At the midpoint of 2025, private markets dominate AI growth, reasoning models spark rapid adoption, and consumer AI reaches unprecedented penetration. NLW analyzes recent reports from Coatue and Menlo, highlighting accelerated IPOs, surging AI coding revenues, shifting public market leaders, and emerging consumer behaviors reshaping the future AI landscape.

Coatue Report: https://drive.google.com/file/d/1Srl8Y4pBoKtNVYZBxmfj2TEMYM5tp1mE/view

Menlo: https://menlovc.com/perspective/2025-the-state-of-consumer-ai/

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.css-aamugw{display:none;float:left;margin-right:0.5rem;}@media only screen and (max-height: 149px){.css-aamugw{display:block;}}The State of AI - Mid-2025 •iHeart

The State of AI - Mid-2025

The State of AI - Mid-2025 •
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