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

Venture capital investment has faced a significant contraction following the 2021-2022 boom, with 2024 seeing some of the lowest fundraising levels since 2019. While 2025 showed a potential, AI-driven, $340 billion rebound in capital deployment, the market remains challenging with a "chilly" environment for new funds.