Tech

PE is racing to integrate AI. Boston-based Ethos Capital may have taken it further than anyone.

This analyst note examines private capital opportunity in obesity therapeutics as first-generation GLP-1 assets mature and investment shifts toward next-generation biological mechanisms.

The Q2 2026 Cybersecurity 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 Q2 2026 Agtech 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.

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

Semiconductor funding is on pace to beat 2025’s total by nearly 50%, as investors chase the safety net hardware offers that software can’t.

The Q2 2026 Defense 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.

NVIDIA’s $266.1 billion in 2026 deal participation and $500B MoU with six GPs signal a new phase of ecosystem financing. We examine CUDA moats, platform debt, and implications for AI capital formation.

This report provides analysis of industry trends and evolving PE and VC investment strategies, including deals data and maps of key PE- and VC-backed companies and investors.

The Q2 2026 Climate Tech Report provides an analysis of recent VC activity and includes a market map of leading VC-backed companies in the space.

The Q2 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.

AI took over 70% of deal value in H1, with just 18 deals accounting for almost 60% of the total.

The Q2 2026 Enterprise SaaS 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 OpenAI’s autonomous agent breach of Hugging Face and how the incident could accelerate VC investment in AI-native cybersecurity startups.

The Q2 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.

Fears of overheated AI spending and rising Chinese competition are making Wall Street wary.

The Q2 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.

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