SVB ripple effects

Private market impact.
Thoma Bravo x cybersecurity. Language acquisition costs.

March 25, 2023

Hi there,

Here are this week's top research briefs.

ICYMI

SVB’s challenges will accelerate valuation down rounds, startup mortality, and layoffs

The tenuous state of Silicon Valley Bank will change the accessibility of venture debt. The implications on startups, investors, and the private markets will be profound.

Analyzing Thoma Bravo’s investment strategy: Where the PE firm is betting big across key industries
We identify Thoma Bravo's top priorities across cybersecurity, financial services, enterprise software, and more.

Amazon in Supply Chain: How the tech giant is building on its e-commerce investments to offer B2B supply chain services
We dig into how Amazon is using its extensive investments for its e-commerce business to reduce costs throughout the supply chain and find new revenue streams — including in often overlooked areas like the middle mile and intralogistics.

State of CVC 2022 Report
Global corporate venture capital activity slowed throughout 2022, with CVC-backed funding ultimately falling 43% from 2021's record high.

Client-Exclusive Research

As Google, Microsoft, Facebook, and the rest of big tech compete in generative AI, tying up content publishers will be critical for their LLMs. Here are 21 licensing targets they should lock up
Large language models (LLMs) trained on more text will generally be superior to an LLM with less. As a result, expect publishers with valuable text content to become a licensing battleground for LLM makers and for language acquisition costs (LAC) to become a real expense.

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87 companies revolutionizing healthcare data interoperability
From patient data exchanges to developer toolkits, these vendors are working across tech markets to make healthcare data more accessible.

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How are Google and Amazon optimizing their data centers?
Google and Amazon are investing in emerging tech solutions and partnering with other companies to make data center operations more sustainable. We dig into their strategies in the data center energy management space.

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Have a great weekend.

I love you.

Anand
@asanwal

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