CB Insights Analyst Benjamin Lawrence joined Accenture's Francis Hintermann to explain why physical AI now leads the AI market on deal volume, and where first-mover advantage goes next. Get the full breakdown here.
Funding tops $200B for the second consecutive quarter. Deal count hits a decade low. Mega-rounds take 81% of all capital. SpaceX goes public at a record valuation. Every data point comes from the CB Insights proprietary database, updated in real time.
Using CB Insights predictive intelligence and insights from senior AI and data executives at top professional services firms, we developed a roadmap for staying competitive in an AI-first world.
As agents delete work and win labor budgets, the bottleneck shifts from building them to deploying, securing, and scaling them. CB Insights’ signals reveal the markets capturing that value in 2026.
CB Insights' emerging technology insights platform provides all the analysis and data from this newsletter. Our data is the easiest way to discover and respond to emerging tech.
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