@coatuemgmt
Coatue is a technology investment platform powering innovation across all stages. https://t.co/3wGjwI58jt
Before, you had to click, read, and plan a task yourself. Now an agent runs that same sequence in a loop. x.com/coatuemgmt/sta…
Chart of the Day: CPU is back from the dead.
Last time it was memory, this time it's CPUs. Agents are becoming the new users of CPUs. ⬇️ x.com/coatuemgmt/sta…
Read more: coatue.com/c/takes/agents…
Agents are the new users of CPUs. Coatue’s Frank Long and Nick Gagnet on the agentic shift inverting the GPU-to-CPU ratio.
Read more: coatue.com/c/takes/agents…
Chart of the Day: Codex adoption has broadened from engineering into nearly every function across OpenAI. Is this a predictor for the rest of the enterprise world?
In every tech wave, the leaders of one era often aren't the leaders of the next. Inside the AI wave, software is going through a shift. Coatue Sector Head Max Cook (@maxlbcook) calls it the 'software handoff' and explains what marks a 'handoff' and how to spot one. More in our C:\Take below. ⬇️
@maxlbcook Read more: coatue.com/c/takes/the-so…
Intelligence is becoming a utility you pay for monthly. Gas, water, electricity, broadband: each one reshaped the economy once it became something anyone could plug into and intelligence is next. Philippe Laffont (@plaffont) joined CNBC's Squawk Box to explain why even a small lift to global growth compounds into something far bigger over time.
. @plaffont on SpaceX, the @cursor_ai acquisition, and lessons learned.
@plaffont @cursor_ai You can watch the full interview here: youtu.be/fbAHgQHTYwI?si…
Cursor's keynote -> how they are training their new model with SpaceX. x.com/cursor_ai/stat…
What is the size of the AI Ecosystem? At the @theallinpod Liquidity Summit, Thomas Laffont (@coatue_thomas) breaks it down into three pillars: 1) Consumer 2) Advertising 3) Enterprise Watch the full video ⬇️
Liquidity Summit Full Video: youtube.com/watch?v=UIoV8r…
Chart of the Day - In Collaboration with @OutcastVC: Innovation waves get credited to new technology. The real trigger is when great talent becomes available to build. The Talent Mobility Index tracks how freely top tech talent can move in a given year, blending hiring, job change, and AI funding data into a single score. The AI labs concentrated the best builders in the world and created extraordinary success. Now, as that success matures, some of those builders are stepping out to start what's next. Source: Data collaboration with Outcast Ventures and Coatue.
Chart of the Day: Software is no longer a monolith. The dispersion within it is widening — infrastructure and cybersecurity are steady while everything else has declined by ~80%.
Chart of the Day: Is the baton passing? AI Labs are projected to generate the most net new ARR in Q2.
Short dramas have quietly scaled into a mainstream format, and most of the US still hasn't noticed. Serialized, vertical, and made for the phone. Episodes run one to two minutes, seasons run 100 to 150. In China it's already obvious. More viewing time now goes to short dramas
Read more: coatue.com/c/takes/chart-…
Chart of the Day: New business formation is inflecting! GenAI might be the catalyst.
The Coatue framework for how @SpaceX's value per launch scales with cadence. More launches means more constellations, more subscribers, and more recurring revenue. Companies, governments, and militaries are increasingly looking to own their own infrastructure. Thomas Laffont
Full presentation: coatue.com/blog/video/all…
The power law paradox. x.com/coatuemgmt/sta…
The Power Law Paradox: you're more likely to 10x at scale. → 8% of unicorns reach decacorn status. → 13% of decacorns reach $100B. → 31% of $100B companies have gone on to 10x. The conventional wisdom: early-stage has the best returns. The data: you're more likely to
Full Video: youtube.com/watch?si=fLAj4…
Tokens are the fastest-growing cost in business. Most finance systems weren't built to see them, let alone govern them. @tryramp is building the infrastructure to change that. Proud to be a returning investor. The third pillar of business finance is here. x.com/eglyman/status…
"We think of @Revolut's business as an all-in-one global software platform for financial services." Brendan O'Boyle, Sector Head of Financials and Fintech at Coatue, on what makes Revolut's model distinctive. As Revolut acquires licenses around the world, he sees room to launch
@Revolut Read more: bloomberg.com/news/features/…
The next Magnificent Seven won't come from public markets. Thomas Laffont (@coatue_thomas) on the private index taking shape right now and why the concentration of capital into a handful of companies is just getting started. ⬇️ x.com/coatuemgmt/sta…
@coatue_thomas Full presentation: youtu.be/UIoV8rG_25s?si…
The unicorn economy has been consuming far more cash than it's returning. That's changing. Thomas Laffont (@coatue_thomas) on the IPO wave that's about to rebalance the ecosystem. ⬇️ x.com/theallinpod/st…
Full Presentation: youtu.be/UIoV8rG_25s?si…
"Demos, not memos." @carynm650 asked @kiwicopple where vibe coding is actually landing. The phrase he keeps hearing inside enterprises says it all. Two places it's working: → Solo builders shipping products they couldn't before → PMs inside enterprises building the demo x.com/coatuemgmt/sta…
We led @Supabase's Seed and Series A. Five years in, they're the open source Postgres platform powering the majority of AI app builders — and 9 million developers strong. As agents reshape how software gets made, Supabase has become the default backend underneath it. Proud to
Read more: coatue.com/blog/perspecti…
@supabase Read more: coatue.com/blog/perspecti…
Thomas Laffont (@coatue_thomas) at the @theallinpod Liquidity Summit with four key takeaways: → The unicorn economy is healthier than it's been in years, thanks to AI → The winners are compounding faster than anything that came before them → Disruption isn't contained to one
The firms that win the next decade of accounting won't hire their way through it. They'll build on better infrastructure. @tryramp Stack is purpose-built AI for the close, the journals and the reconciliations. This is what vertical AI actually looks like. x.com/eglyman/status…
@tryramp Read more: ramp.com/blog/ramp-stac…
Chart of the Day: "What if it increases another 6.5x from here? We don't have anywhere near what's needed in terms of the infrastructure to support that." - Sam Altman, @OpenAI
Congratulations to @maxlbcook, named a 2026 Hedge Fund Rising Star by @iimag. When he joined Coatue in 2022, he carved out a niche no one else was covering: industrials. When AI arrived, he already had the map. Chips → data centers → grid equipment → power → gas x.com/coatuemgmt/sta…
Read more: institutionalinvestor.com/article/these-…
For years, AI transformed the digital world. Now it's escaping the screen. @LucasSwisher1 on what comes next: advanced manufacturing, surgical robotics, robots in the home. Watch our latest C:\Take ⬇️
Exceptional team. Honored to be a part of the journey. x.com/cerebras/statu…
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 @DecagonAI @glean @Replit @Kalshi @runwayml
