News & Trends

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Most founders treat the AI build decision as a budget question. That framing gets it wrong from day one. Two…
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The regulatory fog blocking PE AI investment just lifted and the window to act is open but won’t stay that…
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AI tutoring works. The evidence is real. But every democratizing technology has followed the same pattern — benefiting the already-advantaged…
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World Models help organizations simulate outcomes, encode institutional knowledge, and build AI systems that improve with every decision made….
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Software multiples compressed from 18.6x to 6.1x in two years and the comfortable middle is gone for good. Most software…
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The app that never shipped is usually the one that changed everything. Not because of what got built but because…
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Most PE portfolio companies have deployed AI. Almost none have built AI that compounds. The gap isn’t the model, it’s…
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Healthcare led AI adoption in 2025, not finance, not manufacturing. The reason wasn’t better models. It was tribal knowledge capture….
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AI tools augment professionals. AI services replace them. This analysis maps the structural shift from software budgets to services budgets…
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Professional services spend runs at 6x total software spend and that’s the market AI is actually disrupting, not the SaaS…
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