
William Blair Thinking
Our library of white papers, market updates, podcasts, and other resources is designed to provide you with actionable intelligence for emerging opportunities.

Our Latest Insights
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Inside the AI Economy: Competition, Compute, and the Next Phase of Enterprise Adoption
William Blair's Arjun Bhatia and Jonathan Ho discuss the latest developments shaping the AI landscape, from intensifying model competition and pricing pressure to data center expansion, cybersecurity risks, and the pace of enterprise adoption.
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Monthly Macro: AI Booms, Inflation Bites, Fed Shifts
William Blair macro analyst Richard de Chazal discusses how the Iran conflict, AI-driven investment themes from William Blair’s 46th Growth Stock Conference, persistent inflation pressures, and Kevin Warsh’s early approach as Fed chair are shaping the macro outlook for the second half of 2026.
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