Akuzona izindaba ukuthi amafemu azimele asebenza njengosomaqhinga kanye nemihlahlandlela ukuze akhuthaze ukusebenzisana phakathi kwezinkampani ezikuphothifoliyo yazo. Ngo-2024, ukugxila kwabo kukuma-synergies anikwe amandla yi-AI ngaphakathi kwephothifoliyo. Kulesi sihloko, uDrake Paulson, i-VP yeKlayenti
Isipiliyoni kanye Nobambiswano e-Anduin Transactions, ihlaziya ukuthi ukuqaliswa kokuhlangana kanye noguquko olunikwe amandla yi-AI kuhlangana kanjani ngo-2024, futhi kungakhuphula ukubuyiselwa kwesikhwama.

Ukuzingela impumelelo ye-AI

Isilingi sokubuyiselwa kokutshalwa kwezimali okuvela ku-AI akwaziwa—kodwa kulindeleke ukuthi kusimangaze. I-ROI ingase idlule kude izinzuzo izinkampani ezizithole ngokuthuthela kubuchwepheshe bamafu. Akumangazi ukuthi manje abaphathi bezabelo ezizimele kanye nama-venture capitalists
cishe bagcizelela ukuthi izinkampani zabo zephothifoliyo zisebenza ne-AI. Balwela ukuthola izinzuzo ze-AI zokuhambisa kusenesikhathi futhi mhlawumbe nethikithi lelotho eliwinayo, ikakhulukazi kwezabo

imikhakha emikhulu yokutshalwa kwezimali: isofthiwe nobuchwepheshe, izimboni, namasevisi.

Abaphathi besikhwama kungenzeka ukuthi abazi okwamanje ukuthi yimaphi amacala okusebenzisa i-AI angashintsha igeyimu kumaphothifoliyo abo, kodwa bayaqiniseka ukuthi i-AI izoletha i-blockbuster ndawana thize ekuxubeni. Ukugijima kwe-AI eyodwa ekhaya kungaba yigagasi elikhuphukayo eliphakamisa zonke izikebhe, libeke abahlukanisi bobunikazi
kwezinye izinkampani zabo zephothifoliyo. 

I-AI synergies: Thola ubuciko

Njengoba ukulingana kwangasese kuveza inetha elibanzi futhi kucabanga ngaphandle kwebhokisi ukuhlonza ama-synergies anothile, futhi bafuna ukutshalwa kwezimali okukhulisa i-AI. Abanye banamakomiti e-AI asemthethweni. Amafemu amancane ngokuvamile athembele ebuhlakanini nasekucabangeni kwawo, kanye nabeluleki bawo. Bona
bheka izandulela kanye nezixhumanisi ezikhomba amabhizinisi amasha lapho i-AI izoshintsha khona. Izindlela eziningi ziyabambeka, kepha sibona izimali ezizimele zigcizelela ezintathu: 

• Ukuphumelela kwezobuchwepheshe. Lokhu kungathatha izinhlobo ezimbili: okokuqala, lapho i-AI ivumela amandla akhona ukuthi agxume asuke ku-clumsy aye ekuguquleni; okwesibili, lapho amandla e-AI enza ukweqa kwe-quantum kusuka ekusebenzeni okungabazekayo kuya ekusebenzeni komhlaba wangempela.

• Ukuhlanganiswa nokutholwa kwe-Synergistic. Uma kungenjalo izinhlanganisela ezingajabulisi zingase zibe namandla amakhulu e-ROI uma amakhono alungile e-AI esengeziwe.

• Imikhiqizo namasevisi ahlobene nedatha. Lokhu kungase kuzwakale ngokwesiko; noma yini kodwa. Ifomula eyisisekelo ihlanganisa idatha yeNkampani A namasevisi noma idatha evela eNkampanini B, bese yengeza inani nge-AI. Lapha, indawo engaphezulu ayizange iklwebhe. 

Umusho wokuzihlangula: izibonelo ezilandelayo ziyingxube yamaphrojekthi angempela nalindelwe. 

Ukuphumelela okuholela ekusebenzeni

I-AI ifakazele ukuthi inamandla okuthatha ubuchwepheshe obuthile obuqondene nomkhakha busuke “ebusebenzekayo” buyise koguquko. Ngokuvamile, lokhu kwenzeka lapho i-AI ithuthukisa izinqubo ezizenzakalelayo noma imishini. Amarobhothi ezolimo ayisibonelo esihle. I-picker-bot ekhetha ama-apula avuthiwe
engadini yezithelo yenza kangcono kakhulu nge-AI. NGAPHANDLE kokufunda emsebenzini, amarobhothi amanje akhetha izithelo ezingavuthiwe futhi azilimaze kaningi.

Uma imiphumela yohlelo seyenzekile, bavame ukuba nezinhlelo zokusebenza ezihlukene. Ubuchwepheshe obusha obunikwe amandla yi-AI empeleni bungaba yigugu kakhulu kunomkhakha obusebenza kuwo. 

Izinkampani njengamabhulokhi wokwakha

Ukuhlanganisa ngobuhlakani izinkampani eziningi ngokuhlanganiswa nokutholwa kungaqalisa izindlela ezintsha zokuhlinzeka ingxenye yemakethe. Ukulingana kwangasese akuvamile kumasu afana nokupakisha izinkampani ziqonde, ukuzihlanganisela amandla okuthenga namandla okumaketha, kanye
ukujoyina abahlinzeki besevisi ukuze bakhe inhlobo ebanzi yeminikelo. 

Cabanga nje lesi simo sokucatshangelwa: Umbono womshini onikwe amandla yi-AI oqapha amathayi ($ 600 ngalinye) ku-semi rig ukuze abone lapho edinga ukuphenduka noma ukushintshwa, kuyilapho ebuka ngaphansi kwe-chassis ukuvuza. Umphumela uba ukulungiswa okufika ngesikhathi
ibhizinisi elengeza ukuphathwa kwemikhumbi ekhona futhi linciphise ukuwohloka.

Olunye udaba lokusebenzisa ezokuthutha ukuqapha ngesikhathi sangempela abashayeli bezimoto (ingabe umshayeli ubheka kwesokunxele ngaphambi kokungena empambanweni yomgwaqo?) ebhangqwe nomshwalense oqondene nomshayeli. Ukufakwa kuzokwenziwa intengo enembile yomshayeli ngamunye, njengoba i-AI icubungula
ukusakaza kwedatha ukuze kuhlolwe kabusha ubungozi balowo mshayeli. Ingase ingenele lapho kutholwa ingozi ephakeme, njengezimpawu zokulala noma ukucindezeleka. 

Ukwenza imali ngedatha yesizukulwane esilandelayo ethuthukisiwe ye-AI 

Yonke inhlangano nomuntu ukhiqiza idatha ngezindlela ezihlukahlukene, eziningi zazo ezimakethekayo. Nge-AI, okungaphezulu kwalokho kungaba. Ibanga lezindlela i-AI engangeza ngayo inani kudatha lilokhu likhula, futhi umthamo kanye nokujula kwedatha yokusebenza nakho kuyaqhubeka
khula. Uma lesi sigaba sinemingcele mayelana nembuyiselo engaba khona, ayibonakali.

Ukuze ubhoboze kancane, i-AI ingahlunga kalula futhi ihlanganise ulwazi kudatha efika ngezindlela ezihluke ngokuphelele. Ingakwazi ukuhlanganisa, ijwayele, futhi ihumushe idatha evela emithonjeni eminingi yangaphakathi, ethengiwe, neyomphakathi (okuhlanganisa nenkundla yezokuxhumana) bese inothisa
futhi uyipakishe kabusha ukuze udale inani kwezinye izimakethe. I-Generative AI isheshisa ukuhlanganiswa kwedatha, ukuhlaziya, nokwenza izinqumo kuyo yonke imingcele yenhlangano.

Icala elithokozisayo lokusetshenziswa komhlaba wonke livela kubantu asebekhulile base-Europe, e-US, nasezingxenyeni ezithile zase-Asia. Abadala abaningi kakhulu, nokuntuleka kwezisebenzi zamakhaya ezanele noma izindawo ezanele zokubanakekela, kuye kwaholela enhlekeleleni yokubalekela ukunganakwa kwabadala, isizungu, ukuxhashazwa, nokuhlukunyezwa.
ukukhwabanisa. Kakade, abasizi bomuntu siqu abasuselwa ku-AI abasekelwe ngezwi abayisisekelo badonsa emithonjeni yedatha eyahlukene ukusiza abantu abadala ukuxazulula izinkinga zansuku zonke. Njengoba ukusebenza kwazo kuqhakaza, zingenza amakhulu ezigidi zabantu abadala baphile isikhathi eside futhi baphile ngokuzimela.
Lokhu kusebenza kufanele kudlulele ngalé kwezikhumbuzo zemithi, ukwazisa umndeni noma iziphathimandla lapho izimpawu zokuwohloka komqondo, unhlangothi, ukuhlukumeza, ukukhwabanisa, ukucindezeleka, noma ukuwa okuseduze kuvela. Ohlangothini olukhanyayo, bangakhuthaza ukudla okunempilo, ukuxhumana nabo
abangani nomndeni, bakhumbule, futhi banikeze izeluleko.

Inkambu yomshwalense nayo isivuthwe ngamathuba edatha. Izinhlelo zokusebenza ze-AI zingahlanganisa ukubukwa kwasemoyeni okuthathwe ngama-drone kwezakhiwo nokuhlaziywa komgwaqo kanye namarekhodi omphakathi engcuphe yomlando nezinhlekelele ukuze kufanekisele amazinga ahlukahlukene okukhava futhi adale ukwaziswa.
iminikelo kanye namanani entengo.

Ubuhlakani bokwenziwa, inzuzo yangempela

Izinzuzo ezisebenza kahle zezixazululo ze-AI ezingaphakathi kwenkampani zivame ukubikwa njenge-15% kuya ku-25%, kodwa zingaba phezulu kakhulu ekusetshenzisweni kwe-synergistic, phakathi kwezinkampani ze-AI. "Thuthukisa kanye, uzuze abaningi" inezibalo ezinhle kakhulu ze-ROI. Umsunguli we-AI uthola umbhede wokuhlola
kanye nezinkomba zakuqala ezivela kwezinye izinkampani zephothifoliyo, zona ezithola ukufinyelela kwangaphambi kwesikhathi kubhodi lobunikazi le-AI.

Akugcini lapho. Ukuze uthole ukulingana kwangasese kanye nezimali, uma i-AI isimisiwe kukhithi yabo yamathuluzi, bangaqhubeka nokwengeza inani ezinkampanini zephothifoliyo zesikhathi esizayo nezamanje. Izinkampani ezithuthukisa ubuchwepheshe ekwenzeni i-AI ibe ngeyakho ngezindlela nezinqubo zazo zingakwazi
lindela i-ROI emangalisa kakhulu ye-150% kuya ku-250% nangaphezulu.

Abaphathi besikhwama baqinisekiswa ngokufanelekile yilezo zinzuzo ezingaba khona ezinkulu kakhulu. Banezinketho eziningi zokuxhasa ama-synergies e-AI anezithelo, futhi inzuzo evela ekutshaleni imali ku-AI ingase idlule yonke enye into eyenziwa yizimali ezizimele ezinkampanini zabo zephothifoliyo.

• I-SEO Powered Content & PR Distribution. Khuliswa Namuhla.
• I-PlatoData.Network Vertical Generative Ai. Zinike Amandla. Finyelela Lapha.
• I-PlatoAiStream. I-Web3 Intelligence. Ulwazi Lukhulisiwe. Finyelela Lapha.
• I-PlatoESG. Ikhabhoni, I-CleanTech, Amandla, Environment, Ilanga, Ukuphathwa Kwemfucuza. Finyelela Lapha.
• I-PlatoHealth. I-Biotech kanye ne-Clinical Trials Intelligence. Finyelela Lapha.
• Source: https://www.finextra.com/blogposting/26036/the-hunt-is-on-for-ai-synergies-in-private-equity-portfolio-companies?utm_medium=rssfinextra&utm_source=finextrablogs