Verdier i oppstartsfirmaer har kollapset totalt

Alle har visst det i lang tid, men vi har hatt lite data som bekrefter at også de ikke-børsnoterte oppstartsselskapene har kollapset i verdi siden 2021.

Over ser du en graf Morgan Stanley har laget til sine kunder, som tydelig viser hvordan verdiene i de forskjellige segmentene har endret seg.

While AI is diffusing at a faster pace than any technology in history, uncertainty is high, and the data tracked by our Thematics Researchteam suggests that the venture world demonstrates this acutely. Their data show that, to date, more than 80% of the $12bn of 2023 fundingin Generative-AI (roughly 10% of total global 2023 venture capital deployed) has been to large language model (LLM) builders rather thandownstream applications builders.

Kanskje mest overraskende er at AI/ML-investeringer ikke har gått bedre enn snittet:

And despite the hype in markets, AI / ML valuations in private markets are re-setting just asquickly as anyother major vertical—approximately 60% lower versus December 2021, on average.