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

Privacy tech is hot, but it’s unclear what consumers’ willingness to pay or care is. Right now, companies make money and scale faster delivering enterprise solutions. GDPR and CCPA compliance is top of mind, along with the desire to mitigate legal risk. Some products in the space sit as wrappers or analytics layers on existing data assets — BigID... See more