Saturday, March 28, 2026

Think about intersectionality

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https://web.stanford.edu/class/archive/cs/cs109/cs109.1264/lectures/26-Future/26-Future.pdf
Monday, March 23, 2026

The solution to Europe?s AI problem is hiding in plain sight: Capital

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https://www.prosus.com/~/media/Files/P/prosus-corp-v2/documents/the-prosus-way/the-way-forward.pdf

As AI models mature it will be about distribution.

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https://www.prosus.com/~/media/Files/P/prosus-corp-v2/documents/the-prosus-way/the-usage-paradox.pdf

Europe is reliant on overseas capital at the breakout and scaleup stage

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https://www.prosus.com/~/media/Files/P/prosus-corp-v2/documents/the-prosus-way/the-startup-paradox.pdf

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

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https://www.fppaco.org/files/f3aa80b2d/FPPA-Board-Meeting-Packet-2026-02-05.pdf
Tuesday, March 17, 2026

cloud provider revenue is shifting from training to inference

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https://consultingedge.substack.com/api/v1/file/7a2c9c0d-0886-4bbb-b666-49c14aa302c2.pdf
Sunday, March 15, 2026

humanoid robot use cases

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https://institute.bankofamerica.com/content/dam/transformation/physical-ai-part-2.pdf
Thursday, March 12, 2026

Software: 2028 maturity wall approaching

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https://www.apolloacademy.com/wp-content/uploads/2026/03/031226-Chart.pdf
Tuesday, March 10, 2026

AI Value Chain's Market Structure Is Highly Concentrated

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https://www.economy.com/getfile?q=2B555C90-1118-4A49-BDAA-5C0A99F83A9E&app=download  
Monday, March 9, 2026

EBITDA Multiples by Industry and Company Size

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https://windsordrake.com/wp-content/uploads/2026/02/Windsor-Drake-EBITDA-Multiples-2026.pdf
Friday, March 6, 2026

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

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https://www.bcg.com/assets/2025/executive-perspectives-unlocking-impact-from-genai-and-agenticai-hr-ep1-7nov2025.pdf
Wednesday, March 4, 2026

The AI sell-off: Over or underdone?

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https://prod1.www.dbresearch.com/PROD/RI-PROD/PDFVIEWER.calias?pdfViewerPdfUrl=PROD0000000000619974&rwnode=REPORT
Sunday, February 22, 2026

The amount of money being spent on capex by hyperscalers is enormous at around $646 billion in 2026

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https://www.apolloacademy.com/wp-content/uploads/2026/02/Hyperscaler-capex-022226_v2.pdf
Saturday, February 21, 2026

Anatomy of a Great agents.md

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https://web.stanford.edu/class/cs224g/lectures/CS%20224G%202026%20Lecture%2011%20-%20Code%20Generation%20with%20LLMs.pdf
Wednesday, February 18, 2026

Dramatic increase in the number of unicorns over the past decade

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https://www.apolloacademy.com/wp-content/uploads/2026/02/NEW021826-Chart.pdf
Monday, February 16, 2026

Concentration: Investment gravitates to $1B+ deals

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https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/outlook/cb-insights-innovation-economy-update-2H2025-ada.pdf

Technologies with High Risk-Reward Beyond 2026

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https://ieeecs-media.computer.org/media/tech-news/tech-predictions-report-2026.pdf?source=2026lp

2026 Technology Predictions

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https://ieeecs-media.computer.org/media/tech-news/tech-predictions-report-2026.pdf?source=2026lp
Saturday, February 14, 2026

Academic studies inconclusive about the impact of AI on productivity

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https://www.apolloacademy.com/wp-content/uploads/2026/02/New021426-Chartv2.pdf
Tuesday, February 10, 2026

Quadrants reflect both vulnerability and opportunity for AI-led reinvention

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https://web-assets.bcg.com/1a/d7/af023733403c96dfdb8a0d791bee/2026-02-06-moloco-report.pdf

No Impact of AI Expected for Corporate Earnings Outside Tech

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https://www.apolloacademy.com/wp-content/uploads/2026/02/021026-chart.pdf
Monday, February 9, 2026

What churn actually shows

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

PropTech Valuation Premium Hierarchy - Q1 2026

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https://windsordrake.com/wp-content/uploads/2026/01/proptech_saas_valuation_q1_2026.pdf
Wednesday, February 4, 2026

Data Platforms & MLOps Valuation Metrics

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

Key Players & Signals - Vector Databases

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

Valuation Multiples by Model (2025-2026)

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

Embedded Payments - Distribution via Vertical SaaS

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https://windsordrake.com/wp-content/uploads/2026/01/payfac_payment_orchestration_valuation.pdf
Monday, February 2, 2026

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

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https://cdn.prod.website-files.com/65d0d38fc4ec8ce8a8921654/6979532decf89bd3df2163b0_ICONIQ_Analytics_Insights_2026_State_of_AI_Bi-Annual_Sn...
Sunday, January 25, 2026

S&P 500 profit margin expansion coming from tech companies

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https://www.apolloacademy.com/wp-content/uploads/2026/01/012526_Chart_V2.pdf
Saturday, January 24, 2026

Global analysis of venture funding

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

Your rundown on AI in 2025

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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

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https://www.apolloacademy.com/wp-content/uploads/2026/01/012426-Chart.pdf
Monday, January 12, 2026

AI Data Platforms Valuation - Q4 2025

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

AI Software Valuation Report - Q4 2025

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

State of the Art vs. The State

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https://www.jpmorgan.com/content/dam/jpmorgan/documents/cib/banking/2026-corporate-compass.pdf

Is AI a Bubble?

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

How has your firm's use of AI affected your firm?

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https://www.apolloacademy.com/wp-content/uploads/2026/01/011226-Chart.pdf
Wednesday, January 7, 2026

Data Platforms and MLOps

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https://windsordrake.com/wp-content/uploads/2026/01/Artificial-Intelligence-MA-Market-Analysis.pdf

Revenue Models & Economics

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https://windsordrake.com/wp-content/uploads/2026/01/Generative-AI-Platforms-Valuation-Market-Analysis-Report.pdf
Monday, January 5, 2026

AI driven productivity gains across SDLC

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https://www.alixpartners.com/media/5wyh55am/alixpartners-2026-enterprise-software-technology-predictions-report_tmt03sig2025.pdf

Global semiconductor demand by end-market

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https://www.pwc.com/gx/en/industries/technology/pwc-semiconductor-and-beyond-2026-full-report.pdf

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

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

Deep-Tech Companies in Israel: An Overview

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https://innovationisrael.org.il/wp-content/uploads/2025/12/Annual-Report-The-State-of-High-Tech-2025.pdf
Friday, January 2, 2026

The median age of companies going public: Currently 14 years

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https://www.apolloacademy.com/wp-content/uploads/2025/12/010226_Chart_v4.pdf
Tuesday, December 30, 2025

AI red teaming is time-intensive

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https://www.cisco.com/c/dam/en_us/training-events/events/engage-tech-days/2025/ai-security-phoenix-techday.pdf
Monday, December 29, 2025

Gen AI to agentic AI: The future of AI

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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

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https://menlovc.com/wp-content/uploads/2025/11/menlo_ventures_consumer_ai_report-2025.pdf
Thursday, December 25, 2025

Equities are supported by AI-related earnings

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https://elements.visualcapitalist.com/wp-content/uploads/2025/11/CEO-Macro-Briefing-Book-Q4-2025.pdf

IT as the Proving Ground for AI

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https://digitate.com/wp-content/uploads/2025/12/Agentic-AI-and-the-Future-of-Enterprise-IT-Report-1.pdf
Tuesday, December 23, 2025

Breakdown of tool type and evaluation in development & coding stage

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