ENTERPRISE AI VALUATIONS The Harvey and Glean financings offer datapoints on what the market is currently valuing high growth, reasonably scaled (3x+ YoY, 10m+ ARR) B2B / Enterprise AI SaaS leaders at. Harvey (Legal AI): $10M ARR, $700m valuation Glean... See more

Coatue October 2025 State of the Markets Update 60 Pages on Public Markets every investor should read Get the Full Deck below ⬇️ 1) AI continues to drive markets higher while... 2) In addition, new names are winning the AI Race 3)... See more

SUBSCALE IPOs The Meritech team @MeritechCapital continues to put out some excellent analysis. This one is on IPO scale. TLDR is that companies with less than $700m annualized revenue underperform after going public. Actually, not just underperform - they have NEGATIVE absolute returns. This... See more