How AI 2.0 Will Shape the Memory Landscape

https://www.kisacoresearch.com/sites/default/files/presentations/matt_jones_rambus_0.pdf

Software-Defined-Memory

https://www.kisacoresearch.com/sites/default/files/presentations/kove_memcon_session_ppt_final_version_static_0.pdf

There are widespread inefficiencies in the maritime value chain

https://www.pwc.no/no/publikasjoner/maritime-software.pdf

.And Strategics Are Very Active Again

https://www.dadavidson.com/Portals/0/xBlog/uploads/2024/11/11/DADavidsonCyberQuarterly-3Q24_vF(NOMARKETMAPS).pdf

A GenAI tech stack will eventually need to be built on existing foundations

https://www.gsaglobal.org/events/wp-content/uploads/sites/10/2024/03/sp-9v2-denise-lee-mckinsey-20241030_genai-at-edge_vsend.pdf

~50% of overall semiconductor market growth will be driven by GenAI until 2030

https://www.gsaglobal.org/events/wp-content/uploads/sites/10/2024/03/sp-9v2-denise-lee-mckinsey-20241030_genai-at-edge_vsend.pdf

Modern Stock Market History - top 10 companies in different decades

 

https://www.cworldwide.com/media/y0qbjzfe/superscaling-in-the-2020s-and-beyond.pdf

AI is driving the next wave of cloud growth

https://www.battery.com/wp-content/uploads/2024/11/Battery-OpenCloud-Report-2024_vFINAL_v2.pdf

FinTech, Data and Analytics

https://www.dadavidson.com/Portals/0/xBlog/uploads/2024/10/30/FinTechNewsletter_October_2024.pdf

Pre-IPO Stock Metric Reports

https://agdillon.com/agdillon_preipo_metrics.pdf

Buyers Are Shifting from a Single-Cloud Model to a Combination of Platforms

https://staging.wisdominterface.com/wp-content/uploads/2024/10/US51797224-IB.pdf

Vertical SaaS Vendors Are Born to Be Multi-Product.

https://www.cfodesk.co.il/wp-content/uploads/2024/10/2024-Vertical-SMB-SaaS-Benchmarking-Survey.pdf

What next-gen finance functions look like

https://media-publications.bcg.com/BCG-Executive-Perspectives-Unlocking-Impact-from-AI-Finance-EP5-24Oct2024.pdf

2024 KeyBanc Capital Markets & Sapphire Ventures SaaS Survey

https://www.key.com/content/dam/kco/documents/businesses___institutions/2024_kbcm_sapphire_saas_survey.pdf

Public SaaS valuations are in a "new normal" with EV/R multiples 3-7x across various segments.

https://www.silverpeakib.com/wp-content/uploads/2024/10/Ashurst-and-Silverpeak-Tech-Forum-slides.pdf

What's next for the US EV market

https://electrificationcoalition.org/wp-content/uploads/2024/10/State-of-EV-Market-2024_10_11.pdf

Q3 2024 Investor Pulse Check | Overview of key insights

https://web-assets.bcg.com/93/6e/97fb572a42c79333b13af8285df1/investor-perspectives-series-q3-2024-download-october-2024.pdf

Gaming funding: private markets overview

https://cdn.prod.website-files.com/6153233d9f19afd6509974ac/670ff36895aa313fc9692314_Konvoy%20Quarterly%20Report%20-%20Q3%202024.pdf

First wave of GenAI applications getting momentum

https://cdn.prod.website-files.com/6643a08d305ab77f8c7566b6/670f22a19ea69a94f9710c1a_16%20October%20-%20Accel%202024%20Euroscape.pdf

IPO - Little sign of reopening

https://cdn.prod.website-files.com/6643a08d305ab77f8c7566b6/670f22a19ea69a94f9710c1a_16%20October%20-%20Accel%202024%20Euroscape.pdf

IT Services Sector Update

https://www.blackpeakcapital.com.au/wp-content/uploads/2024/10/IT-Services-Sector-Update_Oct24.pdf

Historical Strong Mid- to Late-Cycle Rallies

https://www.bridgewater.com/_document/is-an-ai-bubble-ahead-of-us-or-behind-us?id=00000192-4e4a-da2a-a3fb-ee6a83ea0001

Forward P/E ratio 21.8 implies 2.9% 3-year subsequent annualized return

https://www.apolloacademy.com/wp-content/uploads/2024/10/101824-Chart_v3.pdf

2 themes have produced 57% of YTD trading volume

https://cdn.prod.website-files.com/638a2e63e7d4101440882de8/670ddf01df2bdf8e0b8db631_Q3%202024%20Secondary%20Market%20Update.pdf

The Accelerating Convergence of Quant and Qual Into Mixed-Method Research

 

https://cdn.hl.com/pdf/2024/ai-advancement-market-update-hl-2024.pdf

Private equity firms see bigger barriers around uncertain regulatory approvals

https://kpmg.com/kpmg-us/content/dam/kpmg/pdf/2024/kpmg-2024-mid-year-deal-market-survey.pdf

Tech Spend Rising Amid Continued AI Enthusiasm

https://fr.battery.com/wp-content/uploads/2024/09/State-of-Enterprise-Tech-Spending-September-2024-1.pdf

Rapid growth in Generative AI's share of VC investments

https://mybrand.schroders.com/m/6052bc2f6f6b6f38/original/Q3-2024-Private-Equity-Lens.pdf

20 Most Active CVC in Q3 2024

https://www.aranca.com/assets/docs/Quarterly-Spotlight-Corporate-Venture-Capital-Deal-Analysis%E2%80%93Q3'2024.pdf

Unicorn IPOs screeched to a halt in 2022, but momentum is returning

https://www2.deloitte.com/content/dam/Deloitte/us/Documents/audit/road-to-next-q3-2024.pdf

Years-over-year funding changes by strategy (Trailing four quarters)

https://www.evalueserve.com/wp-content/uploads/2024/10/GP-Led-Secondary-Transactions-Market.pdf

Number of years taken to reach 1.0x DPI for historical vintages

https://www.axavp.com/wp-content/uploads/2024/10/The-Path-to-Liquidity-in-Venture-Capital-2.pdf

Dominant companies today are not as expensive as those in previous 'bubble' periods in history

https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/global-strategy-paper-ai-to-buy-or-not-to-buy-that-is-the-question/GlobalStrategypaperAIredacted.pdf

Capital Efficiency: China vs. India vs. ASEAN

https://lsvp.com/wp-content/uploads/2024/10/Southeast-Asia-Resetting-Expectations-1.pdf

AI Boosted The Value Of Data

 

https://www.atlantafed.org/-/media/documents/news/conferences/2024/10/01/technology-enabled-disruption/presentations/veldcamp.pdf

Role automation and augmentation will vary across functional areas in banking

https://www.atlantafed.org/-/media/documents/news/conferences/2024/10/01/technology-enabled-disruption/presentations/abbott.pdf

Next-generation AI transforms common finance activities & responsibilities

https://www.atlantafed.org/-/media/documents/news/conferences/2024/10/01/technology-enabled-disruption/presentations/cunningham.pdf

AI's contributions to delivery improvements could play out in waves

https://www.bain.com/globalassets/noindex/2024/bain_report_technology_report_2024.pdf

top five companies in the tech sector have increased their market shares over the

https://www.bain.com/globalassets/noindex/2024/bain_report_technology_report_2024.pdf

The ICONIQ Growth Enterprise Five

https://www.iconiqcapital.com/growth/insights/iconiq-growth-enterprise-five

Defence VC Investment in NATO countries is up 4x since 2019 to $3.9B in 2024 to

https://dealroom.co/uploaded/2024/09/Dealroom_Resilience-Conference_Defence_Tech_Report-1727378277.pdf?x30228

At this point, AI is better suited for

https://siteselectorsguild.com/wp-content/uploads/2024/09/AI-vs.-The-Guild.pdf

Fundraising Environment for Digital Health Startups

https://www.amed.go.jp/content/000131102.pdf

Signs of Stress Emerging: Macro Backdrop for Talent Acquisition

http://cdn.hl.com/pdf/2024/hl-talent-acquisition-software-market-update-sept--2024.pdf

Almost half of all CTOs surveyed describe the software market as highly competitive

https://www.ey.com/content/dam/ey-unified-site/ey-com/nl-nl/services/strategy/documents/ey-insights-from-300-european-software-ctos-2024.pdf

Apple (POS) and PayPal (eCom) duopoly in C2B use-case today

https://media-publications.bcg.com/Apple-in-Payments.pdf

Share of Sales and Marketing by years of the company [%]

https://web-assets.bcg.com/01/c5/ff8a97304961878538d13fd7c291/winning-strategies-of-hypergrowth-saas-champions.pdf

Typical SaaS pricing models

https://www.goodsign.com/hubfs/SaaS%20subscription%20management%20playbook%20March%2024.pdf?

Innovation across AI's tech stack

https://cdn.mysfers.org/uploads/2024/09/092524-02-State-of-AI-Final-Presentation.pdf

State of AI

https://cdn.mysfers.org/uploads/2024/09/092524-02-State-of-AI-Final-Presentation.pdf