapital · industry_trends
University course enrollment in AI is growing, particularly in China
16x — Growth in enrollment
 Gender diversity of AI professors and students is still far off being on an equal footing
AirStreetCapital · industry_trends
Gender diversity of AI professors and students is still far off being on an equal footing
80% — Gender representation
 This contributes to a 71% male dominated AI applicant pool in the US
AirStreetCapital · market_landscape
This contributes to a 71% male dominated AI applicant pool in the US
71% — Applicant gender distribution
 But is the trend of hiring AI researchers into companies slowing down now?
AirStreetCapital · precedent
But is the trend of hiring AI researchers into companies slowing down now?
 Global venture capital investments in AI themes grow at a clip to reach >$27B/year
AirStreetCapital · market_sizing
Global venture capital investments in AI themes grow at a clip to reach >$27B/year
$27.3B — Venture capital investment
 Big tech companies continue to gobble up AI-first startups
AirStreetCapital · industry_trends
Big tech companies continue to gobble up AI-first startups
60 — Cumulative AI acquisitions
 Robotic process automation: An overnight enterprise success (15 years in the making)
AirStreetCapital · industry_trends
Robotic process automation: An overnight enterprise success (15 years in the making)
2500 — Customer count
 Robotics in the real world: Cleaning and in-store operations
AirStreetCapital · case_study
Robotics in the real world: Cleaning and in-store operations
$5B — TAM
 Robotics in the real world: From learning to walk to jumping around a parkour course
AirStreetCapital · case_study
Robotics in the real world: From learning to walk to jumping around a parkour course
 Robots making more robots: Big incumbents making moves
AirStreetCapital · case_study
Robots making more robots: Big incumbents making moves
$150M — Investment
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