BEV and Software create a whole new sport

https://www.renaultgroup.com/wp-content/uploads/2023/05/battery-day-exane-bnp_vdef.pdf

We Are All Indexed to the Fed and Five Growth Companies

https://d1io3yog0oux5.cloudfront.net/_2a22968a8ac17eee26eb0b303a19b58c/apollo/db/2224/21530/pdf/Apollo+Investor+Presentation+-+May+2023_F.pdf

Investors Mistook the Last Decade's Performance for Investment Acumen

https://d1io3yog0oux5.cloudfront.net/_2a22968a8ac17eee26eb0b303a19b58c/apollo/db/2224/21530/pdf/Apollo+Investor+Presentation+-+May+2023_F.pdf

Potential Benefits of Using GAI Tools

https://www.gunder.com/content/uploads/2023/05/Coding-with-GAI-GD-Presentation-5.31.23-2023-05-31-09.19.06.pdf

Private Equity & Venture Capital

https://bryantparkcapital.com/wp-content/uploads/2023/05/MMU-Q1-2023.pdf

How many parameters do LLMs have now?

https://media.licdn.com/dms/document/media/D4D1FAQGgWM09MF0k0Q/feedshare-document-pdf-analyzed/0/1685078601379?e=1686182400&v=beta&t=noG_5N-MqWrSKQFsR4SoM8FnVqkdSVShYCkVufTC-OU

The Generative Enterprise inspires a new S-curve of Value Creation

https://media.licdn.com/dms/document/media/D4E1FAQEp5wmZwXlT4w/feedshare-document-pdf-analyzed/0/1684444650367?e=1685577600&v=beta&t=Nsml5r8ZbOoyh7gPPuyqgd0JlqEEue4nTcZmb5QBbd8

SaaS Sales KPIs

https://media.licdn.com/dms/document/media/D4E1FAQH44JyWycXY0Q/feedshare-document-pdf-analyzed/0/1684765612452?e=1685577600&v=beta&t=NCNvt030810Y76BcTjda6xyX2BocA_qNC-JGhsGzhHE

Model map of generative AI applications with select representative companies

https://www.lek.com/sites/default/files/PDFs/healthcare-generative-ai.pdf

AI: disruption opportunities?

https://media.licdn.com/dms/document/media/C4D1FAQHcBrqVTaTdcw/feedshare-document-pdf-analyzed/0/1679462843856?e=1685577600&v=beta&t=6Ot69LTdR8b-72y8q1Dqkm_3qx1-ry3yuZO6DLDQiQI

Technological advancements in BEV technology boost younger

https://www.transportenvironment.org/wp-content/uploads/2023/05/Autovista-presentation.pdf

Supply Chain Index: EV / LTM EBITDA

https://bgstrategicadvisors.com/wp-content/uploads/2023/05/BGSA-Supply-Chain-Index-May-2023.pdf

News is no longer the top revenue genre-for the first time since 2018

https://www.iab.com/wp-content/uploads/2023/05/IAB_2022_Podcast_Advertising_Revenue_Report_2023.pdf

SaaS company expenses as a % of total expenses (LTM)

https://uploads-ssl.webflow.com/63438c7fda79c9cd22c86dc8/6445e023857e36f892cfe809_Clare%20Capital%20Tech%20Insights%20284%20-%20SaaS%20expenses%20-%2020230424.pdf

Retail: Examples of AI use cases

https://web-assets.bcg.com/ba/37/2fb9ef374094b006e712324be245/bcg-wrc-amid-uncertainty-ai-gives-retailers-a-path-to-resilience-04-23.pdf

Key Industry Trends Transforming Retail Technology

https://www.cascadiacapital.com/wp-content/uploads/2023/05/Retail-Tech-Industry-Overview-Q1-2023.pdf

Confidence in ROI measurement by channel

https://www.nielsen.com/wp-content/uploads/sites/2/2023/04/2023-report-annual-marketing-en.pdf

Industry Cloud Coverage Is Uneven Across Sectors

https://www.pwc.com/gx/en/news-room/assets/analyst-citations/idc-infobrief-industry-clouds-2023.pdf

Health and beauty remains a growth category

https://nielseniq.com/wp-content/uploads/sites/4/2023/04/2022-Beauty-Health-Innovation-Report-2023-NIQ-Beauty-Inner-Circle.pdf

Retail: Examples of AI use cases

https://web-assets.bcg.com/ba/37/2fb9ef374094b006e712324be245/bcg-wrc-amid-uncertainty-ai-gives-retailers-a-path-to-resilience-04-23.pdf

Generative AI will redefine roles across the organization

https://media-publications.bcg.com/BCG-Executive-Perspectives-CEOs-Roadmap-on-Generative-AI.pdf

The quantum technology ecosystem in 2023

https://www.mckinsey.com/~/media/mckinsey/business%20functions/mckinsey%20digital/our%20insights/quantum%20technology%20sees%20record%20investments%20progress%20on%20talent%20gap/quantum-technology-monitor-april-2023.pdf

Battery Technologies for EV: Technical Roadmap

https://www.globalxetfs.com/content/files/Charting-Disruption-2023-Final-LowRes-08Dec22.pdf

Build a Second Venture and Value Starts to Compound

https://highlinebeta.com/wp-content/uploads/2023/03/HIghline-Beta_Building-New-Ventures-That-Support-The-Core.pdf

Against the odds, India once again added 2nd highest number of unicorns

https://media.zinnov.com/wp-content/uploads/2023/02/Zinnov-NASSCOM-India-tech-startup-report-2022-abridged.pdf

Challenging start to the year for VC investment globally

https://assets.kpmg.com/content/dam/kpmg/xx/pdf/2023/04/q1-2023-venture-pulse-report.pdf

Artificial Intelligence in Gaming

https://assets.website-files.com/6153233d9f19afd6509974ac/6436e62f9ce2975a802f7e08_Konvoy%20-%20Gaming%20Industry%20Report%20-%20Q1%202023.pdf

Software-defined vehicles will increase the overall profit pool for the industry by $2 billion

https://web-assets.bcg.com/8a/c2/5545815c43b4be33cf2164a9f982/driving-profit-pools-of-connectivity-230410.pdf

US venture capital valuations down 60% from the peak

https://apolloacademy.com/wp-content/uploads/2023/03/SlowdownWatch2023-0312.pdf

Consumers Expect Shopping to be Fast, Efficient, and Sustainable

https://nfluencepartners.com/wp-content/uploads/2023/04/Nfluence-State-of-the-Market-Consumer-Tech-H1-2023.pdf

Reducing technical risk is critical to commercialization

https://www.caafi.org/resources/pdf/CAAFI_Overview_of_Ginkgo_Bioworks_Govt_Relations_and_Ferment_2023-03-09.pdf

The battery will be nothing such as a commodity, but the key brand differentiator and a competitive driver

https://www.now-gmbh.de/wp-content/uploads/2023/03/EMKON23_E-Mobility-Ramp-up-%E2%80%93-Opportunities-risks-along-the-value-chain_Rose-PwC.pdf

Global Sports Market, 2017-27F ($bn)

https://www.occstrategy.com/media/3419/investing-in-sport-a-slam-dunk.pdf

Considerations for cryptoasset investing

https://nshe.nevada.edu/wp-content/uploads/file/BoardOfRegents/Agendas/2023/03-mar-mtgs/supp-mat/INV6sm.pdf

Growth AND Profitability Drives Higher Values

https://www.calabasascapital.com/wp-content/uploads/2023/03/CalCap-Intro-Software-Tech-Mar-2023.pdf

The Future of Audio

http://cdn.hl.com/pdf/2023/audio-market-update--q1-2023.pdf

Private markets AUM totaled $11.7 trillion

https://www.mckinsey.com/~/media/mckinsey/industries/private%20equity%20and%20principal%20investors/our%20insights/mckinseys%20private%20markets%20annual%20review/2023/mckinsey-global-private-markets-review-2023.pdf

A product-led growth strategy produces faster revenue growth and greater market share

https://www.bain.com/globalassets/noindex/2023/bain-brief_product-led-growth-us.pdf

The Recession Scenario - Impact of Software/Cloud

https://sers.pa.gov/pdf/Investments/Investment%20Materials/02-28-2023-PSG%20VI-Presentation%20vF.pdf

Cloud Software That is a Top 5 Priority for CXOs Over Next 12 Months

https://www.battery.com/wp-content/uploads/2023/03/Battery-Ventures-State-of-Cloud-Software-Spending-Report-March-2023.pdf

Top 3 Priorities for Reducing Technology Budget for CXOs

https://www.battery.com/wp-content/uploads/2023/03/Battery-Ventures-State-of-Cloud-Software-Spending-Report-March-2023.pdf

Cloud Software Spending is Not Immune, But It is Resilient

https://www.battery.com/wp-content/uploads/2023/03/Battery-Ventures-State-of-Cloud-Software-Spending-Report-March-2023.pdf

Capital efficient companies see least value erosion*

https://assets.ey.com/content/dam/ey-sites/ey-com/en_in/topics/technology/2023/02/ey-bellwethers-of-indian-saas.pdf

The interlinked parties behind the crypto lending crisis

https://assets.kpmg.com/content/dam/kpmg/cn/pdf/en/2023/03/dcg-and-the-crypto-lending-crisis.pdf

Which AI/ML use cases are gaining the most traction within your organization?

https://www.rackspace.com/sites/default/files/2023-02/AI-Machine-Learning-Research-Report.pdf

Security, Help Desk and Analytics Form the Foundation of Digital Business in 2023

https://www.gartner.com/ngw/globalassets/en/digital-markets/documents/2023-global-software-buying-trends-report.pdf

Blockchains are expensive for storing data

https://cyber.biu.ac.il/wp-content/uploads/2022/11/2023-02-22-DAS-BarIlan-Winter-School.pdf

State of Consumer Internet 2023

https://www.svb.com/globalassets/trendsandinsights/reports/consumer/state-of-consumer-internet-2023.pdf

Has the traditional auto sector peaked?

https://assets.kpmg.com/content/dam/kpmg/xx/pdf/2023/02/the-european-automotive-industry.pdf

Top fintech trends for H1'23

https://assets.kpmg.com/content/dam/kpmg/xx/pdf/2023/02/pulse-of-fintech-h2-22-web-file.pdf