Concentration: Investment gravitates to $1B+ deals

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

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

2026 Technology Predictions

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

Academic studies inconclusive about the impact of AI on productivity

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

Quadrants reflect both vulnerability and opportunity for AI-led reinvention

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

PropTech Valuation Premium Hierarchy - Q1 2026

https://windsordrake.com/wp-content/uploads/2026/01/proptech_saas_valuation_q1_2026.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

S&P 500 profit margin expansion coming from tech companies

https://www.apolloacademy.com/wp-content/uploads/2026/01/012526_Chart_V2.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

State of the Art vs. The State

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