{
  "docId": "019dd923-5e88-73ef-bd5d-0856e1444fb9",
  "docSlug": "8757f1b44ef7f176",
  "documentTitle": "2024 Air Street Capital The State of AI Report 2024",
  "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": 113,
  "pageCount": 213,
  "prevPage": 112,
  "nextPage": 114,
  "slideType": "industry_trends",
  "function": "summarize",
  "density": "dense",
  "nDataPoints": 0,
  "notes": "The slide uses two screenshots of media coverage to illustrate the shift toward product-centric AI development.",
  "elementsJson": [
    "headline_text",
    "paragraph",
    "screenshot",
    "photo"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0856e1444fb9/113",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0856e1444fb9",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-0856e1444fb9.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0856e1444fb9#slide-113",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Simply building a good model won't be all you need.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-47c3-7407-8d18-ca8b3c259b7b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.44,
        "w": 0.27,
        "x": 0.11,
        "y": 0.49
      },
      "kind": "image",
      "text": "OpenAI Advanced Voice announcement screenshot",
      "attrs": null,
      "subkind": "screenshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "13e818d0-d2b3-4ae1-8824-d872372445f1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.44,
        "w": 0.39,
        "x": 0.49,
        "y": 0.49
      },
      "kind": "image",
      "text": "The Verge article screenshot featuring Mike Krieger",
      "attrs": null,
      "subkind": "screenshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "93526654-c98b-4ec7-a3bd-fbd3cda02df4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.95,
        "x": 0.02,
        "y": 0.22
      },
      "kind": "paragraph",
      "text": "The most successful technology companies like Apple, Google, or TikTok have taken a product-first, rather than simply building a foundational technology and an API. As base model performance converges, OpenAI, Anthropic, and Meta are visibly putting more thought into what their 'product' looks and feels like - whether it's Artifacts from Claude, OpenAI's Advanced Voice functionality, or Meta's hardware partnerships and lip-syncing tools. Simply building a good model won't be all you need.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "54ebe7bc-7c2d-49fe-865e-d7c5427cee79",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "Anthropic's Mike Krieger wants to build AI products that are worth the hype",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd952-47c3-7407-8d18-cd6b1726b051",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.6,
        "x": 0.02,
        "y": 0.15
      },
      "kind": "title",
      "text": "...as AI labs move from building models to designing products",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c6266f3a-ad87-40e8-a7ad-23539f67ad9d",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1055-74e0-a959-c5944213fd46",
      "evidence": "Title '...as AI labs move from building models to designing products'",
      "confidence": 80
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 153,
      "from": 9,
      "beatId": "019dd95a-0682-776c-8e35-5f2398b8d1d0",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Facts (What)",
      "beatSlug": "triple-take-the-facts-what",
      "evidence": "Exec summary + Research + Industry sections inventory the year",
      "position": 1,
      "confidence": 78,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    },
    {
      "to": 174,
      "from": 86,
      "beatId": "019dd95a-0682-776c-8e35-73133c63a096",
      "arcName": "Voyage and Return",
      "arcSlug": "voyage-return",
      "beatName": "Discoveries",
      "beatSlug": "voyage-return-discoveries",
      "evidence": "Industry + Politics findings on NVIDIA, regulation, geopolitics",
      "position": 3,
      "confidence": 55,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [
    {
      "to": 121,
      "from": 112,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "019dd95a-07fe-70ce-8d3e-53b7db321fbe",
      "evidence": "Chat sidekicks, labs as products, Mistral, Databricks/Snowflake, regulators, GitHub, agents, search",
      "position": 13,
      "objective": "Track AI products & dev-tools ecosystem maturation",
      "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
}