SVB – State of Consumer Internet, Mar 2025

The main theme of the report concerns the state and future development of the consumer internet in 2025.

Key findings include AI becoming a crucial part of the tech revolution, transforming product creation and operation approaches. The consumer sector represents a significant opportunity for innovation, particularly in user-focused AI. Companies face the challenge of capturing consumer attention amidst market saturation and screen fatigue. Investors are now more focused on capital efficiency rather than growth. Mergers and acquisitions (M&A) are becoming more significant as companies seek diversification and expanded offerings.