1º Analyst Reports - 1st April

  • Generative AI set to affect 300 million jobs across major economies: Research by Goldman Sachs suggests that AI could automate a quarter of the work done in the US and eurozone. The technology could spark a productivity boom that could raise annual gross domestic product by 7% over a 10-year period. It will likely bring significant disruption to the labor market and affect an estimated 300 million full-time workers. Around 7% of workers in the US are in jobs that could be completely replaced by AI. Link
  • Subscription revenues far outstrip ad revenues for digital audio, where US adults spend one-fifth of their daily digital media time: Digital audio subscription revenues crossed the $10 billion mark last year and are on track for $15 billion by the end of our forecast period in 2026. Paid subscriptions remain the foundation of the industry. Link
  • 5 charts showing where people (and advertisers) would go after TikTok: If TikTok gets banned (and it’s a very big “if”), advertisers need to know where consumers will go. Instagram and YouTube would be likely beneficiaries, but OTT TV like Netflix could also see gains. Advertisers may even branch out to other categories entirely, like retail media. Here are five charts showing what could happen. Link
  • Analyzing Thoma Bravo’s investment strategy: Where the PE firm is betting big across key industries: Thoma Bravo is one of the world’s leading private equity firms, with a successful track record of investments across the technology, healthcare, financial services, and software industries. Link
  • Quantitative Perspectives: Putting the Pieces Back Together: Startups and investors must come together to restart the flow of VC. Link
  • Q4 2022 Retail Fintech Report: March 24, 2023. Link
  • Q4 2022 Insurtech Report: March 27, 2023. Link
  • Why Europe struggles to scale its deep-tech startups. Link
  • H2 2022 Greater China Venture Report: March 28, 2023. Link
  • Q4 2022 Artificial Intelligence & Machine Learning Report. March 29, 2023. Link

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