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It is difficult to overstate the significance of the rise of artificial intelligence for capital markets. The massive scale of current AI investments and the rapid pace of technological progress raise questions and increase stakes for nearly all investors, companies, and countries as they try to anticipate what the future holds.

The Jefferies 2025 Public Tech Conference brought together top bankers, investors, founders, and tech executives to discuss the sector’s key trends and developments. The insights below are drawn from interviews and panels with conference attendees. When tariff announcements rattled markets in early April, no sector took a bigger hit than technology. Public tech stocks fell

At last year’s Private Growth Conference, expectations were high that the IPO market would reopen — and by year’s end, the data looked encouraging. The Jefferies 2025 Private Growth Conference brought together hundreds of top bankers, investors, founders, and tech executives to discuss the sector’s key trends and developments. The insights below are drawn from

Both sponsors and strategics are eager to transact, and with the right conditions, many expect activity to pick up. The question is whether recent volatility will get in the way.

At Jefferies’ Private Growth Conference, sector leaders discussed the trajectory of AI adoption and how it’s shaping dealmaking in 2025.

Anushka Salinas, CEO of Nanit, discusses how AI powers the market’s top-grossing smart baby monitor. She shares insights on the power of customer data, the role of AI algorithms on product innovation, and more!

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.

Heitzmann believes, “we will have an IPO or two in the next twelve months, and then we think 2025 will be as close to normal as we have seen in years.”  

Nicole Quinn, a partner at Lightspeed Ventures discusses how AI is reshaping tech companies, and where consumer brands fit into the equation.