2020 Air Street Capital The State of AI Report 2020

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Slide schematic 8/9

callout 0/1 image 3/3 paragraph 4/4 title 1/1

1 without position callout 1

callout

Components 9

callout photo photo photo paragraph paragraph paragraph paragraph headline

Tools 2

Capital Allocation Framework slide · 70%

The components mention 'Waymo, Aurora, and GM Cruise have acquired LiDAR companies or built sensors in-house', indicating a capital allocation framework.

So What? Test slide · 70%

Callout explains LiDAR vertical integration moat.

Metrics 0

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No metrics

No metric insight is anchored to this slide.

Frameworks 2

value-chain 80%

Mentions owning key technology components of their value chain.

Value Chain 60%

Callout: 'own a key technology component of their value chain'.

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Part of the State of AI 2020 report.