Latest updates
Talking Points: Geopolitics and the economics of AI
2 Mar 2026
There were three pieces of news with market signals last week: the military strike on Iran, OpenAI’s USD 110bn of new funding, and mass layoffs at Fintech Company Block.
Revisiting our outlook: How the landscape has shifted
29 Sep 2025
Slides covering recent developments in Artificial Intelligence.
Is AI set to enter the exponential adoption phase?
22 Sep 2025
What's next for AI adoption rates after the early growth phase—exponential growth or maturing growth?
AI disruption and opportunity: A sector-by-sector guide for entrepreneurs
21 May 2025
We believe generative artificial intelligence (genAI) has the potential to transform industries and represent the most significant platform shift since the internet. In our latest report for entrepreneurs we look at the impact of AI on 11 different sectors.
10 predictions about AI
10 June 2024

1. AI will be the most profound innovation and one of the largest investment opportunities in human history

2. The ratio of monetization potential of the AI application layer to the costs of the enabling and intelligence layers will become a key metric for investment returns

3. AI will kick off a data center capex cycle that will dwarf general purpose data center capex in the next years

4. The AI silicon moment: AI chips will capture a large part of the AI value creation

5. The AI enablers will be the first adopters of AI, driving both revenue and margin upside

6. Monolithic players will emerge along the AI value chain and over time, the AI market will be dominated by an oligopoly of vertically integrated “AI foundries”

7. Software will become ubiquitous

8. Data assets will emerge as the competitive differentiators for AI adopters

9. Despite the increasing number of new open-source models, proprietary models will remain the top performers

10. The application and intelligence layers will merge with artificial general intelligence (AGI)
Want to learn more?
Artificial intelligence: Sizing and seizing the investment opportunity
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