Charting the Course: Where Generative AI Could Be a Game-Changer
The rise of generative artificial intelligence (AI) in creating text, images, music, and videos marks a new technological era. Incumbent business leaders are eager to incorporate this technology to...
Is the Generative AI Opportunity Bigger than the Software and IT Markets?
We are entering the next phase where start-ups harnessing generative artificial intelligence (AI) possess the potential to fundamentally re-invent the $65T services market. This opportunity...
Venture Capital Valuation "Marks": What’s in Your Wallet?
In order to underwrite new commitments in an uncertain market environment, it is critical to normalize valuation methodologies and deeply analyze underlying portfolio companies.
Are Mega-Cap Technology Stocks Enough to Ride the AI Wave?