O Futuro da Informação
O Futuro da Informação
@coatuemgmt
Coatue is a technology investment platform powering innovation across all stages. https://t.co/3wGjwI58jt
Full interview: coatue.com/blog/video/int…
Chart of the Day: @Kalshi's political volume has scaled dramatically, and the American Power Index (KPOW) is what that scale enables: a single-number gauge of the current balance of political power and where markets expect it to move, which Kalshi bills as an "S&P 500 for
Punch cards → source code → agentic coding. @bcherny on a once-in-seventy-years shift. Full interview in the comments below ⬇️
@bcherny Full interview: coatue.com/blog/video/int…
"I haven't used an IDE in about six months." @bcherny creator of Claude Code, with @coatue_thomas. Why we're tripling down ⬇️ x.com/coatuemgmt/sta…
In February we co-led @AnthropicAI's Series G. Today, we're co-leading their Series H. In the months between, organizations across industries have built Claude into their core operations, with adoption continuing to expand across enterprise customers and internationally.
Learn more: coatue.com/blog/press/our…
Chart of the Day: AI is bending the knowledge production curve across multiple domains.
"The AI we're living through is a big event that's rapidly reordering winners and losers." @plaffont on why market dispersion is at a level seen only twice before: 2008–09 and Covid.
Coatue's May 2026 Public Markets Update: coatue.com/blog/perspecti…
One year ago, Coatue opened access to its technology investing platform to individual accredited investors. One year in: • $6.6B in assets • #7 largest tender offer fund in the US • 45 portfolio positions • Available on iCapital and CAIS Thank you to every advisor and
Learn more with full disclosures here: coatue.com/ctek/blog/pres…
Winners have been highly concentrated. Over the past year, two S&P 500 sectors pulled away from the pack on a relative basis: semis and energy. The rest of the market looked very different. @plaffont on why scarcity got rewarded. ⬇️
Coatue's May 2026 Public Markets Update: coatue.com/blog/perspecti…
Chart of the Day: Looks like API demand is no different. x.com/coatuemgmt/sta…
The May 2026 Public Markets Update, on exhibit ⬇️ x.com/coatuemgmt/sta…
AI is rapidly reordering winners and losers — @plaffont, Founder of Coatue One reordering is already underway: the shift from GPUs to CPUs. Mike Jaksa, Deputy CIO of Coatue: "For agents, you're searching the web, you're analyzing data spreadsheets. It's much more CPU
May 2026 Public Markets Update: coatue.com/blog/perspecti…
May 2026 Public Markets Update: coatue.com/blog/perspecti…
There are two ways to participate in AI. @plaffont on the tug-of-war between them: "Sellers of the shortage" — chips, memory, optical, power equipment. Book the profit on day one. "Buyers of the shortage" — the hyperscalers spending the capex. Long, recurring revenues. "There's
@plaffont May 2026 Public Markets Update: coatue.com/blog/perspecti…
Read more: forbes.com/sites/richardn…
Chart of the Day: A year ago, it was 480T. Today it's 3.2Q! Tomorrow's chart might need a new unit of measurement.
CNBC released its 2026 Disruptor 50. 22 of the companies on this year's list are Coatue portfolio companies, including Anthropic, OpenAI, Databricks, Anduril, and Ramp in the top five. Congratulations to all of the founders and teams building what's next. Full list below. ⬇️
CNBC Disruptor 50 List: cnbc.com/2026/05/19/202…
Congrats to @AnthropicAI @OpenAI @databricks @anduriltech @tryramp @cyera_io @NotionHQ @Rippling @canva @AppliedInt @harvey @Revolut @EvidenceOpen @iambic_ai @Lead_Bank @cursor_ai
