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Capital is used to vertically-integrate and deepen technology moats, e.g. in-house LiDAR
AirStreetCapital · case_study
Capital is used to vertically-integrate and deepen technology moats, e.g. in-house LiDAR
 Meanwhile, LiDAR incumbent Velodyne and challenger Luminar both go public on the Nasdaq via reverse mergers (SPAC) to compete with hardware and ADAS software
AirStreetCapital · industry_trends
Meanwhile, LiDAR incumbent Velodyne and challenger Luminar both go public on the Nasdaq via reverse mergers (SPAC) to compete with hardware and ADAS software
$3.4B — valuation
 Supervised learning and the cost of edge cases: New technology approaches are needed
AirStreetCapital · industry_trends
Supervised learning and the cost of edge cases: New technology approaches are needed
 Leading companies crowdsource ideas from open source using data they've generated
AirStreetCapital · industry_trends
Leading companies crowdsource ideas from open source using data they've generated
 The Next Step: New models and a shift in focus from perception to motion prediction
AirStreetCapital · industry_trends
The Next Step: New models and a shift in focus from perception to motion prediction
 The new frontier of self-driving development is machine learning for planning
AirStreetCapital · industry_trends
The new frontier of self-driving development is machine learning for planning
 The consumer-first approach to self-driving: Tesla has hundreds of thousands of Autopilot-enabled cars in the wild and consumers help inch it towards “Full Self-Driving”
AirStreetCapital · industry_trends
The consumer-first approach to self-driving: Tesla has hundreds of thousands of Autopilot-enabled cars in the wild and consumers help inch it towards “Full Self-Driving”
$100M — deferred revenue
 AI problems like self-driving thrive on compute: New providers of specialized AI compute platforms are already onto their generation 2+ products
AirStreetCapital · industry_trends
AI problems like self-driving thrive on compute: New providers of specialized AI compute platforms are already onto their generation 2+ products
9.3x — Performance improvement
 Graphcore M2000 offers faster training time to drop the cost of state-of-the-art models
AirStreetCapital · comparison_table
Graphcore M2000 offers faster training time to drop the cost of state-of-the-art models
$259,600 — Cost
 Google’s new TPU v4 delivers up to a 3.7x training speedup over their TPU v3
AirStreetCapital · industry_trends
Google’s new TPU v4 delivers up to a 3.7x training speedup over their TPU v3
3.7x — Training speedup
 NVIDIA will not rest either: Up to 2.5x training speedups with the new A100 GPU vs V100
AirStreetCapital · industry_trends
NVIDIA will not rest either: Up to 2.5x training speedups with the new A100 GPU vs V100
2.5x — Training speedup
 The rise of MLOps (DevOps for ML) signals an industry shift from technology R&D (how to build models) to operations (how to run models)
AirStreetCapital · industry_trends
The rise of MLOps (DevOps for ML) signals an industry shift from technology R&D (how to build models) to operations (how to run models)
25% — Relative search volume
 As AI adoption grows, regulators give developers more to think about
AirStreetCapital · industry_trends
As AI adoption grows, regulators give developers more to think about
 Enterprises report that AI drives revenue in sales and marketing while reducing costs in supply chain management and manufacturing functions
AirStreetCapital · industry_trends
Enterprises report that AI drives revenue in sales and marketing while reducing costs in supply chain management and manufacturing functions
1,872 — AI impact on revenue and cost
 RPA and computer vision are the most common deployed techniques in the enterprise. Speech, natural language generation and physical robots are the least common
AirStreetCapital · industry_trends
RPA and computer vision are the most common deployed techniques in the enterprise. Speech, natural language generation and physical robots are the least common
11 — AI capability adoption
 Robotic process automation continues to tear through the enterprise
AirStreetCapital · industry_trends
Robotic process automation continues to tear through the enterprise
$360M — Annual Recurring Revenue
 AI dialogue assistants are live and handling calls from UK customers today
AirStreetCapital · case_study
AI dialogue assistants are live and handling calls from UK customers today
>90% — AI success rate
 Computer vision unlocks faster accident and disaster recovery intervention
AirStreetCapital · client_example
Computer vision unlocks faster accident and disaster recovery intervention
1 week — recovery time
 No-code ML automation: A universal prediction API for 360 customer data
AirStreetCapital · client_example
No-code ML automation: A universal prediction API for 360 customer data
40% — revenue uplift
 NLP is used to automate quantification of a company’s Environmental, Social and Governance (ESG) perception using the world’s news
AirStreetCapital · case_study
NLP is used to automate quantification of a company’s Environmental, Social and Governance (ESG) perception using the world’s news
 Machine learning protects humans from email spear phishing attacks
AirStreetCapital · case_study
Machine learning protects humans from email spear phishing attacks
30x — Spear Phishing Emails Detected
 Computer vision detects subtle evidence of tampered identity documents
AirStreetCapital · client_example
Computer vision detects subtle evidence of tampered identity documents
 AI is the key to Web-scale content analysis for money laundering and terrorist financing
AirStreetCapital · case_study
AI is the key to Web-scale content analysis for money laundering and terrorist financing
80% — Adverse media coverage
 Machine translation unlocks financial crime classification globally
AirStreetCapital · case_study
Machine translation unlocks financial crime classification globally
20 weeks — Lead time reduction
 BERT language model goes mainstream: Upgrading Google and Microsoft’s Bing search query understanding
AirStreetCapital · case_study
BERT language model goes mainstream: Upgrading Google and Microsoft’s Bing search query understanding
 Berkshire Grey robotic installations are achieving millions of robotic picks per month
AirStreetCapital · client_example
Berkshire Grey robotic installations are achieving millions of robotic picks per month
70% — direct labour reduction
 Manufacturing: CNC Machine programming starts to be automated
AirStreetCapital · case_study
Manufacturing: CNC Machine programming starts to be automated
>95% — Productivity
 Open source model and dataset sharing is driving NLP's cambrian explosion
AirStreetCapital · industry_trends
Open source model and dataset sharing is driving NLP's cambrian explosion
5M — weekly unique user instantiations
 Open source conversational AI expands its footprint across industry
AirStreetCapital · client_example
Open source conversational AI expands its footprint across industry
>2 million — downloads
 Private >$15M funding rounds for AI-first companies remain strong in spite of COVID-19
AirStreetCapital · market_sizing
Private >$15M funding rounds for AI-first companies remain strong in spite of COVID-19
$25B+ — Total capital raised
 Ethical risks: A group of researchers have spent years helping to frame the ethical risks of deploying ML in certain sensitive contexts. This year those issues went mainstream.
AirStreetCapital · industry_trends
Ethical risks: A group of researchers have spent years helping to frame the ethical risks of deploying ML in certain sensitive contexts. This year those issues went mainstream.
 Facial recognition is remarkably common around the world
AirStreetCapital · geographic_map
Facial recognition is remarkably common around the world
50% — Global adoption rate
 Facial recognition: From potential risks to wrongful arrests
AirStreetCapital · case_study
Facial recognition: From potential risks to wrongful arrests
 Facial recognition: Facebook settles class action lawsuit for $650M
AirStreetCapital · case_study
Facial recognition: Facebook settles class action lawsuit for $650M
$650M — Settlement amount
 Clearview exposes what is now technically possible with facial recognition
AirStreetCapital · case_study
Clearview exposes what is now technically possible with facial recognition
3B — Number of searchable photos
 Facial recognition: More thoughtful approaches gather steam
AirStreetCapital · industry_trends
Facial recognition: More thoughtful approaches gather steam
 Facial recognition: More thoughtful approaches gather steam
AirStreetCapital · case_study
Facial recognition: More thoughtful approaches gather steam
 Facial recognition: A new legal precedent in the UK emphasizes that facial recognition tools cannot "move fast and break things"
AirStreetCapital · case_study
Facial recognition: A new legal precedent in the UK emphasizes that facial recognition tools cannot "move fast and break things"
 Facial recognition: Washington State passes new law with active support from Microsoft
AirStreetCapital · case_study
Facial recognition: Washington State passes new law with active support from Microsoft
 Facial recognition: The first legal challenge in China
AirStreetCapital · case_study
Facial recognition: The first legal challenge in China
 Lawmakers scramble to legislate against the use of deepfakes
AirStreetCapital · industry_trends
Lawmakers scramble to legislate against the use of deepfakes
 Algorithmic decision making: Regulatory pressure builds
AirStreetCapital · industry_trends
Algorithmic decision making: Regulatory pressure builds
 GPT-3, like GPT-2, still outputs biased predictions when prompted with topics of religion
AirStreetCapital · case_study
GPT-3, like GPT-2, still outputs biased predictions when prompted with topics of religion
 From DeepMind to U.S. Army Research Lab, AI research agendas start to overlap
AirStreetCapital · industry_trends
From DeepMind to U.S. Army Research Lab, AI research agendas start to overlap
 The U.S. continues to make major investments to implement military AI systems
AirStreetCapital · industry_trends
The U.S. continues to make major investments to implement military AI systems
$800M — contract value
 Startups at intersection of AI and defense raise large financing rounds
AirStreetCapital · market_landscape
Startups at intersection of AI and defense raise large financing rounds
$200M — Venture funding
 Is US-China competition weakening the Missile Technology Control Regime?
AirStreetCapital · context
Is US-China competition weakening the Missile Technology Control Regime?
 After AlphaGo and AlphaStar...AlphaDogfight
AirStreetCapital · case_study
After AlphaGo and AlphaStar...AlphaDogfight
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