Morgan Stanley-Thematics Venture Vision 3 Takes on DeepFakes-108665275

MJune11,202401:00PMGMTGlobalFoundationThematicsMorganStanley&Co.Internationalplc++44207425-0840+44207425-9902VentureVision:3TakesonEdwardStanleyDeepFakesEquityStrategistLastweek,weandagroupofinvestorshadtheopportunitytoEdward.Stanley@morganstanley.comwatchMetaphysic'ssoftwareinaction.ForthoseclaimingAIhasnokillerapps,incumbentsinvideo,music,gaming,advertisingMatiasOvrumandliveentertainmentmayneedtothinkagain.EquityStrategistFormoreonAIventurefunding:DoWeNeed3000AIStart-Ups?Matias.Ovrum@morganstanley.comWewroteaboutGenerativeAdversarialNetworks,NeuralNetsandDeepfakesinOurVentureVisionweeklieslookat(1)early-ourMoonshotsreport.Wehadnotexpectedittobecomesuchamainstreamsocio-stagecross-themefundingpatterns;(2)politicalandfundamentaldriverforequitiessosoon.Forthosewhohavenotseenrelativevaluationsbetweenthemes;(3)publicMetaphysic'ssoftwareinaction,werecommendwatchingtheseshortclips(here,versusprivatevaluations;(4)theresultinghereandhere).Thecompanywassetupin2021andhasonlyreceivedasmallanomalieswithincertainthemes.Pleaseletusamountofseedfundingto-date,butappearstohavethepotentialtobeakiller-appknowifyouwouldlikeourexceldatabaseofforanumberofindustries.Havingthoughtfurtheraboutthedemonstrationfrom>45,000VCdealscategorisedbytheme,thecompany,webelievepublicmarketinvestorsshouldberedoublingtheireffortscountry,valueanddat...