Results for "Coatue"
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7 results
Episodes
Intelligent Report20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Lucas Swisher· Feb 23, 2026
In this episode of 20VC, Harry Stebbings interviews Lucas Swisher from CO2 about the intricacies of venture capital, discussing the importance of market size, the dynamics of public vs. private investments, and the evolv…
openaianthropicinvesting
StandardSummaries onlyGPT-5.6 Sol Reactions, Coatue Bets Big on Blue Origin, Cheaper Vision Pro Delayed | Vincent Weisser, Ben Thompson, Rodrigo Liang, Alana Palmedo, Byron Boots, Will Mayer, Tucker Brown
TBPN· Jul 8, 2026
(00:41) - Coatue Bets Big on Blue Origin (05:39) - Cheaper Vision Pro Dead (14:04) - Getty x Shutterstock Deal Dies (21:17) - Empty IBM Campus Goes Viral (28:52) - 𝕏 Timeline Reactions (32:44) - OpenAI Launches GPT-Live…
openai
StandardSummaries only11AM Hour: Coatue's Philippe Laffont, Former NEC Director Gary Cohn & Inflation at a 3-Year High 6/10/26
Squawk on the Street· Jun 10, 2026
Coatue founder and portfolio manager Philippe Laffont shares his criticism of the public markets and how he's looking at the AI boom right now. We also speak with Former NEC Director Gary Cohn about this morning's inflat…
aiinvesting- StandardSummaries only
20VC: Why AI Cannot Replace Humans in Enterprise | Why Work Processes Not Models Will Be The Most Valuable Asset in AI | Why Europe Has Lost and Building in the US vs EU with Daniel Dines, UiPath
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 21, 2026
Daniel Dines is one of the greatest European founders of the last decade. As the Co-Founder of UiPath, he has scaled the business to a market cap high of $ 44BN in 2021, with the company now generating $1.72BN in revenue…
aiinvesting 
StandardSummaries onlyHumanity’s Last Invention — Richard Socher of Recursive
Latent Space: The AI Engineer Podcast· Sep 14, 2026
At 1:09:00 we talk about the rise of AI x Finance, and AIE NYC is one month away - our hotel block is 97% sold out, get tix & travel ASAP - we will announce speakers from Bridgewater, Ramp, Coatue, Mastercard, Vanguard, …
ai- Intelligent Report
20VC: The AI Bubble Is Wrong | AI Margins Need to Improve | Revenue Concentration Should be a Concern | Why People Over-Estimate Open Models But Enterprises Still Fear Frontier Models with Aaron Katz, ClickHouse
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Aug 31, 2026
ClickHouse CEO Aaron Katz reveals they're tracking from $0 to $500M+ ARR, targets $1B by late 2027, boasts 200%+ net dollar retention, and explains why agents—not humans—will soon select your entire infrastructure stack.
openaianthropicinvesting 
Intelligent ReportThomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox
All-In with Chamath, Jason, Sacks & Friedberg· Thomas Laffont· Jun 4, 2026
CO2's Thomas Laffont breaks down the unicorn economy: AI dominates fundraising, a 'Magnificent Eight' private index nears $4T, SpaceX/Anthropic IPOs could dwarf a decade of exits, and the power law is concentrating gains…
agents