Curated collection of cutting-edge AI research from leading venture capital firms and industry analysts. Access reports from Bessemer, A16z, Sequoia, Coatue, and other top-tier sources covering AI investments, market trends, and strategic insights for 2025.
Latest research first • Updated regularly
AI’s “foundation-model build-out” mirrors crypto’s L1 boom (2017–18): hyperscalers and frontier-model labs are spending unprecedented capex to lay rails, while API prices fall and credits proliferate. As in DeFi Summer (2020), the next outperformance window shifts to applications—vertical B2B/B2C products on top of standardized “L1-style” LLM platforms.
Alpha isn't a story—it's a system. CIS-rooted founders scale faster on the back of math-first training, OSS credibility, and tax-efficient hubs. We map the metrics, the hotspots, and the telltale signals (GitHub, ICPC, grant wins), then outline how to structure, hire, and price risk to consistently beat the market.
Bessemer Venture Partners' comprehensive analysis of AI industry evolution. Three years after the AI Big Bang, early galaxies are forming with new benchmarks for AI startups. Features analysis of AI Supernovas vs Shooting Stars, Q2T3 growth patterns, and roadmaps across Infrastructure, Developer Tools, Horizontal AI, and Vertical AI sectors.
Analysis of the AI sector's transition from speculation to mature ecosystem through secondary share sales. Covers OpenAI's $300B valuation trajectory, Mistral AI's European sovereignty strategy, and how secondary market activity reflects investor confidence shifts toward enterprise scalability and long-term value creation.
AI investments have reached unprecedented levels in 2025, with global funding exceeding $100B - an 80% increase from 2023. This report analyzes the generative AI revolution, automation trends, government military AI spending, and identifies top industries driving growth including healthcare, autonomous vehicles, fintech, and cybersecurity.
StartFast Ventures explores the transformative impact of AI agents like Manus.im and OpenAI's Operator. Analysis covers automation of capital markets decision-making, productivity gains projected to add $15.7T to global GDP by 2030, and strategic portfolio positioning for the AI agent era including sector recommendations.
Scale Capital's analysis of Q4 2024 showing AI funding explosion with $100B+ invested globally. Covers billion-dollar rounds surge, OpenAI and Databricks $10B deals, xAI's $50B valuation, and geographic shifts with US capturing 57% of global investment driven by Silicon Valley AI boom.
A16z emerges as the most active post-seed investor with 100 funding rounds in 2024. Analysis of how AI investments drove venture capital growth, with Thrive Capital's major $10B+ investments in Databricks and OpenAI, and the concentration of capital in AI-focused companies reshaping the investment landscape.
Sequoia Capital's forward-looking analysis identifying five dominant players in large language models: Microsoft/OpenAI, Amazon/Anthropic, Google, Meta, and xAI. Examines competitive advantages, vertical integration strategies, and the rise of AI search as a killer application with market consolidation trends.
Comprehensive 115-page report from Coatue Management analyzing the AI revolution from early days through 2025. Covers growth metrics, ecosystem expansion, financial results from AI companies, investment fund strategies, and expanding AI capabilities across industries with detailed market analysis.
