{
  "docId": "019dd923-5e88-73ef-bd5c-f812573a947a",
  "docSlug": "eea7524c557036f4",
  "documentTitle": "2020 Air Street Capital The State of AI Report 2020",
  "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": 160,
  "pageCount": 177,
  "prevPage": 159,
  "nextPage": 161,
  "slideType": "industry_trends",
  "function": "summarize",
  "density": "dense",
  "nDataPoints": 6,
  "notes": "The slide uses a list format to present a chronological sequence of events, categorized by outcome (blocked, allowed, pending).",
  "elementsJson": [
    "headline_text",
    "bullet_list"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5c-f812573a947a/160",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5c-f812573a947a",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5c-f812573a947a.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5c-f812573a947a#slide-160",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "The vast majority of acquisitions have been blocked.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-47c5-73ac-aa6f-db77d00126a6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.95,
        "x": 0.02,
        "y": 0.28
      },
      "kind": "list",
      "text": "December 2016: US and Germany block $723M bid by China’s Fujian Grand Chip Investment Fund (China) for Aixtron.\nSeptember 2017: US blocks $1.3B bid by Canyon Bridge Capital Partner (China) for Lattice.\nMarch 2018: US blocks $117B bid by Broadcom (previously headquartered in Singapore) for Qualcomm (USA).\nJuly 2018: China blocks Qualcomm’s $44B bid for NXP (Netherlands).\nApril 2020: UK and US effectively block a complete takeover of Imagination Technologies (UK) by Canyon Bridge (China).\nApril 2020: China allows Nvidia’s (USA) $6.9B acquisition of Mellanox (Israel).\nJuly 2020: Siemen’s (Germany) makes bid for Avatar (USA).",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6cc01bae-a8b1-4f85-a225-343f74cb149b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.02,
        "y": 0.82
      },
      "kind": "paragraph",
      "text": "The reported potential acquisition of Arm (UK) by Nvidia (USA) will be a major test of where things stand.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "929e7bf3-8b1f-4529-afa8-51a50361ea4f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.45,
        "x": 0.02,
        "y": 0.22
      },
      "kind": "title",
      "text": "The vast majority of acquisitions have been blocked.",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "13e38f09-71fd-43c1-bdf2-f817b16228a7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.85,
        "x": 0.02,
        "y": 0.14
      },
      "kind": "title",
      "text": "Given mounting concerns over chips, cross border M&A remains highly politicised",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "13dcf11b-62dc-4c3c-8c78-7c48de74cbc6",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "List presentation",
      "slug": "list-presentation",
      "agent": null,
      "layer": "slide",
      "matchId": "11cc0c2b-33a2-4ae7-91e3-117792d1ec40",
      "evidence": "list/bullet: December 2016: US and Germany block $723M bid by China’s Fujian Grand Chip Investment Fund (China) for Aixtron.",
      "confidence": 0.6
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 170,
      "from": 130,
      "beatId": "019dd95a-0682-776c-8e34-f2fc34acb214",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Implications (So What)",
      "beatSlug": "triple-take-the-implications-so-what",
      "evidence": "Politics section unpacks ethical, geopolitical and labor consequences.",
      "position": 2,
      "confidence": 60,
      "parentBeatName": "Reflection",
      "parentBeatSlug": "reflection"
    },
    {
      "to": 170,
      "from": 130,
      "beatId": "019dd95a-0682-776c-8e35-01ef1d0aee03",
      "arcName": "The Mountain",
      "arcSlug": "mountain",
      "beatName": "Climax",
      "beatSlug": "mountain-climax",
      "evidence": "Politics section dramatises facial recognition, military, US/China conflicts.",
      "position": 3,
      "confidence": 40,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 160,
      "from": 153,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "019dd95a-07fe-70ce-8d3d-34d60d543d62",
      "evidence": "Sanctions, Huawei, TSMC dominance, Chinese fund, talent poaching, CHIPS Act, blocked M&A.",
      "position": 20,
      "objective": "Map US-China semiconductor decoupling and TSMC centrality",
      "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
}