{
  "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": 174,
  "pageCount": 213,
  "prevPage": 173,
  "nextPage": 175,
  "slideType": "situation_overview",
  "function": "establish_context",
  "density": "dense",
  "nDataPoints": 0,
  "notes": "Includes a screenshot of a tweet by Leopold Aschenbrenner containing a chart on compute scaling.",
  "elementsJson": [
    "headline_text",
    "bullet_list",
    "screenshot"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0856e1444fb9/174",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0856e1444fb9",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-0856e1444fb9.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0856e1444fb9#slide-174",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "As capabilities accelerate and tensions with China grow, a small chorus of voices have suggested that the US government may need to intervene and start a new Manhattan Project.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-47c3-7407-8d1f-78d2ad873a07",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.3,
        "x": 0.65,
        "y": 0.43
      },
      "kind": "image",
      "text": "Tweet by Leopold Aschenbrenner with a chart showing compute scaling.",
      "attrs": null,
      "subkind": "screenshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "af438111-b244-4342-a437-54b2314c921a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.55,
        "w": 0.45,
        "x": 0.02,
        "y": 0.33
      },
      "kind": "list",
      "text": "Ex-OpenAI staffer Leopold Aschenbrenner revived this discussion with 'Situational Awareness', an 165-page PDF arguing that based on scaling laws, AGI by 2027 is plausible and that \"the nation's leading AI labs [are] basically handing the key secrets for AGI to the CCP on a silver platter\".\nAschenbrenner advocates government nationalizing the major AI labs and building a national AGI project.\nCritics have accused Aschenbrenner of alarmism and questioned his timelines, pointing to constraints in data, energy, and compute.\nHowever, it's clear that both government and labs are taking these questions more seriously. OpenAI appointed retired U.S. Army General Paul M. Nakasone to its Board of Directors and created a new Safety and Security Committee.\nThis follows reports that the company's systems were breached by hackers last year.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "43e9ed23-e42b-4dd6-aa1d-1b82173bcb79",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.45,
        "x": 0.02,
        "y": 0.22
      },
      "kind": "paragraph",
      "text": "As capabilities accelerate and tensions with China grow, a small chorus of voices have suggested that the US government may need to intervene and start a new Manhattan Project. Not everyone is convinced.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "62a93042-ef86-450a-8f9a-182138563e1e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "the nation's leading AI labs [are] basically handing the key secrets for AGI to the CCP on a silver platter",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd952-47c3-7407-8d1f-7ed57dc03649",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.5,
        "x": 0.02,
        "y": 0.14
      },
      "kind": "title",
      "text": "Is AI going to be nationalized? (Spoiler alert: no)",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3ce51233-597a-451f-9290-a8586966c22e",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1055-74e0-a95a-7617a8cbce2a",
      "evidence": "Title 'Is AI going to be nationalized? (Spoiler alert: no)'",
      "confidence": 80
    },
    {
      "name": "Call to action",
      "slug": "call-to-action",
      "agent": null,
      "layer": "slide",
      "matchId": "6da62965-b52f-4716-9e10-a7059657f828",
      "evidence": "Is AI going to be nationalized? (Spoiler alert: no)",
      "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": 174,
      "from": 172,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "019dd95a-07fe-70ce-8d3e-6ca507824164",
      "evidence": "Economic impact debate, misinformation evidence thin, nationalization spoiler",
      "position": 20,
      "objective": "Survey wider economic / nationalization debate",
      "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
      "confidence": 55,
      "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}