Pharma + AI.

Building the agent economy.

Climate tech weathers the storm.

 

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May 31, 2025

Hi there,

 

Here are this week's top research briefs.

ICYMI

 

The stablecoin market map

In partnership with Stablecon, we leveraged CB Insights’ Business Graph data to identify and map 172 high-momentum companies powering the stablecoin ecosystem across core infrastructure, consumer financial services, and enterprise solutions.

Stablecoin MM - 052025 3 (1)

Building the agent economy: How cloud leaders are shaping AI’s next frontier

The top 3 cloud providers globally are racing to support AI agents and the companies enabling them. This report analyzes their strategies — based on partnerships, startup investments, and internal projects — to see how they're capitalizing on this next wave of monetization in AI.

Googles agentic partnerships_NL 5-17-25

The AI in drug R&D market map

We map out 200+ companies applying AI to discover and develop new therapeutics, from project inception through commercialization.

AIinDrugRDmarketmap (1)
State of Climate Tech 2024 Report

From the growth potential of grid tech/nuclear to a dramatic pullback in funding, we break down key changes in the climate tech landscape using CB Insights data.

SoClimateTech2024-TLDR-3-v3

Customer-Exclusive Research

 

Building the autonomous battlefield: How Anduril is industrializing AI warfare

We analyzed Anduril's acquisitions, partnerships, and product development since Q1’23 to surface the company's strategic priorities.

Anduril-SM-052025-FI-1

How the rise of humanoid robots launches AI into the physical world

We analyze the impact of physical AI on the humanoid robot landscape to help enterprises, industrial firms, and investors capitalize on this new computing platform.

Humanoid-robot-funding_2025

Enterprise AI agents & copilots: Our growth projections for the $5B+ market

With valuations, funding rounds, and revenue moving at breakneck speeds, sizing up the market for enterprise AI agents & copilots can be challenging. Mining CB insights data reveals a market worth billions — and one poised for exponential growth.

AI-Agents-Market-Size-Projections-2025

Have a great weekend.

 

I love you. 

 

 Anand

@asanwal

Co-Founder & Exec Chair

 

P.S. Don't miss next week's briefing on the strategies fueling the AI arms race among the world’s top cloud providers. Register here.

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