This analyst note explores the trends in enterprise SaaS M&A dealmaking in Q1 2026, examining investment activity across deal types, segments, and subsegments.

AI is going indie.

A small club of VCs, including Andreessen Horowitz, backed SpaceX, xAI and Cursor, furthering ties to the “Muskonomy.”

The Q1 2026 Robotics & Physical AI VC Trends report provides an analysis of recent VC activity and includes a market map of leading VC-backed companies in the space.

Days after its record IPO, SpaceX is making history again with one of the largest acquisitions of a VC-backed company ever as it tries to catch up with rivals.

After its historic first day of trading that saw a 19% pop, SpaceX’s successful IPO signals positive launch conditions for AI mega IPO candidates OpenAI and Anthropic.

The Q1 2026 Infrastructure SaaS VC Trends report provides an analysis of recent VC activity and includes a market map of leading VC-backed companies in the space.

Both companies have now disclosed that they recently submitted draft S-1 documents to regulators.

The Italian tech company is $4.36 billion in debt after going on an acquistion hot streak last year.

This analyst note applies PitchBook’s dealmaking framework to consumer-facing AI companies, quantifying market bifurcation and capital concentration to help investors time commitments and assess pricing power.

Quantinuum’s Nasdaq debut started strong, pricing above its initial range, but ended the day flat.

The Q1 2026 Pharma Biotools VC Trends report provides an analysis of recent VC activity and includes a market map of leading VC-backed companies in the space.

The US-Iran war sharpened why production speed matters for high-speed weapons.

This brief is a primer on hypersonics. It includes an overview of key applications, technologies, and processes as well as a market outlook.

This analyst note examines the shifting dynamics reshaping venture capital in consumer AI and what they signal for investors.

The Q1 2026 Cybersecurity VC Trends report provides an analysis of recent VC activity and includes a market map of leading VC-backed companies in the space.

The Q1 2026 Defense Tech VC Trends report provides an analysis of recent VC activity and includes a market map of leading VC-backed companies in the space.

The Q1 2026 Enterprise SaaS VC Trends report provides an analysis of recent VC activity and includes a market map of leading VC-backed companies in the space.