Think about intersectionality

https://web.stanford.edu/class/archive/cs/cs109/cs109.1264/lectures/26-Future/26-Future.pdf

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

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.

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

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

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

cloud provider revenue is shifting from training to inference

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

humanoid robot use cases

https://institute.bankofamerica.com/content/dam/transformation/physical-ai-part-2.pdf

Software: 2028 maturity wall approaching

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

AI Value Chain's Market Structure Is Highly Concentrated

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

 

EBITDA Multiples by Industry and Company Size

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

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

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

The AI sell-off: Over or underdone?

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

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

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

Anatomy of a Great agents.md

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

Dramatic increase in the number of unicorns over the past decade

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

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