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Open source AI is on a tear at a time when incumbents push for closed source AI
AirStreetCapital · industry_trends
Open source AI is on a tear at a time when incumbents push for closed source AI
5x — Growth in AI assets
 Monolithic LLMs or specialised application-dependent LLMs?
AirStreetCapital · industry_trends
Monolithic LLMs or specialised application-dependent LLMs?
$1.3B — Acquisition value
 Once ignored by major pharma companies, AI is moving front and center for some
AirStreetCapital · case_study
Once ignored by major pharma companies, AI is moving front and center for some
$840m — Deal value
 NVIDIA continues its share price performance tear and blesses its partners too
AirStreetCapital · case_study
NVIDIA continues its share price performance tear and blesses its partners too
80% — Share-price performance
 DeepMind to Google DeepMind back to DeepMind and now to Google DeepMind...v2!
AirStreetCapital · case_study
DeepMind to Google DeepMind back to DeepMind and now to Google DeepMind...v2!
 DeepSpeech 2: The early masters of scale
AirStreetCapital · case_study
DeepSpeech 2: The early masters of scale
 Attention is all you need... to build raise billions for your AI startup
AirStreetCapital · case_study
Attention is all you need... to build raise billions for your AI startup
$10.3B — Capital raised in 2023
 Autonomous driving meets GenAI
AirStreetCapital · case_study
Autonomous driving meets GenAI
 Autonomous rides are now commercial (in California)
AirStreetCapital · industry_trends
Autonomous rides are now commercial (in California)
 “GenAI” is the new “new” thing: AI investments are stable vs. 2022, powered by GenAI
AirStreetCapital · market_landscape
“GenAI” is the new “new” thing: AI investments are stable vs. 2022, powered by GenAI
$119B — AI investment volume
 Trillions of value: The combined enterprise value of private and public companies using AI
AirStreetCapital · financial_analysis
Trillions of value: The combined enterprise value of private and public companies using AI
$8T — Combined Enterprise Value
 US AI companies absorb 70% of global private capital in 2023, up from 55% in 2022
AirStreetCapital · market_landscape
US AI companies absorb 70% of global private capital in 2023, up from 55% in 2022
70% — AI investment
 The US continues to lead by number of AI unicorns, followed by China and the UK
AirStreetCapital · market_landscape
The US continues to lead by number of AI unicorns, followed by China and the UK
315 — Number of AI unicorns
 Enterprise software, fintech and healthcare are the most invested AI categories globally
AirStreetCapital · market_landscape
Enterprise software, fintech and healthcare are the most invested AI categories globally
1.7K — Deal volume
 Although IPOs dried up in 2023, the M&A market continues to stay strong
AirStreetCapital · market_landscape
Although IPOs dried up in 2023, the M&A market continues to stay strong
326 — Number of exits
 24% of all corporate VC investments went into AI companies in 2023
AirStreetCapital · industry_trends
24% of all corporate VC investments went into AI companies in 2023
24% — Corporate VC investment
 2023 sees a massive acceleration in GenAI funding
AirStreetCapital · market_sizing
2023 sees a massive acceleration in GenAI funding
$18B — Global Generative AI VC investment
 Check out those GenAI round (GPU bills) sizes: $18B invested in 2023 alone!
AirStreetCapital · market_sizing
Check out those GenAI round (GPU bills) sizes: $18B invested in 2023 alone!
$18B — VC Investment
 2022 Prediction: NVIDIA forms a strategic relationship with an AGI organization
AirStreetCapital · case_study
2022 Prediction: NVIDIA forms a strategic relationship with an AGI organization
 A handful of corporates were at the center of some of the highest profile AI fundraises
AirStreetCapital · market_landscape
A handful of corporates were at the center of some of the highest profile AI fundraises
$10B — Funding Amount
 GenAI companies raised 33% larger Seeds and 130% larger As than all startups in 2023
AirStreetCapital · market_landscape
GenAI companies raised 33% larger Seeds and 130% larger As than all startups in 2023
130% — Median round size
 Have we reached “peak” regulatory divergence?
AirStreetCapital · framework_other
Have we reached “peak” regulatory divergence?
 “Light-touch” or “pro-innovation”: scepticism of large-scale regulation
AirStreetCapital · context
“Light-touch” or “pro-innovation”: scepticism of large-scale regulation
 The EU and China are leading the pack in passing new, AI-specific legislation, with especially stringent measures around foundation models
AirStreetCapital · industry_trends
The EU and China are leading the pack in passing new, AI-specific legislation, with especially stringent measures around foundation models
 Hybrid models: The best or worst of both worlds?
AirStreetCapital · context
Hybrid models: The best or worst of both worlds?
 State action on global governance is in its early stages...
AirStreetCapital · context
State action on global governance is in its early stages...
 ...as a result, the largest labs are trying to fill the vacuum
AirStreetCapital · context
...as a result, the largest labs are trying to fill the vacuum
 The US successfully enlists its allies in the chip wars...
AirStreetCapital · industry_trends
The US successfully enlists its allies in the chip wars...
 ... and the Chinese response remains scrambled
AirStreetCapital · context
... and the Chinese response remains scrambled
 However, does Huawei's new chip signal a breakthrough moment?
AirStreetCapital · context
However, does Huawei's new chip signal a breakthrough moment?
 Governments are building out compute capacity, but are lagging private sector efforts
AirStreetCapital · industry_trends
Governments are building out compute capacity, but are lagging private sector efforts
100,000 — GPU count
 AI and defense tech attracts record funding...but is politics stalling progress?
AirStreetCapital · industry_trends
AI and defense tech attracts record funding...but is politics stalling progress?
$2.4B — Defense startup funding
 Meanwhile, Ukraine acts as a lab for AI warfare
AirStreetCapital · case_study
Meanwhile, Ukraine acts as a lab for AI warfare
 Have we entered the AI era in elections?
AirStreetCapital · context
Have we entered the AI era in elections?
 Are the ‘culture wars’ coming to AI?
AirStreetCapital · context
Are the ‘culture wars’ coming to AI?
 Could democratic involvement defuse challenging values questions?
AirStreetCapital · context
Could democratic involvement defuse challenging values questions?
 Job loss concerns are rising, but policymakers are adopting a wait-and-see approach
AirStreetCapital · industry_trends
Job loss concerns are rising, but policymakers are adopting a wait-and-see approach
27% — Exposure percentage
 The x-risk debate has exploded into the mainstream this year...
AirStreetCapital · context
The x-risk debate has exploded into the mainstream this year...
 ...with senior AI figures rallying to the cause
AirStreetCapital · context
...with senior AI figures rallying to the cause
 ...and the sceptics hitting back
AirStreetCapital · key_messages
...and the sceptics hitting back
 AI safety wins attention from senior figures in government
AirStreetCapital · context
AI safety wins attention from senior figures in government
 Has x-risk stolen the spotlight from ethics?
AirStreetCapital · analyze_data
Has x-risk stolen the spotlight from ethics?
 Amid the theoretical debate, labs are building in their own mitigations
AirStreetCapital · industry_trends
Amid the theoretical debate, labs are building in their own mitigations
 The open vs. closed source debate continues..
AirStreetCapital · key_messages
The open vs. closed source debate continues..
 LLMs display some relatively unsafe capabilities today
AirStreetCapital · case_study
LLMs display some relatively unsafe capabilities today
 It’s still fairly easy to jailbreak AI models...even behind an API
AirStreetCapital · key_messages
It’s still fairly easy to jailbreak AI models...even behind an API
96% — success rate
 Fundamental challenges with RLHF
AirStreetCapital · problem_statement
Fundamental challenges with RLHF
 How hard is scalable supervision?
AirStreetCapital · diagnosis
How hard is scalable supervision?
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