【行业报告】Gpbullhound-科技巨人——下一波浪潮的基石（英）-2023.6_市场营销策划_.docxVIP

orem ipsum 3 Contents THE VIEW FROM GP BULLHOUND 48 CHAPTER 4. EUROPES NEXT GENERATION KEY TAKEAWAYS CHAPTER 1. MARKETS HAVE COOLED 20 EXPERT VIEW Tony Jamous, Oyster HR  53 EXPERT VIEWS: 2023 CONTENDERS Daniela Braga, Defined.ai Guenther Eisinger, Omnipresent 22 EXPERT VIEW Emil Eifrem, NEO4J Omri Geller Ronen Dar, Run:ai Rob Cassedy, Wallapop 26 CHAPTER 2. GROWTH EQUITY 34 CHAPTER 3. SECTOR INSIGHTS 58 METHODOLOGY ABOUT GP BULLHOUND 42 EXPERT VIEW Frédéric Trinel, Ecovadis 46 EXPERT VIEW Hanno Renner, Personio 60 DISCLAIMER AUTHORSMANISH MADHVANIManaging PartnerALON KUPERMANPartner AUTHORS MANISH MADHVANI Managing Partner ALON KUPERMAN Partner CARLOS DE LA ESPERANZA Principal JENNIFER ELLER Head of Insights FREDDIE DODGE MARIA LAZAREVA LAURENCE DEVRIESE MINH PHUNG Vice President Associate, Insights Associate Analyst The view From GP Bullhound STATE OF THE EUROPEAN TECHNOLOGY LANDSCAPE Nine years ago we launched Titans of Tech to showcase the progress of the European tech ecosystem and raise the ambition levels of founders in creating world-leading tech companies. Since then, the European technology ecosystem has seen a record 10-year wave of growth as technology continues to outperform every sector. But the technology sector globally has reached the end of its most recent bull market – a run propped up and extended by post-pandemic macroeconomic factors. Companies need to adapt to the new environment. For those that can pivot and get their priorities and funding in order, value-creation opportunities will continue to exist. MANISH MADHVANIGP BULLHOUND MANAGING PARTNERIn the face of the downturn, 34 trailblazing Unicorns were formed and lifted the aggregate value of European Unicorns above $1tn. We see a positive trajectory for the next decade in hitting $2tn and believe that the next wave of value creation, societal gains, and technology disruption will be found in AI, climate tech, and workplace productivity software – all areas gaining momentum and bill