Forge’s Post

𝐀𝐫𝐭𝐢𝐟𝐢𝐜𝐢𝐚𝐥 𝐈𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞 𝐁𝐫𝐢𝐧𝐠𝐬 𝐍𝐚𝐭𝐮𝐫𝐚𝐥 𝐕𝐂 𝐈𝐧𝐭𝐞𝐫𝐞𝐬𝐭, 𝐈𝐦𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐟𝐨𝐫 𝐈𝐏𝐎𝐬 Finding the wheat in a lot of chaff. Looking through the overall gloomy (and frankly boring) arrays of data from the recent PitchBook report Emerging Tech Indicator for 3Q23, it is possible to make several interesting observations nevertheless. While in general, the deal activity in the tracked universe continued to deteriorate, reflecting the cautious attitude across the VC space, the relative strength of the AI & ML segment is noticeable. In theory, VC investors' appetite for everything AI may by extension be projected into the now-frozen #IPO space. Any #IPOs? Who is ready? AI has emerged to be the next significant technological frontier following the invention of the internet. Investor appetite is there and the list of large publicly traded industry players fighting to win the AI race includes Microsoft, Google, Meta, Amazon, and Tesla. That said, the possibility of newcomers to the universe within the space is equally intriguing. While one might argue that for companies early in their development cycle the primary requirements to going public comprise a proven track record and substantial scale, the burgeoning interest in all things AI should entice new entrants. Investors monitoring the space should pay attention to companies such as OpenAI, Anthropic, and Inflection AI for starters. https://lnkd.in/dpZmCuPy #AdAstraIPO #techIPO

🌐 IPO revolutionizes patent filing with new digital service! AI-powered tool reduces wait time from 14 days to seconds, streamlining the process for an early 2025 launch. #IPO #Patents #Innovation #DigitalTransformation

Astera Labs, a chip firm specializing in high-speed data transfer technology for artificial intelligence computing and data center applications, made a stellar debut on the Nasdaq exchange. The company's shares surged as much as 76% during their first day of trading, reflecting strong investor enthusiasm for AI-related companies Please follow merklepal for more tech updates #ai #technews #IPO #aichips #tech #linkedin

2024's IPO scene foresees an AI revolution. Despite market challenges, upcoming economies and tech's resilience could drive the year's market trends. Watch the video to know more: https://bit.ly/3R1fjcC

And a follow on the the prior post - Daniel Newman on the ARM IPO and how this is connected to the acceleration in AI and the Data Center. CNBC https://lnkd.in/gAb7hJtp

AI is going to fundamentally change how businesses strategize and plan for an IPO. As a former CFO, I wish I had access to the tools that are being created now.   The way that companies approach planning and resource allocation is going to be fundamentally transformed by companies like Pigment, that bring an instantaneous, data-grounded perspective on what to do — and equally important, what not to do.    Eléonore Crespo and I chatted with Sam Becker at Fast Company about how AI is going to shift the IPO process.   https://lnkd.in/dqNJ3Xmx

DFIN's Director of Strategy, Justin P. Nowicki, joined a distinguished panel titled "AI for IPO Readiness & Scaling" at the 11th Annual #IPO Summit. 💼 How crucial is AI for public offerings? Find out more in Craig Clay's new blog post at the link in our comments. 🔗 #ipo #iposummit #pathtopublic

I asked Copilot "How should investors assess GenAI's impact on the valuations of companies looking to IPO." The response (no surprise) was that investors need to assess three factors: (1) "The readiness and suitability of the organization for GenAI: investors should assess how well the company has prepared for the adoption and implementation of GenAI, such as data quality, ethical standards, regulatory compliance, and talent availability" [emphasis added]; (2) "The value proposition and differentiation of GenAI"; and (3) "The industry and use case of GenAI." Companies in the IPO pipeline that want to stay on track with their plans in view of GenAI's disruption need to add a GenAI workstream to IPO readiness to develop a relevant investment thesis. #IPO #GenAI #governance #boardsofdirectors #iporeadiness

Deal volume in the tech sector is on the rise despite global instability, with a keen focus on enhancing AI capabilities. Stay tuned for a potential IPO boom in 2025. Dive into the US Deals Midyear Outlook for the tech sector. https://pwc.to/4cpn04m