1、Lorem ipsumContentsTHE VIEW FROM GP BULLHOUND0405KEY TAKEAWAYS06CHAPTER 1.MARKETS HAVE COOLEDEXPERT VIEW20Tony Jamous,Oyster HRCHAPTER 4.EUROPES NEXTGENERATION4860DISCLAIMER22EXPERT VIEWEXPERT VIEWS:2023 CONTENDERS53Daniela Braga,Defined.ai58METHODOLOGY&ABOUTGP BULLHOUND3CHAPTER 2.GROWTH EQUITY26Emi

2、l Eifrem,NEO4JCHAPTER 3.SECTOR INSIGHTS34EXPERT VIEW42Frdric Trinel,EcovadisEXPERT VIEW46Hanno Renner,PersonioOmri Geller&Ronen Dar,Run:aiGuenther Eisinger,OmnipresentRob Cassedy,WallapopNine years ago we launched Titans of Tech to showcase the progress of theEuropean tech ecosystem and raise the am

3、bition levels of founders in creatingworld-leading tech companies.Since then,the European technology ecosystem hasseen a record 10-year wave of growth as technology continues to outperform everysector.But the technology sector globally has reached the end of its most recent bullmarket a run propped

4、up and extended by post-pandemic macroeconomicfactors.Companies need to adapt to the new environment.For those that can pivotand get their priorities and funding in order,value-creation opportunities willcontinue to exist.In the face of the downturn,34 trailblazing Unicorns were formed and lifted th

5、eaggregate value of European Unicorns above$1tn.We see a positive trajectory forthe next decade in hitting$2tn and believe that the next wave of value creation,societal gains,and technology disruption will be found in AI,climate tech,andworkplace productivity software all areas gaining momentum and

6、billions infunding as of Q1 2023.One out of four Unicorns in the past year were ML-or AI-enabled,investment in climate tech remains in line with bull-market levels at$3bn,and 15%of new Unicorns were HR software businesses.This report explores the technologies,business models,and companies that willb