Market Know-How 2Q 2026 | Goldman Sachs Asset Management

Robotics Report: China Edition | Apr 7, 2026 | F-Prime

Fidelity: Investment Outlook - Q2 2026

Private equity house views 2026 (Feb 2026) | Stepstone #Report

For complete article, visit BVP

Summary

This is a pivotal shift in the AI investment thesis. In 2024, the "Gold Rush" was about building the brains (foundation models and training data). By 2026, the focus has shifted to the nervous system—the infrastructure required to make AI functional, persistent, and physically aware in…

We estimate AI end-user revenue must climb to a range of $1.5 trillion to $2 trillion by 2030. ... Based on some back-of-the-envelope math incorporating hyperscaler guidance, announced projects, and third-party demand projections, we estimate that the market is currently expecting $4 trillion to $5 trillion of digital infrastructure investment by 2030. For this investment to deliver an acceptable return, we…

Author: Rob Bittencourt, Partner & Head of Apollo Thematic Investing

The Core Thesis: HALO is the New Paradigm

Apollo argues that the investment zeitgeist has fundamentally shifted away from capital-light, high-margin software businesses toward what they term HALO — Hard Assets, Low Obsolescence. Factories, fiber, and railroads are back in vogue, driven largely by AI-induced obsolescence fears in the…

An Era of Global Rearmament and the U.S. Defense Industrial Base (Mar 2026) | J.P. Morgan

The Big Picture: A Genuine Technological Revolution

Redpoint opens with a bold framing: AI is not hype — it's a capital expenditure wave comparable to railroads, electrification, and the internet. Hyperscaler CapEx is projected to hit $765B in 2026 and $779B in 2027, growing at a 36% CAGR from 2024. Critically, they argue this is not a dotcom bubble repeat. Unlike 2000, where fiber utilization was…

KKR Japan — Thoughts from the Road Henry McVey (Head, Global Macro & Asset Allocation) & Team

Field report following meetings with CEOs, policymakers, and investors in Tokyo

Bottom line

State of AI in Europe – The Invisible Giant | Mar 2026 | Dealroom & Prosus

The European Deep Tech Report 2026 | Report | Dealroom. Link to the map segment:- Map

Nuclear fusion: Inflection point or a power related hype? #UBS #Report

Holden Spaht's LinkedIn Post: "...We recognize of course that the conventional narrative around software in the last few months is nearly dystopian. But we believe that narrative is oversimplified, and the data tells us something quite different. Public SaaS companies have grown their top line…

Iran Conflict: How Long, and How Bad? (Mar 23, 2026) | Top of Mind | Goldman Sachs

The State of Go-to-Market in 2026 | Mar 2026 | ICONIQ

The SaaS model is being rewritten in real-time. As AI labs outscale some of the most iconic software businesses in history, we are witnessing a fundamental shift in the unit of economic value: the transition from selling software (per-seat) to selling work (per-output). By shifting the unit of value from the tool to the results, the addressable market potential expands by 25x. We are moving from a $0.2T…

"even if you believe that political instability or economic uncertainty might arrest China’s upward climb, that might not change the trajectory of Chinese science. All of those Chinese scientists and engineers will still be there. Their labs and facilities have already been built. Their equipment and instruments have already been bought. Their technicians are already trained. That will still be true if Xi Jinping…

AI Summary & Insights

Core Thesis The global economy is colliding with a hard constraint: you can print money, but you cannot print physical commodities (“molecules”). This creates a structural shift where real assets (energy, metals, commodities) regain pricing power over financial assets.

Key Arguments

China's technology long game | High Capacity by Kyle Chan

Read the entire article @ Colossus

"Any method for building a startup, once widely known, causes founders to converge on the same answers." - Jerry Neumann

"I shall not dare to think myself a true Naturalist till my skill can make my garden yield better herbs and flowers." - Robert Boyle

Agentic Enterprise Solutions Could Capture $3TN of the Current Value of Global Human Labor #VistaEquityPartners

Bain & Company projects $5 to $7 trillion in cumulative value flowing to the software andapplication layer by 2030 — a more than 4x expansion from current levels and potentially the largest addressable market expansion in software history. Hardware and infrastructure have captured the first waves of AI-driven value creation, but software is projected to capture the third and largest. Within that…