{
  "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": 47,
  "pageCount": 213,
  "prevPage": 46,
  "nextPage": 48,
  "slideType": "industry_trends",
  "function": "illustrate_case",
  "density": "dense",
  "nDataPoints": 12,
  "notes": "The slide uses a bar chart to compare performance metrics of different AI models (Chai-1, AF3, RosettaFold) across different datasets.",
  "elementsJson": [
    "headline_text",
    "bullet_list",
    "bar_chart_grouped"
  ],
  "metadataConfidence": 0.95,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0856e1444fb9/47",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0856e1444fb9",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-0856e1444fb9.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0856e1444fb9#slide-47",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "The decision to not release code for the AF3 publication was highly controversial, with many blaming Nature.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-47c3-7407-8d12-956501eb9edd",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.4,
        "w": 0.4,
        "x": 0.55,
        "y": 0.45
      },
      "kind": "chart",
      "text": "Performance comparison of Chai-1, AF3, and RosettaFold across Ligand PoseBusters set and Proteins datasets.",
      "attrs": null,
      "subkind": "bar-grouped",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1af9386a-7394-4ee2-861a-cf8c62d43528",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.5,
        "x": 0.05,
        "y": 0.32
      },
      "kind": "list",
      "text": "The first horse out of the gate was Baidu with their HelixFold3 model, which was comparable to AF3 for ligand binding. They provide a web server and their code is fully open-sourced for non-commercial use.\nChai-1 from Chai Discovery (backed by OpenAI) recently released a molecular structure prediction model that has taken off in popularity due to its performance and high quality implementation. The web server is also available for commercial drug discovery use.\nWe are still waiting for a fully open-sourced model with no restrictions (e.g. using outputs for training of other models).\nWill DeepMind fully release AF3 sooner if they begin to fear alternative models are becoming the communities favourite?",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "29c3b435-785e-404b-83eb-e96bc59935b1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Success (percent)",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-47c3-7407-8d12-99a2299d9580",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.5,
        "x": 0.05,
        "y": 0.21
      },
      "kind": "paragraph",
      "text": "The decision to not release code for the AF3 publication was highly controversial, with many blaming Nature. Politics aside, there has been a race by start-ups and AI communities to make their model the go-to alternative.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a47584b8-ac04-4224-9d04-6d20b5b4412a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.13
      },
      "kind": "title",
      "text": "...starting a race to become the first to reproduce a fully functioning AlphaFold3 clone",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ebecdceb-4056-43e2-9b93-ac42c3528b1c",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Call to action",
      "slug": "call-to-action",
      "agent": null,
      "layer": "slide",
      "matchId": "8f203b6e-79b5-4cda-8a72-6abd3f353ce7",
      "evidence": "starting a race to become the first to reproduce a fully functioning AlphaFold3 clone",
      "confidence": 0.6
    },
    {
      "name": "Chartjunk Elimination",
      "slug": "chartjunk-elimination",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "98a17e29-1601-4ef8-805b-ac4818124490",
      "evidence": "Performance comparison of Chai-1, AF3, and RosettaFold across Ligand PoseBusters set and Proteins datasets",
      "confidence": 0.7
    }
  ],
  "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": 85,
      "from": 12,
      "beatId": "019dd95a-0682-776c-8e35-6d9d8ee06d0a",
      "arcName": "Voyage and Return",
      "arcSlug": "voyage-return",
      "beatName": "The Unknown",
      "beatSlug": "voyage-return-the-unknown",
      "evidence": "Research section explores frontier model uncharted territory",
      "position": 2,
      "confidence": 55,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    }
  ],
  "loops": [
    {
      "to": 58,
      "from": 45,
      "name": "Zoom In",
      "slug": "06-zoom-in",
      "bestFor": "Technical deep-dives, case studies, detailed analysis",
      "matchId": "019dd95a-07fe-70ce-8d3e-3bc439910222",
      "evidence": "Nobels, AlphaFold3, AlphaProteo, ESM3, gene editors, materials, brain fMRI, speech-from-cortex case studies",
      "position": 7,
      "objective": "Zoom into AI for science domain by domain",
      "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication",
      "confidence": 80,
      "description": "Start broad, then progressively focus on specific details that prove your point"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}