INSIGHTS
Articles
Research and perspective from the Connetic team.
AI Owns the Dollars. The Opportunity Set Is Broader.
AI companies captured 86% of first-half 2026 venture deal value while representing 43.2% of deal count. A 42.8-point concentration gap that separates category momentum from deal-level selectivity.
Read articleA Broader Opportunity Set Changes the Conversation
Brad Zapp on what advisors can learn from how sophisticated investors define the opportunity set: the lesson is not an allocation target, it is starting portfolio construction with the full opportunity set and budgeting liquidity deliberately.
Read articleWhen AI Leaves the Screen
Physical AI moves intelligence into machines that must perceive changing environments, make decisions, and safely perform work. Ottonomy is building at that intersection — across 14 geographies, healthcare workflows, and a remote Australian mining village.
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