Prevalence of AI in $100M+ deals

https://pages.fenwick.com/rs/228-VTM-002/images/Venture-Beacon-Q1-2025.pdf

AI is fundamentally disrupting software engineering

https://foundationmodelreport.ai/2025.pdf

Search & information synthesis remains the marquee LLM use case

https://foundationmodelreport.ai/2025.pdf

Quantum Technology Monitor 2025

https://www.mckinsey.com/~/media/mckinsey/business%20functions/mckinsey%20digital/our%20insights/the%20year%20of%20quantum%20from%20concept%20to%20reality%20in%202025/quantum-monitor-2025.pdf

Exploring opportunities to commercialize open source by leveraging data

https://cdn.prod.website-files.com/681ad1f2c3ad523e8b456431/681ad1f2c3ad523e8b4564d2_607e5b0b10beffa71212aafb_1.%20BSV-Open%20Source.pdf

What percentage of your AI budget is allocated across the following categories?

https://cdn.prod.website-files.com/65d0d38fc4ec8ce8a8921654/685ac42fd2ed80e09b44e889_ICONIQ%20Analytics_Insights_The_AI_Builders_Playbook_2025.pdf

Characteristics of investment professionals

https://ventureforward.org/wp-content/uploads/2025/06/VC-Human-Capital-Survey-5th-Edition-Results_FINAL.pdf

Companies can apply different technologies in the AI ecosystem to deliver sustainable cost advantage

https://web-assets.bcg.com/d1/df/415a1a324ae8a892ada58c254a9b/bcg-executive-perspectives-driving-sustainable-cost-adv-with-ai-ep15-20may2025.pdf

Automated License Plate Readers

https://www.dhs.gov/sites/default/files/2025-06/25_0606_st_lprmsr.pdf

Global server capex by top cloud service providers, 2022-24

https://www.gtigroup.org/Uploads/File/2025/06/17/u68511cac32ad9.pdf

The rapid advancement of AI is reducing barriers to entry and scale

https://media-publications.bcg.com/BCG-Executive-Perspectives-AI-First-Companies-Win-the-Future-Issue1-10June2025.pdf

Innovation needs equity, not just credit

https://cepr.org/system/files/2025-06/06-06-2025%20CMU%20Deep%20Dive_ESM%20presentation_Speaking%20points.pdf

AI: Global Trends

https://www.jefferies.com/wp-content/uploads/sites/4/2025/05/Israel-in-the-New-Middle-East-June-2025.pdf

Market capitalisation of S&P 500 companies, November 2022 and November 2024, and median valuations of start-ups, 2024

https://italianelfuturo.com/wp-content/uploads/2025/06/EnergyandAI.pdf

We estimate the market in 2030 for robotaxis could be >$25 bn

https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/robotaxi/report.pdf

Tougher times for software startups raising capital

https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/banking/commercial-banking/jpm-2025-software-market-trends-outlook.pdf

Solid software investment poised to continue, subject to interest rates changes

https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/banking/commercial-banking/jpm-2025-software-market-trends-outlook.pdf

Key building blocks for a holistic AI-enabled transformation (The "WHAT")

https://media-publications.bcg.com/India-AI-Leap-BCG-Perspective.pdf

Scaled Fintechs Are Concentrated in Five Verticals

https://web-assets.bcg.com/e8/4d/5eeb786b4aefbf6c7270ed4d0afe/fintechs-next-chapter-may-2025.pdf

A Yearly Look-Back on Equity Valuations and Raise Amounts

https://www.wsgr.com/a/web/vgnKwoeAkUKT6MTc96jYem/entrepreneurs-report-q1-2025.pdf

Six key modalities

https://www2.deloitte.com/content/dam/Deloitte/us/Documents/consulting/us-ai-institute-gen-ai-use-cases-2025-05-08.pdf

There is no silver bullet: the gold standard is a suite of tools, with appropriate application

https://web-assets.bcg.com/ae/93/8f39b8e14dad9343c67c18f218a1/mastering-marketing-measurement-slideshow-june-2025.pdf

A RAG is not a RAG is not a RAG

https://www.ispor.org/docs/default-source/cti-meeting-21021-documents/1d6720f6-7b58-4213-b05e-5bb4f432bf3b.pdf?sfvrsn=475e84cb_0

Expect rising demand for technological, social and emotional, and higher cognitive skills

https://gforum.opi.net/wp-content/uploads/2025/05/OPI-Global-Forum-2025-Navigating-the-labour-market-and-building-thriving-cultures-Kelli-Wolf-Moles.pdf

Functions contributing to overall objectives

https://www.thomsonreuters.com/en-us/posts/wp-content/uploads/sites/20/2025/05/C-Suite-Survey-2025.pdf

Global IT Spend Across Key Technologies (2020 to 2030), in USD billion

https://www.mouritech.com/wp-content/uploads/2025/05/MT_Industry-Report25.pdf

Dynamics and Shifts in Fab Investment

https://www.semi.org/sites/semi.org/files/2025-05/SEMI_Capex_market_outlook_5.28.2025_shared.pdf

Global Drone Market

https://www.zenatech.com/wp-content/uploads/2025/05/ZenaTech-Investor-Presentation_04-28-25.pdf

Prioritizing AI Use-Cases with a Value Matrix

https://www.tridium.com/content/dam/tridium/en/documents/niagara-forum-2025/business/tri-NF25_Business_AI_and_the_World_of_Smart_Buildings_Intel.pdf

AI Forecast 2025 to 2027 by Industry Vertical

https://www.tridium.com/content/dam/tridium/en/documents/niagara-forum-2025/business/tri-NF25_Business_AI_and_the_World_of_Smart_Buildings_Intel.pdf

Companies can apply different technologies in the AI ecosystem to deliver sustainable cost advantage

https://media-publications.bcg.com/BCG-Executive-Perspectives-Driving-Sustainable-Cost-Adv-with-AI-EP15-20May2025.pdf

The full potential of AI and ML remains largely untapped

https://www.lmalloyds.com/common/Uploaded%20files/Finance%20and%20Risk/AI%20and%20ML%20in%20Actuarial%20and%20Risk,%20May%202025.pdf

Key players building accelerators for AI training and inference

https://artificialanalysis.ai/downloads/state-of-ai/2025/Artificial-Analysis-State-of-AI-Q1-2025-Highlights-Report.pdf

Coding agents

https://artificialanalysis.ai/downloads/state-of-ai/2025/Artificial-Analysis-State-of-AI-Q1-2025-Highlights-Report.pdf

Looker's Architecture Powers AI for BI

https://content-cdn.sessionboard.com/content/RZwjyxNXR5qIQ46vfqt1_BRK1-024.pdf

Structures of Venture Debt

https://www.stifel.com/Newsletters/AdGraphics/FlipBooks/_GRP/Macolino-WMG/Past-Events/VentureDebtWebinarSlides.pdf

Five SaaS Company Archetypes Are Based on Sale Size and Customer Retention

https://web-assets.bcg.com/3a/5d/55e329bd4d1b836a298ed94b2a8a/rule-of-40-lessons-from-the-top-performers-in-software.pdf

Why is large model inference hard?

https://content-cdn.sessionboard.com/content/P53vUeUSzCNKYjTURpyO_BRK3-037.pdf

Search Cost Comparison Summary

https://www.vscpa.com/sites/default/files/2025-05/8B.%20Top%20Technology%20Trends%20Including%20AI%20Opportunities.pdf

The application layer of AI is booming.

https://www.hkdca.com/wp-content/uploads/2025/05/fintech-brainfood-2025-apeture.pdf

Growth in total employment in Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla

https://www.apolloacademy.com/wp-content/uploads/2025/05/052325_Chart_V2.pdf

The AI Hype Cycle: Future Opportunities

https://www.svb.com/globalassets/trendsandinsights/reports/svb-state-of-enterprise-software-2025-report.pdf

State of Enterprise Software 2025

https://www.svb.com/globalassets/trendsandinsights/reports/svb-state-of-enterprise-software-2025-report.pdf

AI investments hit a record high in 2024, while rest of tech is down 63% from peak

https://dealroom.co/uploaded/2025/05/Dealroom-Global-Tech-Ecosystem-Index-2025.pdf

Market Map: Hardware & AI Datacenter enablers

https://theaiinsider.tech/wp-content/uploads/2025/05/Market-Map-Layer-1_Updated.pdf

$78bn of US VC /Growth raises ytd to end April, 3x the level of 2024

https://www.rothschildandco.com/siteassets/publications/rothschildandco/global_advisory/2025/growth_equity_update/05/en_ga_growth_equity_update_edition_38.pdf

Software Market Overview

https://www.jefferies.com/wp-content/uploads/sites/4/2025/05/TMT-IB-Software-Market-Growth-Conference-April-2025-v2.pdf

AI is the tech theme of the decade

https://www.coppercouncil.org/wp-content/uploads/2025/05/JM25-Sundip-Gantori-UBS.pdf

SaaS M&A: Deal Volumes by Total Funding, 2013 - 2024

https://aventis-advisors.com/wp-content/uploads/2025/03/MA-in-SaaS_Charts-1.pdf

most used tools among DDVCs

https://www.kruncher.ai/images/brand/Data%20Driven%20VC%20Landscape%202025.pdf