AI Frenzy takes the US enterprise capital in three years to the largest destruction

The start of the United States is more than any point since 2021, in the near future of the artificial intelligence, but the enterprise capital market is sharply leaned to finance a handful of huge private technological companies.

According to Pitchbook, in this quarter, more than $ 30 billion has been invested in the groups of fledgling in this quarter. $ 50 billion financial collection is also in the train Venture capitalists Openai, safely work on a number of great deals related to the starting alarm of Super Management and Defense Technology.

Land on AI, investors have spent many of the costs of a period of $ 208 billion in a period of $ 208 billion since the summer of the market in 2021.

However, VC groups believe that this investment period will be different. “AI is a transformative force that makes these companies better,” said the General Catalyst, one of the silicone valley The greatest enterprise firms.

“The way to think about it ‘can this work grow 10x from where they are?’ The answer with all this is yes, so they are reasonably priced.

After a two-year depth, the United States fondrusi was spread to about $ 80 billion in the last quarter of 2024. He represented the best fourth quarter since 2021. But only six large deals – Openai, Xai, Databricks and others in the presence of others, because of the participation of research head Kyle Stanford in Pitchbook

“VC is a group of many elite companies commanding investment,” he said.

The first quarter of this year in the first quarter of this year in the first quarter of this year and in the first week of this year, it has been established to see the best investment levels of the best quarter for fundraising since 2022.

In the last two weeks, Fintech companies have announced financing tours in $ 91.5bn and $ 13 billion, respectively initial Anthrop and Shield AI, respectively, reached $ 61.5 billion and $ 5.3 billion.

VCS works on a number of mass investments in the same time. Openai, $ 10 billion in investment in late last year, exceeding $ 10 billion in investment, holding a $ 260 billion dollar in the negotiations in a $ 40 billion assessment.

Founded by Palmer Luckey, At least $ 2 billion and the calculation round, in the financing phase of the financing last summer, discussions to double the assessment of the issue of the issue. Anydil refused to comment.

These more constructed companies grow with hundreds of millions or billions of dollars or speeds. This is a relatively safe betting, according to Teaneja of the general catalyst, which supports an anthropic, ramp and strip.

“It is uncertain that the EU will be given, many capital is concentrated for companies with customer base and large markets,” he said.

However, the excitement on the AI, no income, and in some cases, young companies have also increased without any product.

Openai, co-founder and former Chief Scientist Ilya Sutskever, co-founder and former General Scientist, participate in talks to increase two people or more in an assessment of new capital in 2024 in 2024. There is still no declared a product. SSI refused to comment.

The huge financial tours, the traditional enterprise, which is a traditional enterprise capitalism, which has a traditional enterprise capitalism, marks the traditional enterprise capitalism.

“We always thought (Enterprise Fund) 50x will come from a seed investment in IPO,” said Pitchbook Stanford.

In an unimposed experience, this logic is applied to companies that book a larger and larger and larger greater and larger greater and larger greater concert by a new sex “Pseudo-VCS”.

These include Josh Kushner’s development, overall catalyst and lightly ted devastated partners, all of which have invested in many years in recent weeks. There are all three firms Registered Investment ConsultantsAllows them to invest in more active classes and to hold companies after going public.

Each of the three groups collected $ 5 billion in the road, “A 15-year assessment, which has several ways along the way, and was given a sufficiently scale to 15 years,” Stanford said.

According to Sebastian Malaby, he is the author Power lawOf course, the most Prisiest start-ups are still a scale of 10 times, “Who pays for the Marquee names of the fund managers to the Marquee,” I care about?

If the chances of a built-in company fail, Malaby warns, so its estimates will be increased ten or hundredfold. “When you have a very large tour, the habits engaged in early stage investment should be adapted.”

The discussion “a different venture style than I have ever experienced so far.” Stanford.

In 2021, the VC was characterized by the growing tide of round sizes and estimates: According to Pitchbook, about $ 100 million or more about $ 100 million each year has about $ 854 deals. This year, the total investment in the level of 2021, but the market increasingly stretched.

“If you are Openai or are inadils – high growth – you have placed very well…, If most companies are in the other side, there are no money,” said Stanford.

“Maybe this reaches $ 80 billion (this quarter), but about $ 40 billion is only one round.. Even 2021 foreign affects were minus compared to it.”

Additional Report by Cristina Cristle in San Francisco