We’re updating the AI Index to 2.0 to reflect today’s AI landscape.

In the May edition of the AI Index, we analyze how incumbents are turning to M&A to rapidly close their generative AI capability gaps.

In the March edition of the AI Index, we dive deep in the data of the constituents in the index across the different layers.

In the February edition of the AI Index, we explore the annual change in revenue per employee across companies in the index.

For the January edition of the AI Index, we take a deep dive into AMD and assess whether they are well-positioned to capitalize on the GenAI trend.

This month's Flybridge AI Index update covers the end of Q3 earnings season. The index saw it’s highest monthly increase since it’s inception.

This month's Flybridge AI Index update covers the beggining of Q3 earnings season, revealing early signs of value creation from Generative AI.

For September edition of the AI Index we deep dive into ServiceNow GenAI strategy and analyzed how it is well positioned or not in this new GenAI wave

This month's Flybridge AI Index update includes the end of Q2 earnings season reporting. We also share some insight into the expected growth of AI-enabled PCs and smartphones.

This month's Flybridge AI Index update includes the beginning of Q2 earnings season reporting. Also during July, we have the new Llama 3 models and Gemmini's impressive 2B model.

This month's Flybridge AI Index update includes Apple, Intel, and Supermicro as new entrants and a look into the return differential between base layer AI companies and second layer infrastructure and application companies.

This month's Flybridge AI Index update includes insights on the AI strategies of NVIDIA, UiPath, C3.ai, Snowflake, and more, along with a look at the index's recent returns and valuation metrics.

Fine-tuning is a powerful technique for adapting pre-trained models to specific tasks and domains, enabling better performance, cost optimization, and customization. Just as a skilled tailor adjusts a suit to perfectly fit the wearer, fine-tuning allows to adapt AI models to excel at specific tasks and domains.

Flybridge Principal Julia Maltby takes a deep dive into defensibility in AI-Native Vertical SaaS companies. Proprietary data and how one incorporates it into the offering holds a key unlock in creating massive value.

Infrastructure layer startups will play a crucial role in enabling application layer companies to embed AI capabilities into their products and workflows. By addressing the technical infrastructure complexities, these startups will empower application layer founders to focus on understanding user pains and needs.

Flybridge is in it’s third wave of AI investments. This article does a deep dive into our five-pronged AI thesis and where we see the future with this dynamic and evolving technology.