Mary Meeker, known as the “Queen of the Internet”, was a major influence on the stock market in the 1990s. As an analyst at Morgan Stanley at the time, she seemed to have the Midas touch. Some of the stocks he bought were Amazon,MicrosoftApple and Dell are now technology giants, each with its own proprietary technology.
In 2010, Mick moved into the venture capital industry and led the Kleiner Perkins teaminvestStartups like Airbnb, Uber Technologies, Waze, DocuSign and Snap. Later, he founded Bond Capital and continued to invest in new generation technology leaders, including Canva, an Australian graphics software company that was widely expected to launch an initial public offering (IPO), with fruitful results. Hope to meet. , Two years ago he started thinking about cryptocurrencies, blockchain technology and non-fungible tokens (NFTs).
So, what is Mick investing in right now?
In a recent interview with the media, Mick said that he is still optimistic about emerging technologies like blockchain, but his attention has recently turned to artificial intelligence (Aye, He revealed that Bond Capital’s recent investment targets include: Kobold Metals (a mining exploration company powered by machine learning), Yasir (North African consumer and financial services super app), AlphaSense (market intelligence and discovery platform), VAST Data. (AI-based enterprise storage and data computing platform), PaaS (manufacturer platform), and Applied Intuition (automotive AI software company).
Mick explained that what makes these companies attractive is that they help users improve efficiency with new products and services that use AI by focusing on prioritized tasks rather than manual and repetitive tasks. can do. At the infrastructure level, Mick’s company focuses on fundamental business solutions that win over engineers around the world.
In addition to AI, Mick’s company has also invested in other areas with promising business opportunities over the past two years, including software as a service (SaaS), marketplaces and financial technology (FinTech), and visionaries and business models. The search continues. and capital discipline for new ventures.
Mick is also optimistic about the mergers and acquisitions (M&A) market. He said that unlike in the past, when new markets suddenly emerged, it generally created opportunities for new startups and companies with solid foundations were held back, but the current AI arms race requires huge investments of capital, which has The market price is more than this. 1 trillion US dollars. Tech giants are rushing to invest in the race for global AI leadership, as seen by Microsoft’s recent investments in OpenAI, Inflection AI, and Azure.
He expects the acquisition appetite of these well-capitalized technology giants will inevitably increase, while other companies will also become more active in trying to consolidate their strength through mergers and acquisitions to catch up or restructure their business models. Can happen. All signs show that the future of the M&A market is promising.
Mick also mentioned the outlook for US equities. He said that the recent rise in the S&P 500 index has been spectacular, led by technology stocks, and concerns about bubbles and regulations are emerging one after another, but “the stock market is always climbing the wall of worries.” “The United States is innovative in AI and bursting at the seams in creativity.” America’s strength, as well as defensive (focused on deterrence) momentum, combined with American democracy, entrepreneurship and capital system, the potential upside for US stocks could be astonishing.
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