Farawa a sassan da suka ga raguwar kuɗaɗen kuɗi na iya samun sabon kulawa daga masu saka hannun jari, bisa la'akari da sabbin kuɗaɗen mayar da hankali kan masana'antu waɗanda aka rufe a wannan shekara.

A cikin yankuna daga samfuran mabukaci zuwa aikace-aikace zuwa wasa, kamfanoni na Amurka sun haɓaka sabon jari don saka hannun jari a masana'antu inda matakan kuɗi ke kasancewa ƙasa da kololuwa. Wannan, tare da a girman kai a cikin hannun jarin farko-kwata, ya nuna cewa wasu sassa na iya yin koma-baya a shekarar da ta gabata kuma ya kamata su yi girma.

Don samun ma'ana inda sabon babban jari ke tafiya, mun tattara bayanan tattara kuɗin Amurka don duk sabbin motocin saka hannun jari da aka sanar a wannan shekara. Sannan mun duba wasu sassan da masu zuba jari ke shirin maida hankali.

Zuwa babban mataki, za su ci gaba da ba da gudummawar jigogi masu zafi na ɓata kwanan nan, da AI musamman. Duk da haka, mun kuma ga wasu kudade da aka yi niyya ga wuraren da za a iya ɗauka ba su da fifiko. Mu duba a tsanake.

Tattalin arzikin app

Yawancin mu sun fi kamuwa da aikace-aikacen mu fiye da kowane lokaci. Duk da haka duk da haka, saka hannun jari a cikin farawar app ya kasance tapering kashe shekaru.

da Crunchbase bayanai, kudade ga kamfanonin Amurka da ke da alaƙa da tattalin arzikin app ya ƙaru a matsayin kashi na jimlar jarin baya a cikin 2016. A cikin 2023, ya kai matsayi mafi ƙanƙanta a cikin shekaru goma.

A kan wannan yanayin, yana da ban sha'awa ganin hakan Andreessen Horowitz ya ware dala biliyan 1 daga cikin sabuwar dala biliyan 7.2 na kamfani don zuwa wani asusu mai mayar da hankali kan aikace-aikace. Mutum yana tsammanin AI za ta shiga cikin wannan dabarun, idan aka ba da kamfanin ya bayyana sha'awa don haɗin gwiwar AI-kore, lafiya da kayan aikin ƙirƙira.

caca

bayan da yawa jinkirin kwata, ba da kuɗi ga masu fara wasan caca ya dauka a wannan shekara, wanda ya haifar da sake farfadowa a cikin ma'amalar matakin farko. Sabbin kudade kuma suna neman shiga cikin hanzari.

Tun da farko wannan watan, Bitkraft Ventures kasuwar kasuwa, mai saka hannun jari mai mayar da hankali kan wasan farko, ya rufe akan dala miliyan 275 don asusun sa na uku. Kuma a makon da ya gabata, Andreessen Horowitz ya sanar da cewa ya tara dala miliyan 600 don asusun mai da hankali kan wasan, a zaman wani bangare na tarin tarin kudade.

Mai amfani da

Farawar da aka mayar da hankali ga mabukaci ba su kasance masu saka hannun jari da aka fi so na ƙarshen zamani ba. VCs suna da gaske watsi da tsarin farawa kai tsaye-zuwa-mabukaci, kuma ba sa goyon bayan farawar samfuran mabukaci da yawa.

Maven Ventures, duk da haka, ya ba da ɗan ƙarfafawa ga sararin samaniya. Kamfanin na Silicon Valley ya rufe kan dala miliyan 60 a wannan watan don asusu na huɗu yana ci gaba da dabarun sa don "saba hannun jari a farkon matakan software don shiga sabbin halayen masu amfani da yanayin."

Andreessen Horowitz, a halin yanzu, yana da sha'awar haɗin kai na AI da zuba jari na fuskantar masu amfani. Kwanan nan post ya lura cewa: “Kamfanonin software na mabukaci suna cikin mafi daraja a duniya (FAANG duk mabukaci ne) kuma an gina su ne yayin babban canjin dandamali ko zagayen samfur. Muna tsammanin wannan lokacin ba zai bambanta ba. "

Web3

Farawa masu alaƙa da Web3 - waɗanda aka bayyana azaman waɗanda ke cikin sassan crypto da blockchain - sun ga a karuwa kadan a cikin kudade a cikin Q1 na wannan shekara, per Crunchbase data. Wannan shine tashin farko kwata-kwata na sararin samaniya, sau ɗaya a cikin mafi yawan faɗuwar yanayi, tun kwata na huɗu na 2021.

San Francisco mai tushe Hack VC, wani mai saka hannun jari mai da hankali kan Yanar Gizo3, ya sami dala miliyan 150 don sabon asusu a cikin Fabrairu. Yana saka hannun jari sosai, yana shiga cikin sanannen zagaye fiye da dozin a wannan shekara, a kowace bayanan Crunchbase.

Ana kuma yin ciniki cikin ƙima mai yawa. A cikin Maris, alal misali, kamfanoni uku na duniya masu alaƙa da crypto sun ketare iyakar ƙimar dala biliyan 1 don ɗaukar matsayin unicorn: Berachain, blockchain mai dacewa da Ethereum don aikace-aikacen kuɗi, Io.net, sabis na blockchain don siyar da GPUs da yawa, da Polyhedra Network, Kamfanin samar da ababen more rayuwa na Web3.

Cybersecurity

Tsaron Intanet yana cikin sassan da suka ga tallafin Amurka riba a Q1, bayan buga wani multiyear low kashi biyu a baya. Zagaye a cikin ɗaruruwan miliyoyin suna sake faruwa, per Crunchbase data, kamar yadda ake magana game da yuwuwar ficewa ga wasu daga cikin ƴan wasan da aka fi samun kuɗi a sararin samaniya.

Kawai a lokacin sake dawowa, tushen San Francisco Kasuwancin Ballistic ta sanar a cikin Maris cewa ta tara dala miliyan 360 don wani asusu na biyu da ya wuce gona da iri wanda zai saka hannun jari na musamman kan tsaro ta yanar gizo.

Abin da ya fito ya sake shiga (tare da karkatar da AI)

Haɓaka sha'awa da saka hannun jari a sassan da suka sami raguwar hauhawar farashin kaya a bara ba yana nufin masu saka hannun jari sun juya baya daga jigon saka hannun jarin da suka fi so kwanan nan: AI. Maimakon haka, akwai ɗimbin aikace-aikace don basirar ɗan adam a kusan kowace masana'antu.

Duk da haka, yana da kwanciyar hankali ganin sassan farawa suna komawa baya, da kuma ganin kudade tare da shagunan jari da aka sadaukar don waɗannan wuraren.

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Misalai: Domin Guzman