Barriers to genAI.

SoftBank goes supernova.

Iffy IPOs.

 

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January 23, 2025

Live long and prosper đź––

Hi there, 

 

Here is this week's Hot or Not.

 

Hot: AI for a longer life

 

Retro Biosciences is focused on extending the human lifespan.

 

News recently came out that it’s been working with OpenAI for a year on developing an AI model for longevity science. 


The result is GPT-4b micro, which supports protein engineering and highlights OpenAI’s push into the life sciences realm, per ChatCBI.

chat cbi resized

Retro has been on OpenAI’s, particularly CEO Sam Altman’s, radar for some time now — Altman personally provided the startup with $180M back in 2022. You say conflict of interest? We say alignment of interests.


And it’s not new to us either — we covered the startup last year while mapping out the longevity tech landscape. Check out the market map here.

longevity-tech-market-map-1

Not: GenAI adoption barriers

 

Security remains the dominant concern for strategy teams implementing genAI.

 

Nearly 46% of strategy leaders we surveyed cite security and privacy risks as a significant barrier to their organization’s adoption of genAI. Competing internal priorities (42%) and regulatory concerns (40%) follow close behind.

security-privacy-risks-genai-adoption_resized

Technical challenges — such as development costs and talent shortages — rank notably lower, underlining the dominance of organizational and strategic obstacles. 

 

Discover how companies are addressing these adoption barriers in our latest report.

 

Hot: Data centers

 

This week, OpenAI and SoftBank announced a joint venture dubbed Stargate to build $500B of AI infrastructure in the US. 

 

This level of spend is creating opportunities across the AI data center value chain, from energy providers (like nuclear) to support infrastructure (like cooling). 

 

OpenAI included in its announcement a call for “firms across the built data center infrastructure landscape.”

 

CB Insights customers can get the data on key growth markets and companies in the landscape here. 

the AI data center value chain

Not: Going public

 

Goldman Sachs CEO David Solomon recently questioned the need for startups to go public, given the amount of capital available to private companies.

 

“It’s not fun being a public company. Who would want to be a public company?” said Solomon at the Cisco AI Summit. 

 

This checks out with CB Insights data: VC-backed startups are waiting longer to IPO. 

 

Companies like Stripe and Databricks are choosing to stay private altogether while raising billions of dollars.

VC-backed startups wait longer to IPO

The +1

+1 frostbite risk

Source: TMJ4 News

This bites. I'll be giving this one the cold shoulder.

 

I love you.

 

Anand

@asanwal 

Co-Founder & Exec Chair

 

P.S. Did you get a chance to attend our briefing on the state of venture? If not, download the recording today.

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