Key Takeaways:
- AI is emerging as a once-in-a-generation investment opportunity, driving massive investment into AI-native businesses.
- 57.9% of global VC dollars invested in Q1 2025 went to AI and machine learning.
- Within tech, the jury is still out as to whether incumbents or new entrants will win the AI race.
- The critical question is fast becoming “make or break” for investors.
- 70% of respondents have backed out of at least one active deal based on AI exposure.
- AI is challenging established business models within software creating new opportunities
- As deal processes become more complex in the new AI era, success will be driven by clear, effective messaging and narratives on AI:
- Proprietary Data
- Tacit Knowledge
- Humans-in-the-Loop
- Workflow Visibility
- Customer Relationships & Trust
- Mission Critical Industries
- Distribution
- Revenue & Efficiency Gains
To access the full deck, please click here.
Sources: Pitchbook data inc., Coatue, Bain and Company
