AI

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 Public & Private Premia for AI Companies

Snowflake's 4 Areas of Investment in AI

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.

The 3 Attributes of an Attractive Market for AI

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.

The Battle for AI Gravity

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.

The Battle for AI Gravity

Agentic Systems' Sales Cycles

Explore how AI-powered agentic systems are transforming SaaS procurement, requiring new benchmarking approaches and deeper performance evaluation for startups.

Agentic Systems' Sales Cycles

The First of Your Newsletters

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.

The Four Barriers to AI Adoption

Discover the 4 key barriers slowing enterprise AI adoption: technology understanding, security risks, legal challenges, and implementation hurdles. Data-driven insights for leaders.

The Four Barriers to AI Adoption