Institutional Research Group Incumbents versus challengers in the age of agentic AI PitchBook is a Morningstar company providing the most comprehensive, most accurate, and hard-to-find data for professionals doing business in the private markets. Key takeaways Derek Hernandez Senior Research Analyst, Enterprise SaaS and Infrastructure SaaS derek.hernandez@pitchbook.com pbinstitutionalresearch@pitchbook.com Published on January 14, 2026 Contents | Key takeaways | 1 | | --- | --- | | The radical transformatio ...

RT ARK Invest (@ARKInvest)As AI tools reduce development costs and boost productivity, traditional software moats may erode. We believe fast-shipping products and AI-native platforms will redefine what wins in the market. @downingARK shares his research in a new blog. ...

RT ARK Invest (@ARKInvest)As AI tools reduce development costs and boost productivity, traditional software moats may erode. We believe fast-shipping products and AI-native platforms will redefine what wins in the market. @downingARK shares his research in a new blog. ...