Industry Research
Consumer / Enterprise AI
We track how applied AI is reshaping the way people and companies get work done, from consumer copilots to vertical agents. Our coverage follows where models create durable value versus where they're a feature, and which teams can defend a wedge as capability becomes commoditized.
The coverage report
Read the Consumer / Enterprise AI report.
Compiled by our 2025–26 analyst class, market trends, dynamics, and the companies worth watching. Flip through it below, or open it full-screen.
Inside the track
What this coverage digs into.
Where we focus
Consumer copilots
AI-native assistants and creative tools reaching everyday users.
Vertical agents
Workflow agents that own an end-to-end job in a specific industry.
AI-native apps
Products that are only possible because of foundation models.
Distribution & moats
Where data, workflow lock-in, and brand create defensibility.
What we watch
- Wedge vs. feature: what survives platform incumbents
- Unit economics as inference costs fall
- Proprietary data and feedback loops
The team
Led by our industry experts.
Each report is led by industry associates and built out by a class of analysts. This cycle's team is being announced soon.
Keep exploring