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Molly O’Shea
Molly O’Shea
7 hours ago·
The real question everyone wants answered: Why does Philippe Laffont have a French accent but his brother Thomas doesn’t? 😂
Molly O’Shea
Molly O’SheaMar 6, 23:44
BREAKING: Thomas Laffont, Co-Founder of Coatue "The next Mag 7 may still be private" With $70B AUM including $30B on the private side, Thomas & I discuss Anthropic, Private/Public Markets, AI Volatility, Citrini Paper, & more. Highlights: • Anthropic: Coatue leads $30B Series G at $380B → ~$19B ARR • AI coding tools spreading across enterprises • SaaS multiples being repriced • What happens to software engineers? • Managing a mega fund with autonomous agents? • Interpreting Citrini AI “Global Intelligence Crisis” paper • Where is Thomas' French accent? Live from Upfront Summit 2026. @coatue_thomas @coatuemgmt @upfrontvc 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Thomas Laffont, Co-Founder Coatue Management (01:18) The rapid rise of Claude Code (04:15) Anthropic’s revenue growth and trajectory (05:25) Where capital is flowing: private vs public markets (08:10) The Citrini paper and AI market volatility (10:15) Are new Claude releases hurting SaaS companies? (17:22) Will AI reduce the number of engineers? (19:38) The ATM analogy for AI and jobs (21:02) Could autonomous agents automate investing? (23:18) How Coatue got conviction on Nvidia (24:18) Why TAM does not matter? (26:43) Running Coatue with his brother Philippe
And yes, that have known eachother for a while
And yes, they have known each other for a while
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