ENTERPRISE 5.0 | Q1 2026
The BGV Beat
KEY TRENDS
The Next Intelligence Stack
Powering the Stack: The Energy Infrastructure Supercycle
The rapid adoption of AI is driving a multi-trillion-dollar expansion of data centers, power grids, and energy infrastructure as inference workloads scale across software, agents, and physical systems.
The Adaptive Stack: World Models & Nested Learning
World models and Google’s Nested Learning signal a major shift in AI from static language prediction toward systems that can learn continuously and understand the physical world. Together, they move AI toward grounded, self-improving intelligence.
DEEPER INSIGHTS
Enterprise 5.0 Expanded
AI’s Next Layer: Systems of Action
The first wave of adoption focused on copilots—tools that helped humans with drafting, summarizing, or speeding up knowledge work — but the next and more important shift is already happening: the rise of agent-first systems of action.
Agentic AI & the Future of Work
At the Human AI Co-Innovation Summit in Paris, Xavier Vasquez discusses how organizations can move beyond AI pilots to real ROI through operating-model change, workflow redesign, and strong data governance.
Financing Events
Fiddler AI, the enterprise AI observability and security platform, today announced it has raised $30 million in Series C funding led by RPS Ventures, with participation from existing investors Lightspeed Venture Partners, Lux Capital, Insight Partners, Capgemini Ventures, Dallas VC, Dentsu Ventures, and Mozilla Ventures, alongside new strategic investors LG Technology Ventures, Benhamou Global Ventures, and LDV Partners. The funding accelerates Fiddler‘s vision to become the neutral control plane for compound AI systems as enterprises increasingly incorporate autonomous agents into business-critical workflows.
Percepto provides fully autonomous drone and AI-powered systems that continuously monitor and inspect critical infrastructure across sectors like energy, utilities, and mining. Its platform combines drones, sensors, computer vision, and automated reporting to deliver real-time visibility that improves safety, compliance, and operational reliability. As energy demand rises, infrastructure ages, and regulatory pressure grows, traditional inspection workflows are no longer sufficient for industrial operators. Percepto sits at the intersection of BGV’s Enterprise 5.0 and Dual-Use themes: intelligent automation, operational resilience, and cross-border commercialization, positioning the company to help lead the shift toward autonomous industrial inspection.
Perspectives
What's Next in AI
At the latest HAI (Human AI) Co-Innovation Summit, leading investors from JPMorgan, BGV, Forgepoint Capital, and Eurazeo shared their perspectives on what’s next in AI.
What we need from AI Startups
Our Corporate Roundtable brought together leaders from Banco Santander, White & Case, LexisNexis, and Novo Nordisk to discuss what they need from AI startups today.
Startup Showcase 1
At the latest HAI (Human AI) Co-Innovation Summit, we spotlighted the next wave of enterprise AI, featuring Multiverse, Fiddler, Dataiku, Neo4j.
Startup Showcase 2
At the latest HAI (Human AI) Co-Innovation Summit, we spotlighted the next wave of enterprise AI, featuring Maisa, Greenly, Qevlar, and Asenion.
Spotlight
Expanded Release of the AI Native Startup Playbook
In partnership with EAIGG, we have expanded our AI Native Startup Playbook. This playbook is built from direct work with more than 200 AI-native companies and over $2B in ecosystem value creation. It captures real-world insights from a network of 5,000+ AI practitioners, founders, and investors, delivering signals on what is actually working in the market today. Rather than theory, it provides step-by-step playbooks from startups that have successfully scaled to $10M+ ARR with AI-native business models. The playbook also connects operators with enterprise buyers, strategic investors, and technology partners through an active ecosystem network. From readiness assessments to deployment guidance, it helps organizations bridge the gap between AI strategy and real-world execution.