Thematic Updates

In the last two months, we attended several AI-related events, which deepened our knowledge and increased our conviction that the AI investment cycle is just getting started.

Over the past year the world has woken up to the vast potential of AI. The unparalleled pace of AI discoveries, hardware improvements, and model introductions is putting data and AI strategy at the forefront of investors’ and organizations’ priorities. We believe that AI will usher in the next generation of product and software innovation, and we’re already seeing the early signs of this reflected in company fundamentals.