AI Public & Private Premia for AI Companies
AI companies trade at 2x forward multiples of non-AI peers in public markets. GenAI startups raise at 1.5-2x higher valuations than traditional software companies.
AI companies trade at 2x forward multiples of non-AI peers in public markets. GenAI startups raise at 1.5-2x higher valuations than traditional software companies.
Explore how AI is transforming impossible business challenges into solvable problems, from reducing SaaS sales costs to unlocking new minimum viable contract values.
Discover Snowflake's 4-part AI strategy from Head of AI Baris Gultekin: Cortex LLMs, open source initiatives, secure data sharing, and native enterprise apps.
Explore how AI-powered search transforms digital advertising: from visible sponsored links to invisible content auctions in the context window. Key insights for tech leaders.
Discover the 3 key market signals for AI opportunities: high-toil roles, 30-50% turnover rates, and labor shortages in tech & services sectors. Data-driven insights for founders.
Explore how tech giants are investing billions in AI infrastructure, shifting from data gravity to AI gravity as the next strategic battleground in cloud computing.
Explore how AI-powered agentic systems are transforming SaaS procurement, requiring new benchmarking approaches and deeper performance evaluation for startups.
Explore how AI progress follows punctuated equilibrium and what it means for startup timing. Analysis of Elo scores reveals key patterns in ML model performance.
Discover why AI adoption barriers differ from conventional wisdom. Real-world insights on rapid deployment, security reviews, and how startups close AI deals in <90 days.
Discover the 4 key barriers slowing enterprise AI adoption: technology understanding, security risks, legal challenges, and implementation hurdles. Data-driven insights for leaders.