Boao Diagnosis Capital is in the cold winter: O2O is cold and artificial intelligence investment may double in 10 years
AsiaIndustrial NetNews: The 2017 Boao Forum for Asia Annual Conference with the theme of “Facing the Future of Globalization and Free Trade” was held in Boao, Hainan from March 23 to March 26, 2017. Are many investors coming in the “capital winter”?” The sub-forum said that the capital tide is low and the popularity of O2O and e-commerce has receded. Virtual reality and artificial intelligence will become the future trend. Some investors even believe that within ten years, Investment in artificial intelligence may be doubled.
Lu Binbin, founder of the Bedouin Communication Agency, pointed out that in 2013, large-scale funds entered the internet in China. In the second half of 2015, the market began to spread the view that China had entered a cold winter of capital. With the low tide of capital, O2O, sharing economy, Investments such as e-commerce have gone from hot to cold.
So, which projects are capital more inclined to at present? Anisha SINGH, CEO of MyDala in India, said that virtual reality and artificial intelligence will become the objects sought after by VCs, just like the situation of e-commerce two or three years ago. Among them, plus Virtual reality games are very interesting, and there may be a growth spurt.
Sun Maohua, COO of Ctrip.com, said that there are two types of industries that deserve special attention. First, there are still many industries in China that need to be transformed by informatization, including in the world, and these information depressions are worth investing in; secondly, particularly high-tech ones are also particularly promising, including AI based on big data, the standard is whether they can provide customers Bring value and integrate information by means of VR and AR.
Also expressing great confidence in artificial intelligence are James W. BREYER, founder and CEO of Breyer Capital, and Paul BRAGIEL, managing partner of Golden Gate Ventures.
James W. Breyer believes that whether it is Silicon Valley or China, AI and machine learning are good investment opportunities. In 2017, Breyer will invest billions of dollars in the Internet of Things, machine learning, artificial intelligence in China and the United States , as well as future generations of consumer behavior and other areas, “I believe that ten years will make this part of our investment a hundredfold.”
Paul BRAGIEL also believes that financing in the e-commerce and consumer industries will be relatively difficult, while financing in the computer, virtual reality, and AI industries will be relatively easy, but different regions and industries will be different, and their own investment will be the most important. For example, at present, the relevant investment response in the Southeast Asian market is flat, and the South African market is rising rapidly, which is a growth market.
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