I had a blast having Thomas Laffont on Uncapped. He's the cofounder of Coatue, a $70B AUM firm investing from inception through IPO. We discussed how he makes sense of the current AI cycle, what he thinks will happen to software systems of record, why he has no issue making conflicting investments, what it's like working with his brother, and advice to young people. I learned a ton and it he shared a bunch of perspectives I don't often get to hear. Hope you enjoy.