{
  "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1",
  "docSlug": "5df6bd1b0447b5f6",
  "documentTitle": "2025 Air Street Capital The State of AI Report 2025",
  "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": 241,
  "pageCount": 313,
  "prevPage": 240,
  "nextPage": 242,
  "slideType": "key_messages",
  "function": "summarize",
  "density": "overcrowded",
  "nDataPoints": 4,
  "notes": "The slide uses a series of bullet points to synthesize research findings and recent news events regarding AI talent migration between China and the U.S.",
  "elementsJson": [
    "headline_text",
    "bullet_list",
    "paragraph"
  ],
  "metadataConfidence": 0.95,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/241",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-241",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "A deeper dive into DeepSeek’s demographics signal that China is gradually improving its ability to train and retain its scientists, a warning for the U.S. which has grown dependent on Chinese AI researchers.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-47c3-7407-8d06-b228c3d95211",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.9,
        "x": 0.05,
        "y": 0.31
      },
      "kind": "list",
      "text": "A Stanford report by Dr. Amy Zegart looking at 201 DeepSeek authors found that 55% of the them were trained and based entirely in China, without any U.S. affiliation. Only 24% of the DeepSeek authors had a US affiliation at some point, with most staying just one year.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "14dc09df-1e9c-495e-a233-bb328dabe74a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.9,
        "x": 0.05,
        "y": 0.63
      },
      "kind": "list",
      "text": "In February ‘25, a federal grand jury charged Leon Ding, a former Google employee and Chinese national, with economic espionage and trade secret theft for plans to steal info related to Google AI’s chips and software platform and use it to sell products for two CCP affiliated tech companies.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "36306ca7-b053-4d63-a600-f92584b09968",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.9,
        "x": 0.05,
        "y": 0.74
      },
      "kind": "list",
      "text": "Meanwhile, half of the researchers reporting to Alexander Wang in Meta’s Superintelligence Lab received their undergrad degrees in China, posing major issues if talent decoupling worsens.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9766b625-693d-49ae-a197-8ad08e6e29ec",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.18,
        "w": 0.9,
        "x": 0.05,
        "y": 0.44
      },
      "kind": "list",
      "text": "In May, State Sec. Marco Rubio announced the revocation of Chinese student visas for those with “connections to the CCP or studying in critical fields,” potentially accelerating China’s strategy to retain and poach AI talent. For reference, the DOJ’s “China Initiative” (2018), an enforcement program to track and prosecute Chinese nationals sharing trade secrets with the CCP, increased China-born researcher departures from U.S. labs by 50%, greatly accelerating reverse migration.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9d2b7128-e7a6-47ea-833c-31a6abfcbea9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Researcher retention: 55%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-47c3-7407-8d06-b401a899406f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.9,
        "x": 0.05,
        "y": 0.22
      },
      "kind": "paragraph",
      "text": "A deeper dive into DeepSeek’s demographics signal that China is gradually improving its ability to train and retain its scientists, a warning for the U.S. which has grown dependent on Chinese AI researchers.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2626126e-2c35-45f9-951d-c5c6ee461258",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.14
      },
      "kind": "title",
      "text": "China could be getting better at retaining talent: the overlooked lesson from DeepSeek",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fbed42bb-a0a0-4cb1-8ad1-5dad37472deb",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Before-After-Bridge",
      "slug": "before-after-bridge",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "fc67da8a-17a6-462e-a34e-8fd7bb074735",
      "evidence": "The slide discusses changes in China's ability to retain talent, implying a before-and-after scenario.",
      "confidence": 0.6
    },
    {
      "name": "Data Story Arc",
      "slug": "data-story-arc",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "6f48becc-6ee7-453f-9ca1-b9292708212a",
      "evidence": "The slide presents a narrative around AI talent retention in China.",
      "confidence": 0.6
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 282,
      "from": 190,
      "beatId": "019dd95a-0682-776c-8e35-a256fe16ea9c",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Implications (So What)",
      "beatSlug": "triple-take-the-implications-so-what",
      "evidence": "Sections 3-4 frame political and safety consequences of the technical/industry trends.",
      "position": 2,
      "confidence": 70,
      "parentBeatName": "Reflection",
      "parentBeatSlug": "reflection"
    },
    {
      "to": 282,
      "from": 190,
      "beatId": "019dd95a-0682-776c-8e35-b713af60bf88",
      "arcName": "The Onion",
      "arcSlug": "onion",
      "beatName": "Core Insight",
      "beatSlug": "onion-core-insight",
      "evidence": "Politics and Safety reveal the structural risks at the core.",
      "position": 4,
      "confidence": 45,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}