Category: Insights
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The AI Acquirer Map: Microsoft Has 82 Targets. Here’s How the Other Six Are Playing It.
We mapped acquisition likelihood across 630 AI companies. Microsoft (82), Salesforce (59), Google (53), Adobe (40). Each is playing a completely different game.
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AI Infrastructure Spending Hits $200B by 2027 — What It Actually Means for M&A
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.
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The 5 AI Categories That Will Be Acquired in the Next 24 Months
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.
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Why 70% of AI Projects Fail to Meet Expectations — And How to Model for It
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.
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The AI Investor Hierarchy: What Sequoia’s 36 Deals Actually Tell You
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.
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Build, Buy, or Partner? The Framework Most Corp Dev Teams Get Wrong
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.