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51,416 slides across 1229 decks match.
Treemap Arc Catalog
An autonomous system that races drones faster than human world champions
AirStreetCapital · case_study
An autonomous system that races drones faster than human world champions
 The emergence of maps in the memories of blind navigation agents
AirStreetCapital · case_study
The emergence of maps in the memories of blind navigation agents
 CICERO masters natural language to beat humans at Diplomacy
AirStreetCapital · case_study
CICERO masters natural language to beat humans at Diplomacy
10% — player ranking
 The text-to-video generation race continues
AirStreetCapital · industry_trends
The text-to-video generation race continues
 Welcome 3D Gaussian Splatting
AirStreetCapital · case_study
Welcome 3D Gaussian Splatting
134 fps — frames per second (fps)
 NeRFs meet GenAI
AirStreetCapital · industry_trends
NeRFs meet GenAI
 Zero-shot metric depth is here
AirStreetCapital · industry_trends
Zero-shot metric depth is here
 Segment Anything: a promptable segmentation model with zero-shot generalisation
AirStreetCapital · case_study
Segment Anything: a promptable segmentation model with zero-shot generalisation
1B — segmentation masks
 DINOv2: the new default computer vision backbone
AirStreetCapital · case_study
DINOv2: the new default computer vision backbone
 More accurate weather predictions, in the now(casts) and the longer ranges
AirStreetCapital · industry_trends
More accurate weather predictions, in the now(casts) and the longer ranges
71% — Model preference rate
 Another year of progress in music generation
AirStreetCapital · industry_trends
Another year of progress in music generation
 Diffusion models design diverse functional proteins from simple molecular specifications
AirStreetCapital · case_study
Diffusion models design diverse functional proteins from simple molecular specifications
 Learning the rules of protein structure at evolutionary-scale with language models
AirStreetCapital · case_study
Learning the rules of protein structure at evolutionary-scale with language models
0.85 — TM-score
 Predicting the outcome of perturbing multiple genes without a cell-based experiment
AirStreetCapital · case_study
Predicting the outcome of perturbing multiple genes without a cell-based experiment
 Pathogenic or not? Predicting the outcome of all single-amino acid changes
AirStreetCapital · case_study
Pathogenic or not? Predicting the outcome of all single-amino acid changes
71M — Pathogenicity classification
 Google's Med-PaLM 2 language model is an expert according to the USMLE
AirStreetCapital · case_study
Google's Med-PaLM 2 language model is an expert according to the USMLE
67.2% — USMLE passing score
 Next, Med-PaLM goes multimodal
AirStreetCapital · case_study
Next, Med-PaLM goes multimodal
 Tweet storm: a SOTA pathology language-image pretrained model from medical Twitter
AirStreetCapital · case_study
Tweet storm: a SOTA pathology language-image pretrained model from medical Twitter
2-6x — Precision@10
 Real world-inspired clinical system design for automated medical image analysis
AirStreetCapital · case_study
Real world-inspired clinical system design for automated medical image analysis
66% — clinical workload reduction
 AI for science: medicine is growing fastest but mathematics captures the most attention
AirStreetCapital · industry_trends
AI for science: medicine is growing fastest but mathematics captures the most attention
 Most impactful research comes from very few places
AirStreetCapital · market_landscape
Most impactful research comes from very few places
70% — Percentage of papers
 GPU demand sees NVIDIA print blowout earnings as it enters the $1T market cap club
AirStreetCapital · financial_analysis
GPU demand sees NVIDIA print blowout earnings as it enters the $1T market cap club
$10.32B — Data Center Revenue
 Selling faster than Coachella: GPUs snapped up from upstart infra providers
AirStreetCapital · industry_trends
Selling faster than Coachella: GPUs snapped up from upstart infra providers
45,000 — GPU fleet size
 Private companies are shoring up NVIDIA GPUs and wielding them as a competitive edge
AirStreetCapital · industry_trends
Private companies are shoring up NVIDIA GPUs and wielding them as a competitive edge
22,000 — GPU cluster size
 Compute is the new oil in Gulf States?
AirStreetCapital · industry_trends
Compute is the new oil in Gulf States?
$900M — AI compute spend
 NVIDIA chips are used 19x more in AI research papers than all alternative chips combined
AirStreetCapital · market_landscape
NVIDIA chips are used 19x more in AI research papers than all alternative chips combined
19x — AI research paper citations
 NVIDIA chips have remarkably long lifetime value: 5 years from launch to peak popularity
AirStreetCapital · industry_trends
NVIDIA chips have remarkably long lifetime value: 5 years from launch to peak popularity
 While NVIDIA is king, Cerebras ramps amongst the challenger crop
AirStreetCapital · competitive_analysis
While NVIDIA is king, Cerebras ramps amongst the challenger crop
55 — Market traction
 Hyperscalers scale their spending on AI as a % of total capex
AirStreetCapital · industry_trends
Hyperscalers scale their spending on AI as a % of total capex
 Tesla marches towards a Top-5 largest compute cluster for AI in the world
AirStreetCapital · industry_trends
Tesla marches towards a Top-5 largest compute cluster for AI in the world
100 — Exa-Flops
 More hyperscalers develop their own inference hardware for internal AI workloads
AirStreetCapital · industry_trends
More hyperscalers develop their own inference hardware for internal AI workloads
40x — Server capacity increase
 NVIDIA, Intel and AMD make Chinese-export controls proof chips
AirStreetCapital · industry_trends
NVIDIA, Intel and AMD make Chinese-export controls proof chips
$1B — Computational Performance
 Softbank re-lists Arm on the NASDAQ after its sale to NVIDIA was blocked
AirStreetCapital · case_study
Softbank re-lists Arm on the NASDAQ after its sale to NVIDIA was blocked
$60 billion — valuation
 2022 Prediction: Generative AI applications grow in popularity
AirStreetCapital · case_study
2022 Prediction: Generative AI applications grow in popularity
$3.2M — ARR
 2022 Prediction: Generative AI applications grow in popularity
AirStreetCapital · case_study
2022 Prediction: Generative AI applications grow in popularity
9.6M — Total videos generated
 OpenAI's ChatGPT is one of the fastest growing internet products
AirStreetCapital · market_landscape
OpenAI's ChatGPT is one of the fastest growing internet products
 OpenAI is now printing real money at scale...but at what cost?
AirStreetCapital · case_study
OpenAI is now printing real money at scale...but at what cost?
$1B — Revenue
 Feeling the ChatGPT heat: education gets hit first and Chegg is fighting back
AirStreetCapital · case_study
Feeling the ChatGPT heat: education gets hit first and Chegg is fighting back
-57.85% — Share price
 Feeling the ChatGPT heat: coding is next...and developers are loving it!
AirStreetCapital · industry_trends
Feeling the ChatGPT heat: coding is next...and developers are loving it!
 Results are in: GitHub CoPilot drives significant productivity gains for developers
AirStreetCapital · case_study
Results are in: GitHub CoPilot drives significant productivity gains for developers
32% — productivity gain
 ChatGPT drives productivity in (repetitive, boring?) writing
AirStreetCapital · case_study
ChatGPT drives productivity in (repetitive, boring?) writing
40% — Time taken
 Certain less obvious GenAI use cases have also gained significant traction
AirStreetCapital · industry_trends
Certain less obvious GenAI use cases have also gained significant traction
200M — monthly visits
 Text-to-image models: Competition intensifies and integrations abound
AirStreetCapital · industry_trends
Text-to-image models: Competition intensifies and integrations abound
$200M — ARR
 But GenAI's wow effect is (so far) insufficient for users to stick around...
AirStreetCapital · market_landscape
But GenAI's wow effect is (so far) insufficient for users to stick around...
42% — Retention
 2022 Prediction: A major user generated content site negotiates a commercial settlement with a start-up producing AI models (e.g. OpenAI) for training on their corpus
AirStreetCapital · case_study
2022 Prediction: A major user generated content site negotiates a commercial settlement with a start-up producing AI models (e.g. OpenAI) for training on their corpus
 2022 Prediction: A major user generated content site negotiates a commercial settlement with a start-up producing AI models (e.g. OpenAI) for training on their corpus
AirStreetCapital · case_study
2022 Prediction: A major user generated content site negotiates a commercial settlement with a start-up producing AI models (e.g. OpenAI) for training on their corpus
 US Courts set precedent for AI-generated content being unsuitable for copyright protection, but then another on fair use
AirStreetCapital · precedent
US Courts set precedent for AI-generated content being unsuitable for copyright protection, but then another on fair use
 But cases continue to be fought in multiple jurisdictions about copyright infringement
AirStreetCapital · context
But cases continue to be fought in multiple jurisdictions about copyright infringement
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