1、FINTECHIMPACTMRKTPLCSFOODTECHDEALROOMSIGNALTitle H1SubtitleParagraphValuesCaptionCall to actionCall to actionTitle AdsCover TtlQuoteWit titleNNNNNvidiaMicrosoftMetaTeslaAlphabetAmazonAppleThe Venture Capital frontier&the new AI Wild WestMay 2024Page/2 “A town built around a railroad-you could make a

2、 fortune,huh?Hundreds of thousands of dollars.Hey,more than that.Thousands of thousands.”Once upon a Time in the WestPage/3 1.Started from humble beginnings,theyre now on top of the world.A powerful vision,relentlessly executed,combined with early venture capital investments evolved into massive wea

3、lth and economic growth.Today,they invest nearly$400 billion annually into frontier tech (comparable to the GDP of Norway),of which$2030 billion in VC rounds(comparable to UKs total VC investment).2.With a combined value at an all-time high of$14 trillion and a record share of corporate net earnings

4、,they account for 32%of the S&P 500.Even this number understates their true underlying earnings power.3.Now,as the biggest-ever platform shift in tech unfolds,occurring only every 20 years,everything is up for grabs again.This time,acquisitions are off the table due to regulatory scrutiny.They domin

5、ate era-defining VC deals instead,for now.4.Mega opportunities are arising in applied AI.The Magnificent 7 are on the hunt for these opportunities,and AI is bringing them closer within reach.At the same time their home markets feel less defensible than before.5.This report provides an opportunity to

6、 see the world through the eyes of the Magnificent 7.Their perspective compels you to think very big.The Magnificent Seven(M7)Alphabet,Amazon,Apple,Meta,Microsoft,Nvidia&Tesla1 Showdown:high noon at silicon corral2 AI know-alls:beyond picks&shovels3 Striking gold:mega opportunities in AI 4 Deals:loc