La Honda Advisors

What a beautiful and informative evening! Thanks to our fantastic host BNY Wealth (Mark Jamison, Christopher Brown, Bob Griffin)! Full of gratitude to our panelists David Gerster (Fusion Fund), Julie Levenson (La Honda Advisors), Sean Randolph (Bay Area Council Economic Institute), and Zsombor Vincze (Pruven Capital) as well as moderator extraordinaire Josephine Ha (BNY Wealth). And thank you, Tonya, for always sharing the best summaries of our events. #ACGSVEvents #ACGSV #Networking #CapitalOutlook #BNYWealth

?? Viewing 2025 through the Lens of Bay Area’s Best ?? ? Incredible insights at the 7th Annual Association For Corporate Growth - ACG Silicon Valley Capital Markets meeting hosted last night by BNY Wealth on Sand Hill Road (thank you, Mark Jamison, TEP, CEPA and Bob Griffin!). The panel discussion on #AI, venture funding, and economic outlook was particularly timely.?? This annual review is always an excellent collection of speakers and insights, and this year was no exception.?Below are some of the key sharings from the discussion: ??? AI Funding Dominance ?? A staggering 46% of 2024's $209B venture funding went to AI companies, with 20% concentrated in just five companies (Databricks, OpenAI, xAI, Anthropic, and Waymo) ?? Energy & Infrastructure ?? Fascinating discussion on AI's energy demands and potential solutions, including small-scale nuclear and hydrogen power. The energy sector could produce 70-110x return on investment compared to 5-15x for renewables. Microsoft's reboot of a Three Mile Island reactor for data center power shows how serious this need is becoming. ?? Bay Area AI Leadership ?? 50% of leading AI companies are local to the Bay Area, with 9 out of 10 largest venture fundings last year supporting AI companies. San Francisco has more AI job postings than the next 13 US metro regions COMBINED! ?? Regional Impact ?? With OpenAI and Anthropic taking massive office spaces (500k+ sq ft) in San Francisco and another 80+ venture-funded AI companies seeking space in SF, the implications for our region are enormous. ?? Market Outlook ?? Signs are encouraging for 2025 IPO activity after 2024 successes like ServiceTitan and Reddit. The panel was optimistic about enterprise tech, AI, and data science sectors. Huge thanks to our brilliant panelists: David Gerster (Fusion Fund), Julie Levenson (La Honda Advisors), Sean Randolph (Bay Area Council Economic Institute), and Zsombor Vincze (Pruven Capital) for their candid insights… and also to Josephine Ha (BNY Wealth) who did one of the most well-prepared jobs I’ve seen from a moderator. One thing is clear: 2025 will be transformative. The concentration of talent, capital, and innovation in the Bay Area is unprecedented. As someone deeply embedded in this ecosystem, I've never been more excited about what's ahead. What are you seeing in your corner of the tech world? Let's connect and discuss! #acgsv #AIRevolution #VentureCapital #SiliconValley #Innovation #FutureOfTech #ACG2025 Artem Alekseev, Christopher Brown, Nadia M. Carey, Dmitri Conom, Melissa Nigh - Del Carlo, Stephen Dobrow, Shandy Dunn, David Elkins, Shawn Flynn, Kimberly Griffin, Emily Jones, Joerg Kemkes, Craig Lilly, Preethy Padmanabhan, LiLing Poh, Jan Robertson, Daphne Royse, Yvonne Schwab, Ashley Tarver, Stephen Wares ??? Quantum Crow Advisory ???

Tonight's Association For Corporate Growth - ACG Silicon Valley Capital Outlook 2025 event was a resounding success! A distinguished panel, including David Gerster from Fusion Fund, Julie Levenson from La Honda Advisors, Sean Randolph from Bay Area Council Economic Institute, and Zsombor Vincze from Pruven Capital, shared their expert insights on AI, economics, venture funding, and various other topics anticipated for the upcoming year. Special thanks to Josephine Ha and BNY Wealth for hosting and moderating the panel discussion. #acgsv #capitaloutlook2025

Great FY25 capital outlook panel event in Palo Alto at BNY Wealth. Excellent insights by good pal Zsombor Vincze from Pruven Capital and other industry leaders (from Fusion Fund, La Honda Advisors and the Bay Area Council). Very cool discussion on regulatory environment, deal making, valuations AI/LLM and nuclear energy! Strong showing for Association For Corporate Growth - ACG Silicon Valley! CohnReznick LLP , Zsombor Vincze, Pruven Capital, Association For Corporate Growth - ACG Silicon Valley

In our latest research paper, we analyze some of the most transformative AI applications beyond LLMs, focusing on computer vision, robotics/autonomy, and FinOps, exploring their impact on industries, innovation, and market dynamics.

In our latest research paper, we analyze some of the most transformative AI applications beyond LLMs, focusing on computer vision, robotics/autonomy, and FinOps, exploring their impact on industries, innovation, and market dynamics.

Don't miss out on the annual ACG Silicon Valley Capital Outlook hosted by BNY Wealth on January 23. Our panelists include David Gerster (Investment Partner, Fusion Fund), Julie Levenson, Partner & Co-Founder La Honda Advisors), Sean Randolph (Senior Director, Bay Area Council Economic Institute), and Zsombor Vincze, CFO Pruven Capital. Moderated by Josephine Ha (Senior Director, BNY Wealth). Get your tickets today: https://lnkd.in/gcuqQtp4 #ACGSVEvent #ACGSV #BNYWealth #CapitalOutlook #VC #PE #IB

The Q1 2025 Edition of LHA's Founders Essentials newsletter analyzes the new administration’s impact on M&A, tax policy, crypto and AI regulation, the IPO market, and the Federal Reserve’s economic outlook.

Our team recently attended two of the most highly attended conferences in the cloud infrastructure industry and were once again, struck by the level of disruption, energy, and excitement. ????24, held this year in Atlanta, serves as a hub for innovation and collaboration in supercomputing, data centers, and high-performance computing (HPC). ????:????????????, hosted by AWS in Las Vegas, continues to be the premier gathering for leaders and innovators in cloud computing. At both events, we had the privilege of engaging with prominent global leaders across critical technologies shaping the future of the cloud. Below are some of our key insights from these events: ???????????????? ?????? ?????????????????????? ??????????????????: Numerous GPU enhancement startups are striving to carve out their niche in the highly competitive and rapidly expanding GPU market. While these companies boast impressive technological innovations, many rely on partnerships with established enterprises like Nvidia and AMD to amplify their reach and credibility due to limited brand recognition. ???????????????? ???? ?????? ???????????? ?????????????? ????????????: The liquid cooling market has garnered significant attention following major acquisitions by Schneider Electric (Motivair) and Flex (Jetcool). This activity has intensified investor and strategic interest, with remaining players experiencing heightened demand and commanding high valuations. The race to secure stakes in this promising sector is clearly underway. ?????????????????? ???????????? ????????????????????: This year saw a significant uptick in international participation, marking a strong rebound from the declines experienced during the COVID-19 pandemic. While Israel, a well-known innovation hub, has consistently contributed to past events, the breadth and depth of international representation this year were notably higher than in recent memory. Including attendees from remarkable companies from Ukraine, Spain, France, Holland, Switzerland, and so on. ???????????????? ???????? ???????? ???? ???? ??????????????: It has become essential for every company to incorporate AI applications or integrations. Forward-thinking organizations are moving beyond the ubiquitous chatbot, exploring innovative ways to leverage AI. Examples include securing data during analysis by large language models (LLMs) and utilizing AI to deliver automated, tailored recommendations for optimizing cloud expenditures. Visit our website for more insights on these events and up-to-date information on the latest developments within the technology space.

La Honda Advisors will be at Amazon Web Services (AWS) #reInvent 2024! We’ll be in Las Vegas from December 2–4, engaging with cloud computing leaders and addressing key questions on recent market trends. For more information on La Honda Advisors, please check out our website - https://lnkd.in/eAwJw37y To keep up to date with the latest developments in cloud infrastructure, sign up for our monthly newsletter - https://lnkd.in/gxrCa_62