{
  "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": 89,
  "pageCount": 114,
  "prevPage": 88,
  "nextPage": 90,
  "slideType": "competitive_analysis",
  "function": "compare_peers",
  "density": "dense",
  "nDataPoints": 18,
  "notes": "Data source: CSET, stateof.ai 2022 report.",
  "elementsJson": [
    "headline_text",
    "bullet_list",
    "bar_chart_grouped",
    "bar_chart_grouped"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-01cf0d8a8fbc/89",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-01cf0d8a8fbc",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-01cf0d8a8fbc.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-01cf0d8a8fbc#slide-89",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Between 1990 and 2020, China accelerated its output of greenfield fab projects by almost 7x while the US slowed down by 2.5x.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-47c4-7719-a21c-c99ec83743b9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.4,
        "w": 0.4,
        "x": 0.55,
        "y": 0.4
      },
      "kind": "chart",
      "text": "Avg. # of days from build start to production",
      "attrs": null,
      "subkind": "bar-grouped",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "63bd4ce9-8330-4b55-bff8-203ee0d24040",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.4,
        "w": 0.4,
        "x": 0.1,
        "y": 0.4
      },
      "kind": "chart",
      "text": "Total # of greenfield fab projects",
      "attrs": null,
      "subkind": "bar-grouped",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9862f018-e7cb-4154-8d5c-50497e951c00",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Days to production: 650",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-47c4-7719-a21c-ce24b1cbe98a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.9,
        "x": 0.05,
        "y": 0.2
      },
      "kind": "paragraph",
      "text": "Between 1990 and 2020, China accelerated its output of greenfield fab projects by almost 7x while the US slowed down by 2.5x. Moreover, while China and Taiwan fabs take roughly 650 days from construction start to being production-ready, the US builds fabs 42% slower today than they did 30 years ago.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "754754c6-3871-4f6a-b875-85cb610bdf11",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.12
      },
      "kind": "title",
      "text": "The Great Reshoring will be slow: US lags in new fab projects, which take years to build",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ef57f531-fb54-46a5-b871-313aaad6607c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.6,
        "x": 0.05,
        "y": 0.03
      },
      "kind": "title",
      "text": "Introduction | Research | Industry | Politics | Safety | Predictions",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4955aa86-5895-427f-b3b5-76b781298b50",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 106,
      "from": 81,
      "beatId": "019dd95a-0682-776c-8e35-28fc5bded874",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Implications (So What)",
      "beatSlug": "triple-take-the-implications-so-what",
      "evidence": "Politics and Safety sections interpret what the facts mean for governance and risk.",
      "position": 2,
      "confidence": 78,
      "parentBeatName": "Reflection",
      "parentBeatSlug": "reflection"
    },
    {
      "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": 93,
      "from": 89,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "019dd95a-07fe-70ce-8d3d-d067e6749c44",
      "evidence": "Reshoring fab data, CHIPS Act, US-China chip cutoff, EU AI Act progress.",
      "position": 15,
      "objective": "Survey geopolitical chip and regulation moves shaping the AI stack",
      "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
      "confidence": 72,
      "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}