Cbinsights-2022年人工智能状况报告（英）

State

ofAIGlobal

|

2022

recapGlobaldata

andanalysisondealmaking,funding,andexits

byprivatemarketAIcompaniesState

ofAIGuessLess.WinMore.CBInsights

helpsthe

world’s

leadingcompaniesmake

smartertechnologydecisionswithdata,

not

opinion.OurTechnology

Insights

Platformprovidescompanieswithcomprehensive

data,expertinsights,and

workmanagement

toolsthatenable

them

to

discover,understand,

andmake

technology

decisions.▮▮▮▮IIISignupfor

afreetrial2PlatformMarketProfilesExplorehundreds

ofnew

markets,

learntheplayers,and

decidewhobestmeetsyourneeds.State

ofAIMakeyourbrandmoresearchable.Findable.Buyable.

Partnerable.Investable.Business

Intelligence

&AnalyticsComplete

afreeAnalystBriefing

Survey*andgetinfront

ofenterprisetechbuyers,M&Ateams,andinvestors.*Surveytakershaveincreasedtheirleadgeneration3x

onaverage.Applyhere▮III▮▮▮▮4CBInsights

savesmeatremendous

amountoftimeandmakes

memoreefficient,

but

italsogives

methe

peace

ofmindthat

myrecommendations

areright.

It’sthe

expertsecondopinionIrelyon

foremerging

tech.Moran

HavivView

successstory

→Strategic

Innovation,

MicrosoftState

ofAIDigDeeper.CBInsights

clientscan

findandtrackcompaniesusing

ouranalyst-curatedExpertCollections.ArtificialIntelligenceInthis

report,

weanalyzedmorethan10KglobalAIvendors.Ouranalysis

includes

companiesfocusedoncoreAIresearch

andmodeldevelopment,

AIchipmakers,andvendorsusing

AIasa

coredifferentiator

forindustry-specific

orenterprise

solutions

suchashealthcare

diagnostics,

autonomousvehicle

development,warehouse

robotics,andsalesautomation.Weexcludecompaniespurely

focusedonvirtual

reality

development.6State

ofAIThestateofgenerativeAIin

7chartsRetailbanks’AIstrategies:Whatwelearned

frommining

earningscallsOurMostPopularResearchonAIExpanding

on

Sequoia’sgenerativeAImarketmap:The250companiesdrivinggenerativeAIforwardWhat

thetop

retailbanksarepatenting

inAIHowBNP

ParibasisleveragingAIto

manageenvironmentalregulationsAnalyzing

OpenAI’s

investmentstrategy:HowtheChatGPTmaker

isbuilding

agenerativeAIecosystemThe3retailbanksleadinginAITheFutureofGenerative

AI7State

ofAITLDRYourrundownonAI

in2022259AI

M&Adealsin$45.8B

5Global

AI

fundingin

New

AI

unicornsin-47%Fallinmega-round6%Increaseindealsto2022.A

17%dip.2022.Down

34%.Q4’22.funding.Europe-based

AIAIexitsfellacrosstheboardin2022,

with

thenumberofM&A

deals,IPOs,

andSPACs

alltumbling.M&A

exitsheldupbest,onlyfalling

by17%YoY

to259

deals.IPOs

nosedivedby57%to19.SPACscompaniesin2022.GlobalAIfundingfellto$45.8B

in2022,

a34%decreaseyear-over-year(YoY).

Whileannualdealcountfaredbetter,itstilldroppedby10%to2,956.Thisactivity

alignedwiththebroaderventurefundingdownturnin2022.In2022,

thetotalAIunicornherdincreasedto166

with

34newbirths.Thiswasslightly

lessthanhalf

the

numberbornin2021.FiveAIunicornsemergedinQ4’22,

quickeningthepaceQoQbutataslowerratethanin2021.AdditionsinQ4’22included

Stability

AI,

agenerativeAI

companythatraiseda$101M

seedround.Thenumber

ofmega-roundsplummetedfrom2021’s

record

hightojust115,

a39%drop.Thesedealsrepresented$21.8Binfunding,down47%YoY.Reflecting

thistrend,theaveragedealsize

forAIcompaniesfell30%overthesame

periodto

$21M.Europebucked

thebroadertrendforAI

investmentactivity.

In2022,

AI

dealsincreasedby6%to616

(arecord

levelfortheregion).Fundingalsohelduprelatively

well,

falling

by9%to$6.2B.TheUKdroveagreat

dealofthisactivity,

accountingfor48%ofEurope’s

AIfundingand32%ofitsdealsin2022.plunged

by50%to8.InQ4’22,fundingSee

thedata→reboundedslightly

quarter-over-quarter

(QoQ)tohit$9.3B,butdealscontinuedtotickdown.ThetopAI

roundwasa$1.5B

SeriesEtodefensetechstartupAnduril.See

thedata→See

thedata→See

thedata→See

thedata→8State

ofAIContentsGlobalTrendsInvestment

TrendsUnicornsExit

TrendsInvestors1011354147Europe96United

Kingdom104108112GermanyFranceGeographic

Trends51US52606468SiliconValleyNew

YorkLosAngelesAsiaChinaIndia7280848892IsraelJapan9GlobalTrends10Investment

Trends11State

ofAI

|

GlobalTrends

|

Investment

TrendsAIfunding

slumpsby34%in20223,2742,896Deals2,9562,7112,535Funding$45.8B$27.3B$31.0B$32.5B$69.7B2018201920202021202212State

ofAI

|

GlobalTrends

|

Investment

TrendsQuarterlyAIfunding

rebounds

slightlyas

deals

continue

tofall961864823778793754756734718Funding$9.3B697703690685653684642626614Deals615582$4.2B$7.1B$6.7B$9.3B$6.9B$8.5B$8.6B$7.1B$6.7B$7.0B$7.6B$11.2B

$16.4B

$17.1B

$18.2B

$17.9B

$15.7B

$12.8BQ4

Q1

Q2

Q3

Q4

Q1

Q2$8.1BQ1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q3Q42018201920202021202213State

ofAI

|

GlobalTrends

|

Investment

TrendsTheUSdominates

AIfunding

and

deals

inQ4'22Canada$0.1B14DealsAsia$2.4B191

DealsEurope$1.5BUS155Deals$5.0B236

DealsAfrica$4M3DealsLatAm&Caribbean$0.1B9DealsAustralia$0.1B7Deals14State

ofAI

|

GlobalTrends

|

Investment

Trends2outofevery5AIdeals

go

to

US-basedcompanies6%5%7%6%5%6%6%6%6%5%6%7%5%AllOtherRegions,5%Europe,25%8%17%20%39%18%36%18%37%19%40%17%36%16%19%19%21%21%20%21%19%19%20%22%19%22%35%29%33%32%33%39%35%37%35%35%34%39%38%33%Asia,31%US,38%43%43%41%41%42%41%41%42%40%39%39%39%39%38%39%37%36%37%36%Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q42018201920202021202215State

ofAI

|

GlobalTrends

|

Investment

TrendsVCscontinue

tobethemost

activeAIinvestors5%8%6%6%6%7%PrivateEquity,6%Incubator/Accelerator,6%7%5%6%5%7%6%6%5%7%6%8%7%8%8%7%7%8%10%10%9%11%12%12%12%11%11%CVC,9%11%10%10%11%10%11%11%10%9%10%11%11%10%10%10%11%9%11%8%9%12%9%12%10%Corp,9%9%6%9%9%8%10%9%7%11%9%10%6%8%6%8%6%9%7%11%11%9%10%5%Asset/Investment

Management,9%6%8%6%8%10%9%8%8%8%6%7%9%10%11%10%9%Angel,11%Other,18%10%12%17%9%10%8%10%11%14%10%17%14%17%17%16%15%17%15%17%16%14%16%14%17%15%14%18%38%37%36%36%37%35%35%35%34%33%34%34%34%VC,32%32%31%32%32%32%30%Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q42018201920202021202216State

ofAI

|

GlobalTrends

|

Investment

TrendsAverage

AIdeal

sizefalls

30%in

2022AverageDealSizeMedianDealSize$29.7M$20.7M$15.3M$6.0M$5.0M$3.0M20182020202220182020202217State

ofAI

|

GlobalTrends

|

Investment

TrendsEurope’smedian

dealsizeincreases

slightlyYoYUSAsiaEurope$9.0M$7.8M$6.9M$5.7M$4.0M$3.4M$3.2M$3.0M$1.6M20182020202220182020202220182020202218State

ofAI

|

GlobalTrends

|

Investment

TrendsMedian

dealsizedeclines

acrossallinvestor

typesAngelAsset/InvestmentManagementCVCCorpPrivateEquityVC$62.0M$46.5M$25.9M$25.0M$17.9M$17.3M$15.9M$15.7M$15.7M$16.0M$13.5M$13.9M$11.0M$10.0M$8.0M$5.0M$4.2M$2.0M20182020202220182020202220182020202220182020202220182020202220182020202219State

ofAI

|

GlobalTrends

|

Investment

TrendsAnnual

mega-round

funding

toAIcompanies

nearlyhalves188Deals115Funding$21.8B805750$13.0B$13.3B$14.7B$41.4B2018201920202021202220State

ofAI

|

GlobalTrends

|

Investment

TrendsQuarterlymega-round

funding

and

deals

spring

backin

Q4’2251464645443528Funding$4.8B2221Deals19181716151515121186$0.8B$3.5B$3.1B$5.6B$3.1B$3.7B$4.3B$2.2B$3.0B$2.1B$3.9B$5.7B$11.4B

$10.0B$9.8B$10.2B$8.1B$5.7B$3.1BQ1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q42018201920202021202221State

ofAI

|

GlobalTrends

|

Investment

TrendsTheUSsees

themostmega-rounds

inQ4’22Canada$0.1B1DealAsia$1.5B4DealsEurope$0.5BUS3Deals$2.8B11Deals22State

ofAI

|

GlobalTrends

|

Investment

TrendsMega-rounds

tickdown

intheUSinQ4’223028221211109US,11514132Asia,4Europe,3AllOtherRegions,122Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q42018201920202021202223State

ofAI

|

GlobalTrends

|

Investment

TrendsMega-rounds

accountfor

morethanhalfof

AIfunding

inQ4’2230%40%42%43%46%Non-mega-rounds,48%48%49%48%50%50%54%55%55%56%56%62%70%70%81%70%60%58%57%54%Mega-rounds,52%52%51%52%50%50%46%45%45%44%44%38%30%30%19%Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q42018201920202021202224State

ofAI

|

GlobalTrends

|

Investment

TrendsGlobal:

Top

equity

deals

inQ4'22RoundDate%ofTotalFundingCompanyRound

Amount$1.5BRound

Valuation

Select

InvestorsCountrySeriesE2022-12-02Valor

EquityPartners,

Andreessen

Horowitz,

GeneralCatalyst,

Lightspeed

Venture

Partners,

8VCAnduril1234$8.5BUnited

StatesChina16.0%10.8%2.3%2.2%2.1%1.8%1.6%1.6%1.6%1.5%CorporateMinority2022-10-13HorizonRoboticsMooreThreadsDataiku$1.0BN/A

CARIADSeriesB2022-12-27China

Mobile,

Hexie

Health

Insurance,

DianshiCapital$216M$200M$196M$170M$150M$150M$146M$138MN/AChinaSeriesF2022-12-12Wellington

Management,

Battery

Ventures,

InsightPartners,

CapitalG,

Dawn

Capital$3.7BUnited

StatesUnited

KingdomUnited

KingdomUnited

StatesUnited

StatesUnited

StatesChinaQatar

Investment

Authority,

BOLDstart

Ventures,$7.4B

SandsCapital,

Tiger

Global

Management,

EvolutionEquityPartnersSeriesG2022-12-12Snyk56PrivateEquity2022-12-13ZappiN/A

Sumeru

EquityPartnersSeriesD2022-11-17Fidelity

Investments,

Sutter

Hill

Ventures,

AtreidesManagement,

Intel

CapitalAstera

LabsAvant7$3.2BUndisclosed2022-12-077N/A

Ares

ManagementGoldman

Sachs

Asset

Management,

InsightPartners,$1.0B

Google

Ventures,

Hewlett

Packard

Enterprise,

IBMVenturesSeriesF2022-10-03SingleStoreXiaoice9SeriesB2022-11-0710N/A

N/A25State

ofAI

|

GlobalTrends

|

Investment

TrendsTwo-thirdsofAIdeals

go

toearly-stage

companies6%6%6%Other,7%7%8%7%10%Late-stage,8%13%15%18%Mid-stage,18%20%76%73%67%Early-stage,66%64%2018201920202021202226State

ofAI

|

GlobalTrends

|

Investment

TrendsTheUSisthetop

region

for

late-stage

deals

in

Q4'22USAsiaEuropeAllOtherRegionsEarly-stageMid-stageLate-stageOther33%30%31%6%39%47%31%11%47%18%72%6%17%6%27State

ofAI

|

GlobalTrends

|

Investment

TrendsMedian

late-stage

dealsizefalls

by29%Early-stageMid-stageLate-stage$87.5M$62.0M$35.0M$27.9M$30.0M$22.0M$3.3M$3.1M$2.0M20182020202220182020202220182020202228State

ofAI

|

GlobalTrends

|

Investment

TrendsGlobal:

Top

seed/angel

deals

inQ4'22RoundDateCompanyRound

Amount$101M$50M$27M$22M$20M$20M$15M$14M$14M$13M$13MSelect

InvestorsCountrySeedVC2022-10-05Coatue

Management,

Lightspeed

Venture

Partners,

O'Shaughnessy

AssetManagementStability

AIeleQtron12United

KingdomGermanySeedVC2022-11-01Earlybird

Venture

Capital,

SiegerlandfondsSeed2022-11-21care.ai3Crescent

Cove

Capital

ManagementUnited

StatesFranceSeedVC2022-10-20Outsight4Bpifrance,

EnergyInnovation

Capital,

BNPParibas,

SPDG,

Demeter

CapitalSeed2022-10-20Arash

Ferdowsi,

Astera

Institute,

Drew

Houston,

Jonas

Schneider,

TomBrownGenerally

IntelligentVectara5United

StatesUnited

StatesIsraelSeedVC2022-10-125Top

Harvest

CapitalAngel2022-10-25Finneas

O'Connell,

James

Iovine,

Justin

Lubliner,

Maverick

Carter,

PaulWachterYoom7SeedVC2022-12-15Acrew

Capital,

BOLDstart

Ventures,

Aviso

Ventures,

Knollwood

InvestmentAdvisory,

Pelion

Venture

PartnersProtect

AIYuyao

BiotechNumberOneAIPerfect8United

StatesChinaSeedVC2022-12-308LCVentures,

HighPower,

Mingyu

Venture

Capital,

Shining

StarSeedVC2022-10-11B5Capital,

Drumwright

Investment,

Miramar

Digital

Ventures,

Aidan

Kehoe,Alex

Weiss1010United

StatesIsraelSeed2022-12-20Target

Global,

Joule

Ventures,

RTPGlobal,

Chemi

Peres,

Dan

Naftali29State

ofAI

|

GlobalTrends

|

Investment

TrendsGlobal:

Top

SeriesAdeals

inQ4'22RoundDateCompanyRound

Amount$125M$42M$41M$35M$35M$33M$30M$29M$26M$24M$24M$24MSelect

InvestorsCountrySeriesA2022-10-17InsightPartners,

Bessemer

Venture

Partners,

InstitutionalVenture

Partners,

Foundation

Capital,

Coatue

ManagementJasper1United

StatesUnited

KingdomUnited

StatesIsraelSeriesA2022-11-23A.R.M.

Holding,

G42,

PlugandPlay

Ventures,

Bolur

Capital,FreudsTheApplied

AICompany(AAICO)2SeriesA2022-12-06SwayVentures,

ATXVenture

Partners,

Draper

Associates,Lockheed

Martin

Ventures,

Valor

EquityPartnersSlingshot

Aerospace3SeriesA2022-10-20Glory

Ventures,

SamsungVentures,

Cardumen

Capital,OurCrowd,

Varana

CapitalNeureality4SeriesA2022-11-21SponsorUnited4Spectrum

EquityUnited

StatesUnited

KingdomUnited

StatesFranceSeriesA2022-11-28Radical

Ventures,

Temasek,

Air

Street

Capital,

AmadeusCapital

Partners,

Partech

PartnersV76SeriesA2022-11-16Valor

EquityPartners,

Valor

Siren

Ventures,

Alley

RoboticsVentures,

Alumni

Ventures,

Crosslink

CapitalAescape7SeriesA2022-10-19Aqemia8Large

Venture,

Elaia

PartnersSeriesA2022-11-15Catapult

Ventures,

JSCapital,

Ranpak,

Schusterman

FamilyInvestments,

Soros

FundManagementPickle

Robot9United

StatesUnited

StatesFinlandSeriesA2022-11-10Mem10OpenAI

Startup

FundIDC

VenturesSeriesA2022-11-30Rive10SeriesA2022-10-19Zeev

Ventures,

Munich

ReVentures,

Hyperplane

VentureCapitalShipIn10United

States30State

ofAI

|

GlobalTrends

|

Investment

TrendsGlobal:

Top

SeriesBdeals

inQ4'22RoundDateCompanyRound

Amount$216M$138M$100M$100M$68MSelect

InvestorsCountrySeriesB2022-12-27MooreThreadsXiaoice12China

Mobile,

Hexie

Health

Insurance,

Dianshi

CapitalN/AChinaSeriesB2022-11-07ChinaSeriesB2022-10-06Activate

Capital,

Amadeus

Capital

Partners,

Floating

Point,

GoogleVentures,

Ridgeline

PartnersAltana

AI3United

StatesUnited

StatesAustraliaUnited

StatesSeriesB2022-10-31Bright

MachinesAdvancedNavigationKneron3Eclipse

VenturesSeriesB2022-11-165KKR,In-Q-Tel,

Main

Sequence

Ventures,

OIFVentures,

AICapitalHorizons

Ventures,

Foxconn,

Lite-On

Group,

ADATA

TechnologySeriesB2022-10-04$48M6SeriesB2022-11-29Deepgram$47M7Madrona

Venture

Group,

Citi

Ventures,

Alkeon

Capital

Management

United

StatesSeriesB2022-11-09Alkeon

Capital

Management,

Lightspeed

Venture

Partners,

InflectUnited

StatesFathom$46M8Health,

Tarsadia

Investments,

ApolloMDSeriesB2022-12-01Convent

Capital,

ADM

Capital,

Firstime

Venture

Capital,

Gaingels,

J-VenturesBeeHero$42M9United

StatesSeriesB2022-11-10Omega

Venture

Partners,

Sageview

Capital,

Digitalis

Ventures,Gutbrain

VenturesElemental

Machines$41M10United

States31State

ofAI

|

GlobalTrends

|

Investment

TrendsGlobal:

Top

SeriesCdeals

in

Q4'22RoundDateCompanyRound

Amount$100M$100M$80MSelect

InvestorsCountrySeriesC2022-10-26Trigo1183North,

Temasek,

Hetz

Ventures,

REWEGroup,

RedDot

Capital

PartnersIsraelSeriesC2022-11-09Georgian,

Bessemer

Venture

Partners,

BDCCapital,

Capricorn

Holdings,

SiliconValley

BankXanaduVesttooSecuritiStratioDescriptRunwayPATEOHelm.aiVue.aiCanadaSeriesC2022-10-253Mouro

Capital,

Black

River

Ventures,

Gramercy

Ventures,

Hanaco

VenturesOwl

Rock

Capital

Partners,

General

Catalyst,

MayfieldInfraVia

Capital,

Adara

VenturesIsraelSeriesC2022-10-04$75M4United

StatesSpainSeriesC2022-10-13$64M5SeriesC2022-10-27OpenAI

Startup

Fund,Andreessen

Horowitz,

Redpoint

Ventures,

Spark

Capital,Daniel

Gross$50M6United

StatesUnited

StatesChinaSeriesC2022-12-05$50M6Felicis,

Amplify

Partners,

Compound,

LuxCapital,

Coatue

ManagementRui'an

State

InvestmentSeriesC2022-11-03$42M8SeriesC2022-12-19$31M9Freeman

Group,

ACVC

Partners,

Amplo,

Goodyear

Ventures,

Honda

Motor

Co.AVATAR

Growth

Capital

Partners,

Alpha

Wave

Global,

Sequoia

Capital

IndiaUnited

StatesUnited

StatesSeriesC2022-11-02$30M1032State

ofAI

|

GlobalTrends

|

Investment

TrendsGlobal:

Top

SeriesDdeals

in

Q4'22RoundDateCompanyRound

Amount$150M$135M$72MRound

Valuation

Select

InvestorsCountrySeriesD2022-11-17Fidelity

Investments,

Sutter

Hill

Ventures,

AtreidesManagement,

Intel

CapitalAstera

LabsWeka1234567$3.2BUnited

StatesUnited

StatesGeneration

Investment

Management,

Norwest

Venture$750M

Partners,

Celesta

Capital,

Gemini

Israel

Ventures,

HewlettPackard

EnterpriseSeriesD2022-11-15Kaiheng

Private

Fund,Shanghai

Biomedical

IndustryEquityN/A

Investment

FundManagement,

China

New

TownDevelopment,

ChinaIndustrial

Securities

Capital,

Next

CapitalSeriesD2022-11-22SiBionicsNotCoSeriesD2022-12-12Princeville

Global,

Bezos

Expeditions,

FuturePositive

Capital,Kaszek

Ventures,

LCatterton$70M$1.5BChileSeriesD2022-12-13BeameryDataVisorTVision

Insights$50M$1.0B

Ontario

Teachers'United

KingdomUnited

StatesUnited

StatesSeriesD2022-12-14$40MN/A

GSRVentures,

Brighton

ParkCapital,

NewView

CapitalN/A

iSpot.tv,

Accomplice,

Golden

Ventures,

SIGCapitalSeriesD2022-11-15$16M33State

ofAI

|

GlobalTrends

|

Investment

TrendsGlobal:

Top

SeriesE+deals

inQ4'22RoundDateCompanyRound

Amount$1.5BRound

Valuation

Select

InvestorsCountrySeriesE2022-12-02Valor

EquityPartners,

Andreessen

Horowitz,

General

Catalyst,Lightspeed

Venture

Partners,

8VCAndurilDataikuSnyk12345678$8.5B$3.7B$7.4B$1.0B$1.7BUnited

StatesUnited

StatesUnited

KingdomUnited

StatesUnited

StatesGermanySeriesF2022-12-12Wellington

Management,

Battery

Ventures,

Insight

Partners,CapitalG,

Dawn

Capital$200M$196M$146M$123M$73MSeriesG2022-12-12Qatar

Investment

Authority,

BOLDstart

Ventures,

SandsCapital,Tiger

Global

Management,

Evolution

EquityPartnersSeriesF2022-10-03Goldman

Sachs

Asset

Management,

InsightPartners,

GoogleVentures,

Hewlett

Packard

Enterprise,

IBMVenturesSingleStoreAlationHoliduSeriesE2022-11-02Costanoa

Ventures,

Sanabil

Investments,

Thoma

Bravo,

SapphireVentures,

Dell

Technologies

CapitalSeriesE2022-10-19N/A

83North,

Coparion,

EQTVentures,

LiosVentures,

Prime

Ventures$2.3B

US

Innovative

Technology

FundSeriesE2022-12-13Shield

AIZestAI$60MUnited

StatesUnited

StatesSeriesG2022-11-02CMFGVentures,

InsightPartners,

Northgate

Capital,

CU

Direct,Curql$50MN/A34Unicorns35State

ofAI

|

GlobalTrends

|

UnicornsQ4’22

sees

5new

AIunicorns161159TotalUnicorns,1661511371414132NewUnicorns,5Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q42018201920202021202236State

ofAI

|

GlobalTrends

|

UnicornsThevastmajorityof

AIunicorns

arebased

intheUSCanada51NewAsia411NewEurope12US2New1051NewLatAm&Caribbean30New37State

ofAI

|

GlobalTrends

|

UnicornsEuropemints2AIunicorns

inQ4’22

—more

thananyotherregion11111031Europe,2Asia,1AllOtherRegions,1US,121211Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q42018201920202021202238State

ofAI

|

GlobalTrends

|

UnicornsGlobal:

Top

unicornbirthsinQ4'22CompanyLatest

Valuation

CountryAstera

Labs$3.2B1United

StatesBeamery$1.0B$1.0B$1.0B$1.0B2United

KingdomUnited

KingdomIsraelStability

AI2Vesttoo2Xanadu2Canada39State

ofAI

|

GlobalTrends

|

UnicornsGlobal:

Top

unicornsbyvaluation

in

Q4'22CompanyLatest

Valuation

CountryByteDance$140.0B1ChinaDatabricks$38.0B2United

StatesOpenAI$20.0B$13.0B$12.6B$9.0B$8.6B$8.5B$8.5B$8.3B3United

StatesUnited

StatesUnited

StatesUnited

StatesUnited

StatesUnited

StatesUnited

StatesUnited

StatesGrammarly4Faire5Tanium6Nuro7Pony.ai8Anduril8Lacework1040Exit

Trends41State

ofAI

|

GlobalTrends

|

ExitTrendsAIexits

tumblein

2022312M&A,2594416IPO,19SPAC,82018201920202021202242State

ofAI

|

GlobalTrends

|

ExitTrendsM&Aexits

rallyinQ4’22

whileIPOs

andSPACstrend

downward99M&A,675948451383643IPO,3SPAC,24Q1Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q2Q3Q42018201920202021202243State

ofAI

|

GlobalTrends

|

ExitTrendsEuropedominates

regional

exit

shareinQ4’225%6%6%6%7%7%AllOtherRegions,10%Europe,47%9%10%17%10%13%10%23%9%9%11%10%23%12%41%12%25%14%14%14%15%20%20%21%27%13%22%19%27%29%28%32%31%30%8%9%64%Q220%16%15%31%17%26%10%20%14%27%19%20%16%Asia,11%US,33%62%59%57%58%57%56%56%52%51%50%48%49%46%45%42%40%39%31%Q1Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q42018201920202021202244State

ofAI

|

GlobalTrends

|

ExitTrendsGlobal:

Top

M&Aexits

inQ4'22CompanyRound

Valuation

Acquirer$107M

B3CountryNeurotechAlter12345678Brazil$100M

GoogleUnited

StatesUnited

KingdomUnited

StatesFranceOdinVisionHelpShiftUntieNotsKickertechCallDeskGlid$80M

Olympus$75M

KeywordsStudios$40M

EagleEye$18M

BetssonMalta$11M

FutureLook$4M

Genesis

Electronics

GroupFranceUnited

States45State

ofAI

|

GlobalTrends

|

ExitTrendsGlobal:

Top

SPACsin

Q4'22CompanyRound

Valuation

Select

InvestorsCountryCardio

Diagnostics$175M1Mana

Capital

AcquisitionUnited

States46Investors47State

ofAI

|

GlobalTrends

|

InvestorsGlobal:

Top

investors

bycompanycountinQ4'22InvestorCompanyCount

Investor

GroupCountryGaingels61AngelUnited

StatesUnited

StatesUnited

StatesUnited

StatesUnited

StatesPlugandPlay

Ventures61VCAlumniVentures53VCBessemer

VenturePartners53VCInsightPartners53VC48State

ofAI

|

GlobalTrends

|

InvestorsGlobal:

Top

VCsbycompanycountin

Q4'22InvestorCompanyCount

CountryPlugandPlay

Ventures61United

StatesAlumniVentures5554444442United

StatesUnited

StatesUnited

StatesUnited

StatesUnited

StatesUnited

StatesUnited

StatesUnited

StatesUnited

StatesBessemer

VenturePartners2InsightPartners2AndreessenHorowitz5FoundersFund5Lightspeed

VenturePartners5SOSV5SomaCapital5Valor

Equity

Partners549State

ofAI

|

GlobalTrends

|

InvestorsGlobal:

Top

CVCsbycompanycountinQ4'22InvestorCompanyCount

CountryOpenAIStartup

Fund41United

StatesDell

Technologies

Capital332United

StatesM122United

States50Geographic

Trends51USTrends52State

ofAI

|

GeographicTrends

|

USTrendsFundingto

US-basedAIcompanies

falls

by37%1,2781,176Deals1,150Funding1,0401,029$26.7B$14.0B$19.2B$19.5B$42.1B2018201920202021202253State

ofAI

|

GeographicTrends

|

USTrendsUSdeals

slide

downfor

thethirdstraight

quarter374345317315304302300293286285272273267269267251242237238Deals236Funding$5.0B$2.9B$3.5B$3.8B$3.8B$4.1B$5.2B$5.2B$4.8B$4.3B$3.7B$4.4B$7.1B$10.8B$9.2B$10.5B

$11.5BQ3

Q4$9.4B$7.8B$4.5BQ1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q1Q2Q3Q42018201920202021202254State

ofAI

|

GeographicTrends

|

USTrendsThemajorityof

USAIdeals

go

to

early-stage

companies6%8%7%9%10%8%Other,13%9%11%Late-stage,9%15%19%21%23%Mid-stage,19%69%66%62%Early-stage,59%56%2018201920202021202255State

ofAI

|

GeographicTrends

|

USTrendsUS:Top

equity

deals

inQ4'22RoundDate%ofTotalFundingCompanyRound

Amount$1.5BRound

Valuation

Select

InvestorsCountrySeriesE2022-12-02Valor

EquityPartners,

Andreessen

Horowitz,

General

Catalyst,Lightspeed

Venture

Partners,

8VCAnduril12335$8.5B$3.7B$3.2BUnited

StatesUnited

StatesUnited

StatesUnited

StatesUnited

States29.4%4.0%3.0%3.0%2.9%SeriesF2022-12-12Wellington

Management,

Battery

Ventures,

Insight

Partners,CapitalG,

Dawn

CapitalDataiku$200M$150M$150M$146MSeriesD2022-11-17Fidelity

Investments,

Sutter

Hill

Ventures,

AtreidesManagement,

Intel

CapitalAstera

LabsAvantUndisclosed2022-12-07N/A

Ares

ManagementSeriesF2022-10-03Goldman

Sachs

Asset

Management,

InsightPartners,

GoogleVentures,

Hewlett

Packard

Enterprise,

IBMVenturesSingleStore$1.0BGeneration

Investment

Management,

Norwest

Venture$750M

Partners,

Celesta

Capital,

Gemini

Israel

Ventures,

HewlettPackard

EnterpriseSeriesD2022-11-15Weka$135M6United

States2.7%SeriesA2022-10-17InsightPartners,

Bessemer

Venture

Partners,

Institutional$1.5BJasper