We mined CB Insights valuation data to reveal how AI, geographic concentration, and secondary markets are shaping today's most valuable private companies.
Using the CB Insights Business Graph, we analyzed 1,140+ early-stage deals in August to identify the most promising companies, top investors, and emerging categories to watch.
Reasoning models have supercharged coding AI agents, driving adoption and growth, but at the cost of higher inference expenses that are squeezing margins. This report explores how these companies are adapting and what lessons other AI agent markets can take from coding.
Materials development platforms are capturing investor attention as AI and quantum computing unlock new capabilities. We used our Mosaic score to identify the startups most likely to lead this expanding sector.
CB Insights' emerging technology insights platform provides all the analysis and data from this newsletter. Our data is the easiest way to discover and respond to emerging tech.