Uncertainty about short-term returns has led hedge funds to slow investment, with overall investments expected to decline 21% year-over-year (by value) for 2022. This impact is also evident in mega rounds (down 47% QoQ) and the number of new unicorns (down 32% QoQ).
On a quarterly basis, it has declined for two consecutive quarters since peaking in Q4'21, but the $100B in Q2'22 still exceeds the $60B in Q2'20 before COVID-19. Tiger Global Management fell 29% QoQ, while a16z only fell 5%, and SOSV, which has a strong presence in deep tech, increased 5%.
In the mobility sector, startups that are looking beyond EVs to autonomous driving are attracting investment, both on land and in the air. While renewable energy is desirable as the energy source for these EVs, there are issues with the stability of supply capacity, and hopes are being placed on next-generation nuclear power generation as a solution that does not depend on the restart of thermal power plants.
One of AI's strengths is "creating personalized baselines" and "detecting deviations in real time," and it is increasingly being used in the fields of cybersecurity and healthcare.
Startups are thriving in areas that focus on current pain points, such as the complexity of restaurant order processing, the contradictions of using fossil fuels to charge EVs, and shopping districts that cannot compete with Amazon, using technology to solve these problems.
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