2026 State of AI: The Builder's Economy
AI products grew from 32% of revenue (2025 actuals) to a projected 42% this year, with gross margins moving from 45% to 53%.
Fund · US · 9 documents
AI products grew from 32% of revenue (2025 actuals) to a projected 42% this year, with gross margins moving from 45% to 53%.
Nearly 70% of companies are building vertical AI applications.
The study summarizes a January 2026 survey of GTM executives at 150+ B2B software companies.
The study draws on a January 2026 survey of GTM executives at 150+ B2B software companies.
The software index fell 3% over the past year, while semiconductors led with a 47% gain.
The study summarizes quarterly operating and financial data from 127 software companies.
The study summarizes an April 2025 survey of 300 executives at software companies building AI products.
Mid-stage companies ($25M-$100M ARR) see an uptick in YoY ARR growth: 93% YTD 2025 vs. 78% 2023 H1.
89% of CXOs in the June 2024 survey rated adoption of Generative AI tools in their company as a 4 or 5 in importance.