企业技术支出状况

SEPTEMBER 2024 State of EnterpriseTech Spending This presentation includes proprietary information of Battery Ventures Disclaimers This disclaimer applies to this document, referred to herein as the “presentation.” This presentation is being provided for informational purposes only.Nothing herein is or should be construed as investment, legal or tax advice, a recommendation of any kind or an offer to sell or a solicitation of an offerto buy any security. This presentation does not purport to be complete on any topic addressed. The information in this presentation is provided to you asof September 2024 unless otherwise noted and Battery Ventures does not intend to update the information after its distribution, even in the event thepresentation becomes materially inaccurate. Certain information in this presentation has been obtained from third party sources and, although believedto be reliable, has not been independently verified and its accuracy or completeness cannot be guaranteed. Certain logos, trade names, trademarks andcopyrights included in the presentation are strictly for identification and informational purposes only. Such logos, trade names, trademarks andcopyrights may be owned by companies or persons not affiliated with Battery Ventures and no claim is made that any such company or person hassponsored or endorsed the use of such logos, trade names, trademarks and copyrights in this presentation. This presentation includes various examplesof companies in which Battery Ventures has invested. These examples are included as illustrations of sectors in which Battery Ventures invest. For acomplete list of all companies in which Battery Ventures has invested, please visit here. Past performance is not evidence of future results and there canbe no assurance that a particular Battery portfolio company investment will achieve comparable results to any other investment. The information contained herein is based solely on the opinions of Scott Goering, Danel Dayan, Evan Witte and Patrick Hsu and nothing should beconstrued as investment advice. The anecdotal examples throughout are intended for an audience of entrepreneurs in their attempt to build cloud-focused businesses and not recommendations or endorsements of any particular business. Tech Spend Rising Amid Continued AI Enthusiasm AI WAVE ST IL L FORMING RISING TE CH S PEND & ST AB ILIZ AT ION B RINGING AI TO L IFE 3.AI OPTIMISM VS. REALITY IN ADOPTIONCURVE 5.PARADIGMS IN MODEL DEPLOYMENT 1.TECH SPENDINGSTABILIZING & RISING Big budget (>$1B in spend) enterprises are lessfocused on closed-source models through their API(e.g., OpenAI GPT, Claude APIs) than average.Compared to organizations with smaller budgets,they appear more open to deploying models onmanaged cloud infrastructure. Overall budgets are trending upward with 74% thisquarter vs. 55% in Q1’24expecting an increase overthe next year. Most increasing budget (59%)arefocusing on experimental initiatives and new tech,presenting early-stage companies with freshopportunities. Generative AI deployments increased since ourlast survey but still pace behind the expectedhype or optimism of roll-outs that surveyrespondents expressed in Q3’23 and in Q1’24. 6.EVALUATE, OBSERVE, PROTECT 4.AI USE CASES IDENTIFIED VS. INPRODUCTION 2.TECH EMPLOYMENT REACHES STABLEGROUND The number of organizations lookingto slow downor enter a hiring freeze has dropped 19percentage points from 46% in Q1 2023 to 27% inQ3 2024.Overall outlook on hiring has improved,with 42% of respondents expected to increasehiring. Model Observability and Model Trainingbecoming a larger priority for enterprise buyersas more use cases are moving beyond concept toactual development and production. Today roughly 5.5% of identified AI use casesare in production , a sobering reality check onrespondents’ Q1’24 projection that 52% ofidentified use cases would be in productionover the next 24 months. Budgets, AI Use Case Identification and Hiring Looking Up AI WAVE ST IL L COM ING ST AB ILI ZED HIR ING DOWNSI DE Budgets continue totrend upward with 74% ofrespondents planning to increase budgets vs. 55% inQ1’24. Fewer enterprises are staying flat, showingincremental budget increases and stabilization. Of thoseincreasing,59% cite Experimental Budgets–NewTechnologies as the driver,favoring adoption of newtechnologies over existing vendor growth. Despite the continued news about layoffs, our surveyrevealed some stabilization—especially welcome newsfor those companies selling SaaS with seat-basedpricing. The number of organizations lookingto slowdown or enter a hiring freeze has dropped 19-ppfrom 46% in Q1 2023 to 27% in Q3 2024. Generative AI deployments increased but are pacingbehind the optimism respondents expressed in bothQ3’24 and Q1’24.The vast majority of identified usecases still haven’t moved to production,with manynot even under development. One reason seems to bea lack of in-house expertise: 2/3 of enterprises areseeking