The weight of the biggest stock in the S&P 500

https://www.apolloacademy.com/wp-content/uploads/2025/08/080825_Chart.pdf

Key players with first-party models by type of AI

https://artificialanalysis.ai/downloads/state-of-ai/2025/Q2-2025-Artificial-Analysis-State-of-AI-Highlights-Report.pdf

Company satisfaction level with customer engagement platforms

https://web-assets.bcg.com/10/e2/069dbd914b11a5e020cc16a518ba/cracking-the-omnichannel-code-june-2025-edit.pdf

Equity financing benchmarks

https://pages.fenwick.com/rs/228-VTM-002/images/Venture-Beacon-Q1-2025.pdf

Biopharma venture activity wrestles with broader market volatility through first half of 2025

https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/outlook/jpm-biopharma-deck-q2-2025-final-ada.pdf

AI could solve the US fiscal problem

https://www.apolloacademy.com/wp-content/uploads/2025/07/072725-Chart.pdf

EO Satellite Companies

https://dataspace.copernicus.eu/sites/default/files/media/files/2025-07/0930_terrawatch_the_state_of_earth_observation_forpublication.pdf

AI Infrastructure Requirements

https://www.cisco.com/c/dam/en_us/abm/cisco-tech-day-tulsa/cracking-code-ai-data-center.pdf

Continuous discovery, compounded by artificial intelligence, is driving future breakthroughs

https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/banking/commercial-banking/jpm-cb-applied-tech-outlook-report-ada.pdf

Satellite Market Overview

https://www.datocms-assets.com/60124/1734538433-reorbit_companydeck.pdf

Hype Curve Your Enthusiasm

https://www.svb.com/globalassets/trendsandinsights/reports/frontiertech/svb_frontier_tech_report_2025_final_v.6.09.pdf

Anatomy of a typical AI agent workflow

https://www.capgemini.com/wp-content/uploads/2025/07/Final-Web-Version-Report-AI-Agents.pdf

AI & AI-driven platforms account for nearly every top deal

https://assets.kpmg.com/content/dam/kpmgsites/xx/pdf/2025/07/kpmg-private-enterprise-quarterly-q2-25-global-report.pdf.coredownload.inline.pdf

Unicorns keep raising while exits stay sluggish

https://assets.kpmg.com/content/dam/kpmgsites/xx/pdf/2025/07/kpmg-private-enterprise-quarterly-q2-25-global-report.pdf.coredownload.inline.pdf

Software booms off of AI surge

https://assets.kpmg.com/content/dam/kpmgsites/xx/pdf/2025/07/kpmg-private-enterprise-quarterly-q2-25-global-report.pdf.coredownload.inline.pdf

The Value Of First Party Data And Distribution Is On The Rise

https://www.jefferies.com/wp-content/uploads/sites/4/2025/05/State-of-Internet-4.17.25_1720-v2.pdf

Why now? Three foundational technologies are redefining what's possible

https://media-publications.bcg.com/BCG-Executive-Perspectives-Unlocking-the-Value-of-AI-in-Manufacturing-EP17-30June2025.pdf

Customer IT Initiatives planned for 2025 (M2^)

https://www.delltechnologies.com/asset/en-us/solutions/business-solutions/briefs-summaries/dell-technologies-survey-findings-brief.pdf

Late-stage venture valuations peaked in 2021 and are slowly coming back to earth

https://www.sbafla.com/media/odphr3nj/combined-june-3-2025-iac-slides.pdf

Many Of The Tailwinds That Supported Extraordinary Equity Returns Have Moderated Or Reversed

https://crain-design-hub.s3.us-east-1.amazonaws.com/pi/CalSTRS+PDFs/TRB+2025-07+Item+11+Pres+01.pdf

Top AI Attacks per Category

https://latioreports.s3.us-east-1.amazonaws.com/2025+Latio+AI+Security+Report+Preview.pdf

US Tech Snapshot - H1 2025

https://cdn.prod.website-files.com/61e96d66da0c3c1b8259f330/686df65d449fadc7077a6899_US%20Tech%20-%20H1%202025%20Report.pdf

MarTech and AI

https://media-publications.bcg.com/BCG-Executive-Perspectives-The-Future-of-Marketing-with-GenAI-EP16-13June2025.pdf

Could this wave be bigger than SaaS?

https://drive.google.com/file/d/1Srl8Y4pBoKtNVYZBxmfj2TEMYM5tp1mE/view

We think a new class of AI winners may take center stage

https://drive.google.com/file/d/1Srl8Y4pBoKtNVYZBxmfj2TEMYM5tp1mE/view

The AI-Native Startup Ecosystem

https://docsend.com/view/2rpiyq939235eibw

 

Estimated Office of the CFO software market size (global)

https://carlsquare.com/wp-content/uploads/2025/06/Office-of-the-CFO-Sector-Report-.pdf

Prevalence of AI in $100M+ deals

https://pages.fenwick.com/rs/228-VTM-002/images/Venture-Beacon-Q1-2025.pdf

AI is fundamentally disrupting software engineering

https://foundationmodelreport.ai/2025.pdf

Search & information synthesis remains the marquee LLM use case

https://foundationmodelreport.ai/2025.pdf

Quantum Technology Monitor 2025

https://www.mckinsey.com/~/media/mckinsey/business%20functions/mckinsey%20digital/our%20insights/the%20year%20of%20quantum%20from%20concept%20to%20reality%20in%202025/quantum-monitor-2025.pdf

Exploring opportunities to commercialize open source by leveraging data

https://cdn.prod.website-files.com/681ad1f2c3ad523e8b456431/681ad1f2c3ad523e8b4564d2_607e5b0b10beffa71212aafb_1.%20BSV-Open%20Source.pdf

What percentage of your AI budget is allocated across the following categories?

https://cdn.prod.website-files.com/65d0d38fc4ec8ce8a8921654/685ac42fd2ed80e09b44e889_ICONIQ%20Analytics_Insights_The_AI_Builders_Playbook_2025.pdf

Characteristics of investment professionals

https://ventureforward.org/wp-content/uploads/2025/06/VC-Human-Capital-Survey-5th-Edition-Results_FINAL.pdf

Companies can apply different technologies in the AI ecosystem to deliver sustainable cost advantage

https://web-assets.bcg.com/d1/df/415a1a324ae8a892ada58c254a9b/bcg-executive-perspectives-driving-sustainable-cost-adv-with-ai-ep15-20may2025.pdf

Automated License Plate Readers

https://www.dhs.gov/sites/default/files/2025-06/25_0606_st_lprmsr.pdf

Global server capex by top cloud service providers, 2022-24

https://www.gtigroup.org/Uploads/File/2025/06/17/u68511cac32ad9.pdf

The rapid advancement of AI is reducing barriers to entry and scale

https://media-publications.bcg.com/BCG-Executive-Perspectives-AI-First-Companies-Win-the-Future-Issue1-10June2025.pdf

Innovation needs equity, not just credit

https://cepr.org/system/files/2025-06/06-06-2025%20CMU%20Deep%20Dive_ESM%20presentation_Speaking%20points.pdf

AI: Global Trends

https://www.jefferies.com/wp-content/uploads/sites/4/2025/05/Israel-in-the-New-Middle-East-June-2025.pdf

Market capitalisation of S&P 500 companies, November 2022 and November 2024, and median valuations of start-ups, 2024

https://italianelfuturo.com/wp-content/uploads/2025/06/EnergyandAI.pdf

We estimate the market in 2030 for robotaxis could be >$25 bn

https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/robotaxi/report.pdf

Tougher times for software startups raising capital

https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/banking/commercial-banking/jpm-2025-software-market-trends-outlook.pdf

Solid software investment poised to continue, subject to interest rates changes

https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/banking/commercial-banking/jpm-2025-software-market-trends-outlook.pdf

Key building blocks for a holistic AI-enabled transformation (The "WHAT")

https://media-publications.bcg.com/India-AI-Leap-BCG-Perspective.pdf

Scaled Fintechs Are Concentrated in Five Verticals

https://web-assets.bcg.com/e8/4d/5eeb786b4aefbf6c7270ed4d0afe/fintechs-next-chapter-may-2025.pdf

A Yearly Look-Back on Equity Valuations and Raise Amounts

https://www.wsgr.com/a/web/vgnKwoeAkUKT6MTc96jYem/entrepreneurs-report-q1-2025.pdf

Six key modalities

https://www2.deloitte.com/content/dam/Deloitte/us/Documents/consulting/us-ai-institute-gen-ai-use-cases-2025-05-08.pdf

There is no silver bullet: the gold standard is a suite of tools, with appropriate application

https://web-assets.bcg.com/ae/93/8f39b8e14dad9343c67c18f218a1/mastering-marketing-measurement-slideshow-june-2025.pdf

A RAG is not a RAG is not a RAG

https://www.ispor.org/docs/default-source/cti-meeting-21021-documents/1d6720f6-7b58-4213-b05e-5bb4f432bf3b.pdf?sfvrsn=475e84cb_0