donald_bradyJan 12
#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 [Unofficial]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 NewsOct 4, 2025

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 [Unofficial]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/

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 TukeJan 4, 2025
#Pitchbook are bullish on #VC in 2025 especially for #scaleups https://pitchbook.com/news/reports/2025-us-venture
PUPUWEB BlogJan 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
LilMikeSFAug 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

Poetry NewsApr 20, 2023

Tech investments dip
Lowest in Europe since 2015
Fundraising slows down

#techinvestments #vc #europe #pitchbook #haiku #poetry

http://thenextweb.com/news/european-vc-fundraising-lowest-since-2015-pitchbook

European VC fundraising on pace for lowest total since 2015

New research found that European VC funds raised over €20bn in each of the past four years — but only €3.4bn in Q1 2023.

TNW | Ecosystems
Matt MaisonJan 6, 2023

"Even after an attractive returns performance and a historically strong year of issuance — the $129.3 billion in 2022 is the market’s second-highest full-year total — the CLO asset class all but limped into the new year amid concerns about a potential recession, the extent of central bank rate-hike plans and the absence of key institutional investors in the field."

https://pitchbook.com/news/articles/us-clo-outlook-market-conditions-expected-to-remain-rocky-in-early-2023

#RealEstate #CRE #CLO #PitchBook
@[email protected] @realestate

US CLO Outlook: Market conditions expected to remain rocky in early 2023 | PitchBook

The US CLO market entered 2023 with analysts projecting a mild retreat in deal volume and participants anxious over when and how ongoing headwinds to CLO creation and performance will subside.