DevInfra Landscape

https://media.licdn.com/dms/document/media/D561FAQEVBM5RqDfdsw/feedshare-document-pdf-analyzed/0/1695023509706?e=1696464000&v=beta&t=bWm32oe8UB6bA36sr2p_fDC-Oj-MNaz8NTfTN1PrR0g

Q4 2017- Q4 2022, average revenue multiples for public fintechs

https://media.licdn.com/dms/document/media/D4E1FAQGGE9ow0vVFbg/feedshare-document-pdf-analyzed/0/1695223041754?e=1696464000&v=beta&t=ZBO-C4XI95bf8DO8J9y0ToiA2nbXkxzcvFDWiSEZmLc

Why AI Data Is Important In Autonomous Driving

https://www.tradekorea.com/www_common/fileDownload.do?filekey=1168&filedivcode=12

Generative AI − seismic shift for Technology Services ecosystem

https://assets.ey.com/content/dam/ey-sites/ey-com/en_in/topics/mergers-acquisitions/ey-tech-services-deal-insights-series-summary-of-q1-and-q2.pdf

Venture capital IPO price-to-sales

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/guide-to-alternatives/mi-guide-to-alternatives.pdf

VC Dollars and Deals by Healthcare Sectors

https://www.svb.com/globalassets/trendsandinsights/reports/healthcare/2023/mid-year/healthcare-investments-and-exits-mid-year-2023.pdf

Remote working and performance

https://spark.jllt.com/wp-content/uploads/2023/05/JLL-Spark-state-of-CRE.pdf

Funding winter continues globally, but some early signs of recovery seen

https://media.licdn.com/dms/document/media/D4D1FAQHYHtq8QdguFg/feedshare-document-pdf-analyzed/0/1694508336887?e=1695254400&v=beta&t=iOIQPi8nINyIKZVz_MjMfxtlJZhWuQ7pf3h-jbuhCVs

 

Global insights - Top fintech trends for H2'23

https://assets.kpmg.com/content/dam/kpmg/cn/pdf/en/2023/09/pulse-of-fintech-h1-2023.pdf

Summary of key government incentives for investments in semiconductor manufacturing

https://institutional.rbcgam.com/documents/en/common/article/us-china-tech-war-a-battle-for-global-supremacy-gam.pdf

Large Language Models: Open-Source vs. Closed-Source

https://media.licdn.com/dms/document/media/D4D1FAQG9K-LyASnJAw/feedshare-document-pdf-analyzed/0/1693969860369?e=1694649600&v=beta&t=IcaxfZ0jCf_jGzLya11mInaDBrYqiK5RgSXV0DU-xmY

The Gaming industry is bigger than movies & music

https://www.kalaari.com/wp-content/uploads/2023/09/Ai-Us-Part-2-Gaming-Kalaari-Capital.pdf

Building go-to-market teams

https://www.datocms-assets.com/65181/1692287440-iconiq-growth-analytics_building-go-to-market-teams.pdf

Vertical SaaS

https://www.datocms-assets.com/65181/1693268147-iconiq-growth-analytics-insights-vertical-saas-companion.pdf

At least 50 startups have reached the $1B+ milestone without help of VC

https://media.licdn.com/dms/document/media/D561FAQHvEZUh1edMNg/feedshare-document-pdf-analyzed/0/1692177861606?e=1694044800&v=beta&t=0K_FmzgbOf2TAwj5B2KazBfssxv1eo6T5ltQUYvlo5Q

Horizontal Infrastructure: Macro Trends

https://media.licdn.com/dms/document/media/C4D1FAQEj-0ZhK6ixAQ/feedshare-document-pdf-analyzed/0/1678101979669?e=1694044800&v=beta&t=_-OuJa8wBKMNZovD4mccmbzYmmgfBSKZhZ6AArkfzWI

Share of skills potentially augmentable by GAI

https://media.licdn.com/dms/document/media/D4E1FAQEbGBQcBF2P1A/feedshare-document-pdf-analyzed/0/1692261660429?e=1694044800&v=beta&t=x_mfU5RwRxTMNoonw705t5nJYgoYZ6Q4UuT8ElWxAfY

US IPOs Tick Up, M&A Exits Drop Slightly

https://www.key.com/content/dam/kco/documents/businesses___institutions/Tech-VC-Newsletter-June-2023.pdf

Where DDVCs act in the value chain by AUM

https://media.licdn.com/dms/document/media/D4D1FAQEtisndkpb8Jg/feedshare-document-pdf-analyzed/0/1685647228968?e=1693440000&v=beta&t=M_nnpKiQHhqK3ChepsCfJPx2qgrD7TEiEwxVWxRBHnI

GenAI has the potential to drive about 30% increased productivity across the HR value chain

https://web-assets.bcg.com/d4/9e/b59121f44a8ba96098604cafe6b4/how-generative-ai-will-transform-hr-aug-2023.pdf

Investors Mistook the Last Decade's Performance for Investment Acumen

https://d1io3yog0oux5.cloudfront.net/_75e1308066ca22715bf7b1c9871144e8/apollo/db/2224/21555/pdf/Apollo+Investor+Presentation+-+August+2023.pdf

Trends shaping the future of the Creative Industries

https://creative-pec.files.svdcdn.com/production/assets/publications/PEC-Tomorrow-comes-today-Trends-shaping-the-future-of-the-Creative-Industries-August-2023.pdf

Generative AI Is Poised To Transform Sales & Marketing

https://www.cascadiacapital.com/wp-content/uploads/Sales-and-Marketing-Industry-Overview-Q2-2023.pdf

Index of Select US Personal Expenditures During the Global Financial Crisis

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

State of AI: Top seed/angel deals in Q2'23

https://www.cbinsights.com/reports/CB-Insights_Artificial-Intelligence-Report-Q2-2023.pdf

Pipeline and therapeutic area focus of 'AI-first' biotechs

https://cms.wellcome.org/sites/default/files/2023-06/unlocking-the-potential-of-AI-in-drug-discovery_report.pdf

In aggregate, GenAI's impact on value proposition and productivity will most disrupt knowledge & content industries; less-digital sectors less impacted

https://media-publications.bcg.com/flash/PDF/June%202023%20-%20BCG%20Perspectives%20on%20GenAI%27s%20Impact%20on%20Private%20Equity%20-%20Summary.pdf

Venture Capitalists Have the Best Quotes

https://www.stifel.com/newsletters/investmentbanking/bal/marketing/healthcare/biopharma_timopler/biopharmamarketupdate_08.07.2023.pdf

Overview of the short-term rental ecosystem

https://ecommons.cornell.edu/bitstream/handle/1813/113354/Consolidating%20the%20$50%20Billion%20U.S.%20Short-term%20Rental%20Market.pdf?sequence=3

What Successful Small Companies Do During A Crisis

https://www.artisanpartners.com/content/dam/investment-forum/presentations/2023/Artisan-Non-US-Small-Mid-Growth-Strategy.pdf

What is quality? It depends-for almost every rule or pattern, there are exceptions

https://www.artisanpartners.com/content/dam/investment-forum/presentations/2023/Artisan-International-Explorer-Strategy.pdf

State of Venture Q2'23: Midyear Review & Emerging Trends

https://www.cbinsights.com/wp-content/uploads/2023/07/CB-Insights-State-of-Venture-Q223-Webinar-Slides.pdf

Retail Technology Industry Drivers & Dynamics

https://www.cascadiacapital.com/wp-content/uploads/2023/07/Retail-Tech-Industry-Overview-Q2-2023.pdf

Nonprofit and impact technology vendor landscape

https://assets.website-files.com/60af7f6d21134db12548f5b9/644045fb84753f06dfebca98_Nonprofit%20Technology%20Overview_Winter%202023.pdf

KPMG Venture Pulse Q2 2023

https://assets.kpmg.com/content/dam/kpmg/de/pdf/Themen/2023/07/KPMG-Venture-Pulse-Q2-2023-PPT.pdf

Education in 2030. Global Scenarios

https://media.licdn.com/dms/document/media/D4E1FAQFrSVNSBrbdKw/feedshare-document-pdf-analyzed/0/1688650482260?e=1690416000&v=beta&t=qJR-kC6uRnCtBrIShqYTngIGl7FHBNHKKW9XLpMTcmg

Trust in AI

https://www.ipsos.com/sites/default/files/ct/news/documents/2023-07/Ipsos%20Global%20AI%202023%20Report.pdf

The Streaming Wars Continue, but Things Have Gotten More Complicated and Challenging

http://cdn.hl.com/pdf/2023/digital-video-market-update-june-2023.pdf

2023 e-commerce trends to watch

https://s21.q4cdn.com/665674268/files/doc_downloads/2023/07/2023_Ecommerce_Trends_to_Look_For_Report.pdf

Failure to pivot and low barriers to entry within the startup industry are the leading determinants for a startup's failure

https://media.licdn.com/dms/document/media/D561FAQFMPoaNnu-5cg/feedshare-document-pdf-analyzed/0/1688961647179?e=1689811200&v=beta&t=D1YDy_HNbDMJbqUfBZO6enM9rxSofpcfJ060hLRJleY

Gen AI Companies with Foundational Models

https://static1.squarespace.com/static/6154d1ccd62c0a228c9fdd80/t/64a7632bd9a025527b88a242/1688691569860/Gen+AI+Companies+with+Foundational+Models+-+July+2023.pdf

Tech-enabled markets are expected to grow ten times faster than traditional markets over the next five years

https://web-assets.bcg.com/ca/4d/3b6de2a544af927f4fb4f9b00b1a/bff-what-innovation-leaders-do-differently-pdf.pdf

Stock prices of LiDAR specialists for autonomous driving assistance systems collapsed

https://www.arthos.de/fileadmin/template/public/pdf/arthos-vision-06-2023.pdf

Global Maritime Tech Startup Map 2023

https://flagshipfounders.de/wp-content/uploads/2023/07/Flagship_Founders_global_maritime_startup_map_2023-1.pdf

Web3 is the envisioned next version of the internet, centered around user control

https://altagamma.it/media/source/BCGxAltagamma_True-Luxury%20Global%20Consumer%20Insights%202023_vAltagamma%20Soci.pdf

Key water issues and trends by region

https://www.bdapartners.com/wp-content/uploads/2023/07/BDA-Partners-Turning-on-the-tap-for-water-investment_vSentInternally_v14.pdf

Next Generation Materials

https://tiche.org/wp-content/uploads/2023/06/20th_14.00_McKinsey.pdf

Gen-AI will fully unravel itself by 2030

https://www.kalaari.com/wp-content/uploads/2023/07/AIUs-Kalaari-Part-1-Marketing.pdf

Applications of AI in FinTech

https://arrowrootadvisors.com/wp-content/uploads/2023/05/Arrowroot-Advisors-FinTech-Industry-Insights-051423.pdf

Retail Technology Unicorn Births Decrease

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