We recently met with Kumin at the Jefferies Private Internet Conference in Los Angeles, where we explored his vision for AI’s future and its impact on growth investing within private equity.
AI
Recent Posts
In this video, you’ll hear key insights on how AI is reshaping everything from human productivity to B2B ecommerce.
The AI era has arrived, but investors, company leaders and technologists are still learning to navigate it. One challenge is the tension between startups and incumbents. Companies small and large are battling over AI’s application layer: how to deliver viable AI products to end users and turn them into revenue-generating machines. Startups typically lead the […]
This explosive growth in data centers, coupled with infrastructure and power constraints, presents both challenges and opportunities for a myriad of sectors, including utilities, energy, capital goods, infrastructure/construction, and more. A new report led by Jefferies Utilities and Clean Energy team, with input from more than 20 Jefferies analysts around the world, explores the implications of this growth, the economic dynamics, and the strategic moves needed to sustain the sector’s expansion.
At Jefferies’ 2024 Private Internet Conference in Los Angeles, Perplexity.ai CEO Aravind Srinivas sat down with Gaurav Kiuttur, Global Co-Head of Internet Investment Banking, to discuss the shifting search landscape, Perplexity’s growth, and competition from Google and OpenAI.
The $4.5 billion alternative data market has grown 50% annually for the past four years and it shows no signs of slowing down.
This data has become an increasing source of competitive advantage, especially for the quant-focused hedge funds that together manage well over $1 trillion, representing 29% of all hedge fund assets.
Suddenly, a wave of innovative new AI products and applications are coming onto the market that are designed to make companies and investors more efficient and profitable.
Cully Davis discusses the evolving dealmaking landscape, companies’ measured re-entry into the market, and the transformative potential of new innovations in artificial intelligence.
Cameron Lester, Global Co-Head of Technology, Media, and Telecom Investment Banking, expresses bullishness on the future of the tech sector, despite recent financial tightening.