Information Technology

Nicole Quinn, a partner at Lightspeed Ventures discusses how AI is reshaping tech companies, and where consumer brands fit into the equation.

This explosive growth in data centers, coupled with infrastructure and power constraints, presents both challenges and opportunities for a myriad of sectors, including utilities, energy, capital goods, infrastructure/construction, and more. A new report led by Jefferies Utilities and Clean Energy team, with input from more than 20 Jefferies analysts around the world, explores the implications of this growth, the economic dynamics, and the strategic moves needed to sustain the sector’s expansion.

Technology capital markets have been in a transaction winter since the end of 2021. That deep freeze appears to be ending and the field of prospective buyers is expanding.

At Jefferies’ 2024 Private Internet Conference in Los Angeles, Perplexity.ai CEO Aravind Srinivas sat down with Gaurav Kiuttur, Global Co-Head of Internet Investment Banking, to discuss the shifting search landscape, Perplexity’s growth, and competition from Google and OpenAI.

In 2023, two-thirds of venture capital investment went into AI-related businesses. Much like the widespread adoption of mobile technologies 15 years ago, AI is poised to radically reshape the private internet market. But how?

At Tech Trek 2023, Karin Fronczke of Fidelity Investments discusses valuation dynamics, the importance of fundamentals, emerging opportunities in AI, and the trajectory of American IPOs.

No longer just confined to an operational role managing financial issues, the CFO’s office is fast becoming a hub for strategic thinking, requiring skills that range from investor relations and human resources to deep analytics and data visualization.

Cully Davis discusses the evolving dealmaking landscape, companies’ measured re-entry into the market, and the transformative potential of new innovations in artificial intelligence.

Seyonne Kang of Stepstone Group sheds light on the evolving private market landscape, emphasizing the balance between operational efficiency and growth, new avenues for investment, and the importance of a human-centric approach to business challenges.

Jason Greenberg, Co-Head of Global Technology, Media, and Telecom Investment Banking, shares insight into the current investment landscape and the challenges associated with dealmaking.

At Jefferies’ Private Internet Conference, Faraz Fatemi of Lightspeed Venture Partners discusses post-pandemic shifts in social media and e-commerce, highlighting the rise of recommendation media, new monetization models, and the evolving landscape for companies preparing for IPO.

Laurence Tosi, Founder and Managing Partner of WestCap Group, offers guidance to young companies navigating a challenging IPO market.