Profit margins rising for the S&P 7 and declining for the S&P 493

https://www.apolloacademy.com/wp-content/uploads/2025/10/10312025-Chart_v2.pdf

The Future of Fintech October 2025

https://www.svb.com/globalassets/trendsandinsights/reports/future-of-fintech-report-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

US technology platforms fund their expenditures from their cash flows (US$m)

https://think.ing.com/downloads/pdf/article/the-usa-could-easily-spend-billions-on-artificial-intelligence

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

Comparison of Deep Tech and Life Sciences VC funding by hubs (2019-2025)

https://innovationisrael.org.il/en/wp-content/uploads/sites/3/2025/09/Israeli-Deep-Tech-report-2025_Dealroom.pdf

Satellite Communications Market Is Benefitting From Multiple Tailwinds

https://www.dadavidson.com/Portals/0/xBlog/uploads/2025/9/8/DADavidson-CommTechReportQ22025_v2.pdf

70% of AI's Value Is Concentrated in Core Businesses

https://media-publications.bcg.com/The-Widening-AI-Value-Gap-Sept-2025.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

It is all about the Mag 7: No upward revisions to 2026 EPS for the S&P 493

https://www.apolloacademy.com/wp-content/uploads/2025/09/091725-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

AI adoption rates starting to decline for larger firms

https://www.apolloacademy.com/wp-content/uploads/2025/09/New090725-Chart.pdf

Data center comps trade at premium riding the AI wave

https://assets.multiples.vc/content/Communications-Sector-Update-Q2-2025.pdf

Our AI scenario envisions continued and significant improvements

https://www.jpmorgan.com/content/dam/jpmorgan/documents/cib/banking/Navigating_the_future.pdf

AI's current capabilities are already influencing everyday experiences

https://www.jpmorgan.com/content/dam/jpmorgan/documents/cib/banking/Navigating_the_future.pdf

Appfire also dominates Atlassian Marketplace downloads, surpassing the nearest competitor by nearly 3x

https://aventis-advisors.com/wp-content/uploads/2025/08/Aventis-Advisors-Atlassian-ecosystem-1.pdf

High growth rates now play a smaller role in software valuations

https://www.blackpeakcapital.com.au/wp-content/uploads/2025/08/Blackpeak-tech-market-update-Aug25.pdf

Critical Ratios to Monitor

https://fourcrestglobal.com/wp-content/uploads/2025/08/Financial-Strategy-and-Plan-for-Your-Startup-Building-a-Roadmap-to-Success.pdf

Agriculture Robotics

https://www.creosyndicate.org/wp-content/uploads/edd/2025/07/2025_CREO_Agriculture_Robotics.pdf

On-Demand Manufacturing Innovators

https://www.fashionforgood.com/wp-content/uploads/2025/08/250819-Cut-Make-Trim-Landscape-.pdf

Sector Growth Is Normalizing To Pre-COVID Levels While Maturing Companies Increasingly Focus On Profitability...

https://www.dadavidson.com/Portals/0/xBlog/uploads/2025/8/18/DADavidson-FinTechNewsletterAugust2025.pdf

The Top Five Bundles Across the Most Common Application Suites

https://web-assets.bcg.com/pdf-src/prod-live/seven-questions-smarter-applications-strategy.pdf

How Industries View the Choice Between Suites and Best of Breed

https://web-assets.bcg.com/pdf-src/prod-live/seven-questions-smarter-applications-strategy.pdf

Players often choose games because they fall in love with the characters, stories, and universes

https://adindex.ru/publication/analitics/search/336269/img/Bain_Global%20Gaming%20Report_2025%20(32%20pgs).pdf

Held Back a Grade: 6-10 Months Behind

https://www.svb.com/globalassets/trendsandinsights/reports/sotm/state-of-the-markets-h2-2025-final.pdf

S&P 500: The situation today is surprisingly similar to the IT bubble in the 1990s

https://www.apolloacademy.com/wp-content/uploads/2025/08/081725-Chart_v2.pdf

Total Addressable Market

https://turnium.com/wp-content/uploads/2025/07/Turnium-Investor-Deck_Jul032025_V2.pdf

Pricing Models Are Shifting Toward Business Metrics

https://web-assets.bcg.com/pdf-src/prod-live/rethinking-b2b-software-pricing-in-the-era-of-ai.pdf

Usage-Based, Value-Centric Pricing of AI Call Center Services

https://go.matrixx.com/rs/097-BCI-617/images/MATRIXX_AI_Pricing_Ebook_F.pdf

SaaS fundamentals are redefined

https://pages.awscloud.com/rs/112-TZM-766/images/2025-03-18_SaaS_Builders_Day-Navigating%20the%20AI-Driven%20SaaS%20Frontier.pdf

Data Infrastructure Across the Ag Value Chain

https://farmersedge.ca/wp-content/uploads/2025/08/Whitepaper-Consulting-Gap.pdf

We mapped over 1,500 Agentic AI companies . so you don't have to

https://www.prosus.com/~/media/Files/P/prosus-corp-v2/documents/new-prosus-report-explores-the-rise-of-ai-agents-in-the-workplace.pdf

Coding Agents are the first to reach product-market-fit

https://www.prosus.com/~/media/Files/P/prosus-corp-v2/documents/new-prosus-report-explores-the-rise-of-ai-agents-in-the-workplace.pdf

Stop Worrying and Love the Boom

https://www.svb.com/globalassets/trendsandinsights/reports/sotm/state-of-the-markets-h2-2025-final.pdf

America's Top Import: Founders

https://www.svb.com/globalassets/trendsandinsights/reports/sotm/state-of-the-markets-h2-2025-final.pdf

Mobile gaming market has returned to growth

https://investgame.net/wp-content/uploads/2025/08/2025_Aug_InvestGame_Enabling_Growth_UA.pdf