Monitored theme · Market
AI Capital Concentration: Startups and Incumbents
Tracked from July 2024 to April 2025 · 2 temporal technology analyses
TAIME Score over the years
Yearly average of the TAIME Score across published temporal technology analyses. Only years with data for this theme are shown.
Latest TAIME Score
84/100
in the April 2025 analysis
| Year | TAIME Score | Analyses |
|---|---|---|
| 2024 | 72 | 1 |
| 2025 | 84 | 1 |
From the latest analysis · April 2025
AI Investment Concentration Creates Structural Divide Between Natives and Incumbents
With AI and machine learning startups absorbing 57.9% of global venture capital in Q1 2025, the software competitive landscape is undergoing structural recomposition: AI-native challengers are arriving in every vertical simultaneously, armed with capital density that legacy vendors cannot easily match.
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