系统分析注 ： 世代 AI VC 势

PitchBook Data's report provides an overview of the current state of venture capital (VC) fundraising and deal count by segment, as well as valuations and corporate VC activity. The report highlights that while generative AI is not exempt from the VC recession, outside of corporate partnerships, investment in this segment is only on pace to match the total raised by GenAI leaders in 2021. The report also notes that a barbell is forming in GenAI startup deal flow by product type, with VC deal count supporting the underlying AI core technologies and their ultimate vertical applications instead of general-purpose middleware. The report concludes by stating that companies in the code segment have high M&A probability, while those in the AI core and healthcare segments have high IPO probability.