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Compared to US AI research, Chinese papers focus more on surveillance related-tasks. These include autonomy, object detection, tracking, scene understanding, action and speaker recognition.
AirStreetCapital · benchmark_peers
Compared to US AI research, Chinese papers focus more on surveillance related-tasks. These include autonomy, object detection, tracking, scene understanding, action and speaker recognition.
 While US-based authors published more AI papers than Chinese peers in 2022, China and Chinese institutions are growing their output at a faster rate
AirStreetCapital · market_landscape
While US-based authors published more AI papers than Chinese peers in 2022, China and Chinese institutions are growing their output at a faster rate
+24% — AI papers published
 The China-US AI research paper gap explodes if we include the Chinese-language database, China National Knowledge Infrastructure
AirStreetCapital · market_landscape
The China-US AI research paper gap explodes if we include the Chinese-language database, China National Knowledge Infrastructure
192,099 — AI publications
 Do upstart AI chip companies still have a chance vs. NVIDIA's GPU?
AirStreetCapital · competitive_analysis
Do upstart AI chip companies still have a chance vs. NVIDIA's GPU?
$13 billion — Annualized Datacenter Revenue
 NVIDIA's chips are the most popular in AI research papers...and by a massive margin
AirStreetCapital · market_landscape
NVIDIA's chips are the most popular in AI research papers...and by a massive margin
16,517 — AI research paper mentions
 For NVIDIA, the V100 is most popular, and Graphcore is most used amongst challengers
AirStreetCapital · market_landscape
For NVIDIA, the V100 is most popular, and Graphcore is most used amongst challengers
6,612 — Number of AI papers citing use
 NVIDIA fails to acquire Arm and grows its revenue 2.5x and valuation 2x during the deal
AirStreetCapital · case_study
NVIDIA fails to acquire Arm and grows its revenue 2.5x and valuation 2x during the deal
$295B — Enterprise Value
 NVIDIA reaps rewards from investing in AI research tying up hardware and software
AirStreetCapital · case_study
NVIDIA reaps rewards from investing in AI research tying up hardware and software
25% — Circuit Area
 David teaming up with Goliath: training large models requires compute partnerships
AirStreetCapital · industry_trends
David teaming up with Goliath: training large models requires compute partnerships
 In a gold rush for compute, companies build bigger than national supercomputers
AirStreetCapital · industry_trends
In a gold rush for compute, companies build bigger than national supercomputers
16,000 — GPU count
 The compounding effects of government contracting in AI
AirStreetCapital · industry_trends
The compounding effects of government contracting in AI
 How should big tech deal with their language model consumer products?
AirStreetCapital · problem_statement
How should big tech deal with their language model consumer products?
 DeepMind and OpenAI alums form new startups and Meta disbands its core AI group
AirStreetCapital · industry_trends
DeepMind and OpenAI alums form new startups and Meta disbands its core AI group
 Attention is all you need... to build your AI startup
AirStreetCapital · industry_trends
Attention is all you need... to build your AI startup
$580M — Amount raised in 2022
 AI coding assistants are deployed fast, with early signs of developer productivity gains
AirStreetCapital · industry_trends
AI coding assistants are deployed fast, with early signs of developer productivity gains
55% — Developer productivity
 AI-first drug discovery companies have 18 assets in clinical trials, up from 0 in 2020
AirStreetCapital · industry_trends
AI-first drug discovery companies have 18 assets in clinical trials, up from 0 in 2020
18 — Number of assets in clinical trials
 Can AI and compute bend the physical reality of clinical trial chokepoints?
AirStreetCapital · industry_trends
Can AI and compute bend the physical reality of clinical trial chokepoints?
10.5 years — Clinical trial duration
 Predicting the evolution of real-world covid variants using language models
AirStreetCapital · case_study
Predicting the evolution of real-world covid variants using language models
1.5 months — Time to detection
 The first regulatory approval for an autonomous AI-first medical imaging diagnostic
AirStreetCapital · case_study
The first regulatory approval for an autonomous AI-first medical imaging diagnostic
99.8% — Sensitivity
 Universities are a hotbed for AI spinouts: the UK case study
AirStreetCapital · case_study
Universities are a hotbed for AI spinouts: the UK case study
20.6% — University equity stake
 Spinout.fyi: an open database to help founders and policymakers fix the spinout problem
AirStreetCapital · case_study
Spinout.fyi: an open database to help founders and policymakers fix the spinout problem
19.8% — University equity take rate
 As 5-year programmes in Berkeley and Stanford wrap up, what comes next?
AirStreetCapital · case_study
As 5-year programmes in Berkeley and Stanford wrap up, what comes next?
$38B — valuation
 In 2022, investment in startups using AI has slowed down along with the broader market
AirStreetCapital · market_sizing
In 2022, investment in startups using AI has slowed down along with the broader market
-36% — Annual investment volume
 The drop in investment is most noticeable in megarounds
AirStreetCapital · market_landscape
The drop in investment is most noticeable in megarounds
$30.9B — VC investment volume
 Public valuations have dropped in 2022, while private keep growing
AirStreetCapital · financial_analysis
Public valuations have dropped in 2022, while private keep growing
$2.2T — Enterprise Value (EV)
 The US leads by the number of AI unicorns, followed by China & the UK
AirStreetCapital · market_landscape
The US leads by the number of AI unicorns, followed by China & the UK
292 — Number of AI unicorns
 Investment in the USA accounts for more than half of the worldwide VC
AirStreetCapital · market_landscape
Investment in the USA accounts for more than half of the worldwide VC
53% — AI investment
 Enterprise software is the most invested category globally, while robotics captures the largest share of VC investment into AI
AirStreetCapital · market_landscape
Enterprise software is the most invested category globally, while robotics captures the largest share of VC investment into AI
$133.7B — VC investment
 Acquisitions are on track to exceed the 2021 level
AirStreetCapital · market_landscape
Acquisitions are on track to exceed the 2021 level
285 — Number of exits
 The number of exits in EU-27, Switzerland & Norway has already exceeded 2021 levels
AirStreetCapital · market_landscape
The number of exits in EU-27, Switzerland & Norway has already exceeded 2021 levels
108 — Number of exits
 Investment in SaaS startups & scaleups using AI is expected to reach $41.5B by the end of the year, down 33% from last year, but higher than in 2020
AirStreetCapital · market_sizing
Investment in SaaS startups & scaleups using AI is expected to reach $41.5B by the end of the year, down 33% from last year, but higher than in 2020
$41.5B — VC investment
 The combined EV of public and private SaaS startups & scaleups using AI now amounts to $2.3T, down 26% from last year, but still higher than in 2020
AirStreetCapital · market_sizing
The combined EV of public and private SaaS startups & scaleups using AI now amounts to $2.3T, down 26% from last year, but still higher than in 2020
$2.3T — Enterprise Value
 The combined EV of private SaaS startups & scaleups using AI keeps growing and has already reached $1.1T, up 12% from last year
AirStreetCapital · market_sizing
The combined EV of private SaaS startups & scaleups using AI keeps growing and has already reached $1.1T, up 12% from last year
$1.1T — Enterprise Value
 A widening compute chasm is separating industry from academia in large model AI
AirStreetCapital · industry_trends
A widening compute chasm is separating industry from academia in large model AI
300,000x — Compute (FLOPs)
 Slow progress in providing academics with more compute leaves others to act faster
AirStreetCapital · timeline
Slow progress in providing academics with more compute leaves others to act faster
 The baton is passing from academia to decentralized research collectives
AirStreetCapital · industry_trends
The baton is passing from academia to decentralized research collectives
 Stability AI is attempting a new paradigm in commercializable open-source AI
AirStreetCapital · case_study
Stability AI is attempting a new paradigm in commercializable open-source AI
$600K — training cost
 AI continues to be infused into a greater number of defense product categories
AirStreetCapital · industry_trends
AI continues to be infused into a greater number of defense product categories
 AI in defense gathers big funding momentum
AirStreetCapital · industry_trends
AI in defense gathers big funding momentum
$1B — Funding
 Ukraine’s homegrown geospatial intelligence GIS Arta software is a sign of things to come
AirStreetCapital · case_study
Ukraine’s homegrown geospatial intelligence GIS Arta software is a sign of things to come
1 minute — decision time
 The Great Reshoring will be slow: US lags in new fab projects, which take years to build
AirStreetCapital · industry_trends
The Great Reshoring will be slow: US lags in new fab projects, which take years to build
650 — Days to production
 The US CHIPS and Science Act of 2022: $250B for US semiconductor R&D and production
AirStreetCapital · context
The US CHIPS and Science Act of 2022: $250B for US semiconductor R&D and production
$250B — Recommended funding
 The US cuts China off from NVIDIA and AMD chips...will this spur Chinese AI R&D?
AirStreetCapital · context
The US cuts China off from NVIDIA and AMD chips...will this spur Chinese AI R&D?
 The EU advances with its plans to regulate AI
AirStreetCapital · context
The EU advances with its plans to regulate AI
 The EU aims at quick operationalization of the AI Act
AirStreetCapital · context
The EU aims at quick operationalization of the AI Act
 While AI advances rapidly, the safety of highly-capable future systems remains unclear
AirStreetCapital · quote_slide
While AI advances rapidly, the safety of highly-capable future systems remains unclear
 The UK is taking the lead on acknowledging these uncertain but catastrophic risks
AirStreetCapital · case_study
The UK is taking the lead on acknowledging these uncertain but catastrophic risks
 AI researchers increasingly believe that AI safety is a serious concern
AirStreetCapital · industry_trends
AI researchers increasingly believe that AI safety is a serious concern
73% — Percentage of agreement
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