{
  "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": 165,
  "pageCount": 213,
  "prevPage": 164,
  "nextPage": 166,
  "slideType": "country_insights",
  "function": "summarize",
  "density": "overcrowded",
  "nDataPoints": 3,
  "notes": "Includes an AI-generated illustration of robotic fish.",
  "elementsJson": [
    "headline_text",
    "bullet_list",
    "paragraph",
    "photo"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0856e1444fb9/165",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0856e1444fb9",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-0856e1444fb9.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0856e1444fb9#slide-165",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "The Japanese government sees VC and AI as a potential vehicle for kickstarting a long-stagnant economy, while Japan presents an opportunity for investors who'd rather not have to raise from deep-pocketed Gulf states.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-47c3-7407-8d21-9a6d852b7b9a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.22,
        "x": 0.75,
        "y": 0.45
      },
      "kind": "image",
      "text": "Robotic fish illustration",
      "attrs": null,
      "subkind": "illustration",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c6c78187-76a5-4d2e-ae30-c3e438ab7656",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.72,
        "x": 0.03,
        "y": 0.69
      },
      "kind": "list",
      "text": "Sensing the momentum, Microsoft has announced $2.9B of investment in Japanese AI and cloud infrastructure.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "10afe6b7-9429-4330-9b42-9b9195d46ae3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.72,
        "x": 0.03,
        "y": 0.57
      },
      "kind": "list",
      "text": "Meanwhile, the country is also priding itself on a light-touch approach to regulation and is focusing on industry-led oversight and seems unsympathetic to copyright claims around generative AI. However, it has created a UK-style safety institute.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "242e83e9-1638-47f8-8946-15a47b61020a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.72,
        "x": 0.03,
        "y": 0.47
      },
      "kind": "list",
      "text": "In turn, the Japanese government-funded investment vehicles have invested in two of US VC NEA's funds and are actively exploring others. Mitsubishi is said to be investing in Andrew Ng of Stanford's second AI fund.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a2710e87-63cb-40aa-8d42-bffa6dbb09b0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.72,
        "x": 0.03,
        "y": 0.3
      },
      "kind": "list",
      "text": "The Japanese government sees VC and AI as a potential vehicle for kickstarting a long-stagnant economy, while Japan presents an opportunity for investors who'd rather not have to raise from deep-pocketed Gulf states.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b54fd950-633d-4892-b09a-642928941732",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.72,
        "x": 0.03,
        "y": 0.39
      },
      "kind": "list",
      "text": "Tokyo-based Sakana has already pulled in $200M from US investors like Lux Capital and Khosla Ventures, while a16z is reported to be planning a Japan office.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b5dccc77-1694-4b4a-ab7a-76564a38e3da",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.72,
        "x": 0.03,
        "y": 0.21
      },
      "kind": "paragraph",
      "text": "For a combination of political and cultural reasons, Japan has historically been a placid market for both venture capital and AI start-ups. The government is suddenly keen to get a slice of the action.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c51e7733-26b2-439b-852f-3ef493f3f176",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.15,
        "x": 0.03,
        "y": 0.14
      },
      "kind": "title",
      "text": "Big in Japan?",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "85026b2a-8c24-486f-96f7-97a3a59b3980",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Audience Definition",
      "slug": "audience-definition",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "ff8be3fd-6a40-4bfb-8024-b806e9b17ba3",
      "evidence": "The Japanese government sees VC and AI as a potential vehicle for kickstarting a long-stagnant economy, while Japan presents an opportunity for investors who'd rather not have to raise from deep-pocketed Gulf st",
      "confidence": 0.7
    },
    {
      "name": "Storytelling Effect",
      "slug": "storytelling-effect",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "a37b6db0-bf79-4e7f-af63-4d7b391bf6b1",
      "evidence": "For a combination of political and cultural reasons, Japan has historically been a placid market for both venture capital and AI start-ups.",
      "confidence": 0.6
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 204,
      "from": 154,
      "beatId": "019dd95a-0682-776c-8e35-605159a069e6",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Implications (So What)",
      "beatSlug": "triple-take-the-implications-so-what",
      "evidence": "Politics + Safety sections explore consequences and risks",
      "position": 2,
      "confidence": 78,
      "parentBeatName": "Reflection",
      "parentBeatSlug": "reflection"
    },
    {
      "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": 167,
      "from": 155,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "019dd95a-07fe-70ce-8d3e-66c498d0cc29",
      "evidence": "US EO, SB1047, EU AI Act, GDPR, UK, China, export controls, CHIPS, Japan, sovereign wealth",
      "position": 18,
      "objective": "Sweep global AI regulation jurisdiction by jurisdiction",
      "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
      "confidence": 78,
      "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}