Yoram Wijngaarde, the founder of Dealroom, has been analyzing and advising in the tech industry for decades. Although marketplaces had a barnstorming moment in the late 1990s and early 2000s in terms of investor attention, nothing has come close to the impact AI has had on investing in terms of activity and value. “This is the biggest wave ever by absolute amounts invested,” he said. “There’s never been anything like it.”
Part of the reason for that, it seems, is the fact that there is a wider ecosystem being touched by AI, covering hardware and infrastructure, applications, foundational models and more.