Academic studies inconclusive about the impact of AI on productivity

https://www.apolloacademy.com/wp-content/uploads/2026/02/New021426-Chartv2.pdf

No Impact of AI Expected for Corporate Earnings Outside Tech

https://www.apolloacademy.com/wp-content/uploads/2026/02/021026-chart.pdf

What churn actually shows

https://aventis-advisors.com/wp-content/uploads/2026/01/Calculating-Churn-the-Right-Way-Webinar-slides.pdf

Data Platforms & MLOps Valuation Metrics

https://windsordrake.com/wp-content/uploads/2026/01/AI-Software-Valuation-Report-Q1-2026.pdf

Key Players & Signals - Vector Databases

https://windsordrake.com/wp-content/uploads/2026/01/AI-Infrastructure-Valuation-Report.pdf

Valuation Multiples by Model (2025-2026)

https://windsordrake.com/wp-content/uploads/2026/01/payfac_payment_orchestration_valuation.pdf

Embedded Payments - Distribution via Vertical SaaS

https://windsordrake.com/wp-content/uploads/2026/01/payfac_payment_orchestration_valuation.pdf

From Models to Products: Where We See AI Differentiation Being Built

https://cdn.prod.website-files.com/65d0d38fc4ec8ce8a8921654/6979532decf89bd3df2163b0_ICONIQ_Analytics_Insights_2026_State_of_AI_Bi-Annual_Snapshot.pdf

Global analysis of venture funding

https://assets.kpmg.com/content/dam/kpmgsites/xx/pdf/2026/01/kpmg-private-enterprise-quarterly-q4-25-global-report.pdf.coredownload.inline.pdf

Your rundown on AI in 2025

https://newsletter.radensa.ru/wp-content/uploads/2026/01/CB-Insights_State-of-AI_FY2025-185-pgs.pdf

M&A boom driven by high AI valuations and strategic AI acquisitions

https://www.apolloacademy.com/wp-content/uploads/2026/01/012426-Chart.pdf

AI Data Platforms Valuation - Q4 2025

https://windsordrake.com/wp-content/uploads/2026/01/AI-Data-Platforms-Valuation-Report.pdf

AI Software Valuation Report - Q4 2025

https://windsordrake.com/wp-content/uploads/2026/01/AI-Software-Valuation-Report.pdf

Is AI a Bubble?

https://www.bernstein.com/content/dam/bernstein/us/en/pdf/whitepaper/Q42025MacroMarkets.pdf

Going deep in vertical SaaS, the way to win in crowded market

https://software.brussels/content/uploads/2025/12/final_202512_eyp_hubbrussel_saastrends_brochure_vf.pdf

Gen AI to agentic AI: The future of AI

https://fr.battery.com/wp-content/uploads/2025/12/Battery-State-of-Enterprise-Tech-Spending-December-2025-1.pdf

Top 10 Most Common Ways People Use AI in Everyday Life

https://menlovc.com/wp-content/uploads/2025/11/menlo_ventures_consumer_ai_report-2025.pdf

Breakdown of tool type and evaluation in development & coding stage

https://insights.bcg.com/rs/799-IOB-883/images/20251218_BCG_StateOfGenAIAcrossSDLC.pdf

The performance of our AI, IT Services, and SaaS indices since the launch of ChatGPT

https://aventis-advisors.com/wp-content/uploads/2025/12/2025-Tech-MA-Wrapped-Webinar-slides.pdf

85% of VC-backed companies, plus those companies with no VC sponsors, fall outside of traditional venture lending criteria

https://www.morganstanley.com/im/publication/insights/articles/article_uncovering-growth-credit_a4.pdf

WW IT spending : AI Boom Offsetting Tariff Uncertainty

https://www.semi.org/sites/semi.org/files/2025-09/1%20%EA%B9%80%EC%88%98%EA%B2%B8_IDC%20Semiconductor%20Market%20Outlook.pdf

Positive on buyouts/growth, neutral on venture capital

https://www.eatonvance.com/content/dam/im/assets/publication/thought-leadership/the-beat/5265.pdf

 

Data Infrastructure and Analytics

https://cdn.hl.com/pdf/2025/infrastructure-software-coverage-report-dec-2025.pdf

3 Domains of AI Agents in Marketing

https://staticassets.goldcast.io/public_images/organization/eb4f230d-04d1-4be5-8f42-e22e7b951def/ZSx8b50RBylgAzLe6lDq_martech-for-2026-keynote-deck.pdf

Up Rounds Are On the Up and Up

https://www.wsgr.com/a/web/i846sdNbNoCiTUyMeyoN6t/entrepreneurs-report-q3-2025.pdf

Data platforms will evolve to serve the needs of agents in the enterprise

https://www.bcg.com/assets/2025/building-effective-enterprise-agents.pdf

AI Adoption Rates Starting to Flatten Out

https://www.apolloacademy.com/wp-content/uploads/2025/11/112825-Chart_v3.pdf

Where is the value capture?

https://static1.squarespace.com/static/50363cf324ac8e905e7df861/t/691f5a79a0df314757b754de/1763662458002/2025+Autumn+AI.pdf

Accel 2025 US AI 100

https://cdn.prod.website-files.com/6643a08d305ab77f8c7566b6/69146a4dcea1c6668db46823_accel_2025_globalscape.pdf

Challenges t0 be solved to scale Agentic

https://assets.ctfassets.net/5965pury2lcm/7cVYHoHDdULNP6KmZsWYFq/93579ad52c07ced28146e9be849c29db/06_Benjamim_Vieira_McKinsey_GenAI_and_Agents_-_fv.pdf

Global Top 100 Unicorns

https://www.pwc.co.uk/audit/assets/pdf/global-100/unicorns/global-top-100-unicorns-2025.pdf

Seed-to-Series A graduations reflect market environment (and AI hype)

https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/banking/commercial-banking/cb-insights-banking-startup-insights-report-H2-2025.pdf

Capex share of operating cash flow for hyperscalers: 60%

https://www.apolloacademy.com/wp-content/uploads/2025/10/10272025-Chart.pdf

AI is more of a capex driver than a job destroyer (at least so far)

https://institute.bankofamerica.com/content/dam/economic-insights/ai-impact-on-economy.pdf

Efficient Growth Has Become the Primary Signal, and AI is Reshaping Expectations

https://cdn.prod.website-files.com/65d0d38fc4ec8ce8a8921654/68f2b54dbc22502304ab812d_ICONIQ%20Analytics%20-%20State%20of%20Software%202025.pdf

Industry Landscape by Artificial Intelligence Stack Layer

https://solganick.com/wp-content/uploads/2025/10/Solganick-Artificial-Intelligence-Q3-and-YTD-2025.pdf

Deep Tech Score

https://media.licdn.com/dms/document/media/v2/D4E1FAQGXCqX5wKM59g/feedshare-document-pdf-analyzed/B4EZm.FRmqGcAY-/0/1759830855404?e=1761782400&v=beta&t=SgbGCtehCxr_PxvpSqrbCo6Q6dBT2QwkZGiKCwdZ-oo

Price changes from 2000 to 2025

https://media.licdn.com/dms/document/media/v2/D4E1FAQGXCqX5wKM59g/feedshare-document-pdf-analyzed/B4EZm.FRmqGcAY-/0/1759830855404?e=1761782400&v=beta&t=SgbGCtehCxr_PxvpSqrbCo6Q6dBT2QwkZGiKCwdZ-oo

AI remains the primary growth engine

https://assets.kpmg.com/content/dam/kpmgsites/xx/pdf/2025/10/kpmg-private-enterprise-quarterly-q3-25-global-report.pdf

The three pricing models that will be most relevant in the future are already widely used in AI software today

https://pricing.hy.co/wp-content/uploads/2025/09/hy_SaaS-und-AI-Pricing-Report_2026_EN.pdf

Long Term Semiconductor Market Drivers

https://www.semi.org/sites/semi.org/files/2025-09/1%20%EA%B9%80%EC%88%98%EA%B2%B8_IDC%20Semiconductor%20Market%20Outlook.pdf

Worldwide IT Spending Growth Forecast

https://www.semi.org/sites/semi.org/files/2025-09/1%20%EA%B9%80%EC%88%98%EA%B2%B8_IDC%20Semiconductor%20Market%20Outlook.pdf

Venture Capital & Growth Equity Median Valuations ($m)

https://www.cmers.com/CMERS/Reports/MeetingPackets/2025/2025-09-04-ICM1.pdf

Investing in AI from Allocation to Application

https://peaktrust.com/wp-content/uploads/2025/09/2025-September-Special-Issue.pdf

 

Traditional and Deep Tech-Focused Funds Deliver Similar Internal Rates of Return

https://innovationisrael.org.il/wp-content/uploads/2025/09/%D7%97%D7%9E%D7%9E%D7%95%D7%AA-%D7%98%D7%9B%D7%A0%D7%95%D7%9C%D7%92%D7%99%D7%95%D7%AA-%D7%9E%D7%A6%D7%92%D7%95%D7%AA-%D7%9E%D7%94%D7%95%D7%95%D7%91%D7%99%D7%A0%D7%A8.pdf

63% of all VC deals in North America are about AI or machine learning

https://www.apolloacademy.com/wp-content/uploads/2025/09/091825-Chart_v2.pdf

Mapping the modern data software ecosystem

https://carlsquare.com/wp-content/uploads/2025/09/Carlsquare-Modern-Data-Software-Landscape-Sep-25.pdf

 

 

 

Arvin Babu

Mobile: 415 254 7000

 

Top 3 AI agent use cases by industry

https://www.rivista.ai/wp-content/uploads/2025/09/1757364922447.pdf

How do AI agents differ from AI/Gen AI assistants?

https://www.capgemini.com/wp-content/uploads/2025/09/Final-Web-version-Report-Gen-AI-in-Organizations.pdf

Active SaaS Investors & Accelerators in H1 2025

https://cdn.prod.website-files.com/673fa861c0dba5c6e473b877/68af23f7482c78760ca2ab38_SaaS%20Report%20H1%202025.pdf