PitchBook-新兴技术未来报告：更新我们的人工智能展望（英）

1PitchBook Data, Inc.Nizar Tarhuni Executive Vice President of Research and Market IntelligencePaul Condra Head of Emerging Technology ResearchInstitutional Research GroupAnalysisThe Emerging Tech Research TeamPublishingDesigned by Jenna O’MalleyContentspbinstitutionalresearch@pitchbook.comPublished on September 30, 2024Introduction1Enterprise applications3AI & ML 3Crypto6Data analytics8Enterprise SaaS10Fintech12Information security15Insurtech 17Consumer applications19E-commerce 19Gaming21Industrial applications23Agtech 23Climate tech 25Defense tech 27Foodtech 29Mobility tech 32Space tech 34Supply chain tech 36Healthcare applications38Biotech 38Digital health 40Healthcare IT 43Medtech46EMERGING TECH RESEARCHEmerging Tech Future Report: Updating Our Generative AI OutlookModels thrive while complexity, costs impact applicationsPitchBook is a Morningstar company providing the most comprehensive, most accurate, and hard-to-find data for professionals doing business in the private markets.Brendan Burke; Robert Le; Derek Hernandez; Rudy Yang; Eric Bellomo; Alex Frederick; John MacDonagh; Ali Javaheri; Jonathan Geurkink; Kazi Helal, Ph.D.; Aaron DeGagne, CFA; Rebecca Springer, Ph.D.Introduction In May 2023, our team published perspectives on how Generative AI (GenAI) was poised to impact various industries and technologies. This note revisits those perspectives with fresh takes on how GenAI is (or is not) manifesting itself and how expectations have changed or evolved. The rise of ChatGPT in early 2023 was a pivotal moment, marking the point when AI became understood as an easily adaptable technology with the potential for broad application. Since then, investment in related technologies and startups has skyrocketed, highlighted by intense competition in the foundation model space as new startups and technology incumbents have aggressively jumped into the fray. The GenAI-infrastructure landscape is stratifying across several use cases, such as on-device inference, domain-specific knowledge, and simply raw power to produce the best results the fastest. Some form factors, such as general consumer search and chatbots, have emerged as battlegrounds for tech giants like Google and Meta as they seek to keep users within their ecosystems. Other strategies include more specialized applications, such as personal assistants for enterprise use cases and software development. 2Emerging Tech Future Report: Updating Our Generative AI OutlookHowever, as our analysts describe in this note, several blockers to adoption remain despite intensified efforts toward AI transformation. These include high compute costs, data availability, data security, and overall system complexity. Whereas much progress has been made at the foundation model level, where investment capital appears endless, application-level startups face a more challenging fundraising environment as they feel near-term pressures to demonstrate commercial viability. Paul Condra Head of Emerging Technology Re