Tuesday, July 15, 2025

The Value Of First Party Data And Distribution Is On The Rise

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https://www.jefferies.com/wp-content/uploads/sites/4/2025/05/State-of-Internet-4.17.25_1720-v2.pdf
Sunday, July 13, 2025

Why now? Three foundational technologies are redefining what's possible

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https://media-publications.bcg.com/BCG-Executive-Perspectives-Unlocking-the-Value-of-AI-in-Manufacturing-EP17-30June2025.pdf
Saturday, July 12, 2025

Customer IT Initiatives planned for 2025 (M2^)

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https://www.delltechnologies.com/asset/en-us/solutions/business-solutions/briefs-summaries/dell-technologies-survey-findings-brief.pdf
Thursday, July 10, 2025

Late-stage venture valuations peaked in 2021 and are slowly coming back to earth

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https://www.sbafla.com/media/odphr3nj/combined-june-3-2025-iac-slides.pdf

Many Of The Tailwinds That Supported Extraordinary Equity Returns Have Moderated Or Reversed

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https://crain-design-hub.s3.us-east-1.amazonaws.com/pi/CalSTRS+PDFs/TRB+2025-07+Item+11+Pres+01.pdf
Wednesday, July 9, 2025

Top AI Attacks per Category

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https://latioreports.s3.us-east-1.amazonaws.com/2025+Latio+AI+Security+Report+Preview.pdf

US Tech Snapshot - H1 2025

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https://cdn.prod.website-files.com/61e96d66da0c3c1b8259f330/686df65d449fadc7077a6899_US%20Tech%20-%20H1%202025%20Report.pdf
Sunday, July 6, 2025

MarTech and AI

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https://media-publications.bcg.com/BCG-Executive-Perspectives-The-Future-of-Marketing-with-GenAI-EP16-13June2025.pdf
Thursday, July 3, 2025

Could this wave be bigger than SaaS?

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https://drive.google.com/file/d/1Srl8Y4pBoKtNVYZBxmfj2TEMYM5tp1mE/view

We think a new class of AI winners may take center stage

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https://drive.google.com/file/d/1Srl8Y4pBoKtNVYZBxmfj2TEMYM5tp1mE/view

The AI-Native Startup Ecosystem

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https://docsend.com/view/2rpiyq939235eibw  

Estimated Office of the CFO software market size (global)

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https://carlsquare.com/wp-content/uploads/2025/06/Office-of-the-CFO-Sector-Report-.pdf
Monday, June 30, 2025

Prevalence of AI in $100M+ deals

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https://pages.fenwick.com/rs/228-VTM-002/images/Venture-Beacon-Q1-2025.pdf
Sunday, June 29, 2025

AI is fundamentally disrupting software engineering

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https://foundationmodelreport.ai/2025.pdf

Search & information synthesis remains the marquee LLM use case

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https://foundationmodelreport.ai/2025.pdf

Quantum Technology Monitor 2025

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https://www.mckinsey.com/~/media/mckinsey/business%20functions/mckinsey%20digital/our%20insights/the%20year%20of%20quantum%20from%20concept%...
Friday, June 27, 2025

Exploring opportunities to commercialize open source by leveraging data

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https://cdn.prod.website-files.com/681ad1f2c3ad523e8b456431/681ad1f2c3ad523e8b4564d2_607e5b0b10beffa71212aafb_1.%20BSV-Open%20Source.pdf
Wednesday, June 25, 2025

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

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https://cdn.prod.website-files.com/65d0d38fc4ec8ce8a8921654/685ac42fd2ed80e09b44e889_ICONIQ%20Analytics_Insights_The_AI_Builders_Playbook_20...
Tuesday, June 24, 2025

Characteristics of investment professionals

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https://ventureforward.org/wp-content/uploads/2025/06/VC-Human-Capital-Survey-5th-Edition-Results_FINAL.pdf
Monday, June 23, 2025

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

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https://web-assets.bcg.com/d1/df/415a1a324ae8a892ada58c254a9b/bcg-executive-perspectives-driving-sustainable-cost-adv-with-ai-ep15-20may2025...
Sunday, June 22, 2025

Automated License Plate Readers

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

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

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

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

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https://media-publications.bcg.com/BCG-Executive-Perspectives-AI-First-Companies-Win-the-Future-Issue1-10June2025.pdf
Wednesday, June 18, 2025

Innovation needs equity, not just credit

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https://cepr.org/system/files/2025-06/06-06-2025%20CMU%20Deep%20Dive_ESM%20presentation_Speaking%20points.pdf
Saturday, June 14, 2025

AI: Global Trends

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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

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https://italianelfuturo.com/wp-content/uploads/2025/06/EnergyandAI.pdf
Friday, June 13, 2025

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

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

Tougher times for software startups raising capital

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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

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https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/banking/commercial-banking/jpm-2025-software-market-trends-outlook.pdf
Wednesday, June 11, 2025

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

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https://media-publications.bcg.com/India-AI-Leap-BCG-Perspective.pdf
Tuesday, June 10, 2025

Scaled Fintechs Are Concentrated in Five Verticals

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https://web-assets.bcg.com/e8/4d/5eeb786b4aefbf6c7270ed4d0afe/fintechs-next-chapter-may-2025.pdf
Monday, June 9, 2025

A Yearly Look-Back on Equity Valuations and Raise Amounts

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https://www.wsgr.com/a/web/vgnKwoeAkUKT6MTc96jYem/entrepreneurs-report-q1-2025.pdf
Sunday, June 8, 2025

Six key modalities

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https://www2.deloitte.com/content/dam/Deloitte/us/Documents/consulting/us-ai-institute-gen-ai-use-cases-2025-05-08.pdf
Wednesday, June 4, 2025

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

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https://web-assets.bcg.com/ae/93/8f39b8e14dad9343c67c18f218a1/mastering-marketing-measurement-slideshow-june-2025.pdf
Sunday, June 1, 2025

A RAG is not a RAG is not a RAG

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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

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https://gforum.opi.net/wp-content/uploads/2025/05/OPI-Global-Forum-2025-Navigating-the-labour-market-and-building-thriving-cultures-Kelli-Wo...
Saturday, May 31, 2025

Functions contributing to overall objectives

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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

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https://www.mouritech.com/wp-content/uploads/2025/05/MT_Industry-Report25.pdf
Friday, May 30, 2025

Dynamics and Shifts in Fab Investment

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

Global Drone Market

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https://www.zenatech.com/wp-content/uploads/2025/05/ZenaTech-Investor-Presentation_04-28-25.pdf
Thursday, May 29, 2025

Prioritizing AI Use-Cases with a Value Matrix

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https://www.tridium.com/content/dam/tridium/en/documents/niagara-forum-2025/business/tri-NF25_Business_AI_and_the_World_of_Smart_Buildings_I...

AI Forecast 2025 to 2027 by Industry Vertical

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https://www.tridium.com/content/dam/tridium/en/documents/niagara-forum-2025/business/tri-NF25_Business_AI_and_the_World_of_Smart_Buildings_I...

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

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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

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https://www.lmalloyds.com/common/Uploaded%20files/Finance%20and%20Risk/AI%20and%20ML%20in%20Actuarial%20and%20Risk,%20May%202025.pdf
Tuesday, May 27, 2025

Key players building accelerators for AI training and inference

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

Coding agents

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https://artificialanalysis.ai/downloads/state-of-ai/2025/Artificial-Analysis-State-of-AI-Q1-2025-Highlights-Report.pdf
Monday, May 26, 2025

Looker's Architecture Powers AI for BI

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

Structures of Venture Debt

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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

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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?

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