Silicon Valley

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

The cybersecurity sector is rapidly transforming, spurred by the transition from cloud-based to AI-native technologies and the urgency for governments to shore up national security vulnerabilities. Jefferies Managing Director Tim Roepke believes some cybersecurity companies are so valuable – and critical to the technology ecosystem – that they are fundamentally shifting the deal landscape and

We recently spoke with Evan Osheroff, Jefferies’ Managing Director of Software Investment Banking, to get his take on what’s shaping the technology market and where it’s headed.

Evan Osheroff, Managing Director of Software Investment Banking at Jefferies, sat down with Don Stalter, North American Partner at Global Founders Capital, to discuss the trajectory of artificial intelligence (AI) and the opportunities growth investors are eyeing in the sector.

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.

Technology capital markets have been in a transaction winter since the end of 2021. That deep freeze appears to be ending and the field of prospective buyers is expanding.

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.

In 2023, two-thirds of venture capital investment went into AI-related businesses.
Much like the widespread adoption of mobile technologies 15 years ago, AI is poised to radically reshape the private internet market. But how?