Insights on venture and growth companies, capital markets and strategic transactions.
Generative AI industrialised identity fraud, with deepfake attempts exploding in 2023 and continuing to compound since. Every institution running a legacy identity stack is now, in effect, running an untested defence against a professionalised, AI-equipped attacker. That is forci…
Value creation of $370bn since 2015, with 2.2x aggregate return across all Unicorn deals, albeit concentrated in a few big winners We are pleased to launch our new UK Unicorns analysis, where we have analysed the market and its performance since 2015. Use this link to the [full d
Inference compute is no longer one market — it's a three-layer stack. We mapped who actually sells it, and where each player stands commercially.
Weighted average FY1 P/E vs US 10Y yield — global public companies $50bn+ Rising bond yields showing signs of fear, but universe P/E looks attractive given sustained strength in earnings.
Uber-backed Autonomous Vehicle group could become PISCES’ first major test case, despite being at an early stage commercially. Wayve is exploring a secondary share sale on the LSE’s PISCES platform, but Bloomberg says no final decision has been made and shareholder approval is st