News & Trends

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Most PE portfolio companies have deployed AI. Almost none have built AI that compounds. The gap isn’t the model, it’s…
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Healthcare led AI adoption in 2025, not finance, not manufacturing. The reason wasn’t better models. It was tribal knowledge capture….
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AI tools augment professionals. AI services replace them. This analysis maps the structural shift from software budgets to services budgets…
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Professional services spend runs at 6x total software spend and that’s the market AI is actually disrupting, not the SaaS…
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Sequoia is right that autopilots will replace professional services but they skipped the hardest part. The AI judgement problem isn’t…
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40% of enterprise agentic AI projects are estimated to face cancellation by 2027, not because the use cases were wrong,…
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In 2026, the real challenge is no longer launching an AI pilot, but architecting systems that don’t fail under operational…
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In 2026 the risk is not adopting AI but losing control of it. While standalone agents offer speed they lack…
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Ungoverned AI agents don’t just underperform, they accumulate compounding risk your compliance team can’t see until it’s too late. Most…
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Most companies bolt AI agents onto old workflows and wonder why they stall. The real shift — what Valere calls…
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