Nvidia's got some frenemies.

$4.6B opportunity.

Elle Woods meets AI.

 

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September 28, 2024

Hi there,

 

Imagine a factory where robots coordinate in unison and intelligent AI systems are omnipresent.

 

This is the future of the factory, and it’s coming sooner than you think. Want to learn more? Hear from our analysts on October 15.

 

And now, here are this week's top research briefs.

ICYMI

 

Game Changers 2025: 9 technologies that will change the world

Extreme weather prediction. Extending the human lifespan. The next software paradigm. We highlight 9 game-changing technologies and the key drivers and players advancing them.

game changers 2025 toc

Generative AI predictions for 2024

Nvidia’s frenemies. AI girlfriends. Pocket-sized LLMs. Here are our 18 genAI predictions for 2024.

Gen-AI-predictions_03092024

Customer-Exclusive Research

 

The $4.6B opportunity in healthcare: Ambient AI to target clinician burnout

Healthcare incumbents, big tech, and startups alike are using AI to address key pain points in clinical workflows. We break down the fast-growing market for ambient AI solutions in healthcare.

Oracle-CEO-Trimmed

The semiconductor manufacturing market map

From diamond semiconductors to pure-play foundries, we break down the categories of tech companies driving innovation across the semiconductor manufacturing value chain.

semi mm crop

The legal AI market is ripe for M&A — here’s who could get scooped up next

Consolidation is on the horizon for legal AI agents & copilots. We mined CB Insights buyer interviews, Mosaic scores, exit probabilities, and funding data to forecast what’s next for the market.

legal-ai-agents-and-copilots-funding

Synthetic data funding has stalled as big tech moves in — we analyzed 50 companies to identify green shoots in the space

We are running out of high-quality data to train LLMs, driving up demand for synthetic datasets. We dig into how adoption is picking up and the rising players in the space.

Synthetic-media

Have a great weekend.

 

I love you. 

 

 Anand

@asanwal

Co-Founder & Exec Chair

 

P.S. What trends are shaping the future of energy? Download this briefing to find out.

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