Although it is almost always a good time to be a technological investor at an early stage, the opportunities today are particularly breathtaking. I have been a technological framework and an investor for over 40 years and I do not remember a time when exciting applications of new exciting technologies exploded all around us as they are at the moment.
3 reasons why deep technology is so hot
- The acceleration of AI applications, the world wars of fleas, the progress of genes of genes and more have aroused the interest of the CV for deep technology.
- The rise of AI pushes beyond chatbots To stimulate rapid growth of significant sub-sectors such as AI semiconductors and AI applications in business in defense and financial services.
- The drop in stock market IPOs further feeds the growth of Deep Tech, large technological companies exploring startup acquisitions to extend their products from advanced products instead of internal development.
As an investor in venture capital, my company is active in many categories of different technologies, including semiconductors, artificial intelligence And convergent areas of high technology and biosciences. Most of our investments flows to deep technology – companies with technologies Built on significant scientific or technical innovations that help them create solid competitive advantages and IP portfolios.
The interest in various areas of deep technology has developed considerably in recent years with the astonishing acceleration of AI applications, the problems of semiconductor supply chain and CRISPR breakthroughs, for n ‘ in name only a few. Deep Tech now explains 20% Annual fundraising funding, double what it was 10 years ago, according to data from the Boston council group.
While progress continues to accelerate, these cutting-edge technology sectors play a central role in the formation of the future of Myriad Industries in 2024 and beyond. Here are some of the areas that will stimulate the growth of the landscape of the technological startup in the start-up phase in the months and years to come.
AID APPLICATIONS
With the amazing acceleration of AI GenerativeWe note a rapid evolution far from the simple uses of consumers, such as chatbots, and to owner business applications. These require AI solutions that can better manage the highest confidentiality and security of more critical application and industries.
We are currently invested in normal computer science, an exciting company at the start of the founded stadium Former members of Google Brain, Palantir and X. Normal develops a complex reasoning framework for use in the manufacturing, insurance and financing applications of semiconductors, emphasizing the creation of more transparent AI models, easily verifiable and less subject to hallucinations .
Health care solutions Also experience a transformation thanks to the general adoption of diagnoses fueled by AI, predictive analysis and personalized treatment recommendations. Depth learning algorithms allow the detection of diseases earlier, predict patient results more precisely and adapt interventions to individual needs, leading to an improvement in the results of patients and cost savings. Whiterabbit, for example, uses AI to improve breast cancer screening thanks to detection earlier and more precise.
New generation chip technologies
In the semiconductor Space, according to applications that require advanced chip technologies, continue to develop, new problems and curls occur around factors such as energy consumption, treatment efficiency and demand instant calculations.
The most important among these trends is undoubtedly the growing demand for high data intensity applications. The amount of data generated and consumed increases exponentially, which stimulates the need for new devices and technologies that can process and analyze data quickly and effectively.
In response to this, semiconductor startups develop new architectures that can improve the performance and efficiency of semiconductors. Eliyan is an example of an emerging company in this space; The company is developing chiplet systems which allow a larger bandwidth and speed fuck. Eliyan’s technology contributes to resolving the need to process more high -speed data by allowing the movement of large bidirectional data flows, helping networks and chips to be executed more effectively.
The rise of AI in particular creates a significant change in the equipment market. There is a massive overhaul of the hardware infrastructure necessary to supply AI, with specially designed fleas which can better manage the much higher requirements of training, memory, storage and speed of processing of data data from great technology and startups.
The current costs of performing generative AI systems are simply not durable and should be more effective to evolve. Recognition is an example of an increased company quickly in this development space for optimized fleas for Autonomous driving and the generative use cases of AI.
Continuous rise of alternative outings
Deep Tech Deep Tech growth is the change by large technological companies to mergers and acquisitions for expertise and technologies that can help extend their product offers, instead of internal development. The increased regulatory intervention will reduce the mergers and large -scale acquisitions agreements, which invites a strategic change from buyers to smaller acquisitions which can still strengthen competitive differentiation, allow rapid market penetration and stimulate the growth of the line superior, according to Gartner Data.
The deceleration of the IPOs has also created a stronger market for Alternative means to access capitalin particular by investment capital and acquisitions. According to PwcThe first quarter of 2024 saw 14 companies become public and collectively collect more than $ 6.5 billion, an improvement compared to 2023 but still a fraction of IPO activity in previous years.
Coupled with the poor performances of the secondary market of many companies in recent years, the question remains whether the market for IPOs is ready for large -scale revival in 2024, even if market conditions seem to improve and businesses long like companies like Reddit have had early success. Transactions are rather turning to private mergers and acquisitions and secondary markets, given the sufficient capital available in major investment capital, large technological companies such as Google or Microsoft and within the bullish sectors.
The growth in start -up technology will continue while we are witnessing unprecedented levels of innovation and global investment.
Certain sectors of deep technology, such as semiconductors and edition of genes, will see a significant activity and acquisitions. Over the past decade, for example, the market capitalization of large flea companies has arisen from $ 10 billion with narcotic figures exceeding $ 300 billion, $ 800 billion and even 1 dollars billion. Authorized by this substantial growth and rooted by the more difficult fundraising environment and the reset of the assessment of startups, many of these public companies use their excess dry powder to aggressively pursue the opportunities for mergers and acquisitions.
Companies such as Broadcom, Intel, Nvidia And AMD deploy their R&D budgets not by developing new products, but by acquiring companies already developed for billions of dollars.
The growth in start -up technology will continue while we are witnessing unprecedented levels of innovation and global investment. Breakthroughs in biotechnology At the growing adoption of solutions fueled by AI by companies, consumers and the government, the possibilities are of large scale between sectors and society.