Optimistic Growth: The Impact of AI on Semiconductors and the Economy

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/

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