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Theory of M2
Achieving 100x Scale with Gen AI
Tarry Singh
Chairman, CEO , Investor @ DK AI Lab, Real AI
e-mail: tarry.singh@deepkapha.com
whoami
ABOUT US
1
Unleashing AI from Labs to Production
AI + Digital
HyperDigital
==
We love building awesome and intuitive applications for our clients
Real AI, a deepkapha.ai company, is an Enterprise AI
start-up that develops production-grade AI products,
solutions and services for global enterprises.
OPERATION
CONTINUOUS
EXECUTION
AI
RESEARCH
ENGINEERING
Where we play?
ONE
STOP
SHOP
BUSINESS
STRATEGY
Research
Desirability
Technology
Feasibility
Business
Adoptability
Product
Viability
Functional
innovation
Operational
innovation
Process
innovation
Research
innovation
User Experience
innovation
C
a
p
i
t
a
l
a
v
o
i
d
a
n
c
e
UX Centric
How we build startups?
Our Founders
Chairwoman, COO
Foke Van Der Helm
CEO
Tarry Singh
Head AI Engineering
Tanni Maiti
GENERATIVE AI
2STATE OF AI IN 2023
Artificial Intelligence
Creating The Assembly Line For Knowledge Workers
Sources: ARK Investment Management LLC, 2023.
Generative AI doubles knowledge worker
productivity with AI coding assistants.
AI training costs dropping 70% annually, expected
to continue.
AI could boost global labor productivity atleast 4x
by ~$200 trillion by 2030.
Generative AI – 2022 and beyond
Sources: ARK Investment Management LLC, 2023.
DALL-E 2: "An astronaut riding a
horse” Publicly available September
2022
Meta Make-A-Video
Announced September
2022
Open-Source Stable Diffusion
2.0: Released November 2022
Prompted by a short text, generative AI models can produce images, code, text, audio, and video. In less than one year, dozens of generative AI projects createdmodels that
progressed fromgrainy images to high-quality 3D models and videos.
Increasingly Dropping Cost
AI Is Increasing The Productivity Of Knowledge Workers
*Based on data from GitHub. **Generative AI models translated “ a picture of an astronaut on Mars” into multiple images in just a few seconds. Sources: ARK Investment Management LLC, 2023. Kalliamvakou, E. 2022. Forecasts are
inherently limited and cannot be relied upon. For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security. Past performance is not indicative of
future results.
Time to Complete (Coding) Tasks:
2022* Human
Cost Time
Generative
AI Cost
Time
$150
5 Hours
$0.08
< 1 Minute
180
160
140
120
100
80
60
40
20
0
Human Human + AI
Minutes
-55%
Software engineers completed a coding task in less than half the time with AI
coding assistant GitHub Copilot.
According to our research, AI cancreate agraphic design for just $0.08** in
minutes —a di minimis cost compared to $150 for human labor.
Coding Assistants Generative Image Models
The Great Decoupling in coming Next, just like
what happened with Electricity
AI, like electricity, shifts
value from "lower cost of
prediction" to enabling
"vastly more productive
systems" by decoupling
prediction from decision-
making aspects.
The Modern Productivity Paradox in a Not-Too Distant Mirror, 1989
https://warwick.ac.uk/fac/soc/economics/research/workingpapers/1989-1994/twerp339.pdf
And Neural Networks Are The Foundations
* Sources: ARK Investment Management LLC, 2023.
Represents an order of magnitude increase in the commercial potential of another
technology.
Adaptive Robotics
3D Printing
Precision Therapies
Programmable Biology
Reusable Rockets
Smart contracts
Next Gen Cloud
Intelligent Devices
Cryptocurrencies
Multiomic Technologies
Autonomous Mobility
Advanced Battery Systems
Digital Wallets
Neural Networks
Relative Importance as a Catalyst
AI Should Increase Knowledge Worker Productivity Dramatically
AI adoption could quadruple productivity, rivaling 2030's global GDP projections
Estimated Human Knowledge Work Wages Relative To AI Spend In 2030 AI Total Addressable Market (TAM) Forecast In 2030
$80
$70
$60
$50
$40
$30
$20
$10
$-
Bear Case Base Case
Estimated Knowledge Work Wages AI Spend
Bull Case
2.5
4.5
6.5
1%
$2T
$1T
$0.8T
10%
$8T
$21T
$14T
20%
Software Vendor Value Capture Of Productivity Gain
$41T
$16T
$29T
Trillion
s
Productivity
Uplift
* Sources: ARK Investment Management LLC, 2023.
Manufacturing and AI
DISRUPTION,
PRODUCTIVITY,
M2AND MORE…
3SCALING FROM 1 TO 10 TO
MORE…
DISRUPTION IS BEING BE FELT ALREADY
Education companies’ shares fall sharply after warning over ChatGPT | Financial Times
DISRUPTION IS BEING BE FELT ALREADY
Industry Vertical Use Case(s) Companies / Professions
Impacted
Education Sector Personalized Learning (Studay plans,
Homework help, continuous
uninterrupted guidance), Automated
Grading & Feedback, Virtual Tutor
Coursera.org, Khan Academy,
Chegg*/ Pearsons Learning*,
Media & Press
Journalists
Automated Content Creation,
Personalized News Delivery, Fact-
Checking and Misinformation Detection
BuzzFeed*, CNN, FoxNews,
Guardian, VICE,
Creatives, IT ,
Marketing
Simplify abstracts, Ad Copy and
Marketing Campaigns
Automated Design Creation,
Personalized User Experiences, Code
Generation and Bug Fixing, Prototyping
and Mockups, Content Personalization
in Design, Automated Testing
Copywriters, Creatives, Designers,
Software Engineers
Beware of the risk
of cannibalization
here
PRODUCTIVITY : HARD THINGS AND FAST THINGS
Focus  Things Hard Things Fast Things Typical Actors
Things that matter Skin-in-the-game Always looking for
means to speed up all
things. Bound to use
Gen AI for sure.
Entrepreneurs, Startup Founders,
Innovators, Military Generals,
Activists, Passionate Teachers,
Social Workers
Things that matter (to
them alone)
No skin-in-the-game Engage in “fast things”
to create illusion of
speed and productivity
Bureaucrats, Award Collectors,
Professors, Politicians,
Management Consultants
HYPER SCALING PRODUCTIVITY:
WHO WILL ACHIEVE THIS FIRST?
EVOLUTION OF PRODUCTIVITY - < 1800
One Task
Weaver
Fisherman
Tax Collector
HUMAN IN CONTROL
EVOLUTION OF PRODUCTIVITY
< 1850
EXAMPLE
Belt Maker
Herman Paumgartdener is
using a hacksaw and anvil to
punch holes in the belts. This
was another type of
specialized clothing maker.
EVOLUTION OF PRODUCTIVITY
1900 – 2000
HUMAN IN CONTROL OF MACHINE EXAMPLE
Fred Johnson is a
worker in a Ford factory
working in assembly
line with these four key
tasks.
Parts
Installation
Quality
Control
Equipment
Operation
Safety
Compliance
EVOLUTION OF PRODUCTIVITY
2000 – 2020
HUMAN IN CONTROL WITH MACHINE EXAMPLE
Product
Development
System
Architecture
Design
Security
Optimization Team
Leadership
DevOps
Testing
Soft Skills
Paypal Maffia
A typical "10x engineer"
working for a high-
paced start-up
environment.
EVOLUTION OF PRODUCTIVITY
2020 onwards
AI IN CONTROL WITH HUMAN
1X PRODUCTIVITY
Your Key Skill
3X PRODUCTIVITY
Skill C
Skill A – Main Pillar
Skill B
5X PRODUCTIVITY
Skill C
Skill B
Skill A
Skill D Skill E
M2 == HUMAN + MACHINE?
Generative AI
Human Ingenuity M2
ENERGY AI STARTUP
S1Revenues >$1M
EARTHSCAN – OUR ENERGY AI STARTUP
GREEN ENERGY AI STARTUP
S2On track to raise ~ $6M
GREENSCAN – OUR ALT ENERGY AI STARTUP
Scanning the Earth. One Pixel at a time.
21st February 2022
Supported by (Study) Funded by
GreenScan.io
Powered by
We are the first generation to feel the effect of climate change
and the last generation who can do something about it.
- Barack Obama, Former US President
Domain Centric Models
We evaluated several approaches to predict
the wind speed of the storms. From more
traditional naive models for estimating wind
speed using classification model repurposed
for regression task to advanced approach
using computer vision (CNN with LSTM to catch
temporal aspect of the hurricane dataset)
Product Demo - GS Wind
Advanced Deep Learning
Innovation
We trained high dimensional satellite data of
very large dataset to train this complex model to
be able to predict wind speed of emerging
storms as they evolve.
How it works
MLOPs Powered SaaS Platform
Our AI SaaS platform is powered by end-to-
end integrated MLOPs framework which allows
customers to seamlessly onboard the platform
and service their requests. We intend to further
build out this platform to allow enterprise users
build their own Energy Asset & Risk
Management Workflows.
Product Demo - GS Solar
Advanced Deep Learning
Innovation
We trained some 60,000 infrared images of solar
PVs with cutting-edge deep learning computer
vision models to learn about 12 classes to identify
anomalies such as dust, vegetation etc.
Domain Centric Models
For this multi-class problem, we experimented
with various pretrained imagenet models and
used the best performing model on our solar
anomaly dataset.
MLOPs Powered SaaS Platform
Our AI SaaS platform is powered by end-to-
end integrated MLOPs framework which allows
customers to seamlessly onboard the platform
and service their requests. We intend to further
build out this platform to allow enterprise users
build their own Energy Asset & Risk
Management Workflows.
How it works
GLIMPSE AI
S3WHY NOW?
Glimpse AI is our
latest project Feb
2023, start-up project
at the intersection of
manufacturing
domain and
generative AI to help
manufacturers
reduce cost of
operation while
serving personalized
products to their
clients.
Generative AI – Manufacturing – The Hard thing about
customization
Catalog Sync
The seller has synced their catalog in the
Glimpse app to ensure a smooth ordering
process. The seller has also enabled
custom product mockups, overlaying a
standard embroidery mockup over their
own product photography.
Shop Sync
Combining integrations with eCommerce
platforms like Shopify and an
understanding of the seller's FAQ's, Glimpse
can automate most customer support
queries and even tasks like adding items to
the cart.
Non-Enterprise Example
Product Design
The seller has customized the default
image generation settings in the Glimpse
app to ensure all designs are created with
with low detail, thick borders, and hex codes
that match their thread colors.
How it works
Enterprise Example
How it works
Advanced Custom Preview
Enterprise clients will receive fully
customized solutions to provide accurate
3D previews to their customers.
Manufacturing Line Sync
Enterprise customers benefit from
generative product design that is fully
synced with the production line, ensuring a
direct flow from design to manufacturing.
Advanced Product Design
Generating a preview like this requires
Glimpse to design a 3D model out of
existing Lego pieces. Enterprise clients
require complex upfront development but
allow for fully automated manufacturing.
HOMINIS - FOUNDATIONAL
RESEARCH
R1Collaboration with European
Universities and Nvidia
CONCLUDING THOUGHTS
C
• MOAT 1: Find a really really hard problem
to solve
• MOAT 2: Small Data Will Be King
• MOAT 3: Designing an AI System XAI
grounds up will eventually win (after the
hype wave has claimed all its victims)
Concluding thoughts
Questions?
Sources: ARK Investment Management LLC, 2023.
Tarry Singh
Chairman, CEO and Investor/VC
Real AI, deepkapha AI Lab + Startups
e-mail: tarry.singh@deepkapha.com
We’re hiring!!!

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[DSC Adria 23] Tarry Singh Building High dencity startup.pdf

  • 1. Theory of M2 Achieving 100x Scale with Gen AI
  • 2. Tarry Singh Chairman, CEO , Investor @ DK AI Lab, Real AI e-mail: tarry.singh@deepkapha.com whoami
  • 4.
  • 5. Unleashing AI from Labs to Production AI + Digital HyperDigital == We love building awesome and intuitive applications for our clients
  • 6. Real AI, a deepkapha.ai company, is an Enterprise AI start-up that develops production-grade AI products, solutions and services for global enterprises. OPERATION CONTINUOUS EXECUTION AI RESEARCH ENGINEERING Where we play? ONE STOP SHOP BUSINESS STRATEGY
  • 8. Our Founders Chairwoman, COO Foke Van Der Helm CEO Tarry Singh Head AI Engineering Tanni Maiti
  • 10. Artificial Intelligence Creating The Assembly Line For Knowledge Workers Sources: ARK Investment Management LLC, 2023. Generative AI doubles knowledge worker productivity with AI coding assistants. AI training costs dropping 70% annually, expected to continue. AI could boost global labor productivity atleast 4x by ~$200 trillion by 2030.
  • 11. Generative AI – 2022 and beyond Sources: ARK Investment Management LLC, 2023. DALL-E 2: "An astronaut riding a horse” Publicly available September 2022 Meta Make-A-Video Announced September 2022 Open-Source Stable Diffusion 2.0: Released November 2022 Prompted by a short text, generative AI models can produce images, code, text, audio, and video. In less than one year, dozens of generative AI projects createdmodels that progressed fromgrainy images to high-quality 3D models and videos.
  • 12. Increasingly Dropping Cost AI Is Increasing The Productivity Of Knowledge Workers *Based on data from GitHub. **Generative AI models translated “ a picture of an astronaut on Mars” into multiple images in just a few seconds. Sources: ARK Investment Management LLC, 2023. Kalliamvakou, E. 2022. Forecasts are inherently limited and cannot be relied upon. For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security. Past performance is not indicative of future results. Time to Complete (Coding) Tasks: 2022* Human Cost Time Generative AI Cost Time $150 5 Hours $0.08 < 1 Minute 180 160 140 120 100 80 60 40 20 0 Human Human + AI Minutes -55% Software engineers completed a coding task in less than half the time with AI coding assistant GitHub Copilot. According to our research, AI cancreate agraphic design for just $0.08** in minutes —a di minimis cost compared to $150 for human labor. Coding Assistants Generative Image Models
  • 13. The Great Decoupling in coming Next, just like what happened with Electricity AI, like electricity, shifts value from "lower cost of prediction" to enabling "vastly more productive systems" by decoupling prediction from decision- making aspects. The Modern Productivity Paradox in a Not-Too Distant Mirror, 1989 https://warwick.ac.uk/fac/soc/economics/research/workingpapers/1989-1994/twerp339.pdf
  • 14. And Neural Networks Are The Foundations * Sources: ARK Investment Management LLC, 2023. Represents an order of magnitude increase in the commercial potential of another technology. Adaptive Robotics 3D Printing Precision Therapies Programmable Biology Reusable Rockets Smart contracts Next Gen Cloud Intelligent Devices Cryptocurrencies Multiomic Technologies Autonomous Mobility Advanced Battery Systems Digital Wallets Neural Networks Relative Importance as a Catalyst
  • 15. AI Should Increase Knowledge Worker Productivity Dramatically AI adoption could quadruple productivity, rivaling 2030's global GDP projections Estimated Human Knowledge Work Wages Relative To AI Spend In 2030 AI Total Addressable Market (TAM) Forecast In 2030 $80 $70 $60 $50 $40 $30 $20 $10 $- Bear Case Base Case Estimated Knowledge Work Wages AI Spend Bull Case 2.5 4.5 6.5 1% $2T $1T $0.8T 10% $8T $21T $14T 20% Software Vendor Value Capture Of Productivity Gain $41T $16T $29T Trillion s Productivity Uplift * Sources: ARK Investment Management LLC, 2023. Manufacturing and AI
  • 17. DISRUPTION IS BEING BE FELT ALREADY Education companies’ shares fall sharply after warning over ChatGPT | Financial Times
  • 18. DISRUPTION IS BEING BE FELT ALREADY Industry Vertical Use Case(s) Companies / Professions Impacted Education Sector Personalized Learning (Studay plans, Homework help, continuous uninterrupted guidance), Automated Grading & Feedback, Virtual Tutor Coursera.org, Khan Academy, Chegg*/ Pearsons Learning*, Media & Press Journalists Automated Content Creation, Personalized News Delivery, Fact- Checking and Misinformation Detection BuzzFeed*, CNN, FoxNews, Guardian, VICE, Creatives, IT , Marketing Simplify abstracts, Ad Copy and Marketing Campaigns Automated Design Creation, Personalized User Experiences, Code Generation and Bug Fixing, Prototyping and Mockups, Content Personalization in Design, Automated Testing Copywriters, Creatives, Designers, Software Engineers Beware of the risk of cannibalization here
  • 19. PRODUCTIVITY : HARD THINGS AND FAST THINGS Focus Things Hard Things Fast Things Typical Actors Things that matter Skin-in-the-game Always looking for means to speed up all things. Bound to use Gen AI for sure. Entrepreneurs, Startup Founders, Innovators, Military Generals, Activists, Passionate Teachers, Social Workers Things that matter (to them alone) No skin-in-the-game Engage in “fast things” to create illusion of speed and productivity Bureaucrats, Award Collectors, Professors, Politicians, Management Consultants
  • 20. HYPER SCALING PRODUCTIVITY: WHO WILL ACHIEVE THIS FIRST?
  • 21. EVOLUTION OF PRODUCTIVITY - < 1800 One Task Weaver Fisherman Tax Collector
  • 22. HUMAN IN CONTROL EVOLUTION OF PRODUCTIVITY < 1850 EXAMPLE Belt Maker Herman Paumgartdener is using a hacksaw and anvil to punch holes in the belts. This was another type of specialized clothing maker.
  • 23. EVOLUTION OF PRODUCTIVITY 1900 – 2000 HUMAN IN CONTROL OF MACHINE EXAMPLE Fred Johnson is a worker in a Ford factory working in assembly line with these four key tasks. Parts Installation Quality Control Equipment Operation Safety Compliance
  • 24. EVOLUTION OF PRODUCTIVITY 2000 – 2020 HUMAN IN CONTROL WITH MACHINE EXAMPLE Product Development System Architecture Design Security Optimization Team Leadership DevOps Testing Soft Skills Paypal Maffia A typical "10x engineer" working for a high- paced start-up environment.
  • 25. EVOLUTION OF PRODUCTIVITY 2020 onwards AI IN CONTROL WITH HUMAN
  • 27. 3X PRODUCTIVITY Skill C Skill A – Main Pillar Skill B
  • 28. 5X PRODUCTIVITY Skill C Skill B Skill A Skill D Skill E
  • 29. M2 == HUMAN + MACHINE? Generative AI Human Ingenuity M2
  • 31. EARTHSCAN – OUR ENERGY AI STARTUP
  • 32. GREEN ENERGY AI STARTUP S2On track to raise ~ $6M
  • 33. GREENSCAN – OUR ALT ENERGY AI STARTUP Scanning the Earth. One Pixel at a time. 21st February 2022 Supported by (Study) Funded by GreenScan.io Powered by We are the first generation to feel the effect of climate change and the last generation who can do something about it. - Barack Obama, Former US President Domain Centric Models We evaluated several approaches to predict the wind speed of the storms. From more traditional naive models for estimating wind speed using classification model repurposed for regression task to advanced approach using computer vision (CNN with LSTM to catch temporal aspect of the hurricane dataset) Product Demo - GS Wind Advanced Deep Learning Innovation We trained high dimensional satellite data of very large dataset to train this complex model to be able to predict wind speed of emerging storms as they evolve. How it works MLOPs Powered SaaS Platform Our AI SaaS platform is powered by end-to- end integrated MLOPs framework which allows customers to seamlessly onboard the platform and service their requests. We intend to further build out this platform to allow enterprise users build their own Energy Asset & Risk Management Workflows. Product Demo - GS Solar Advanced Deep Learning Innovation We trained some 60,000 infrared images of solar PVs with cutting-edge deep learning computer vision models to learn about 12 classes to identify anomalies such as dust, vegetation etc. Domain Centric Models For this multi-class problem, we experimented with various pretrained imagenet models and used the best performing model on our solar anomaly dataset. MLOPs Powered SaaS Platform Our AI SaaS platform is powered by end-to- end integrated MLOPs framework which allows customers to seamlessly onboard the platform and service their requests. We intend to further build out this platform to allow enterprise users build their own Energy Asset & Risk Management Workflows. How it works
  • 35. Glimpse AI is our latest project Feb 2023, start-up project at the intersection of manufacturing domain and generative AI to help manufacturers reduce cost of operation while serving personalized products to their clients. Generative AI – Manufacturing – The Hard thing about customization
  • 36. Catalog Sync The seller has synced their catalog in the Glimpse app to ensure a smooth ordering process. The seller has also enabled custom product mockups, overlaying a standard embroidery mockup over their own product photography. Shop Sync Combining integrations with eCommerce platforms like Shopify and an understanding of the seller's FAQ's, Glimpse can automate most customer support queries and even tasks like adding items to the cart. Non-Enterprise Example Product Design The seller has customized the default image generation settings in the Glimpse app to ensure all designs are created with with low detail, thick borders, and hex codes that match their thread colors. How it works
  • 37. Enterprise Example How it works Advanced Custom Preview Enterprise clients will receive fully customized solutions to provide accurate 3D previews to their customers. Manufacturing Line Sync Enterprise customers benefit from generative product design that is fully synced with the production line, ensuring a direct flow from design to manufacturing. Advanced Product Design Generating a preview like this requires Glimpse to design a 3D model out of existing Lego pieces. Enterprise clients require complex upfront development but allow for fully automated manufacturing.
  • 38. HOMINIS - FOUNDATIONAL RESEARCH R1Collaboration with European Universities and Nvidia
  • 40. • MOAT 1: Find a really really hard problem to solve • MOAT 2: Small Data Will Be King • MOAT 3: Designing an AI System XAI grounds up will eventually win (after the hype wave has claimed all its victims) Concluding thoughts
  • 41. Questions? Sources: ARK Investment Management LLC, 2023. Tarry Singh Chairman, CEO and Investor/VC Real AI, deepkapha AI Lab + Startups e-mail: tarry.singh@deepkapha.com We’re hiring!!!