Coatue Management

Our Co-Founder Thomas Laffont joined the NVIDIA GTC Keynote Pregame Show to talk AI layers, bubbles, and innovations. His takes: 1️⃣ Investment in foundational infrastructure is advancing the next wave of application-layer innovation. 2️⃣ AI has the potential to bring deflationary impact to sectors that need it most — from healthcare to defense and industrials. 3️⃣ The next leap in model performance will come when systems don’t just execute ideas, but generate new ones. Thank you to Patrick Moorhead and Brad Gerstner for hosting. Catch the replay here → https://lnkd.in/eYX3RDz7 #NVIDIAGTC

Sector Head Michael Lord Barton Jr. joined the Sourcery podcast to discuss how tech is transforming investing, answering questions top-of-mind for industry leaders: 🎯 Where do the best development insights originate? 🎯 How is AI reshaping markets? 🎯 Why are tech cycles — and investor reactions — accelerating? 🎯 How are we using AI internally and across strategies? Watch his conversation with host Molly O'Shea here → https://lnkd.in/egvNY6mk

Thomas Laffont joined the Uncapped podcast with Jack Altman to talk investing, founders, and the art of conviction. 🎙️ From the end of systems of record to the rise of open data layers, Thomas shares how Coatue navigates each wave of transformation - and why judgment, trust, and curiosity still matter most. Listen to the full episode on your preferred streaming platform. 🎧 Spotify: https://lnkd.in/exnDeiwb 🎧 Apple Podcasts: https://lnkd.in/ex9R24M3

At this year’s #BarcHedge Fund Symposium, our Founder Philippe Laffont joined Barclays Investment Bank's Global Chairman of Investment Banking Brett Pickett for a fireside chat on the future of investing and the next generation of private equity. The conversation capped a day of insightful conversations on the forces shaping today’s markets - from macro shifts and capital flows to the growing impact of technology and data on investment strategy. Thank you to Barclays for a great event!

Our Co-Founder Thomas Laffont will head to Washington, D.C. later this month for #NvidiaGTC, connecting with founders, builders, and leaders at the forefront of AI.   He’ll join Martin Casado, Navin Chaddha, and Sarah Guo for an onstage conversation around the “State of AI Innovation” ahead of Jensen Huang’s keynote. Together, they’ll explore how the convergence of open-source innovation, capital markets and rapid advances in AI is reshaping industries, signaling the emergence of a lasting industrial platform.   🎥 Tune in on 10/28: https://lnkd.in/eAPrKttW

⏩ We’ve refreshed The Fantastic 40 - Coatue’s curated Growth & Innovation Index, spotlighting 40 companies we believe are best positioned to lead in an AI- and technology-driven world. Check out the latest lineup here: https://lnkd.in/dHTdinYu   #Fantastic40

We’re excited to welcome Sam Saleeby to Coatue as a Senior Vice President on our Private Wealth investor relations & marketing team. Sam joins us as we continue to build out our private wealth platform to support CTEK’s expansion and better serve the founders and innovators leading the next wave of growth.   Learn more about our approach here: https://lnkd.in/g3wWhBtV

In 2016, NVIDIA launched the DGX-1 – the world’s first system purpose-built for deep learning. Last week, Jensen Huang, Founder of NVIDIA and a longtime friend of Coatue, visited our New York office and generously gifted us one of the originals. It now sits proudly in our front-of-house tech museum, a tangible reminder of how today’s AI breakthroughs trace back to moments of bold innovation. 

AI could be the next great engine of productivity, but only if we match its speed with strategy in how we build, organize, and work together. At the Central Park AI Forum presented by Norm Ai, Philippe Laffont and Lawrence H. Summers explored how AI, economics, and human capital will shape the next decade of growth, and what it will take to turn today’s breakthroughs into real-world progress.   🎥 Catch a few highlights from their conversation below.   #centralparkaiforum

Philippe Laffont closed out Stripe Tour New York 2025 with the visionary who made it all possible, Stripe CEO Patrick Collison. Philippe shared our view on how AI is evolving, the path to get there, and where the next generation of innovation and value creation will emerge. See five takeaways from their conversation below ⬇️