The Siege Curve: How Disruptive Technologies Are Really Adopted
Gartner forecast generative AI spending of $644 billion for 2025, even as OpenAI reported 800 million weekly ChatGPT users in October 2025.
Microsoft
Company · US · 16 documents
The Trillion-Dollar Illusion?
OpenAI disclosed $122 billion in committed financing at an $852 billion post-money valuation in March 2026.
Growth Equity Update October 2026
The EU launched the Scale Up Europe Fund in June 2026 with c€5bn funding to fill the late-stage funding gap for European tech companies.
Capital, the Environment and Power in the 21st Century: Europe in Pole Position
An annual shortfall of between €350 billion and €550 billion is needed to restructure the European economy and make it resilient to the climate crisis.
Globalscape 2025: Race for Compute
Nvidia CEO Jensen Huang estimates that $2T worth of data centers will power software globally over the next four to five years [p.4].
State of the OpenCloud 2024
Artificial intelligence creates a $4T+ market opportunity as it disrupts software, services, and labor markets.
Euroscape 2024: AI Eating Software
The Nasdaq Composite Index grew 38% over the last twelve months, adding $8.4 trillion in market capitalisation.
IFZ FinTech Study 2024
reached 483 companies by the close of 2023, reflecting a yearly growth of eleven percent, while Liechtenstein hosted 22 FinTech companies.
Generative Artificial Intelligence in Finance: Risk Considerations
ChatGPT acquired more than 100 million active users within two months of its launch on November 30, 2022.
Growth Equity Update - July 2023 (Edition 16)
Global venture capital investment in Q2 2023 reached $87.4bn, down 43% yoy compared to $153bn in Q2 2022.
Euroscape 2023: Generation AI
Tech Titans increased their market cap by 36% over the past year, adding $2.4T in value.
BigTech in Financial Services: Regulatory Approaches and Architecture
BigTech firms invested over $2 billion in fintech companies in 2020, with Alphabet generating 23 fintech investments alone.
Euroscape 2022: Reset
Software and cloud giants with valuations above $100B lost approximately ~35% of their market capitalization.
Euroscape 2021: On the Path to Global Dominance?
Microsoft represents c. 55% of total market value among software and cloud companies above $100bn in market cap.
Euroscape 2020: Decacorn Unleashed
Venture capital investment in private cloud companies in Europe and Israel reached $9-9.5bn YTD 2020, up from $7-7.5bn in 2019 YTD.
The Role of Venture Capital for Economic Growth in the Nordic Region
Venture capital (VC) funds invest in only around 0.2% of new U.S. businesses, yet 43% of U.S. public listed companies founded between 1979 and 2013 were VC-backed.