{
  "docId": "019dd923-5e88-73ef-bd5c-f341d4394195",
  "docSlug": "46f66c49fd159048",
  "documentTitle": "2018 Air Street Capital The State of AI Report 2018",
  "authorId": "AirStreetCapital",
  "authorName": "Air Street Capital",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "vc_research",
  "sourceTypeLabel": "VC research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.777,
  "pageNumber": 27,
  "pageCount": 156,
  "prevPage": 26,
  "nextPage": 28,
  "slideType": "market_landscape",
  "function": "summarize",
  "density": "sparse",
  "nDataPoints": 0,
  "notes": "The slide uses a simple table format to segment the AI hardware market landscape.",
  "elementsJson": [
    "data_table"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5c-f341d4394195/27",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5c-f341d4394195",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5c-f341d4394195.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5c-f341d4394195#slide-27",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Many companies are developing custom AI chips",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-41ac-7180-a80d-fa2e941843e8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.68,
        "w": 0.96,
        "x": 0.02,
        "y": 0.23
      },
      "kind": "table",
      "text": "IC Vendors: Intel, Qualcomm, Nvidia, Samsung, AMD, Xilinx, IBM, STMicroelectronics, NXP, MediaTek, HiSilicon, Rockchip; Tech Giants & HPC Vendors: Google, Amazon AWS, Microsoft, Apple, Aliyun, Alibaba Group, Tencent Cloud, Baidu, Baidu Cloud, HUA",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "09c03707-e8db-45a8-93fc-e1250c010418",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.35,
        "x": 0.18,
        "y": 0.15
      },
      "kind": "title",
      "text": "Many companies are developing custom AI chips",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c0065f5e-5747-4604-8fcb-2672477c2409",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.15,
        "x": 0.02,
        "y": 0.15
      },
      "kind": "title",
      "text": "AI hardware",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ed4ff2a6-5de7-4086-9ede-34a287edc7c6",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-0fd5-7148-8eca-895f07012035",
      "evidence": "Title 'Many companies are developing custom AI chips'.",
      "confidence": 80
    },
    {
      "name": "Small Multiples",
      "slug": "small-multiples",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019dd95a-0fd5-7148-8eca-8cd9df00b36a",
      "evidence": "Market landscape implies many parallel logos/cards.",
      "confidence": 60
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 69,
      "from": 4,
      "beatId": "019dd95a-0682-776c-8e34-ad4df4fe3ce7",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Facts (What)",
      "beatSlug": "triple-take-the-facts-what",
      "evidence": "Definitions then research breakthroughs (transfer learning, hardware, RL) and talent supply data.",
      "position": 1,
      "confidence": 78,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    },
    {
      "to": 55,
      "from": 10,
      "beatId": "019dd95a-0682-776c-8e34-be65c7627fe7",
      "arcName": "The Onion",
      "arcSlug": "onion",
      "beatName": "First Layer",
      "beatSlug": "onion-first-layer",
      "evidence": "Hardware, vision, RL, bias - technical research layer.",
      "position": 2,
      "confidence": 55,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [
    {
      "to": 29,
      "from": 22,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "019dd95a-07fe-70ce-8d3c-4c3e393d7324",
      "evidence": "TPUv3 specs, NVIDIA HGX-2, NVIDIA datacenter $2B, EV 10x, Intel DC, custom chip landscape, hyperscaler $76B capex.",
      "position": 3,
      "objective": "Demonstrate hardware vendors are scaling fast",
      "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
      "confidence": 75,
      "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}