{
  "docId": "019dd923-5e88-73ef-bd5d-06b04d219fea",
  "docSlug": "dd91c78f6570bf29",
  "documentTitle": "2023 Air Street Capital The State of AI Report 2023",
  "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": 84,
  "pageCount": 163,
  "prevPage": 83,
  "nextPage": 85,
  "slideType": "case_study",
  "function": "illustrate_case",
  "density": "overcrowded",
  "nDataPoints": 5,
  "notes": "The slide validates a previous prediction using specific company performance metrics.",
  "elementsJson": [
    "headline_text",
    "bullet_list",
    "logo_grid"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-06b04d219fea/84",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-06b04d219fea",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-06b04d219fea.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-06b04d219fea#slide-84",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Both ElevenLabs (UK) and Resemble AI (US) exceeded that threshold.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-47c4-7719-a228-75df425a3f83",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.15,
        "x": 0.55,
        "y": 0.45
      },
      "kind": "image",
      "text": "ElevenLabs logo",
      "attrs": null,
      "subkind": "logo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2a7e3bc9-73dd-49d1-bfbb-76a4976096eb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.15,
        "x": 0.75,
        "y": 0.45
      },
      "kind": "image",
      "text": "Resemble AI logo",
      "attrs": null,
      "subkind": "logo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b90d4ac4-ffe1-4474-bc84-064a1452316a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.25,
        "x": 0.6,
        "y": 0.7
      },
      "kind": "image",
      "text": "Uizard logo",
      "attrs": null,
      "subkind": "logo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d8636f69-bcf0-4c1f-8b37-b3488cb7d71e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.45,
        "x": 0.05,
        "y": 0.7
      },
      "kind": "list",
      "text": "Uizard, a product design company powered by AI tools, said it recorded $3.2M ARR up to July ’23, which is 13x YoY. The company had crossed $1M ARR in April, and went from $1M to $3M in 3 months.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4f2506ae-0f94-40c4-a8d7-c3c92762ef00",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.45,
        "x": 0.05,
        "y": 0.38
      },
      "kind": "list",
      "text": "ElevenLabs now had over 2M registered users and is growing fast. It took half the time to to get the second million of users than the first. Users cumulatively uploaded over 10 years of audio content. Initially geared towards creators and publishers, ElevenLabs is now adapting to a large range of use-cases from AI agents, companion, entertainment, and gaming.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ffe9f7e0-1966-489a-b671-dbc8d2aee85a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "ARR: $3.2M",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-47c4-7719-a228-7b5fe14e6c56",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.9,
        "x": 0.05,
        "y": 0.21
      },
      "kind": "paragraph",
      "text": "In 2022, we predicted: “Generative audio tools emerge that attract over 100,000 developers by September 2023.” Both ElevenLabs (UK) and Resemble AI (US) exceeded that threshold. Another domain, product design, is seeing rapid integration of generative AI technology, to the benefit of fast-moving companies like Uizard.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "68ffc4bc-3289-407d-831c-a26a944fb24d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.65,
        "x": 0.05,
        "y": 0.13
      },
      "kind": "title",
      "text": "2022 Prediction: Generative AI applications grow in popularity",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b5dc4593-556d-4e5e-b65e-e1d2783f5a36",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "List presentation",
      "slug": "list-presentation",
      "agent": null,
      "layer": "slide",
      "matchId": "54bf4f77-4e78-4092-9026-6947b01301d7",
      "evidence": "The slide features a list of bullet points describing generative AI applications and their growth.",
      "confidence": 0.7
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 120,
      "from": 11,
      "beatId": "019dd95a-0682-776c-8e35-41afd44ef59f",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Facts (What)",
      "beatSlug": "triple-take-the-facts-what",
      "evidence": "Research + Industry sections inventory model, compute, funding facts.",
      "position": 1,
      "confidence": 78,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    },
    {
      "to": 120,
      "from": 11,
      "beatId": "019dd95a-0682-776c-8e35-523bfb7f96e6",
      "arcName": "The Mountain",
      "arcSlug": "mountain",
      "beatName": "Rising Action",
      "beatSlug": "mountain-rising-action",
      "evidence": "Escalating capabilities, compute concentration and capital flows.",
      "position": 2,
      "confidence": 45,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [
    {
      "to": 94,
      "from": 84,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "019dd95a-07fe-70ce-8d3e-019bce66e7b5",
      "evidence": "ChatGPT scale, Chegg hit, Copilot productivity, then a counter-data slide on retention shortfalls.",
      "position": 9,
      "objective": "GenAI consumer and prosumer apps explode but retention is fragile",
      "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
      "confidence": 70,
      "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}