About this episode
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/ Get Ad Free AI Daily Brief: https://patreon.com/AIDailyBrief Brought to you by: KPMG – Go to https://kpmg.com/ai to learn more about how KPMG can help you drive value with our AI solutions. Blitzy.com - Go to https://blitzy.com/ to build enterprise software in days, not months AGNTCY - The AGNTCY is an open-source collective dedicated to building the Internet of Agents, enabling AI agents to communicate and collaborate seamlessly across frameworks. Join a community of engineers focused on high-quality multi-agent software and support the initiative at agntcy.org Vanta - Simplify compliance - https://vanta.com/nlw Plumb - The automation platform for AI experts and consultants https://useplumb.com/ The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score. The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdown Interested in sponsoring the show? nlw@breakdown.network