Coding AI agent revenues. 

Every $100M+ August round.

Agentic commerce.  

 

View in browser

September 6, 2025

Hi there,

 

Here are this week's top research briefs.

ICYMI
 

CB Insights Smart Money 2025: The top 25 VCs outperforming the market

The CB Insights Smart Money list features the world’s 25 best-performing venture capital firms based on 10 years of portfolio performance, investment outcomes, and predictive signals from CB Insights’ Mosaic Score.

SmartMoneyVC-052025-1-1-1
Coding AI agents are taking off — here are the companies gaining market share

From $100M ARR milestones to big tech launches, the coding AI agent & copilot market is scaling fast. Using CB Insights’ revenue data we identified the current leaders based on their market share.

CodingAIAgentsMarketShare-092025-2B-768x810
Private for longer — August mega-rounds show late-stage funding has no signs of slowing down

We look into the tech companies that raised $100M+ rounds in August to uncover signals on AI market momentum, strategic plays, and how the biggest private tech companies are getting bigger.

august-mega-rounds
The summer of vibe coding is over — How reasoning models broke the economics of AI code generation

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.

cody-1

Customer-Exclusive Research

 

The drone tech market map

We mapped 230+ companies developing drones for applications across defense, industrials, logistics, and more.

drones-market-map-featured-image-1024x536

4 companies race to control agentic commerce through partnerships

A handful of partnership hubs, led by OpenAI, Perplexity, Google, and Shopify, are shaping the future of agentic commerce.

agentic-commerce-blur

Industrial automation AI readiness: How Siemens, Hitachi, and ABB are building the industrial AI foundation

We analyze the AI strategies of the 20 largest global industrial automation companies by market cap to identify who is winning the AI race.

Industrial-AIReadinessIndex-062025-v5-2-768x1167

Have a great weekend.

 

I love you. 

 

Anand

@asanwal

Co-Founder & Exec Chair

 

P.S. Dig into the implementation tactics leading professional services firms are taking to stay ahead of the AI agent agent landscape & where startup innovation is pointing next. Register today.

Get started with CB Insights

Start your free trial

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. 

Was this email forwarded to you? Sign up here

X
LinkedIn
CB-Insights-Icon-Light

Copyright © 2025 CB Insights, All rights reserved.

498 7th Avenue, NY, CB Insights, New York,10018

About Us | Update Preferences | Research | Newsletter