Emerging Technology

The Q3 2026 Healthtech Report provides an analysis of recent VC activity and includes a link to our proprietary market map of leading VC-backed companies in the space.

The Q3 2026 Climate Tech Report provides an analysis of recent VC activity and includes a link to our proprietary market map of leading VC-backed companies in the space.

This analyst note examines which consumer AI categories merit venture allocation, weighing historical exit outcomes, investor depth, and rising entry prices against the exit size needed to return a fund.

The Q3 2026 Pharma Biotools Report provides an analysis of recent VC activity and includes a link to our proprietary market map of leading VC-backed companies in the space.

The Q3 2026 Medtech Report report provides an analysis of recent VC and PE activity and includes a market map of leading VC- and PE-backed companies in the space.

The Q3 2026 AI Report provides an analysis of recent VC activity and includes a link to our proprietary market map of leading VC-backed companies in the space.

The Q3 2026 Biopharma Report provides an analysis of recent VC activity and includes a link to our proprietary market map of leading VC-backed companies in the space.

Inference will account for 75% of AI compute demand by 2030. We rank top VC-backed inference chip companies by capital efficiency. Etched leads at 12.3x on $1.7 billion raised.

The Q3 2026 Fintech Report provides an analysis of recent VC activity in the fintech space.

This analyst note examines the physical AI infrastructure landscape, assessing where durable commercial opportunities lie for suppliers of robot learning data and tools.

Inference AI chip VC hit $4.2 billion through August 2026, on pace to top 2025’s $5.2 billion. Median valuations surged from $194 million to $1.7 billion. We map five segments reshaping the compute landscape.

Our Medtech Public Comp Sheet tracks stock performances, valuations, and market caps of key publicly traded medtech companies.

Our Fintech & Payments Public Comp Sheet tracks stock performances, valuations, and market caps of key publicly traded fintech & payments companies.

Our AI Public Comp Sheet tracks stock performances, valuations, and market caps of key publicly traded AI companies.

The Gaming VC First Look is a preliminary release of top-line venture industry figures for the gaming sector, intended as a first-to-market source of key datasets and findings.

The E-Commerce VC First Look is a preliminary release of top-line venture industry figures for the e-commerce sector, intended as a first-to-market source of key datasets and findings.

This analyst note examines the BCI market’s TAM expansion, Neuralink’s competitive positioning, and underappreciated investment opportunities in adjacent sectors such as surgical robotics and psychiatry.

The Mobility Tech VC First Look is a preliminary release of top-line venture industry figures for the mobility tech sector, intended as a first-to-market source of key datasets and findings.