Morgan Stanley analysts share insights from Spark private AI conference
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Morgan Stanley analysts Sabrina Hao, Adam Wood, and Brian Nowak shared their AI industry insights at the Spark private equity conference, noting that private markets have validated real AI demand, with startups scaling far faster than before, and some rapidly surpassing $1 billion in annual recurring revenue. They pointed out that coding and inference tools are growing significantly faster than application software that requires full business solutions, due to shorter development and deployment cycles. They estimate the total addressable market for AI agents across consumer and enterprise segments at $30 to $40 trillion, with Muse emerging as an early leader in the consumer space, and expect more comparable products to launch by 2027.
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- English translation is being prepared.The next AI winners: Private market signals
At the Spark private companies conference, Morgan Stanley analysts noted that private markets have validated AI demand, with startups scaling faster than ever, some reaching $1 billion in annual recurring revenue quickly. Coding and reasoning tools are growing faster than application software that requires full business solutions, due to shorter development and deployment cycles. The potential addressable market for AI agents is estimated at $30–40 trillion, with early adoption seen in both consumer and enterprise use cases.
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