Morgan Stanley-Thematics Venture Vision Lets Put $7 Trillion in Perspect...-106509684

MFebruary13,202402:00PMGMTFoundationThematicsEuropeMorganStanley&Co.Internationalplc++44207425-0840+44207425-9902VentureVision:Let'sPut$7EdwardStanleyTrillioninPerspectiveEquityStrategistEvenifonlyhalfofthemooted$7trillionfigureendsupbeingEdward.Stanley@morganstanley.comraisedforAIchipoutput,theamountwouldexceedthevalueofallstart-upsgloballyandallUSventurefunding...ever.EvenifMatiasOvrumpie-in-the-sky,itreinforcesourviewthatSecuritycapexisawinningthemeinaMultipolartechworldEquityStrategistMatias.Ovrum@morganstanley.comJoinusforanexpertcalltodiscusstheimprovingprivatemarketcycle-Feb23rd2.30pmUKOurVentureVisionweeklieslookat(1)early-stagecross-themefundingpatterns;(2)Seehereforouroriginalthesis-SeekingSecurityinaMultipolarWorldrelativevaluationsbetweenthemes;(3)publicversusprivatevaluations;(4)theresultingWhat'shappened?:Whilenotthefirsttime,recentspeculationinthepresswithanomalieswithincertainthemes.PleaseletusregardtoSamAltmanseekingtoraisecapitalforverticallyintegratedAIthroughknowifyouwouldlikeourexceldatabaseofbothconsumerhardwareandupstreamchipcapacitytookanexponentialturnlast>45,000VCdealscategorisedbytheme,week.TheWSJreportedinvestorsbeingsoundedoutforbetween$5-$7trnforthiscountry,valueanddate.Wealsosendthisfileaschipendeavour.Clearly-oruntilmoreisannounced-onecannot(1)ascribeaweeklydistributionifyouwou...