AI reshapes the winning playbook as the basis of competition shifts

https://web-assets.bcg.com/0a/ee/205f2e4f4265ae746ce204323a1f/executive-perspectives-ai-first-companies-asset-management-2.pdf

Four shifts we see defining the AI market today

https://cdn.prod.website-files.com/65d0d38fc4ec8ce8a8921654/6a4e6e010db3862dc33eec65_ICONIQ_State_of_AI_2026_The_Builders_Economy.pdf

Not All Software Is Bad

https://www.apollo.com/content/dam/apolloaem/pdf/daily-spark/2026/jul/26/dailyspark-2026-07-26.pdf

Anatomy of the 2026 SaaS Growth Engine: A Technical Benchmark Guide

https://cufinder.io/blog/wp-content/uploads/2026/06/saas-marketing-infographic.pdf

What’s Working To Generate Leads Today

https://growthelevated.com/wp-content/uploads/2026/07/Growth-Elevated-Predictable-Revenue-In-An-Unpredictable-World.pdf

15 Reasons Why GTM is Broken

https://growthelevated.com/wp-content/uploads/2026/07/Final_-AI-Powered-GTM-Transformation-Workshop.pdf

$15 to $20 trillion of labor tasks is addressable by agentic AI

https://www.bcg.com/assets/2026/executive-perspectives-ai-and-the-future-of-software.pdf

Capital Stack is not aligned: Financing timelines rarely match

https://www.goerg.de/sites/default/files/anylink/Pr%C3%A4sentation_Schabus.pdf

Software PE’s Aging Inventory Problem

https://www.apollo.com/content/dam/apolloaem/pdf/daily-spark/2026/jun/11/dailyspark-2026-06-11.pdf

Growth trajectory of top technology companies

https://www.lgtcp.com/files/2026-05/lgt_capital_partners_insights_-_venture_capital_-_from_the_strategic_case_to_portfolio_execution_0.pdf

Median enterprise SaaS late-stage VC deal value and pre-money valuation ($M) by segment

https://pitchbook.brightspotcdn.com/87/67/ec05fe7d47448d4decf669d56f4d/q1-2026-enterprise-saas-vc-trends.pdf

AI maturity, investment, governance, workforce and agentic AI by sector

https://assets.kpmg.com/content/dam/kpmgsites/xx/pdf/2026/05/global-ai-pulse-sector-insights.pdf

Common themes in AI-Forward, High-Performing Companies

https://cdn.prod.website-files.com/65d0d38fc4ec8ce8a8921654/6a0cc628e05de9e3aee72031_ICONIQ_Analytics_2026_Building_the_Modern_GTM_Org.pdf

Dilution isn't a moment, it's a pattern.

https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/banking/commercial-banking/cb-insights-banking-startup-insights-report-h1-2026.pdf

The fight for AI opportunity will happen on three distinct battlegrounds

https://www.bcg.com/assets/2026/executive-perspectives-ai-and-the-future-of-software.pdf

Inflation Concerns Deflate as AI Rises

https://www.svb.com/globalassets/trendsandinsights/reports/state-of-the-vc-backed-cfo/vc-backed-cfo-2026.pdf

Payments industry has little physical capital, and AI is disrupting its core asset - technology

https://www.bcg.com/assets/2026/executive-perspectives-ai-first-companies-payments.pdf

AI agents are automating workflows faster than they are coordinating decisions

https://assets.kpmg.com/content/dam/kpmgsites/xx/pdf/2026/04/global-ai-pulse.pdf

The AI Revolution Continues

https://www.apollo.com/content/dam/apolloaem/pdf/daily-spark/2026/apr/12/dailyspark-2026-04-12-1775835949.pdf

Surreal 2025/26

https://www.transphereconsulting.com/wp-content/uploads/2026/02/Dealroom_Wrapped.pdf

Tech Valuations Back to Pre-AI Boom Levels

https://www.apollo.com/content/dam/apolloaem/pdf/daily-spark/2026/apr/11/dailyspark-2026-04-11-1775830796.pdf

The AI Capital Stack: $100M+ Rounds Are Landing in the Application Layer

https://www.senseai.ai/wp-content/uploads/SenseAI-Ventures-State-of-Artifical-Intelligence-Report-2026.pdf

Many hyperscalers can finance rising AI-related capex from cash flow

https://www.fppaco.org/files/f3aa80b2d/FPPA-Board-Meeting-Packet-2026-02-05.pdf

cloud provider revenue is shifting from training to inference

https://consultingedge.substack.com/api/v1/file/7a2c9c0d-0886-4bbb-b666-49c14aa302c2.pdf

Software: 2028 maturity wall approaching

https://www.apolloacademy.com/wp-content/uploads/2026/03/031226-Chart.pdf

EBITDA Multiples by Industry and Company Size

https://windsordrake.com/wp-content/uploads/2026/02/Windsor-Drake-EBITDA-Multiples-2026.pdf

Need a modular, agent-driven tech stack to enable next generation of employee experience

https://www.bcg.com/assets/2025/executive-perspectives-unlocking-impact-from-genai-and-agenticai-hr-ep1-7nov2025.pdf

The AI sell-off: Over or underdone?

https://prod1.www.dbresearch.com/PROD/RI-PROD/PDFVIEWER.calias?pdfViewerPdfUrl=PROD0000000000619974&rwnode=REPORT

Anatomy of a Great agents.md

https://web.stanford.edu/class/cs224g/lectures/CS%20224G%202026%20Lecture%2011%20-%20Code%20Generation%20with%20LLMs.pdf

Dramatic increase in the number of unicorns over the past decade

https://www.apolloacademy.com/wp-content/uploads/2026/02/NEW021826-Chart.pdf

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