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Q3 2024 Quarterly Emerging Sector Analysis

VC Cafe

This will impact the world of media and entertainment in a profound way, across three areas: Content Generation : Generative AI is capable of creating diverse forms of content, including text, images, music, and video. This capability could revolutionise content production and distribution for media and entertainment companies.

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The Booming Voice AI Landscape: A VC Perspective

VC Cafe

But substantial investments are also being deployed into emerging startups, particularly into vertical applications. This trend is evident in the success of companies like DeepL (translation), Speak (language learning), and Retell AI (call centres). Vertical Applications Taking Off. billion (largest VC round in history).

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Generative AI: Incumbents vs. Upstarts

VC Cafe

There’s an interesting thing happening in the generative AI world. More and more, established companies are leaning into generative AI by either adding generative AI features to their existing suite of tools or partnering with AI companies (mostly OpenAI or the open source HuggingFace) to launch entirely new products.

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Requests for Startups in 2024

VC Cafe

Andreessen Horowitz Consumer Team Opportunities for startups I’m a big fan of the content A16Z has been publishing on generative AI over time. Smart Contracts – Powering the internet-native financial system, smart contract networks could generate fees of $450bn in 2030. It’s time to build!

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The Israeli Generative AI startup Landscape (Sep 2023)

VC Cafe

So much has happened in the generative AI space globally, and in Israel since we published the previous version of the Israeli generative AI landscape, back almost exactly five months ago. So far in 2023, generative AI startups raised $16 billion, according to Dealroom. billion, a 2.5x

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Emerging Manager Mode: The VC’s version of “Do things that don’t scale”

VC Cafe

For example, our focus at Remagine Ventures on gaming, generative AI, and entertainment tech enabled us to create a relevant, focused network of founders, operators, co-investors and strategics who are active in our verticals. As a result, we started investing in generative AI in 2019, as a way to scale content creation.

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There’s more to generative AI than picks and shovels

VC Cafe

It’s a bit crazy to think that even a year ago, the term ‘generative AI’ was not exactly on everyone’s lips. To put things in context, let’s start with the basics: 2023 witnessed an impressive influx of $15 billion invested in generative AI startups, significantly surpassing last year’s $4 billion.