Resources

AI & Emerging Technologies — my deck from a São Paulo · May 2026 talk. A field guide to what's actually happening in AI and emerging tech, and how to understand and ride this wave — covering benchmarks, capital flows, the lab race, hardware, and what comes next.

Stanford HAI's AI Index Report 2026 — the definitive annual analysis of AI's global impact. The latest edition tracks technical performance, investment, responsible AI, education, policy, and public opinion, offering an essential data-driven snapshot of how artificial intelligence is reshaping the world.

ARK Invest's Big Ideas 2026 report explores the converging innovation platforms reshaping the global economy: artificial intelligence, robotics, public blockchains, multiomic sequencing, and energy storage. ARK's annual flagship publication outlines how these disruptive technologies could transform industries and accelerate global economic growth.

The Stanford Emerging Technology Review 2026, from Stanford University and the Hoover Institution, is a sweeping assessment of ten technology domains reshaping the world — from AI and biotech to quantum, robotics, semiconductors, and space. Essential reading for leaders navigating the frontier of innovation and policy.

Mary Meeker, from BOND Capital, breaks her 6-year silence with a 340-page deep-dive into AI's unprecedented transformation. The Queen of the Internet analyzes ChatGPT's explosive growth, $212B+ Big Tech investments, and the escalating US-China AI rivalry.

Stanford HAI's AI Index Report 2025 — the definitive annual analysis of AI's global impact. This comprehensive 400+ page report reveals record $252B corporate investment, dramatic benchmark improvements, and the narrowing US-China AI performance gap. Essential reading for understanding where AI stands.

ARK Invest’s Big Ideas 2025 highlights eleven high-growth big ideas emerging at the intersection of artificial intelligence, robotics, energy storage, public blockchains, and multiomic sequencing. The report projects that accelerating convergence could enable disruptive technologies to command more than two-thirds of global equity market capitalisation by 2030.

Carta's Founder Ownership Report provides the first comprehensive analysis of how startups divide equity among co-founders and stakeholders. Using data from 45,000+ startups, it examines founding team composition, initial equity splits, and ownership evolution through fundraising rounds.

AI 2027 presents a detailed scenario exploring how superhuman AI could transform the world by 2027. Written by former OpenAI researcher Daniel Kokotajlo and AI forecasting experts, this concrete prediction examines AI agents, geopolitical competition, and alignment challenges in the race toward artificial general intelligence.

The LATAM AI Benchmarks Report 2025 by SaaSholic is the definitive analysis of AI adoption across Latin America's startup ecosystem. With insights from 400+ startups, it reveals that 87% are integrating AI into operations, AI has become essential for funding, and AI-driven companies are achieving triple-digit growth rates.

The Brazil Tech Diaspora report by Endeavor is the first comprehensive mapping of Brazilian entrepreneurs building global companies outside of Brazil. With data from nearly 400 founders, investors, and executives across 31 countries, it shows how Brazilians are leading businesses in fintech, deep tech and AI.

ARK Invest’s Big Ideas 2024 - Disrupting the Norm, Defining the Future report spotlights five converging innovation platforms: artificial intelligence, robotics, public blockchains, multiomic and energy. It argues that the combined momentum of these technologies could transform the world and lift global GDP growth above 7%.