2024 年美国风险投资增长最快的类别：AI
The Fastest Growing Category of Venture Investment in 2024
2024 年前四个月美国风投向 AI 初创公司投入 183 亿美元，按此速度全年预计约 550 亿美元。AI 已占全美风投总额的 20% 以上，而此前八年这一比例约为每年 8%，ChatGPT 发布后出现明显拐点。资金高度集中，融资额前三的公司拿走了 60%。
In short : AI startups are leading US venture investment growth in 2024, commanding over 20% of total venture capital.
The fastest growing category of US venture investment in 2024 is AI. Venture capitalists have invested $18.3 billion through the first four months of the year.
At this pace, we should expect AI startups to raise about $55b in 2024.
AI startups now command more than 20% share of all US venture dollars across categories, including healthcare, biotech, & software.
In the preceding eight years, that number was about 8% per year. But after the launch of ChatGPT in 2022, there’s a marked inflection point.
Some of this is new company formation, & there has been a significant amount of seed investment in this category. Another major contributor is the repositioning of existing companies to include AI within their pitch.
Over time, this share should attenuate, primarily because every software company will have an AI component, & the marketing effect for both customers & venture capitalists, will diffuse.
Not surprisingly, investors have concentrated total dollars in a few names, with the top three companies accounting for 60% of the dollars raised. Power laws are ubiquitous in venture capital & AI is no exception.
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来源：Tomer Tunguz 博客 · tomtunguz.com