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PitchBook Data, Inc.
Nizar Tarhuni Executive Vice President of
Research and Market Intelligence
Paul Condra Head of Emerging
Technology Research
Institutional Research Group
Analysis
The Emerging Tech Research Team
Publishing
Designed by Jenna O’Malley
Contents
pbinstitutionalresearch@pitchbook.com
Published on September 30, 2024
Introduction 1
Enterprise applications 3
AI & ML 3
Crypto 6
Data analytics 8
Enterprise SaaS 10
Fintech 12
Information security 15
Insurtech 17
Consumer applications 19
E-commerce 19
Gaming 21
Industrial applications 23
Agtech 23
Climate tech 25
Defense tech 27
Foodtech 29
Mobility tech 32
Space tech 34
Supply chain tech 36
Healthcare applications 38
Biotech 38
Digital health 40
Healthcare IT 43
Medtech 46
EMERGING TECH RESEARCH
Emerging Tech Future Report:
Updating Our Generative
AI Outlook
Models thrive while complexity, costs
impact applications
PitchBook is a Morningstar company providing the most comprehensive, most
accurate, and hard-to-find data for professionals doing business in the private markets.
Brendan Burke; Robert Le; Derek Hernandez;
Rudy Yang; Eric Bellomo; Alex Frederick; John
MacDonagh; Ali Javaheri; Jonathan Geurkink;
Kazi Helal, Ph.D.; Aaron DeGagne, CFA; Rebecca
Springer, Ph.D.
Introduction
In May 2023, our team published perspectives on how Generative AI (GenAI) was
poised to impact various industries and technologies. This note revisits those
perspectives with fresh takes on how GenAI is (or is not) manifesting itself and how
expectations have changed or evolved.
The rise of ChatGPT in early 2023 was a pivotal moment, marking the point when
AI became understood as an easily adaptable technology with the potential for
broad application. Since then, investment in related technologies and startups has
skyrocketed, highlighted by intense competition in the foundation model space as
new startups and technology incumbents have aggressively jumped into the fray.
The GenAI-infrastructure landscape is stratifying across several use cases, such as
on-device inference, domain-specific knowledge, and simply raw power to produce
the best results the fastest. Some form factors, such as general consumer search
and chatbots, have emerged as battlegrounds for tech giants like Google and Meta
as they seek to keep users within their ecosystems. Other strategies include more
specialized applications, such as personal assistants for enterprise use cases and
software development.
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