2023年6月13日

贖回AI熱潮持續,投資者急於購買這些公司的股票在二級市場。AI公司股價一直在頂部部門今年每個月的需求,根據EquityZen。OpenAI看到沉重的二級市場購買興趣,但股票尚未公布。似乎每周都有一個新的熱AI啟動提高大輪。AI的壓倒性的炒作引起了一場狂熱在風險投資家,他要求重新創業,早在一個空間,可以對企業變革。但對投資者沒有得到寶貴的股價在時下流行的人工智能啟動輪,許多人轉向二級市場,創始人,員工,甚至是投資者和風險投資基金退出或IPO之前出售他們的創業企業股票。人工智能和機器學習創業公司的股票一直最受歡迎行業今年每個月,菲爾Haslett說EquityZen創始人和首席戰略官,為私人股票二級市場。Haslett說,人工智能和機器學習現在占25%到30%的總跨類別的投資者需求。AngelList,管理資金交易風險投資公司和投資者,已顯著增加銷售的第二輪AI初創公司的股票。第二輪AI初創公司已經從3%的二級交易平台在2021年初的19%,2023年第一季度末,根據AngelList。 "The interest from investors in secondaries within the AI bucket on AngelList has increased by sixfold over the past few months," said Avlok Kohli, the CEO of AngelList. "There is a healthy market that is starting to build up in secondaries in AI companies." ForgeGlobal, a marketplace for secondary transactions of startup shares, is seeing similar excitement from investors in AI startups. "Buy interest in a number of AI startups, including Dataminr, ThoughtSpot, H20-ai, DataRobot, SamBaNova Systems, OpenAI, Scale AI, as a percentage of total buy interest on Forge's platform, has increased from 6% in April to 12% in May," said Howe Ng, head of investment solutions for Forge. But he added that most of the startups whose shares are being bought are late-stage companies, who are past their Series C or Series D round of funding. "Secondary trading typically takes place for late-stage startups where employees and investors have shares that have vested, " explained Ng. Sequoia, General Catalyst, Andreessen Horowitz and many others have been aggressively investing in AI startups. In the first quarter of 2023 alone, investors poured $1.7 billion into generative AI startups, with an additional $10.7 billion announced but not yet completed, according to PitchBook. The interest in AI startups and overall activity on these markets is a bright spot in an otherwise challenging market for startup liquidity. While some VCs and investors are trying to buy shares of AI startups they couldn't access previously, other VCs are trying to increase their positions. Ng said that Forge is seeing an increase of VCs who want more shares of companies they previously invested in. Secondary marketplace Caplight has also seen considerable enthusiasm in AI startups over the past six months, specifically around buzzy AI companies such as OpenAI, Hugging Face, and Anthropic , said Javier Avalos, CEO and founder of the marketplace. "In the last three months, OpenAI has been one of the top five most actively bid on companies in the private secondary market," he said. "We have seen an increase in both buy and sell activity in other notable AI names, such as Anthropic and ScaleAI." Microsoft-backed OpenAI just raised $495 million through a share offering that valued the company $27 billion to $29 billion. Anthropic also raised $450 million from a number of investors, including Google, that reportedly valued the startup at $4 billion. However, Avalos notes that with OpenAI, "there is a complex structure that makes it difficult to get access to the shares." The marketplace is seeing interest from investors who want to buy shares at a $31 billion to $32 billion valuation, but there are no shares yet that can be sold on the marketplace, he added. Sign up for notifications from Insider! Stay up to date with what you want to know. Subscribe to push notifications