Mastodawn

#pitchbook about #Greenland and #VC. "Beyond its rare mineral reserves, investors are eyeing up Greenland as a potential hub for the ever-growing need for data centers. ...roughly the size of Western Europe and has a population of 57,000, would be a prime location for data centers. Its cold weather conditions offer an advantage. Energy costs account for approximately 60% of a data center’s total lifetime operating expenses, primarily due to the need for cooling." Feels like capital is all in.

Pivot to AI Jan 6

Most venture capital deals are now AI

https://fed.brid.gy/r/https://pivot-to-ai.com/2026/01/06/most-venture-capital-deals-are-now-ai/

TechCrunch | Startup and Technology News Oct 4

If you’re not an AI startup, good luck raising money from VCs

https://fed.brid.gy/r/https://techcrunch.com/2025/10/04/if-youre-not-an-ai-startup-good-luck-raising-money-from-vcs/

Pivot to AI Sep 2, 2025

Vibe coding is getting rancid even for venture capital

https://web.brid.gy/r/https://pivot-to-ai.com/2025/09/02/vibe-coding-is-getting-too-rancid-even-for-venture-capital/

Yonhap Infomax News Aug 8, 2025

US private equity firms face mounting exit challenges, with investor funds trapped in aging ‘zombie funds’ as deal activity slows and policy uncertainty rises.
#YonhapInfomax #PrivateEquity #ZombieFunds #PitchBook #ExitStrategy #TrumpTariffs #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=76307

US Private Equity Firms Struggle to Exit Investments—‘Zombie Funds’ Accelerate After Trump’s Reciprocal Tariffs

US private equity firms face mounting exit challenges, with investor funds trapped in aging ‘zombie funds’ as deal activity slows and policy uncertainty rises.

Yonhap Infomax

卡拉今天看了什麼 May 11, 2025

In 2025, venture capital can’t pretend everything is fine any more – Pivot to AI

Link風險投資現況：AI 泡沫是最後希望，眾目焦點落在 Sam Altman
https://example.com/article-url

📌 Summary:
2025 年第一季的 Pitchbook-NVCA 風險投資報告揭示美國風險投資正處於低迷狀態，唯一仍帶有活力的是 AI 領域，尤其是 OpenAI 公司。然而，即便 AI 獲得大量投資，整體市場仍面臨極大挑戰。報告將主要困境歸咎於川普政府的關稅政策，導致市場不確定性高漲，投資者觀望而缺乏交易活力。同時，過去十多年低利率環境促使資金過度流入風險投資，創造了諸多估值不合理的初創企業泡沫。隨著利率回升，資金逐漸收縮，風險投資模式遭受嚴重衝擊。AI 雖成焦點，但除了 OpenAI，其他 AI 新創多半未見明顯出路，且整體退出市場疲弱，IPO 不活絡，投資者難以變現。報告指出風險資本業者缺乏有效解決方案，未來唯一指望是市場回穩與政策改善，但計畫模糊不明。整體而言，現階段風險投資行業深陷困境，AI 泡沫成為最後賭注，業界則依賴 Sam Altman 及 OpenAI 引領突破。

🎯 Key Points:
→ 川普關稅帶來高度不確定性，阻礙資金募集與交易活動。投資者多選擇觀望，難以制定穩定計畫。
→ 低利率年代促使資金過度湧入風險投資，部分新創企業估值脫離實際，創造泡沫。SoftBank 支持的 WeWork 等案例即為典型。
→ 通膨及聯準會升息使資金緊縮，投資標的需提供較高回報才具吸引力，風險投資資金規模大幅減少。
→ AI 新創成為唯一投資熱點，57.9% 的全球風投投入集中在 AI 與機器學習領域，且主要集中在 OpenAI。Andreessen Horowitz 正籌募 200 億美元基金延續 AI 泡沫。
→ 除 AI 外，其他新創企業融資活躍度降低，2025 年 VC 基金募資金額預計創十年新低，早期投資縮減，初創企業多被收購或急於套現。
→ 風險投資估值普遍離譜，諸多企業現金耗盡、倒閉數量增加，2025 年預期更糟。
→ 退出市場疲弱，IPO 少且表現不佳，舉例 CoreWeave 雖為季內最大公開募股，卻表現平淡。多數資金轉向晚期投資，伴隨次級股權交易以留住人才並回饋部分資金。
→ 風險資本業者缺乏策略，報告唯一未來計畫是祈望市場與政策好轉，缺乏實質解方。部分風險投資者技術理解不足甚至涉足極端政治團體，反映管理層判斷力下降。
→ 業界普遍依賴 AI 泡沫續命及 OpenAI 領頭，其他領域停滯不前，風險資本生態陷入危機。

🔖 Keywords:
#風險投資 venture_capital #人工智慧 AI #OpenAI #川普關稅 Trump_tariffs #Pitchbook #估值泡沫 valuation_bubble

In 2025, venture capital can’t pretend everything is fine any more

Venture capital is screwed. A bubble in AI is their last hope, and they’re betting everything on Sam Altman. It’s heartwarming. Today, we have the Pitchbook-NVCA Venture Monitor for Q1 2025. This i…

Pivot to AI

Sam Tuke Jan 4, 2025

#Pitchbook are bullish on #VC in 2025 especially for #scaleups https://pitchbook.com/news/reports/2025-us-venture

PUPUWEB Blog Jan 4, 2025

Generative AI companies raised $56B globally in 2024 across 885 deals, a 192% jump from 2023! 🚀 However, non-US startups secured just $6.2B. #AI #GenerativeAI #VentureCapital #VCFunding #Startups #TechInvestment #GlobalTech #AIStartups #PitchBook #Innovation

LilMikeSF Aug 21, 2024

Fiscal Solvency Stalwarts Rank #MelonHusk's Tweet Takeover Amongst Worst #FinancialBloodbath Episodes Since 2008 Financial Crash. Twitter's value has plummeted, and much of its marketshare has sunk since the deal was signed.

7 unlucky global banks signed up for the deal including #BofA and #MorganStanley, #Barclays, #Mitsubishi, #BNP Paribas, and all have lost #Billions. According to data from #PitchBook LCD, the loans have "hung" (on books without a buyer) longer than every unsold deal since the 2008-09 financial crisis for which the research firm has complete records.

https://www.wsj.com/tech/elon-musks-twitter-takeover-is-now-the-worst-buyout-for-banks-since-the-financial-crisis-3f4272cb?st=7kuvjx18fkgri9q #PaywallFree #WSJ #TwitterDown