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✨ Improve metadata for AI investment #3612

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Nov 26, 2024
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@edomt edomt commented Nov 25, 2024

@veronikasamborska1994 Here are a few improvements I'd suggest for the AI investment data pages.

  • Some minor tweaks to the wording
  • Reordering some bullet points from most to least important and broadest to narrowest

Closes https://github.com/owid/owid-issues/issues/1703

@edomt edomt self-assigned this Nov 25, 2024
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chart-diff: ✅ No charts for review.
data-diff: ❌ Found differences
= Dataset garden/artificial_intelligence/2024-07-16/cset
  = Table cset
    ~ Column disclosed_investment (changed metadata)
-       -   Only includes private-market investment flows, such as venture capital; excludes all investment in publicly traded companies, such as the "Big Tech" firms. This data is expressed in US dollars, adjusted for inflation.
+       +   Only includes private-market investment such as venture capital; excludes all investment in publicly traded companies, such as "Big Tech" firms. This data is expressed in US dollars, adjusted for inflation.
+       +     - The data likely underestimates total global AI investment, as it only captures certain types of private equity transactions, excluding other significant channels and categories of AI-related spending.
-       -     - The dataset only covers private-market investment flows, such as venture capital. It excludes non-equity financing, such as debt and grants, and omits publicly traded companies, including major Big Tech firms (e.g., Amazon, Microsoft, Meta). As a result, significant investments from public companies, corporate R&D, government funding, and broader infrastructure costs (like data centers and hardware) are not captured, limiting the dataset’s coverage of global AI investments.
        ?                                                         ^^^^^^^^^^^^^^^^^^^^^^                                                                        ------                                                          --- ---  ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^                                                                                                                                                           ^^^^^^^^^^^^^^^^^
+       +     - The dataset only covers private-market investment such as venture capital. It excludes non-equity financing, such as debt and grants, and publicly traded companies, including major Big Tech firms. As a result, significant investments from public companies, corporate R&D, government funding, and broader infrastructure costs (like data centers and hardware) are not captured, limiting the data's coverage of global AI investments.
        ?                                                         ^^^^^^^^^^^^^^^                                                                                                                                     ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^                                                                                                                                                           ^^^^^^^^^^^^^^
+       +     - The data's "World" aggregate reflects the total investment represented in the data, but may not represent global AI efforts comprehensively, especially in countries not included in the data.
+       +     - One-time events, such as large acquisitions, can distort yearly figures, while broader economic factors like interest rates and market sentiment can influence investment trends independently of AI-specific developments.
-       -     - One-time events like large acquisitions can skew yearly figures, and macroeconomic conditions (e.g., interest rates, market sentiment) may impact trends independently of AI-related dynamics.
-       -     - The dataset’s "World" aggregate reflects the total investment represented but does not encompass global AI efforts comprehensively, especially in countries not included in the data.
-       -     - The dataset likely underestimates the total global AI investment, as it only captures certain types of private equity transactions, excluding other significant channels and categories of AI-related spending.
-       -   - Reporting a time series of AI investments in nominal prices (i.e., without adjusting for inflation) means it makes little sense to compare observations across time; it is therefore not very useful. To make comparisons across time possible, one has to take into account that prices change (e.g., there is inflation).
-       -   - It is not obvious how to adjust this time series for inflation, and we debated it at some length within our team.
-       -   - It would be straightforward to adjust the time series for price changes if we knew the prices of the specific goods and services that these investments purchased. This would make it possible to calculate a volume measure of AI investments, and it would tell us how much these investments bought. But such a metric is not available. While a comprehensive price index is not available, we know that the cost for some crucial AI technology has fallen rapidly in price.
+       +   - Reporting a time series of AI investments in nominal prices would make it difficult to compare observations across time. To make these comparisons possible, one has to take into account that prices change (inflation).
+       +   - It is not obvious how to adjust this time series for inflation, and our team discussed the best solutions at our disposal.
+       +   - It would be straightforward to adjust the time series for price changes if we knew the prices of the specific goods and services purchased through these investments. This would make it possible to calculate a volume measure of AI investments and tell us how much these investments bought. But such a metric is not available. While a comprehensive price index is not available, we know that the cost of some crucial AI technology has fallen rapidly in price.
-       -   - In the absence of a comprehensive price index that captures the price of AI-specific goods and services, one has to rely on one of the available metrics for the price of a bundle of goods and services. In the end we decided to use the US Consumer Price Index (CPI).
        ?                                                                                                                                                                                                               ^^^^^^^^^^
+       +   - In the absence of a comprehensive price index that captures the price of AI-specific goods and services, one has to rely on one of the available metrics for the price of a bundle of goods and services. Ultimately, we decided to use the US Consumer Price Index (CPI).
        ?                                                                                                                                                                                                               ^^^^^^^^^^^
-       -   - The US CPI does not provide us with a volume measure of AI goods and services, but it does capture the opportunity costs of these investments. The inflation adjustment of this time series of AI investments therefore lets us understand the size of these investments relative to whatever else these sums of money could have purchased.
        ?                                                                                                                                                                                                                  ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+       +   - The US CPI does not provide us with a volume measure of AI goods and services, but it does capture the opportunity costs of these investments. The inflation adjustment of this time series of AI investments, therefore, lets us understand the size of these investments relative to whatever else these sums of money could have purchased.
        ?                                                                                                                                                                                                                  ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
    ~ Column disclosed_investment_summary (changed metadata)
-       -   Total disclosed investment between 2013-2023. Only includes private-market investment flows, such as venture capital; excludes all investment in publicly traded companies, such as the "Big Tech" firms. This data is expressed in US dollars, adjusted for inflation.
+       +   Total disclosed investment between 2013-2023. Only includes private-market investment such as venture capital; excludes all investment in publicly traded companies, such as "Big Tech" firms. This data is expressed in US dollars, adjusted for inflation.
+       +     - The data likely underestimates total global AI investment, as it only captures certain types of private equity transactions, excluding other significant channels and categories of AI-related spending.
-       -     - The dataset only covers private-market investment flows, such as venture capital. It excludes non-equity financing, such as debt and grants, and omits publicly traded companies, including major Big Tech firms (e.g., Amazon, Microsoft, Meta). As a result, significant investments from public companies, corporate R&D, government funding, and broader infrastructure costs (like data centers and hardware) are not captured, limiting the dataset’s coverage of global AI investments.
        ?                                                         ^^^^^^^^^^^^^^^^^^^^^^                                                                        ------                                                          --- ---  ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^                                                                                                                                                           ^^^^^^^^^^^^^^^^^
+       +     - The dataset only covers private-market investment such as venture capital. It excludes non-equity financing, such as debt and grants, and publicly traded companies, including major Big Tech firms. As a result, significant investments from public companies, corporate R&D, government funding, and broader infrastructure costs (like data centers and hardware) are not captured, limiting the data's coverage of global AI investments.
        ?                                                         ^^^^^^^^^^^^^^^                                                                                                                                     ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^                                                                                                                                                           ^^^^^^^^^^^^^^
+       +     - The data's "World" aggregate reflects the total investment represented in the data, but may not represent global AI efforts comprehensively, especially in countries not included in the data.
+       +     - One-time events, such as large acquisitions, can distort yearly figures, while broader economic factors like interest rates and market sentiment can influence investment trends independently of AI-specific developments.
-       -     - One-time events like large acquisitions can skew yearly figures, and macroeconomic conditions (e.g., interest rates, market sentiment) may impact trends independently of AI-related dynamics.
-       -     - The dataset’s "World" aggregate reflects the total investment represented but does not encompass global AI efforts comprehensively, especially in countries not included in the data.
-       -     - The dataset likely underestimates the total global AI investment, as it only captures certain types of private equity transactions, excluding other significant channels and categories of AI-related spending.
-       -   - Reporting a time series of AI investments in nominal prices (i.e., without adjusting for inflation) means it makes little sense to compare observations across time; it is therefore not very useful. To make comparisons across time possible, one has to take into account that prices change (e.g., there is inflation).
-       -   - It is not obvious how to adjust this time series for inflation, and we debated it at some length within our team.
-       -   - It would be straightforward to adjust the time series for price changes if we knew the prices of the specific goods and services that these investments purchased. This would make it possible to calculate a volume measure of AI investments, and it would tell us how much these investments bought. But such a metric is not available. While a comprehensive price index is not available, we know that the cost for some crucial AI technology has fallen rapidly in price.
+       +   - Reporting a time series of AI investments in nominal prices would make it difficult to compare observations across time. To make these comparisons possible, one has to take into account that prices change (inflation).
+       +   - It is not obvious how to adjust this time series for inflation, and our team discussed the best solutions at our disposal.
+       +   - It would be straightforward to adjust the time series for price changes if we knew the prices of the specific goods and services purchased through these investments. This would make it possible to calculate a volume measure of AI investments and tell us how much these investments bought. But such a metric is not available. While a comprehensive price index is not available, we know that the cost of some crucial AI technology has fallen rapidly in price.
-       -   - In the absence of a comprehensive price index that captures the price of AI-specific goods and services, one has to rely on one of the available metrics for the price of a bundle of goods and services. In the end we decided to use the US Consumer Price Index (CPI).
        ?                                                                                                                                                                                                               ^^^^^^^^^^
+       +   - In the absence of a comprehensive price index that captures the price of AI-specific goods and services, one has to rely on one of the available metrics for the price of a bundle of goods and services. Ultimately, we decided to use the US Consumer Price Index (CPI).
        ?                                                                                                                                                                                                               ^^^^^^^^^^^
-       -   - The US CPI does not provide us with a volume measure of AI goods and services, but it does capture the opportunity costs of these investments. The inflation adjustment of this time series of AI investments therefore lets us understand the size of these investments relative to whatever else these sums of money could have purchased.
        ?                                                                                                                                                                                                                  ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+       +   - The US CPI does not provide us with a volume measure of AI goods and services, but it does capture the opportunity costs of these investments. The inflation adjustment of this time series of AI investments, therefore, lets us understand the size of these investments relative to whatever else these sums of money could have purchased.
        ?                                                                                                                                                                                                                  ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
    ~ Column estimated_investment_summary (changed metadata)
-       -   Total estimated investment between 2013-2023. Only includes private-market investment flows, such as venture capital; excludes all investment in publicly traded companies, such as the "Big Tech" firms. This data is expressed in US dollars, adjusted for inflation.
+       +   Total estimated investment between 2013-2023. Only includes private-market investment such as venture capital; excludes all investment in publicly traded companies, such as "Big Tech" firms. This data is expressed in US dollars, adjusted for inflation.
+       +     - The data likely underestimates total global AI investment, as it only captures certain types of private equity transactions, excluding other significant channels and categories of AI-related spending.
-       -     - The dataset only covers private-market investment flows, such as venture capital. It excludes non-equity financing, such as debt and grants, and omits publicly traded companies, including major Big Tech firms (e.g., Amazon, Microsoft, Meta). As a result, significant investments from public companies, corporate R&D, government funding, and broader infrastructure costs (like data centers and hardware) are not captured, limiting the dataset’s coverage of global AI investments.
        ?                                                         ^^^^^^^^^^^^^^^^^^^^^^                                                                        ------                                                          --- ---  ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^                                                                                                                                                           ^^^^^^^^^^^^^^^^^
+       +     - The dataset only covers private-market investment such as venture capital. It excludes non-equity financing, such as debt and grants, and publicly traded companies, including major Big Tech firms. As a result, significant investments from public companies, corporate R&D, government funding, and broader infrastructure costs (like data centers and hardware) are not captured, limiting the data's coverage of global AI investments.
        ?                                                         ^^^^^^^^^^^^^^^                                                                                                                                     ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^                                                                                                                                                           ^^^^^^^^^^^^^^
+       +     - The data's "World" aggregate reflects the total investment represented in the data, but may not represent global AI efforts comprehensively, especially in countries not included in the data.
+       +     - One-time events, such as large acquisitions, can distort yearly figures, while broader economic factors like interest rates and market sentiment can influence investment trends independently of AI-specific developments.
-       -     - One-time events like large acquisitions can skew yearly figures, and macroeconomic conditions (e.g., interest rates, market sentiment) may impact trends independently of AI-related dynamics.
-       -     - The dataset’s "World" aggregate reflects the total investment represented but does not encompass global AI efforts comprehensively, especially in countries not included in the data.
-       -     - The dataset likely underestimates the total global AI investment, as it only captures certain types of private equity transactions, excluding other significant channels and categories of AI-related spending.
-       -   - Reporting a time series of AI investments in nominal prices (i.e., without adjusting for inflation) means it makes little sense to compare observations across time; it is therefore not very useful. To make comparisons across time possible, one has to take into account that prices change (e.g., there is inflation).
-       -   - It is not obvious how to adjust this time series for inflation, and we debated it at some length within our team.
-       -   - It would be straightforward to adjust the time series for price changes if we knew the prices of the specific goods and services that these investments purchased. This would make it possible to calculate a volume measure of AI investments, and it would tell us how much these investments bought. But such a metric is not available. While a comprehensive price index is not available, we know that the cost for some crucial AI technology has fallen rapidly in price.
+       +   - Reporting a time series of AI investments in nominal prices would make it difficult to compare observations across time. To make these comparisons possible, one has to take into account that prices change (inflation).
+       +   - It is not obvious how to adjust this time series for inflation, and our team discussed the best solutions at our disposal.
+       +   - It would be straightforward to adjust the time series for price changes if we knew the prices of the specific goods and services purchased through these investments. This would make it possible to calculate a volume measure of AI investments and tell us how much these investments bought. But such a metric is not available. While a comprehensive price index is not available, we know that the cost of some crucial AI technology has fallen rapidly in price.
-       -   - In the absence of a comprehensive price index that captures the price of AI-specific goods and services, one has to rely on one of the available metrics for the price of a bundle of goods and services. In the end we decided to use the US Consumer Price Index (CPI).
        ?                                                                                                                                                                                                               ^^^^^^^^^^
+       +   - In the absence of a comprehensive price index that captures the price of AI-specific goods and services, one has to rely on one of the available metrics for the price of a bundle of goods and services. Ultimately, we decided to use the US Consumer Price Index (CPI).
        ?                                                                                                                                                                                                               ^^^^^^^^^^^
-       -   - The US CPI does not provide us with a volume measure of AI goods and services, but it does capture the opportunity costs of these investments. The inflation adjustment of this time series of AI investments therefore lets us understand the size of these investments relative to whatever else these sums of money could have purchased.
        ?                                                                                                                                                                                                                  ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+       +   - The US CPI does not provide us with a volume measure of AI goods and services, but it does capture the opportunity costs of these investments. The inflation adjustment of this time series of AI investments, therefore, lets us understand the size of these investments relative to whatever else these sums of money could have purchased.
        ?                                                                                                                                                                                                                  ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
    ~ Column investment_estimated (changed metadata)
-       -   Only includes private-market investment flows, such as venture capital; excludes all investment in publicly traded companies, such as the "Big Tech" firms. This data is expressed in US dollars, adjusted for inflation.
+       +   Only includes private-market investment such as venture capital; excludes all investment in publicly traded companies, such as "Big Tech" firms. This data is expressed in US dollars, adjusted for inflation.
+       +     - The data likely underestimates total global AI investment, as it only captures certain types of private equity transactions, excluding other significant channels and categories of AI-related spending.
-       -     - The dataset only covers private-market investment flows, such as venture capital. It excludes non-equity financing, such as debt and grants, and omits publicly traded companies, including major Big Tech firms (e.g., Amazon, Microsoft, Meta). As a result, significant investments from public companies, corporate R&D, government funding, and broader infrastructure costs (like data centers and hardware) are not captured, limiting the dataset’s coverage of global AI investments.
        ?                                                         ^^^^^^^^^^^^^^^^^^^^^^                                                                        ------                                                          --- ---  ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^                                                                                                                                                           ^^^^^^^^^^^^^^^^^
+       +     - The dataset only covers private-market investment such as venture capital. It excludes non-equity financing, such as debt and grants, and publicly traded companies, including major Big Tech firms. As a result, significant investments from public companies, corporate R&D, government funding, and broader infrastructure costs (like data centers and hardware) are not captured, limiting the data's coverage of global AI investments.
        ?                                                         ^^^^^^^^^^^^^^^                                                                                                                                     ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^                                                                                                                                                           ^^^^^^^^^^^^^^
+       +     - The data's "World" aggregate reflects the total investment represented in the data, but may not represent global AI efforts comprehensively, especially in countries not included in the data.
+       +     - One-time events, such as large acquisitions, can distort yearly figures, while broader economic factors like interest rates and market sentiment can influence investment trends independently of AI-specific developments.
-       -     - One-time events like large acquisitions can skew yearly figures, and macroeconomic conditions (e.g., interest rates, market sentiment) may impact trends independently of AI-related dynamics.
-       -     - The dataset’s "World" aggregate reflects the total investment represented but does not encompass global AI efforts comprehensively, especially in countries not included in the data.
-       -     - The dataset likely underestimates the total global AI investment, as it only captures certain types of private equity transactions, excluding other significant channels and categories of AI-related spending.
-       -   - Reporting a time series of AI investments in nominal prices (i.e., without adjusting for inflation) means it makes little sense to compare observations across time; it is therefore not very useful. To make comparisons across time possible, one has to take into account that prices change (e.g., there is inflation).
-       -   - It is not obvious how to adjust this time series for inflation, and we debated it at some length within our team.
-       -   - It would be straightforward to adjust the time series for price changes if we knew the prices of the specific goods and services that these investments purchased. This would make it possible to calculate a volume measure of AI investments, and it would tell us how much these investments bought. But such a metric is not available. While a comprehensive price index is not available, we know that the cost for some crucial AI technology has fallen rapidly in price.
+       +   - Reporting a time series of AI investments in nominal prices would make it difficult to compare observations across time. To make these comparisons possible, one has to take into account that prices change (inflation).
+       +   - It is not obvious how to adjust this time series for inflation, and our team discussed the best solutions at our disposal.
+       +   - It would be straightforward to adjust the time series for price changes if we knew the prices of the specific goods and services purchased through these investments. This would make it possible to calculate a volume measure of AI investments and tell us how much these investments bought. But such a metric is not available. While a comprehensive price index is not available, we know that the cost of some crucial AI technology has fallen rapidly in price.
-       -   - In the absence of a comprehensive price index that captures the price of AI-specific goods and services, one has to rely on one of the available metrics for the price of a bundle of goods and services. In the end we decided to use the US Consumer Price Index (CPI).
        ?                                                                                                                                                                                                               ^^^^^^^^^^
+       +   - In the absence of a comprehensive price index that captures the price of AI-specific goods and services, one has to rely on one of the available metrics for the price of a bundle of goods and services. Ultimately, we decided to use the US Consumer Price Index (CPI).
        ?                                                                                                                                                                                                               ^^^^^^^^^^^
-       -   - The US CPI does not provide us with a volume measure of AI goods and services, but it does capture the opportunity costs of these investments. The inflation adjustment of this time series of AI investments therefore lets us understand the size of these investments relative to whatever else these sums of money could have purchased.
        ?                                                                                                                                                                                                                  ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+       +   - The US CPI does not provide us with a volume measure of AI goods and services, but it does capture the opportunity costs of these investments. The inflation adjustment of this time series of AI investments, therefore, lets us understand the size of these investments relative to whatever else these sums of money could have purchased.
        ?                                                                                                                                                                                                                  ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
= Dataset garden/who/latest/avian_influenza_ah5n1
  = Table avian_influenza_ah5n1_month
    ~ Dim country
+       + New values: 93 / 10354 (0.90%)
                date    country
          2024-10-01     Africa
          2024-09-01 Bangladesh
          2024-09-01   Cambodia
          2024-08-01    Ecuador
          2024-09-01      Nepal
    ~ Dim date
+       + New values: 93 / 10354 (0.90%)
             country       date
              Africa 2024-10-01
          Bangladesh 2024-09-01
            Cambodia 2024-09-01
             Ecuador 2024-08-01
               Nepal 2024-09-01
    ~ Column avian_cases_month (changed metadata, new data, changed data)
-       -     date_accessed: '2024-09-30'
        ?                          ^^ ^^
+       +     date_accessed: '2024-11-26'
        ?                          ^^ ^^
-       -     date_published: '2024-08-07'
        ?                            - ^^
+       +     date_published: '2024-10-26'
        ?                           +  ^^

+       + New values: 93 / 10354 (0.90%)
             country       date  avian_cases_month
              Africa 2024-10-01                  0
          Bangladesh 2024-09-01                  0
            Cambodia 2024-09-01                  0
             Ecuador 2024-08-01                  0
               Nepal 2024-09-01                  0
        ~ Changed values: 6 / 10354 (0.06%)
           country       date  avian_cases_month -  avian_cases_month +
              Asia 2024-05-01                    0                    1
              Asia 2024-07-01                    2                    3
          Cambodia 2024-07-01                    2                    3
             China 2024-05-01                    0                    1
             World 2024-07-01                   12                   13
  = Table avian_influenza_ah5n1_year
    ~ Column avian_cases_year (changed metadata, changed data)
-       -     date_accessed: '2024-09-30'
        ?                          ^^ ^^
+       +     date_accessed: '2024-11-26'
        ?                          ^^ ^^
-       -     date_published: '2024-08-07'
        ?                            - ^^
+       +     date_published: '2024-10-26'
        ?                           +  ^^

        ~ Changed values: 6 / 868 (0.69%)
                country  year  avian_cases_year -  avian_cases_year +
                   Asia  2024                  10                  12
               Cambodia  2024                   7                  10
                  China  2024                   2                   1
          North America  2024                  13                  27
                  World  2024                  24                  40


Legend: +New  ~Modified  -Removed  =Identical  Details
Hint: Run this locally with etl diff REMOTE data/ --include yourdataset --verbose --snippet

Automatically updated datasets matching weekly_wildfires|excess_mortality|covid|fluid|flunet|country_profile|garden/ihme_gbd/2019/gbd_risk are not included

Edited: 2024-11-26 09:50:36 UTC
Execution time: 14.55 seconds

@edomt
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edomt commented Nov 25, 2024

I've also noticed that some of the charts don't have data pages — is that expected @veronikasamborska1994?

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LGTM! will merge it now! :)

@veronikasamborska1994 veronikasamborska1994 merged commit 0fee079 into master Nov 26, 2024
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@veronikasamborska1994 veronikasamborska1994 deleted the ai-datapages-v2 branch November 26, 2024 09:56
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3 participants