Generative AI research roundup

Welcome to The Transcript. Each week, we mine our interview transcripts with software buyers to reveal their insights on specific companies and tech markets.

Yardstiq is a new product from CB Insights that connects you with 1000s of analyst-led interviews with software buyers. In today’s edition of The Transcript, we’re highlighting how software buyers are mitigating third-party risk.

The field of generative AI has exploded. 

Below you’ll find the top research you need to know on the space.

We also look at how software buyers are responding to and thinking about generative AI after analyzing Yardstiq interviews. 

Dig in. 

Setting the stage: Where is all the money going in generative AI? 

In our state of generative AI in 7 charts, we break down the generative AI landscape across funding trends, top-valued startups, most active VCs, and more.

Companies in text generation have taken the lead in funding, while companies in visual media generation lead generative AI deal volume.

The AI arms race: Differentiated info/data that can feed generative AI models will be key

As the Sourcegraph customer above highlights, having special access to content (like code) will be hugely valuable in improving AI agents.

We’ve already seen this with Replit’s recent deal with Google Cloud. The pair have teamed up to build coding tools to take on Microsoft’s GitHub and its popular Copilot product.

The large language models (LLMs) content licensing battles are going to intensify. We map out 21 of those targets here.

Potential for disruption: Keeping up with the rapidly advancing tech will separate winners from losers

OpenAI, the company behind massively popular generative AI tools like ChatGPT, notched a multi-billion-dollar investment from Microsoft at a rumored valuation of up to $29B earlier this year. 

Now, it’s ratcheting up its own venture investing to put itself at the center of a sweeping AI ecosystem. 

Check out OpenAI’s investment strategy map here. We also look at Microsoft’s generative AI strategy here.

Potential for disruption: Keeping up with the rapidly advancing tech will separate winners from losers

For CB Insights customers, we also dig into generative AI applications in financial services, retail, and industrials.

Who are the players? The 250 companies driving generative AI forward

We mined the CB Insights database to map 250 startups across 45 different categories, from protein design to patent generation.

See the market map here.

We also analyze the 59 generative AI startups in YC’s latest cohort here.

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