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NEW DOORS---- BANANA-GUN- Script

Race for Compute

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New Doors---- Banana-gun- Script Direct

[FADE IN on a person walking forward. Hands open. Shadows behind. Light ahead. No gun. No fruit. Just the courage to be unarmed.] End Script. Start walking.

Who are you pointing the Banana-Gun at? The "bad boss"? The "toxic ex"? The "uncaring market"? Look closer. The only person in this hallway is you. The gun is pointed at the reflection in the doorknob. You aren't afraid of what’s behind the door. You are afraid that behind the door , you won't need the gun anymore. And if you don't need the gun... who are you?

Now ask yourself: If I put that down... what would my script look like in the very next scene? NEW DOORS---- BANANA-GUN- Script

You try the handle. It doesn't turn.

In your , you have written yourself as the Reluctant Gunslinger . You are the hero who carries a weapon because the world is dangerous. To put down the banana is to admit the fight is over. To put down the banana is to be... soft. Vulnerable. Delicious. [FADE IN on a person walking forward

But here is the cruel physics of the psyche: You cannot open a new door while holding a loaded banana.

We are living in a cultural moment obsessed with . Light ahead

So you do what any rational person does. You raise the Banana-Gun. You threaten the door. You yell, "I have boundaries!" (You do. They are made of soft, yellow mush.) You yell, "I am ready for change!" (You are. You just aren’t ready to be unarmed.)

At a Glance

“Super Six” companies now account for about 50% of the Nasdaq Composite’s market cap.
New world of AI models and native apps drives record venture funding levels, with 2025 set to hit $184B.
While the U.S. continues to dominate the model race, our analysis shows that Europe and Israel are competing at the application layer.
The outlook looks positive for the software landscape, with Accel’s Globalscape Public Cloud Index growing 25% year-over-year.
The $4 trillion investment in data centers grabs headlines, but it is less than the $5.5 trillion of operating cash flows that the hyperscalers will generate over the same period – and it would be justified by only a 1-2% increase in the global GDP CAGR 2026-30
To see all analysis, predictions, and winners, download the full report.
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We are witnessing a tectonic shift, with AI accelerating innovation across the globe and unprecedented growth in AI native applications and enterprise agentic workflows. This shift will require an estimated $4 trillion investment in computing data centers over the next five years.

Philippe Botteri|Accel

About the Report

Back in 2016, it was clear that traction in Europe's cloud ecosystem had started accelerating. Crystalising this momentum, the Accel team launched Euroscape, an in-depth report on the European and Israeli cloud ecosystem that examined key trends and included a list of the top cloud and SaaS startups to watch across the region.
As AI redefines the way applications and software will be written and drives a new industrial revolution globally, Euroscape has now evolved into Globalscape. Today, recognizing the report's wider scope, we’ve added a new list of 100 U.S. cloud and AI startups to watch. While Europe, Israel and the U.S. are the key regions covered in the report, the Accel team aspires to expand the regions covered in the report in the future.

Race for Compute

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Previous Reports

Accel’s Euroscape report launched in 2016 when Europe’s cloud ecosystem started accelerating and has been published annually since then. Read previous reports below.