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...while LLMs improve RL performance
AirStreetCapital · case_study
...while LLMs improve RL performance
 Who remembers Monte Carlo Tree Search?
AirStreetCapital · industry_trends
Who remembers Monte Carlo Tree Search?
95.4% — zero-shot performance
 Could foundation models make it easier to train RL agents at scale?
AirStreetCapital · case_study
Could foundation models make it easier to train RL agents at scale?
 Could foundation models make it easier to train RL agents at scale?
AirStreetCapital · case_study
Could foundation models make it easier to train RL agents at scale?
 Are scientists inventing their AI replacement?
AirStreetCapital · case_study
Are scientists inventing their AI replacement?
 An ensemble approach appears to drive strong performance improvements in code
AirStreetCapital · case_study
An ensemble approach appears to drive strong performance improvements in code
10% — test class improvement rate
 Self-driving embraces more modalities
AirStreetCapital · case_study
Self-driving embraces more modalities
 Segment Anything gets boosters and expands to video
AirStreetCapital · case_study
Segment Anything gets boosters and expands to video
6x — processing speed
 Robotics (finally) becomes fashionable (again) as the big labs pile in
AirStreetCapital · industry_trends
Robotics (finally) becomes fashionable (again) as the big labs pile in
 Google DeepMind quietly emerges as a robotics leader
AirStreetCapital · industry_trends
Google DeepMind quietly emerges as a robotics leader
 Hugging Face pulls down barriers to entry
AirStreetCapital · case_study
Hugging Face pulls down barriers to entry
 Diffusion models drive improvements in policy and action generation
AirStreetCapital · case_study
Diffusion models drive improvements in policy and action generation
 Can we stretch existing real-world robotics data further than we currently do?
AirStreetCapital · case_study
Can we stretch existing real-world robotics data further than we currently do?
 Can we overcome the data bottleneck for humanoids?
AirStreetCapital · case_study
Can we overcome the data bottleneck for humanoids?
 Back with a vengeance: robot doggos 🐶
AirStreetCapital · case_study
Back with a vengeance: robot doggos 🐶
 The Apple Vision Pro emerges as the must-have robotics research tool
AirStreetCapital · case_study
The Apple Vision Pro emerges as the must-have robotics research tool
 To finetune or not to finetune (in medicine)?
AirStreetCapital · case_study
To finetune or not to finetune (in medicine)?
91.1% — MedQA accuracy
 Enterprise automation set to get an AI-first upgrade
AirStreetCapital · case_study
Enterprise automation set to get an AI-first upgrade
99.5% — Workflow accuracy
 The global balance of power in AI research remains unchanged, but academia gains
AirStreetCapital · market_landscape
The global balance of power in AI research remains unchanged, but academia gains
 NVIDIA becomes the world's most powerful company...
AirStreetCapital · industry_trends
NVIDIA becomes the world's most powerful company...
$3T — Market Capitalization
 ...and its ambitions are only growing
AirStreetCapital · industry_trends
...and its ambitions are only growing
25x — performance gain
 Established competitors fail to narrow the gap
AirStreetCapital · competitive_analysis
Established competitors fail to narrow the gap
$30B — Q2 2024 revenue
 Buying NVIDIA stock would've been far better than investing in its start-up contenders
AirStreetCapital · financial_analysis
Buying NVIDIA stock would've been far better than investing in its start-up contenders
$120B — Net Asset Value (NAV)
 But not everyone believes the line can only go up
AirStreetCapital · context
But not everyone believes the line can only go up
 The number of large-scale NVIDIA A100 GPU clusters has stayed constant as the industry focuses its dollars on the H100 and shinier Blackwell systems...more on the next slide!
AirStreetCapital · industry_trends
The number of large-scale NVIDIA A100 GPU clusters has stayed constant as the industry focuses its dollars on the H100 and shinier Blackwell systems...more on the next slide!
21,400 — A100 GPU clusters
 Compute Index: NVIDIA H100 clusters (while GB200’s are loading...)
AirStreetCapital · market_landscape
Compute Index: NVIDIA H100 clusters (while GB200’s are loading...)
350,000 — H100 GPU count
 Compute Index: NVIDIA continues to be the preferred option in AI research papers
AirStreetCapital · market_landscape
Compute Index: NVIDIA continues to be the preferred option in AI research papers
34,890 — AI research paper mentions
 Compute Index: NVIDIA continues to be the preferred option in AI research papers
AirStreetCapital · industry_trends
Compute Index: NVIDIA continues to be the preferred option in AI research papers
13,312 — GPU usage in research papers
 More TFLOPs: NVIDIA compresses its product release timelines
AirStreetCapital · industry_trends
More TFLOPs: NVIDIA compresses its product release timelines
60% — Months since last major release
 Scaling up and out with faster connections between GPUs and nodes
AirStreetCapital · data_table
Scaling up and out with faster connections between GPUs and nodes
1800 GB/s — Total Bandwidth (GB/s)
 But running large clusters continues to be an art and a science of interruptions
AirStreetCapital · diagnosis
But running large clusters continues to be an art and a science of interruptions
8.6 — Job interruptions
 Big labs seek to weaken their NVIDIA addiction
AirStreetCapital · industry_trends
Big labs seek to weaken their NVIDIA addiction
60% — energy efficiency
 And a handful of challengers demonstrate signs of traction
AirStreetCapital · industry_trends
And a handful of challengers demonstrate signs of traction
15.6x — Revenue growth
 While SoftBank starts to build its own chip empire (after prematurely selling NVIDIA)
AirStreetCapital · industry_trends
While SoftBank starts to build its own chip empire (after prematurely selling NVIDIA)
$140B — market cap
 The US Commerce Department plays whack-a-mole with chip manufacturers...
AirStreetCapital · industry_trends
The US Commerce Department plays whack-a-mole with chip manufacturers...
$12B — NVIDIA sales
 ...but opts not to restrict the use of hardware by Chinese labs in US data centers
AirStreetCapital · industry_trends
...but opts not to restrict the use of hardware by Chinese labs in US data centers
 Small-scale no more: Semiconductor smugglers get increasingly sophisticated
AirStreetCapital · case_study
Small-scale no more: Semiconductor smugglers get increasingly sophisticated
$230M — Transaction value
 But where's the revenue...?
AirStreetCapital · financial_analysis
But where's the revenue...?
568x — Revenue multiple
 ...and where’s the margin?
AirStreetCapital · industry_trends
...and where’s the margin?
$5 Billion — Net loss
 Perhaps it's neither: vibes are all you need (to recover your share price)
AirStreetCapital · case_study
Perhaps it's neither: vibes are all you need (to recover your share price)
+$1.134T — Market Capitalization
 The top quality model, OpenAI's o1, comes at a significant price and latency premiums
AirStreetCapital · market_landscape
The top quality model, OpenAI's o1, comes at a significant price and latency premiums
85 — Artificial Analysis Quality Index
 Inferencing all the way down: models get cheaper
AirStreetCapital · industry_trends
Inferencing all the way down: models get cheaper
100x — Inference cost
 Google Gemini produced a strong model series with very competitive pricing
AirStreetCapital · competitive_analysis
Google Gemini produced a strong model series with very competitive pricing
86% — Price per 1M Tokens
 Chat agents as interactive developer sidekicks...
AirStreetCapital · client_example
Chat agents as interactive developer sidekicks...
 ...as AI labs move from building models to designing products
AirStreetCapital · industry_trends
...as AI labs move from building models to designing products
 While les grands modèles catch on, but another European challenger loses steam
AirStreetCapital · industry_trends
While les grands modèles catch on, but another European challenger loses steam
 Databricks and Snowflake pivot to build their own models...but can they compete?
AirStreetCapital · industry_trends
Databricks and Snowflake pivot to build their own models...but can they compete?
 Regulators scrutinize the relationships between key generative AI players...
AirStreetCapital · industry_trends
Regulators scrutinize the relationships between key generative AI players...
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