Social Capital Performance Summary

https://chamath.substack.com/p/2023-annual-letter

Five cybersecurity trends for 2024

https://www.bvp.com/atlas/cybersecurity-trends-in-2024

S&P 500 is almost 40% of the global equity market cap

https://www.apolloacademy.com/wp-content/uploads/2024/05/051424-Chart_v2.pdf

The Generative AI Market Opportunity

https://www.poweradvantage.eaton.com/conference/downloads/Eaton-2024-Partner-Conference-Keynote.pdf

Application Rationalization using AI

https://ace.iaitam.org/wp-content/uploads/sites/19/2024/05/Preston-Davis-1up.pdf

Lean Canvas

https://longform.asmartbear.com/adjacency/adjacency.pdf

The State of Open Source Today

https://wso2.com/wso2_resources/wso2con2024-slides/open-source-to-saas.pdf

Board control over the life cycle: Regression estimates

https://osf.io/t96yq/download/

Techbio startups are now working on every phase of drug development

https://dealroom.co/uploaded/2024/04/Dealroom-Techbioxdrug-discovery_Speedinvest_2024.pdf?x90202

What did a "typical" VC term sheet by stage look like in 2023?

https://www.hkdca.com/wp-content/uploads/2024/04/hsbc-innovative-banking-vc-term-sheet-guide-2024.pdf

Investors bounce between fear & greed

https://www.hkdca.com/wp-content/uploads/2024/05/pitch-the-way-vcs-think-kholsa.pdf

What is the Global Drug revenue that actually incentivizes innovation?

https://www.ispor.org/docs/default-source/intl2024/tess-slides---ispor-differential-pricing-panel.pdf?sfvrsn=2d181e1_0

Workflow Steps for the Average Alternative Data Type

https://rpc.cfainstitute.org/-/media/documents/article/industry-research/unstructured-data-and-ai.pdf

Creating a social implementation platform for evidence-based healthcare services

https://www.amed.go.jp/content/000126344.pdf

Key Take Aways for Early-Stage Vertical SaaS Companies

https://harlem.capital/wp-content/uploads/2024/04/Harlem-Capital-Partners-Vertical-SaaS-Public-Sector-Analysis-DRAFT-v7.pdf

How can AI be applied to the manufacturing sector?

https://harlem.capital/wp-content/uploads/2024/05/HCP_AI-for-Manufacturing-Deck.pdf

Strong Demand for Technology

https://www.land.nd.gov/sites/www/files/documents/Board%20Agenda%20Packets/1%20-%2002%20-%20February%2029%202024%20Full%20Agenda%20Packet.pdf

 

Emerging Managers Have Outperformed in Recent Years

https://www.land.nd.gov/sites/www/files/documents/Board%20Agenda%20Packets/1%20-%2002%20-%20February%2029%202024%20Full%20Agenda%20Packet.pdf

GenAI use cases focused on everyday tasks

https://media-publications.bcg.com/Transformations-Edge-The-State-of-GenAI-in-Global-Financial-Institutions.pdf

Enterprise & healthcare remain most resilient

https://assets.kpmg.com/content/dam/kpmg/xx/pdf/2024/04/venture-pulse-q1-2024.pdf

Increasing Allocations To Alternatives

https://ir.kkr.com/app/uploads/2024/04/KKR-2024-Investor-Day.pdf

Health & Wellness Market

https://solomonpartners.com/wp-content/uploads/2024/04/Solomon-Partners-MedSpa-Market-Overview.pdf

Today, companies stay private longer and accrue more value along the way

https://s29.q4cdn.com/699473945/files/doc_presentation/2024/04/Forge-Global-Corporate-Presentation_April-2024-2.pdf

AI Acquisitions - Arms Race Underway ACQUISITIONS - ARMS RACE UNDERWAY

https://silverwoodpartners.com/wp-content/uploads/2024/03/Silverwood-Partners-Technology-Strategic-Analysis-2024.pdf

Identified breakthroughs in AI, computing, robots, communication, healthcare, energy and transport

https://institute.bankofamerica.com/content/dam/bank-of-america-institute/transformation/next-gen-tech-ai-powered-breakthrough.pdf

Early stage remains under pressure

https://nvca.org/wp-content/uploads/2024/04/Q1-2024-PitchBook-NVCA-Venture-Monitor.pdf

State of Fintech: Top unicorns by valuation in Q1'24

https://www.cbinsights.com/reports/CB-Insights_Fintech-Report-Q1-2024.pdf

State of Digital Health: Top unicorns by valuation in Q1'24

https://www.cbinsights.com/reports/CB-Insights_Digital-Health-Report-Q1-2024.pdf

Cumulative venture capital investment, by technology, country or region, 2018-2023

https://iea.blob.core.windows.net/assets/4b9758a7-543c-4c6a-b749-f53deffc5c4b/GlobalEVOutlook2024.pdf

start-ups developing battery (top) and electric mobility (bottom) technology, 2010-2023

https://iea.blob.core.windows.net/assets/4b9758a7-543c-4c6a-b749-f53deffc5c4b/GlobalEVOutlook2024.pdf

Barriers to entry (e.g. high-quality data, venture capital funding)

https://www.ftc.gov/system/files/ftc_gov/pdf/ftc_data_and_models_quotebook.pdf

In the US, 87% of firms with revenue greater than $100 million are private

https://www.apolloacademy.com/wp-content/uploads/2024/04/042024-Chart_v2.pdf

Sales & Marketing Technology Market Map

https://www.cascadiacapital.com/wp-content/uploads/Cascadia-Sales-Marketing-Tech-Industry-Report-1H-2024.pdf

Sales & Marketing Technology Industry Insights

https://www.cascadiacapital.com/wp-content/uploads/Cascadia-Sales-Marketing-Tech-Industry-Report-1H-2024.pdf

Extraordinary rise of VC in China in 2010s.

https://www.piie.com/sites/default/files/2024-04/2024-04-11-Lernerppt.pdf

GenAI startups accelerate AI development pace

https://assets.ctfassets.net/f1df9zr7wr1a/1MWHGXiA7YzZY3yNMBZ6W8/8fecc681383b14d59326e625c87c1878/SPEEDA_Edge_-_Top_Picks_-_AIML.pdf

Generative AI: Tech companies are ahead pursuing product enhancements

https://assets.ctfassets.net/ws3ue388i71x/6BPnCPxCAfEULVXtQf8681/4ed12aa4351998111f3d53e538de9ada/BAIN_Brazil_at_Sillicon_Valley_2024.pdf

Technology IPO Volume Has Plunged

https://www.clearbridge.com/dam/content/x0oa8wjzcj/pdf/Opportunities-Growth-Market_4Q23-Webinar-16x9.pdf?download=true

Enterprise Tech 30 for 2024

https://assets.website-files.com/643f233757edc323870e651f/661467bd63d0a5d3c9ec5293_et30-2024-report_040824_FNL.pdf

An Early Assessment of Time to Market & Key GenAI Companies

https://lab45thinktank.com/wp-content/uploads/2024/04/Generative-AI-on-the-cusp-of-disruption-04Apr2024.pdf

Restaurant Tech

https://media.licdn.com/dms/document/media/D4D1FAQF8-Lz0niSv_g/feedshare-document-pdf-analyzed/0/1712208613123?e=1713398400&v=beta&t=BR3ZsBS6RvTMTboRLKGhewMEQwArlOlSd05ZS_jwLRo

Evaluating Data Source Defensibility for DaaS Businesses

https://assets-global.website-files.com/6166321e74a84dc173c912c3/660ead8a746ddfd7a7488344_IKONA%20Partners%20DaaS%20Market%20Canvas%20Q1%202024.pdf

From Magnificent 7 to Fabulous 4 to it's complicated

https://www.apolloacademy.com/wp-content/uploads/2024/04/040724-Charts-2.pdf

Weather Constellations

https://www.newspace.im/assets/fig/Newspace_constellations_weather_2023-12-31.pdf

Gen-Zers are not the most deal-oriented, despite more modest incomes

https://web-assets.bcg.com/89/59/e5e28cd249538bc99c5a45193b02/how-can-us-brands-reach-gen-z-slideshow-jan-2024-240401.pdf

Recent software sector share price performance

https://www.bdo.de/getmedia/7dc76308-b17e-4a30-9493-56a34aa59fb2/BDO-MA-Software-Sector-Update-Q4-2023_Vorschau.pdf

VC Net IRR Boundary

https://www.calpers.ca.gov/docs/board-agendas/202403/invest/item07a-03_a.pdf

VC: Public Market Proxy

https://www.strsoh.org/_pdfs/board/meeting_materials/2024/March/annual-investment-seminar.pdf

Over $5 Trillion is Available for Deals in 2024 - $2+ Trillion in PE and VC Dry Powder

https://silverwoodpartners.com/wp-content/uploads/2024/03/Silverwood-Partners-Technology-Strategic-Analysis-2024.pdf

Retail Technology Market Map - Representative Landscape

https://www.cascadiacapital.com/wp-content/uploads/Cascadia-Retail-Technology-Industry-Report-1H-2024.pdf