1、204 THE VIEW FROM GP BULLHOUND 05 OUR 2024 TECHNOLOGY PREDICTIONS TAKEAWAYS 06 RECAP OF 2023 PREDICTIONS 08 PREDICTION 1 Large Language Models become smaller,disrupting the AI market 11 PREDICTION 2 Bits to billions:legacy data spurs acquisition boom14 PREDICTION 3 Private sector to spearhead space

2、revitalisation 17 EXPERT VIEW Dan Ceperley,LeoLabs20 PREDICTION 4 The rise of authenticity as creators challenge AI 23 PREDICTION 5 AR/VR&AI fuel a surge in immersive education investments26 EXPERT VIEW Richard Vincent,FundamentalVR 29 PREDICTION 6 Apples expanded subscription service with ad-free s

3、earch engine 31 PREDICTION 7 Anti-money laundering and payment protections come centre-stage 34 PREDICTION 8 AI is reshaping media with personalised content and acquisitions 36 PREDICTION 9 AI race escalates semiconductor shortage 39 PREDICTION 10 Acceleration of carbon accounting as new regulations

4、 loom 43 A LOOK BACK AT GP BULLHOUNDS PAST PREDICTIONS49 METHODOLOGY AND AUTHORS50 DISCLAIMERContents3The viewFROM GP BULLHOUNDTHE STATE OF THE MARKETAs we transition from 2023 to 2024,the profound impact of artificial intelligence on technology and its promising future is undeniable.In a climate of

5、 economic uncertainty,AI is the cornerstone of our forecasts for the coming year.Key trends include the organisation of legacy data,the commoditisation of large language models,and the ongoing semiconductor shortage,driven by increasing demand for AI-optimised hardware.These developments are opening

6、 up new avenues,such as the revitalisation of space exploration.As we navigate this complex yet exhilarating landscape,we proudly present our predictions for 2024,offering insights into the upcoming opportunities and challenges that await us all.Now in its 17th year,GP Bullhounds Technology Predicti