Sema

Comprehensive Code Scans and the AI Defensibility Index for PE investors, portfolio companies. 9 years, 2,700 companies, $2.7T analyzed.

[Sema @semasoftware]

Sema is announcing the AI Deal Index: AI defensibility scores for 511 companies in deals announced August–October 2026.

Outside-in, five categories, 29 dimensions.

Private Equity funds buying directly picked the most defensible companies: 83rd percentile. Add-ons: 48th.

https://t.co/329PxBtfZZ

[Sema @semasoftware]

All six findings are in the whitepaper.

Als running a monthly newsletter- https://t.co/KgqIBiEaYA

[Sema @semasoftware]

Sema is announcing the AI Deal Index: AI defensibility scores for 511 companies in deals announced August–October 2026.

Outside-in, five categories, 29 dimensions.

Private Equity funds buying directly picked the most defensible companies: 83rd percentile. Add-ons: 48th.

https://t.co/329PxBtfZZ

[Sema @semasoftware]

The strongest companies are strong everywhere: the top quartile leads the bottom quartile on all five categories, by 67 to 72 percentile points each. Nobody got there on one spike.

[Sema @semasoftware]

New from Sema: the AI Defensibility Deal Index. Once a month, PE tech and tech-enabled deals, scored for how defensible they are against frontier labs and fast followers. Subscribe: https://t.co/KgqIBiEIO8

[Matt Van Itallie @vanitallie_matt]

I’d love to hear what you think.

https://t.co/hlujYFhuU7

[Matt Van Itallie @vanitallie_matt]

If 2021- 2023 were the years of experimenting with GenAI for coding, 2024 is the year of rapid adoption.

I am delighted to share Sema’s guide for companies to maximize the benefits of GenAI for developers to rapidly increase productivity and job satisfaction.

[Matt Van Itallie @vanitallie_matt]

Here's the link to @Allianz full article:

https://t.co/KuTZJmys6n

This is really thought-provoking piece by Michael Bruch, Ulrich Kadow, Meenesh Mistry, and Rishi Raviskar.

[Matt Van Itallie @vanitallie_matt]

How could Gen AI reshape the insurance industry

In case you missed it, @Allianz shared one of the most thought-provoking pieces about the impact of Gen AI for software that our team has come across this year.

Some Gen AI findings include of Insurance X GenAI:

[Sema @semasoftware]

@ArjunCh3033 terrific-- DM us and we'll get you signed up

[Sema @semasoftware]

Hey 🌏🌍🌎:

We are looking for 10 volunteers to be beta testers of a new style of developer portfolio.

[Sema @semasoftware]

GenAI Code could be the foremost challenge and opportunity for Engineering teams in the decade ahead, so pre-order AI Code Monitor now.

https://t.co/IrfzywkjNy

[Sema @semasoftware]

Sema is very pleased to announce – AI Code Monitor is live and we are now accepting pre-orders.

The risks and benefits of Generative AI in software development could not be larger or more clear.

[Sema @semasoftware]

Also, we have put together a whitepaper focusing on the risks, benefits and a seven-step action plan for the C-Suite, which you can find on our website.