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

We just dropped a 12 page AI report on how ~500 execs at US enterprises use generative AI. I read it all so you don't have to. Top 8 takeaways: Anthropic is the #1 model provider in the enterprise, with 40% of ~$37B spend, with OpenAI dropping to #2. 1/8... See more