AI Adoption Depends on Data

https://sapongooglecloud.cio.com/wp-content/uploads/sites/61/2024/01/Google_SAP_IDC-Infobrief.pdf

Megacap Investments in GenAI Privates

https://digitalcontent.morganstanleyclientserv.com/content/dam/wmmso/weblive/publiccontent/gio/alphacurrents.pdf

Change in strategic deal value (in billions of US dollars)

https://www.bain.com/globalassets/noindex/2024/bain_report_global_m_and_a_report_2024.pdf

Modern Enterprise Data Infrastructure and Analytics Ecosystem

https://cdn.hl.com/pdf/2023/data-infrastructure-analytics-software--market-update.pdf

6% of deals produce the majority of ROI in venture

https://www.alexanderjarvis.com/wp-content/uploads/2023/04/Alpha-Bridge-Founders-Pitch-Deck.pdf

Detailed Headcount by # of FTEs

https://www.cfodesk.co.il/wp-content/uploads/2023/09/Operating-Expense-Benchmarking-as-of-September-30-2023-Most-Efficient-Companies.pdf

Operating Expenses by Company Size

https://www.cfodesk.co.il/wp-content/uploads/2023/09/Operating-Expense-Benchmarking-as-of-September-30-2023-Most-Efficient-Companies.pdf

Heavy reliance on "cash in the bank" to scale sales & marketing- this may not persist in 2024

https://www.cfodesk.co.il/wp-content/uploads/2023/09/Norwest-2023-Sales-and-Marketing-Benchmark_Full-Results_FINAL.pdf

The Rule of 40 Explained

https://www.battery.com/wp-content/uploads/2024/01/State-of-Marketplaces-2024.pdf

TOP50 AI Providers are companies with great potential

https://mci.pl/content/themes/mcinew/filecheck.php?file=https://mci.pl/content/uploads/2023/12/27112023ai-report-2023engdispatch.pdf

Comparing 2024 Technology Predictions, Lowest/Highest

https://media.licdn.com/dms/document/media/D4D1FAQFmTXOUv2FPZA/feedshare-document-pdf-analyzed/0/1705002053060?e=1706140800&v=beta&t=pGzgsbDz_klCLymjgqjCU-kL0HmZXAvmyw7JEVT-pK8

Most active healthcare investors

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

VC Valuations Face an Uncertain Future

https://www.svb.com/globalassets/trendsandinsights/reports/gfb-q4-2023-outlook-report.pdf

CIO Themes for 2024 and Beyond

https://olui2.fs.ml.com/publish/content/application/pdf/gwmol/me-cio-weekly-letter.pdf

Healthcare Companies Deploying AI by Function and Valuation

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

An entire ecosystem around GenAI is unfolding right before our eyes

https://www.publicissapient.com/content/dam/ps-rebrand/news/2023/2023-market-leader-in-gen-ai-enterprise-services-by-hfs/Excerpt-PublicisSapient-HFS-Horizons-Generative-Enterprise-Services-2023.pdf

2023 Biopharma Private Financings Most Active Investors

https://williamblair.com/~/media/Downloads/IB/2024/WilliamBlair-Biopharma-Quarterly-Review-Q4-2023.pdf

Key goals for growth with AI and GenAI investment

https://web-assets.bcg.com/12/b1/8921dcc24e93a36394623a2cb1a5/the-c-suites-ai-agenda-slideshow-jan-2024-new.pdf

GTM Tech Stack | Spend by ARR Range

https://www.datocms-assets.com/65181/1705101915-iconiq-growth-gtm-tech-stack.pdf

range of cost for second-life batteries between USD 82/kWh and USD 112/kWh

https://www.batteryconsortium.sg/sites/default/files/2024-01/Q4%202023%20-%20Singapore%20Battery%20Consortium%20-%20Prepared%20by%20Lux%20Research.pdf

Global Venture Capital investment by startup type

https://media.licdn.com/dms/document/media/D4E1FAQFUyRSZHA6V6g/feedshare-document-pdf-analyzed/0/1704022208403?e=1704931200&v=beta&t=d5TQo00IFYm1et7ijKLt8GULk9aTpeqgNIwglGlff3I

The metrics that matter most in 2024

https://saascan.ca/wp-content/uploads/2023/11/The-SaaS-Metrics-That-Matter-Most-for-Startups-in-2024-5.pdf

Only a few industries had 10+ primary Series B rounds

https://media.licdn.com/dms/document/media/D561FAQHCau0LgWxK4A/feedshare-document-pdf-analyzed/0/1703870119876?e=1704931200&v=beta&t=nN5KottY6F2JNh-l0lF7AI2MNdrI9eocsa_Fl2s7Q2k

Time to Reach $10M ARR

https://staging-website.chartmogul.com/resources/saas-growth-report-2023.pdf

A formula for increasing software innovation

https://d1.awsstatic.com/events/Summits/reinvent2023/SEG105_Driving-profitable-growth-with-innovative-products.pdf

The Trade-off between Growth vs Efficiency

https://www.datocms-assets.com/65181/1698851050-iconiq-growth-analytics-insights-the-new-era-of-efficient-growth_oct23.pdf

MarTech Scorecard | Factors Driving Valuations

https://foundersib.com/core/uploads/2023/12/Marketing-Technology-and-Services-November-2023-Market-Update.pdf

Private Markets Assets Under Management (AUM)

https://www.jacksonville.gov/getattachment/Departments/Finance/Retirement-System/Calendar-of-Meetings/20230601-BOARD-MATERIAL.pdf.aspx?lang=en-US

Capital Efficiency

https://partnerxperience.com/wp-content/uploads/2023/12/Leading-the-Way-to-Capital-Efficient-Growth-by-PXP.pdf

The result is a domino effect of battery uptake across sectors and countries.

https://rmi.org/wp-content/uploads/dlm_uploads/2023/12/xchange_batteries_the_battery_domino_effect.pdf

Gen AI: Competitive Landscape

https://www.cmu.edu/swartz-center-for-entrepreneurship/assets/connects-fall-2023/illuminate-ventures-ai-trends-for-cmu-connect-11-2023-final-shorter.pdf

By 2025, 90% of all managed service workloads will be hybrid IT*

https://d1.awsstatic.com/events/Summits/reinvent2023/ENT107-S_Strategies-for-automated-scaling-remediation-and-smart-self-healing-sponsored-by-NTT-DATA.pdf

Comparing public and private markets

https://apolloacademy.com/wp-content/uploads/2023/12/OutlookForPrivateMarkets2024_Dec11.pdf

Catching Outliers

https://www.hbs.edu/ris/Publication%20Files/21-131_514300bb-600d-447f-97a6-b95618451386.pdf

Gen-AI: Software Development

https://kalaari.com/wp-content/uploads/2023/12/Gen-AI-%E2%80%93-Software-Development.pdf

 

Enterprise Software Market Map

https://hydeparkcapital.com/wp-content/uploads/2023/11/Fall-2023-Enterprise-Software-11.27.23.FINAL_.pdf

The top global cities by VC investment in 2023 are San Francisco, New York

https://dealroom.co/uploaded/2023/11/Dealroom-Global-tech-vc-startup-Nov-2023.pdf?x92057

All VC investment by destination

https://dealroom.co/uploaded/2023/11/Dealroom-Global-tech-vc-startup-Nov-2023.pdf?x92057

S&P7 stocks are as overvalued as the Nifty Fifty and tech in 2000

https://apolloacademy.com/wp-content/uploads/2023/11/112723-Charts.pdf

manganese could be the next major metal

https://www.lme.com/-/media/Files/Events/LME-Week-2023/LME-Metals-Seminar-2023--Chemistry-storage-and-whats-next-the-evolving-state-of-battery-material--Ke.pdf?sc_lang=en&hash=FD7FE391F823979CA599A565D345E789

InsurTech Financings Over $50 million

https://media.licdn.com/dms/document/media/D4E1FAQFmeS_A80fTzg/feedshare-document-pdf-analyzed/0/1700470254764?e=1701302400&v=beta&t=_aa0G9LnmR8C1c2mhVxcd4bfIDMuU1FIVNWrVdOjHqc

Gaming is a $188b market today

https://elements.visualcapitalist.com/wp-content/uploads/2023/11/Konvoy-Gaming-Industry-Report-Q3-2023.pdf

Generative AI: Top Use Cases & Opportunities

https://www.cmu.edu/swartz-center-for-entrepreneurship/assets/connects-fall-2023/illuminate-ventures-ai-trends-for-cmu-connect-11-2023-final-shorter.pdf

Deep Tech Investments Can Be Classified into Ten Technology Groups

https://web-assets.bcg.com/a8/e4/d3f2698b436aa0f23aed168cd2ef/bcg-an-investors-guide-to-deep-tech-nov-2023-1.pdf

Cheat Code to Build your Equity Story

https://www.meetyourmarket.fr/wp-content/uploads/2023/10/European-saas-benchmark-2023.pdf

Investors prefer to validate different aspects of a business at each stage

https://www.mckinsey.com/de/~/media/mckinsey/business%20functions/mckinsey%20digital/our%20insights/ceos%20choice%20for%20growth%20building%20new%20businesses/ceos-choice-for-growth-building-new-businesses_final.pdf

Tech Buyers Remain Cautious Amid Glimmers of Growth

https://www.battery.com/wp-content/uploads/2023/10/Battery-Ventures-September-2023-State-of-Enterprise-Tech-Spending-Report.pdf

Enterprise AI Infrastructure Stack

https://menlovc.com/wp-content/uploads/2023/10/enterprise_ai_infra_stack-100923.pdf

The Fundraising Desert moves restarts to the forefront

https://tribecap.co/wp-content/uploads/Tribe-Capital-Venture-Capital-Restarts.pdf

AI Product Insights . Most Visited New Products

https://sell.g2.com/hubfs/G2%20State%20of%20Software%20-%20Q4%202023.pdf