https://pitchbook.com/tag/analysis Analysis en-US Mon, 13 Apr 2026 23:27:11 GMT https://pitchbook.com/news/articles/openais-arr-attack-reveals-whos-on-the-defense With Anthropic and OpenAI gearing up for competing IPOs, what counts and how in the ARR math suddenly matters a great deal. Mon, 13 Apr 2026 23:27:11 GMT https://pitchbook.com/news/articles/openais-arr-attack-reveals-whos-on-the-defense https://pitchbook.com/news/articles/opportunities-and-risks-of-white-houses-proposed-ai-policy As the White House angles for a lead in regulating AI, there could be upside for AI startups Fri, 20 Mar 2026 23:11:06 GMT https://pitchbook.com/news/articles/opportunities-and-risks-of-white-houses-proposed-ai-policy https://pitchbook.com/news/articles/is-anthropics-new-tool-the-death-knell-for-ai-legal-tech-not-quite Anthropic's plug-in for legal teams tipped the industry on its head, even as AI legaltech continues to rack up capital. Fri, 20 Feb 2026 20:51:45 GMT https://pitchbook.com/news/articles/is-anthropics-new-tool-the-death-knell-for-ai-legal-tech-not-quite https://pitchbook.com/news/articles/gpt-5s-vibe-coding-saves-the-day-in-underwhelming-openai-launch OpenAI is under pressure: the company is facing a talent exodus with over 25% of its research leads leaving the company over the last two years. Thu, 07 Aug 2025 22:35:23 GMT https://pitchbook.com/news/articles/gpt-5s-vibe-coding-saves-the-day-in-underwhelming-openai-launch https://pitchbook.com/news/articles/a-new-bill-would-expand-the-definition-of-lp A new bill that passed in the House of Representatives July 21 will change the definition of an "accredited investor" to attract more individual investors to the private markets. Wed, 06 Aug 2025 00:19:58 GMT https://pitchbook.com/news/articles/a-new-bill-would-expand-the-definition-of-lp https://pitchbook.com/news/articles/tax-rate-hike-leaves-endowments-at-ease The final excise tax on endowment investment income is a welcome relief for institutions under pressure from low distributions and funding cuts. Wed, 16 Jul 2025 19:00:00 GMT https://pitchbook.com/news/articles/tax-rate-hike-leaves-endowments-at-ease https://pitchbook.com/news/articles/questioning-pes-illiquidity-premium The NYC Employees' Retirement System's PE strategy has lagged the public market by 300 basis points over the past 10 years. Tue, 24 Jun 2025 19:00:00 GMT https://pitchbook.com/news/articles/questioning-pes-illiquidity-premium https://pitchbook.com/news/articles/vc-zombie-funds-investors-shift-career The past few years have taught many VCs that nothing is certain. What is an investor to do next? Fri, 13 Jun 2025 19:58:22 GMT https://pitchbook.com/news/articles/vc-zombie-funds-investors-shift-career https://pitchbook.com/news/articles/pe-realizations-suffer-under-tariff-uncertainty PE realizations out of the six largest publicly traded alternative asset managers dropped a collective 50% from Q4 2024 to Q1 2025. Wed, 04 Jun 2025 19:00:00 GMT https://pitchbook.com/news/articles/pe-realizations-suffer-under-tariff-uncertainty https://pitchbook.com/news/articles/why-josh-kushners-thrive-is-expanding-beyond-venture VC is split between mega-funds taking more multi-strategy bets and boutique funds keeping to old Silicon Valley traditions. Mon, 19 May 2025 22:43:12 GMT https://pitchbook.com/news/articles/why-josh-kushners-thrive-is-expanding-beyond-venture https://pitchbook.com/news/articles/fintech-comeback-vc-startups A slew of late-stage deals hints at a return of investor optimism. Mon, 31 Mar 2025 18:11:28 GMT https://pitchbook.com/news/articles/fintech-comeback-vc-startups https://pitchbook.com/news/articles/ai-agents-take-center-stage-at-humanx-conference The first annual AI-centric HumanX conference just wrapped in Vegas with founders and investors abuzz—and hopeful—on what AI agents mean for the future Thu, 13 Mar 2025 20:30:37 GMT https://pitchbook.com/news/articles/ai-agents-take-center-stage-at-humanx-conference https://pitchbook.com/news/articles/the-definition-of-pe-likely-to-be-stretched-further-in-2025 As funds and asset managers innovate further to capture more investment, the old definitions of PE will be less relevant. Fri, 03 Jan 2025 21:05:24 GMT https://pitchbook.com/news/articles/the-definition-of-pe-likely-to-be-stretched-further-in-2025 https://pitchbook.com/news/articles/if-servicetitan-can-go-public-so-can-you ServiceTitan priced at $71, then popped to $101 on its first day of trading. That success, which came despite serious hurdles, could encourage other software startups to bite the bullet and go public Fri, 13 Dec 2024 22:52:52 GMT https://pitchbook.com/news/articles/if-servicetitan-can-go-public-so-can-you https://pitchbook.com/news/articles/money-20-20-ai-fintech-deals For fintech founders, the last two years have been an exercise in survival. The rise of AI has brought renewed hope. Wed, 30 Oct 2024 18:49:22 GMT https://pitchbook.com/news/articles/money-20-20-ai-fintech-deals https://pitchbook.com/news/articles/valuations-not-rates-remain-sticking-point-on-pe-deal-flow The PE market recovery still has a long way to go. Fri, 04 Oct 2024 19:53:24 GMT https://pitchbook.com/news/articles/valuations-not-rates-remain-sticking-point-on-pe-deal-flow https://pitchbook.com/news/articles/altmans-corporate-overhaul-could-boost-openais-growth-at-a-cost CEO Sam Altman will reportedly take a 7% stake in OpenAI, which is in talks to raise at a $150B valuation Fri, 27 Sep 2024 17:26:11 GMT https://pitchbook.com/news/articles/altmans-corporate-overhaul-could-boost-openais-growth-at-a-cost