{
  "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": 97,
  "pageCount": 213,
  "prevPage": 96,
  "nextPage": 98,
  "slideType": "industry_trends",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 10,
  "notes": "Dual-axis chart showing release intervals (bars) and performance growth (line).",
  "elementsJson": [
    "headline_text",
    "action_title",
    "paragraph",
    "bar_chart_vertical",
    "line_chart"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0856e1444fb9/97",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0856e1444fb9",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-0856e1444fb9.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0856e1444fb9#slide-97",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Ever since the A100 launch in 2020, NVIDIA has been cutting down the time to ship its next datacenter GPU while significantly increasing the TFLOPs they deliver.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-47c3-7407-8d17-33d20b3c0998",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.4,
        "w": 0.6,
        "x": 0.2,
        "y": 0.45
      },
      "kind": "chart",
      "text": "Months since last major release",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "502eb29b-8bf1-4368-88c6-a5803ead8ef2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.4,
        "w": 0.6,
        "x": 0.2,
        "y": 0.45
      },
      "kind": "chart",
      "text": "AI Performance (FP16 TFLOPs)",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fd0bc845-f391-484a-91a6-83316abc499d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.5,
        "x": 0.25,
        "y": 0.45
      },
      "kind": "legend",
      "text": "Months since last major release | AI Performance (FP16 TFLOPs unless noted)",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "57ce4926-4bf5-4562-b529-ccf0eca43671",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Months since last major release: 60%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-47c3-7407-8d17-34d6c1f07a65",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.9,
        "x": 0.05,
        "y": 0.2
      },
      "kind": "paragraph",
      "text": "Ever since the A100 launch in 2020, NVIDIA has been cutting down the time to ship its next datacenter GPU while significantly increasing the TFLOPs they deliver. In fact, timelines have come down by 60% from A100 to H100 and down a further 80% from H200 to GB200. During that time, TFLOPs have gone up 6x. Large cloud companies are buying huge amounts of these GB200 systems: Microsoft between 700k - 1.4M, Google 400k and AWS 360k. OpenAI is rumored to have at least 400k GB200 to itself.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "66cf99a8-dad8-40e4-bb37-c997920a23d4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.5,
        "x": 0.05,
        "y": 0.14
      },
      "kind": "title",
      "text": "More TFLOPs: NVIDIA compresses its product release timelines",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4c3b94b6-be52-425c-93f6-3fa249914211",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1055-74e0-a959-82dbf2c0c754",
      "evidence": "Title 'More TFLOPs: NVIDIA compresses its product release timelines'",
      "confidence": 85
    },
    {
      "name": "Waterfall chart",
      "slug": "waterfall-chart",
      "agent": null,
      "layer": "slide",
      "matchId": "8e074de4-1578-4a7d-bc5c-f121da423506",
      "evidence": "The slide features a bar chart and a line chart to show the increase in TFLOPs and decrease in months since last major release.",
      "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": 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": 105,
      "from": 87,
      "name": "David Goliath",
      "slug": "16-david-goliath",
      "bestFor": "Startups, disruptive innovation, competitive displacement",
      "matchId": "019dd95a-07fe-70ce-8d3e-49389fa5a379",
      "evidence": "Pages span $3T market cap, $120B vs $31B counterfactual, compute index, AMD/SoftBank/start-ups failing to dent NVIDIA, smuggling",
      "position": 11,
      "objective": "Establish NVIDIA as unassailable Goliath while challengers fail",
      "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple",
      "confidence": 82,
      "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}