{
  "docId": "019dd923-5e88-73ef-bd5d-01cf0d8a8fbc",
  "docSlug": "cc8183ec02431b7a",
  "documentTitle": "2022 Air Street Capital The State of AI Report 2022",
  "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": 51,
  "pageCount": 114,
  "prevPage": 50,
  "nextPage": 52,
  "slideType": "competitive_analysis",
  "function": "compare_peers",
  "density": "dense",
  "nDataPoints": 5,
  "notes": "The slide uses a comparison of valuation vs revenue to illustrate the scale gap between incumbents and startups.",
  "elementsJson": [
    "headline_text",
    "paragraph",
    "comparison_table",
    "logo_grid"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-01cf0d8a8fbc/51",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-01cf0d8a8fbc",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-01cf0d8a8fbc.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-01cf0d8a8fbc#slide-51",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "NVIDIA's FY 2021 datacenter revenue came in at $10.6B. In Q4 2021, they recognised $3.26B, which on an annualised basis is greater than the combined valuation of top-3 AI semiconductor startups.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-47c4-7719-a217-fd713c743548",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.7,
        "x": 0.14,
        "y": 0.6
      },
      "kind": "image",
      "text": "SambaNova, Cerebras, Graphcore, NVIDIA logos",
      "attrs": null,
      "subkind": "logo-grid",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "18274c0e-aec9-4e3c-a315-c32642dde0a4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.15,
        "x": 0.72,
        "y": 0.73
      },
      "kind": "metric",
      "text": "$13 billion",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a6b5fb51-1ecb-4e3d-b5c7-5bfd286b61f7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Annualized Datacenter Revenue: $13 billion",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-47c4-7719-a218-03dcc5c28e4d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.18,
        "w": 0.96,
        "x": 0.02,
        "y": 0.2
      },
      "kind": "paragraph",
      "text": "NVIDIA's FY 2021 datacenter revenue came in at $10.6B. In Q4 2021, they recognised $3.26B, which on an annualised basis is greater than the combined valuation of top-3 AI semiconductor startups. NVIDIA has over 3 million developers on their platform...",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c2f43296-9ad2-4a96-b065-46101ad4cedc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.25,
        "x": 0.14,
        "y": 0.6
      },
      "kind": "table",
      "text": "SambaNova $5.1B, Cerebras $4B, Graphcore $2.8B",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1e0c3c0b-8184-44dc-9792-d5ccacac3a88",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.65,
        "x": 0.02,
        "y": 0.14
      },
      "kind": "title",
      "text": "Do upstart AI chip companies still have a chance vs. NVIDIA's GPU?",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6c86f8f1-2d86-4c52-a528-5500bc9dec82",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Three Pillars",
      "slug": "three-pillars",
      "agent": "Architect",
      "layer": "loop",
      "matchId": "019dd95a-1055-74e0-a956-46848883ff4a",
      "evidence": "Opens NVIDIA dominance argument across multiple slides.",
      "confidence": 50
    },
    {
      "name": "Curiosity Gap",
      "slug": "curiosity-gap",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019dd95a-1055-74e0-a956-430843f4aaa5",
      "evidence": "Title poses 'still have a chance vs NVIDIA's GPU?' question.",
      "confidence": 80
    },
    {
      "name": "Slide recipe: the peer-gap chart",
      "slug": "peer-gap-chart-recipe",
      "agent": "designer",
      "layer": "slide",
      "matchId": "10df9a03-a2f8-4a12-b5c9-b67b9b8f1097",
      "evidence": "table/data: SambaNova $5.1B, Cerebras $4B, Graphcore $2.8B",
      "confidence": 0.7
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 80,
      "from": 5,
      "beatId": "019dd95a-0682-776c-8e35-2557e3799e96",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Facts (What)",
      "beatSlug": "triple-take-the-facts-what",
      "evidence": "Definitions, exec summary, Research and Industry sections inventory the state of AI.",
      "position": 1,
      "confidence": 78,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    },
    {
      "to": 93,
      "from": 11,
      "beatId": "019dd95a-0682-776c-8e35-35abf646aa8b",
      "arcName": "The Mountain",
      "arcSlug": "mountain",
      "beatName": "Rising Action",
      "beatSlug": "mountain-rising-action",
      "evidence": "Research, Industry, Politics sections accumulate signals.",
      "position": 2,
      "confidence": 55,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [
    {
      "to": 58,
      "from": 51,
      "name": "David Goliath",
      "slug": "16-david-goliath",
      "bestFor": "Startups, disruptive innovation, competitive displacement",
      "matchId": "019dd95a-07fe-70ce-8d3d-bb3f2ca84b3b",
      "evidence": "Opening title 'Do upstart AI chip companies still have a chance vs NVIDIA's GPU?' and slide 56 explicitly titled 'David teaming up with Goliath'.",
      "position": 9,
      "objective": "Frame NVIDIA's compute dominance vs upstart challengers",
      "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple",
      "confidence": 75,
      "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}