Author: jjshay

We mapped acquisition likelihood across 630 AI companies. Microsoft (82), Salesforce (59), Google (53), Adobe (40). Each is playing a completely different game.

Infrastructure spending grew 97% year-over-year. GPUs are 70% of AI investment. Cloud is 72% of total spend. Here’s what the capital flow implies for M&A strategy.

Based on 630 companies and $206B in capital flows, these are the five AI categories with the highest acquisition probability — and the specific signals that tell you why.

The failure rate isn’t a surprise. It’s a modeling problem. Here’s how to build an AI ROI model that actually accounts for what goes wrong — and why most don’t.

We mapped 150+ investors across 630 AI companies and $206B in capital. Here’s what the hierarchy actually shows — and what it means for founders and acquirers.

After 20 years and $4B+ in M&A, here’s why the Build vs. Buy vs. Partner decision fails before it starts — and the three-axis framework that actually works.