The investment bubble has completely subsided, returning to pre-COVID levels, but VCs have steadily continued their investment strategies at a consistent level, unswayed by short-term trends. Although VC investment in the Southern Hemisphere is growing rapidly, 95% of investment is in the Northern Hemisphere, with Asia, which grew during the investment bubble, seeing a decline in its share, and the investment arena returning to pre-COVID North America. AI investment is not a passing fad in 2023; it reached a record high of 35% of VC investment in Q2 2024 .
AI technology companies account for half of the top 10 investment amounts from seed , early to mid-stage, and VCs have high expectations for the AI field. There are also many AI startups in the late stage , and many of them use generative AI in their core business models .
Generative AI is in a rare situation in the hype cycle, where it appears as though it is falling from the peak of expectations to the disillusionment phase, but it never does.
Investments are likely to be concentrated in new treatment methods for cancer and immune system diseases (new antibody design, targeted therapy, etc.). Medical startups have been increasing since around 2022 , but the situation has become clearer in 2024 .
Generative AI as a platform ( GenAI) is a platform that uses generative AI to create scenarios to train autonomous driving algorithms , explain the reasons for driving behavior, and generate new proteins. The use cases for PaaS may expand to various areas.
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