Topics & People
An anticipated trend for 2024 where predictive AI models will accelerate the discovery of new molecules, materials, and production methods in fields like biopharma and chemical engineering.
Startups focused on creating large language models. Predicted by Jason Calacanis to be the worst-performing asset class in 2024 due to overvaluation, intense competition, and the rapid progress of open-source alternatives.
Shares of companies in the energy sector, predicted by David Sachs to be a top-performing asset in 2024 due to the high risk of escalating geopolitical conflicts.
A predicted market trend where the valuations of public tech companies will outperform late-stage private tech companies, which are expected to face a valuation reset.
A business model where AI companies pay content owners for the right to use their data, either for training models or for real-time content integration, as seen with OpenAI's deal with Axel Springer.
A Federal Reserve liquidity program created to support the regional banking system. Its potential extension or replacement is predicted to be the biggest business deal of 2024.
Software-as-a-service businesses that cater to specific industries. Predicted by David Friedberg to be a major business loser in 2024 due to the rise of custom-built software enabled by AI tools.
The trend of artificial intelligence enabling new, low-cost companies to rapidly copy and challenge existing businesses, particularly those with high overhead and process-heavy operations.
A category of companies predicted by Chamath Palihapitiya to be the biggest business winner in 2024, as AI will make it cheaper to create businesses that can attack incumbents with high-cost structures.
Physical assets and raw materials entering a major supercycle, recommended as a hedge against dollar debasement.
Predicted to be a major business loser in 2024 due to the loss of cheap Russian gas, which has undermined its industrial model, and increased competition from the Chinese automotive industry.