Featuring: Harry Stebbings, Rory O’Driscoll, and Jason Lemkin Date: October 2026 Executive Overview The artificial intelligence boom has reached a fever pitch, forcing venture capitalists, institutional limited partners (LPs), and tech founders to grapple with an overarching, uneasy question: What do you do differently when everyone in the room agrees we are standing near the…
Executive Overview The global technology market is currently navigating a profound structural divide—a phenomenon industry insiders are calling "The Great Bifurcation." In a single, chaotic week of dealmaking, venture capital, and boardroom coups, the absolute extremes of the software and artificial intelligence sectors were laid bare. On one end of the spectrum, early-stage artificial intelligence…
Executive Overview In an era where artificial intelligence funding milestones are regularly rewritten, AI hardware startup Etched has defied traditional venture capital physics. On Tuesday, the company announced that it has successfully raised a staggering $700 million in a new financing round, catapulting its valuation to a breathtaking $21 billion. The funding round was led…
Executive Overview The modern software-as-a-service (SaaS) playbook—written over the last decade and a half on the back of cloud computing, mobile-first design, and product-led growth—is undergoing a violent and irreversible rewrite. When graphic design titan Canva quietly adjusted its projected 2026 revenue growth targets down from an aggressive 30% to a more subdued 20%, Wall…
