AI SDRs.

Fusion revolution.

Chilly climate.

 

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November 13, 2024

The times they are a-changin'

Hi there, 

 

When Donald Trump won the US presidency this past week…

 

…the creator economy also won.

 

Dana White (UFC president) gave shout outs to the Nelk Boys, Theo Von, and Joe Rogan after Trump invited him to speak during his victory speech.

 

That was unimaginable 2 years ago. 

 

VCs soured on creator economy investments but, given their growing political heft, I wonder if we will see a new type of investment for creators or the picks & shovels enabling these creators?

 

Interesting times.


More on the creator economy here.

CreatorEconMap

AI gotta’ have faith

 

AI agent startup 11x just raised a $50M round led by Andreessen Horowitz.

 

The company operates in the crowded AI SDRs space — one of the most active AI agent categories we’ve analyzed.

 

The prospect of automating repetitive SDR tasks — like researching, routing, and qualifying leads; personalizing messages; and booking meetings — has generated immense interest in the market.

 

But one challenge remains: the trustworthiness and quality of the messaging.

 

Take it from this 11x customer that CB Insights interviewed:

AI Groundbreaking Smartness

This 11x customer isn’t alone — check out additional AI SDR perspectives in this report.

 

Big tech energy

 

AI data center energy consumption is projected to jump nearly 45% annually in the coming years. 

 

Innovative energy solutions — including small modular reactors, nuclear fusion, and enhanced geothermal systems — will be crucial for sustainably supporting AI-driven data center growth.

 

While fusion isn’t commercially viable yet, the promise of ​​reliable carbon-free energy is drawing the attention of tech powerhouses.

 

For example, Helion Energy is targeting commercialization by 2028 and has already inked an energy purchase agreement with Microsoft.

Helionpng

From nuclear fusion to small modular reactors, explore the high-momentum energy production markets that data center stakeholders should be betting on in 2025.

 

Climbing down 

 

In Q3’24, climate tech funding fell to $4.8B — its lowest quarterly level since 2020.

ClimateTech

Despite the drop, median deal sizes are up YTD in the US and Europe, and both the US and EU continue to provide government grants and loans to climate tech solutions.

 

Two markets drawing attention are nuclear fusion energy and direct air capture of CO2 — both have received substantial funding from the US Department of Energy in 2024.

 

As we move into 2025 and a Trump presidency, some sectors of climate tech, including solar and wind, may face headwinds from the new leadership. 

 

It will be interesting to see how investors adapt to the incoming administration and where the hot and not areas of climate tech will be.

 

Get the lay of the full climate tech landscape in our new State of Climate Tech Q3’24 Report.

 

Industry Standard

 

CBRE. The real estate group (@CBRE) looks into how the tech industry is influencing US and Canadian office space markets using CB Insights data. 

 

Los Angeles Times. Wendy Lee (@thewendylee) and Samantha Masunaga (@smasunaga) report on Los Angeles’ record AI funding for Q3’24 citing CB Insights research.

 

CNBC. Kate Rooney (@Kr00ney) reports on AI startup Sierra’s $175M funding round using CB Insights data. 

 

I love you.

 

Anand

@asanwal 

Co-Founder & Exec Chair


P.S. Yesterday, we dug into the data behind our State of AI Q3’24 Report. Didn’t get the chance to join? Download the session recording here.

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