Coatue Management
also referred to as: coatue
46 statements across 11 episodes · 12 bullish · 11 bearish · 11 people on the record · first statement Jan 10, 2020 by Kurt Rathmann · said 130 times in 59 episodes since 2019 · across every show →
Mentions by year
brought up most by Harry Stebbings (71), David Schneider (8), Lucas Swisher (7), Emil Michael (4), Mark Suster (3), Joe Thomas (3), Jason Lemkin (3), Jackie Reses (2)
tap a year for its mentions
2026 13 mentions in 5 episodes 3 per episode
- Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
- ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
- Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
- every mention in 2026, scene by scene →
2025 24 mentions in 11 episodes 2 per episode
- OpenAI, SBF & Perplexity: What VCs Know That You Don’t · 20VC with Harry Stebbings
- Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- Deel CEO, Alex Bouaziz on Raising $300M+ at a $17BN Valuation · 20VC with Harry Stebbings
- OpenAI’s $6BN Jony Ive Deal & YC Is Both Chanel and Walmart, and Has Officially Won! · 20VC with Harry Stebbings
- 20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
- Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity · 20VC with Harry Stebbings
- Daniel Gross and Nat Friedman: Acquired by Meta | Microsoft Layoff 9000 People | OpenAI's Bombshell · 20VC with Harry Stebbings
- KKR's Head of European PE, Philipp Freise: Do Andreessen & General Catalyst Scare KKR? · 20VC with Harry Stebbings
- 3 more episodes that year, every mention in 2025 →
2024 25 mentions in 9 episodes 3 per episode
- David Schneider: Why the Worst VCs are "Seagull VCs" & VC Value Add - Is it Real? | E1200 · 20VC with Harry Stebbings
- David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
- Akshay Kothari: How Notion Has More Money Than Ever & Why Startup Fundraising is Broken | E1203 · 20VC with Harry Stebbings
- Mark Suster: Why Private Equity Will Replace IPOs and M&A as the Exit Path | E1147 · 20VC with Harry Stebbings
- Daniel Khachab: "We Are in the Middle of a Cold War for AI Talent" | E1220 · 20VC with Harry Stebbings
- Saam Motamedi: Why Series B Won’t Make Money & Why $1M ARR is a BS Milestone for Series A | E1177 · 20VC with Harry Stebbings
- Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
- Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings
- 1 more episode that year, every mention in 2024 →
2023 7 mentions in 4 episodes 2 per episode
- Jackie Reses: The Most Powerful Woman in Finance; Making $50BN for Yahoo on Alibaba | E996 · 20VC with Harry Stebbings
- David Tisch: The 3 Most Important Variables When Raising Your Seed Round | 20VC #983 · 20VC with Harry Stebbings
- 20Product: When to Hire a CPO, The Three Different Types of CPO, How To Know What You Need, How To Structure the Hiring Process, What Are the Must-Ask Questions, What Tests and Case Studies Should Be Used, How Should Their Compensation Package Be Structur
- Hunter Somerville: Biggest Mistake LPs Make; Deep Dive into Secondary Markets | 20VC #985 · 20VC with Harry Stebbings
- every mention in 2023, scene by scene →
2022 28 mentions in 13 episodes 2 per episode
- Kyle Harrison: Why 75% of Active Investors Will Disappear in the Next Few Years | 20VC #940 · 20VC with Harry Stebbings
- 20VC: How Startup Valuations, Fund Deployment Cycles, M&A and IPO Markets Will All Change in This New Market, Where Will The Biggest Crunch Be, When Is The Right Time To Be Aggressive vs Conservative with Roger Ehrenberg, Founding Partner @ IA Ventures
- Emil Michael: How I Negotiated the $4B Uber-China Deal, Why DoorDash Caught Up to Uber | 20VC #941 · 20VC with Harry Stebbings
- How I Built a Twitter Audience of 500K+ in 18 Months | Sahil Bloom Full Interview · 20VC with Harry Stebbings
- Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935 · 20VC with Harry Stebbings
- Will Quist: Why 95% of Venture Capital is Not Really “Venture Capital” | 20VC #924 · 20VC with Harry Stebbings
- Logan Bartlett: WTF is Happening at Growth Stage Investing? | 20VC #920 · 20VC with Harry Stebbings
- Sonali De Rycker | How I Became a Partner at Accel; Type 1 vs. Type 2 Mistakes | 20VC #902 · 20VC with Harry Stebbings
- 5 more episodes that year, every mention in 2022 →
2021 20 mentions in 10 episodes 2 per episode
- 20VC: Ramp's Eric Glyman on Why You Should Never Take The Highest Price, Working With Venture Funds vs Crossover Funds and How To Determine What To Buy vs Build as a Founder Today?
- 20VC: Scaling to a $1.3Bn Valuation While in Stealth, The Power of Different Network Effects Within Payment Platforms & How To Leverage Your Board and Investor Base for the Most Value with Matan Bar, Founder & CEO @ Melio
- 20VC: DoorDash CEO Tony Xu on The Art of Great Leadership Today, Why The Best Give All of the Credit and Take All of the Blame & How DoorDash Have Won The Best Talent Against the Toughest Competition
- 20VC: Checkout.com Founder Guillaume Pousaz on The Transition From Bootstrapped Founder to Raising $830M and a $15Bn Valuation, What It Means To Have "3 Roadmaps For Life" & How Becoming a Parent Changes the Type of Leader You Are
- 20VC: Breaking News: Ankur Nagpal Raises $70M for Vibe Capital, What The Next Decade For Venture Will Look Like, Do VCs Actually Add Any Value & Pre-Emptive Rounds, When To Take Them and When To Reject Them
- 20VC: Investing Lessons From Rounds In Peloton and Square, Why Great Investing is Stock-Picking and Sector Penetration & The Next Decade in Venture, Is Tiger's The Right Model with Hans Tung, Managing Partner @ GGV Capital
- 20VC: Rippling's Parker Conrad on Why The VC/Founder Marriage Analogy is Weird, Why The Notion of Focus, Focus, Focus is Overrated, Why Narrow Point Solutions Are Not Best in Class Products & The Rise of the "Compound Startup"
- 20VC Special: The Real Estate Fintech OGs on Why This Is Not The End For The Bay Area and What Can Be Done To Solve It, The Pros and Cons of Working with Corporate Investors and How Leading Their Teams Has Fundamentally Changed in a COVID World
- 2 more episodes that year, every mention in 2021 →
2020 11 mentions in 5 episodes 2 per episode
- 20VC: Airtable's Howie Liu on Potential Consolidation In The Collaboration Tools Market, The Transition From Peacetime To Wartime CEO & How To Make The Move To Remote Work Successful; The Process Beyond The Tools
- 20VC: Loom Founder Joe Thomas on Whether To Take Multi-Stage Money at Seed, How Early Stage Founders Should Select Their VC, How Sequoia Won The Loom Deal & The 3 Rules To Operate Remote Teams Successfully
- 20VC: Hopin, The Breakout Startup of 2020 on Scaling from 10 to 230 People and $174M in Funding in just 13 Months, The 3 Phases of Startup Scaling, How To Lead Remote Teams Effectively, The Future of Events Post-COVID and more
- 20VC: Index Ventures Partner, Mark Goldberg on The Questions Founders Must Ask A Multi-Stage Fund Before Taking Their Money At Seed, Why Most Angels Will Lose Their Money & Why We Will See Our First $100Bn Neo-Bank Shortly
- 20VC: Raising $105m in Just 13 Months Over 3 Separate Rounds, The 5 Core Ways VCs Can Add Value & How Founders Can and Should Fully Leverage Their Cap Table with Kurt Rathmann, Founder & CEO @ ScaleFactor
- every mention in 2020, scene by scene →
2019 2 mentions in 2 episodes 1 per episode
- 20VC: Inside UiPath, The World's Fastest Growing Startup, How The Best Leaders Approach Decision-Making & WhY Vulnerability Is Central To SuccessFul Leadership Today with Brandon Deer, VP of Operations & Strategy @ UiPath
- 20VC: Scale Founder Alex Wang on How To Hire Incredible Talent Before You Are A Hot Company, Why Beating Competition Is Not As Clear Cut As Investors Believe & Why AI Is Under-Hyped Today In Terms of Total Impact
- every mention in 2019, scene by scene →
Everything said about Coatue Management, oldest first
Jan 10, 2020
Rathmann refused Zoom partner meetings with Bessemer and Coatue
“Byron would tell you, and I think Thomas from KOTU as well as, you know, as we were going through the partner meeting process, it was, you know, they're sending a zoom link over and saying, Hey, you know, just zoom in at this time. And that'll be that. And I s…”
Jan 31, 2022 bearish
Ehrenberg: Tiger Global and Coatue face horrific portfolio markdowns ahead
“You know, their mark to market now, the next couple of years is going to be horrific. They're going to see huge markdowns on a huge swath of their companies, a bunch of stuff that they had counted on to go public isn't going to go public.”
Mar 31, 2023 bullish
Reses: Coatue Excels at Risk Management by Avoiding Emotional Attachments
“Kotu is an investor of mine, and I look at Philippe LaFont, Thomas LaFont, and the way that Kotu manages risk, and I am mesmerized by their ability to understand market dynamics and react to it in really smart ways. They aren't enamored by the companies that t…”
May 1, 2024 negative
Aug 5, 2024 positive
Cahn: Replicating 80% of 10 peers' distinct superpowers drives investor success
“I'm probably not gonna be as hundred percent as good as you if this is your superpower, but I'd like to be 80% as good at you at your superpower, and if I can be 80% as good as 10 people on each of their 10 superpowers, then I'll probably be pretty, pretty goo…”
Aug 5, 2024
Cahn: Focus on Software Customer Behavior Over Stated Churn Intentions
“So I think the lesson is you have to listen to what customers do. They continue to pay for the, especially expensive products. If people are paying for expensive products and telling you they're going to churn, you probably shouldn't listen to that. They're pa…”
Aug 5, 2024 neutral
Aug 5, 2024 positive
Sep 11, 2024
Schneider: Coatue usually requires a $75M minimum check for growth board seats
“So I'm typically in a growth deal trying, if I'm gonna take a board seat, it's usually a seventy-five million dollar check. I'll break the rule and go to 50 sometimes, but mostly it's 75 minimum, with the goal of doing more over time before it goes public.”
Sep 11, 2024 positive
Sep 11, 2024 positive
Schneider: VCs must be founder-helpful, coaching founders with hard truths
“There is a difference, by the way, between founder friendly and founder helpful. And I think I have to walk the line between what I call founder friendly. I'm in your camp, but I'm gonna also tell you the truth. And I'm gonna get you ready for what's coming. A…”
Sep 11, 2024
Sep 11, 2024 positive
Coatue Prefers Continuous Follow-On Investments Over One-and-Done Round Participation
“It's continuous. It doesn't always mean we participate every round, right? So sometimes things get too expensive, and we'll make a choice that Our risk adjusted rate of return for that deal isn't something we want to pursue at the same level as we would have b…”
Sep 11, 2024 negative
Sep 11, 2024
Sep 11, 2024
Sep 11, 2024 negative
Sep 11, 2024 negative
Coatue walked away from a multi-billion dollar 2021 deal over price
“There was a deal that I got really excited about that when it came down to valuation, we were we did not hit the number that the company wanted, and I'm sure glad I missed it. So that was one that I probably dodged a bullet, because it was the height of 21, an…”
May 15, 2025 bullish
O'Driscoll: Coatue's Retail VC Fund Will Sell by Offering AI Access
“Do I think it'll work and raise capital? Probably it will because the facts are there. The other The other PE vehicles have worked. And then let's get real. You know, at the end, it'll be packaged with some version of this is the only way you can get access to…”
May 15, 2025 negative
May 29, 2025 negative
Oct 20, 2025 bullish
Ribbit Capital, a16z, and Coatue co-lead Deel's $300M round
“So it's actually co-led by three three investors. The first one is Rubit Capital, which is our new investor. It's actually the first time that they invest into a deal. And maybe we'll talk about this after, but I've been I actually love the team there. I've be…”
Feb 23, 2026 bullish
Feb 23, 2026 negative
Swisher: Deploying a $3B early-stage venture fund is exceptionally difficult
“If you are a venture fund that is staring down the barrel of having to deploy three billion dollars, I think that is hard because again, at the early stage, it is hard to capture disproportionate ownership in the few companies that actually generate all of tha…”
Feb 23, 2026
Swisher: Sequential Revenue and Retention Dynamics Are Key Software Indicators
“I think the things that you're going to want to look for, the leading indicators that you're going to want to look for are, is the revenue still continuing to grow sequentially? Is net new AR still continuing to climb? What's happening with the retention dynam…”
Feb 23, 2026 neutral
Swisher: Coatue evaluates valuation last for hyper-growth companies
“The framework that we use internally is we think about valuation. Everybody has to think about valuation, but when a company is growing exponentially, 10 X year and year, 50 X year and year, right? The things that we're seeing now, We think about valuation las…”
Feb 23, 2026 neutral
Swisher: Only top-tier private companies can access secondary or public liquidity
“And again, I think it's why, even if you're an early stage fund, you, this is a great style of investing and it's the type of company that you want to be in because it's the only type of company that can get access to liquidity, whether it's private or public.”
Feb 23, 2026
Swisher: Market size ranks above founder quality for $100B outcomes
“And I think that founder is tied to the market, you know, is tied to that market dynamic, and they're equally important, but market size is always first. A great founder in a small market with a wedge that is not easily able to expand, I think will build an in…”
Feb 23, 2026
Swisher: Capital-intensive AI startups create stronger long-term durability
“In this world, businesses tend to be more capital intensive, right? They may be actually more durable at scale because of this. Makes it harder for the next entrant to come in. But the reality is they're harder to start. They take more capital. And that has le…”
Feb 23, 2026 neutral
Swisher: Coatue raised its public market cap target to $50B-$100B
“We have this test internally, right? Where it used to be, five years ago, we called it the ten billion dollar public company test. Can this be a ten billion dollar plus public company? That bar has changed, right, in this new world because we are tackling much…”
Feb 23, 2026 positive
Feb 23, 2026 bullish
Feb 23, 2026 negative
Swisher: Growth VCs Cannot Afford 'Spray and Pray' Capital Allocation
“And the answer is, from our view, you can't do this prey and prey at the early stage or the early growth stage. The reason why is you may be in the wrong horse, or you may be in the wrong market, and you may be investing your time wrong. Because there are very…”
Feb 23, 2026
Feb 23, 2026
Swisher: Probability of 10x returns increases in higher valuation bands
“And the counterintuitive thing is as you go up those bands, the percentage increases. So from a 10 to a hundred billion dollar valuation, I have a better shot at picking a 10 X, not like a better return, a 10 X than I did in the prior band.”
Feb 23, 2026 neutral
Feb 23, 2026 bullish
Feb 23, 2026
Swisher: Coatue's investment failures stem from overestimating TAM, not poor execution
“We've just overestimated TAM and we've overestimated the ability for companies to launch multiple products and expand into new TAMs. We're usually not getting things wrong on the basis of metrics or the team being good or it wasn't growing fast enough.”
Feb 23, 2026 neutral
Feb 23, 2026
Swisher: 20 private companies generate 80% of global enterprise value
“If you look at the private markets today, take the whole private market ecosystem, 20 companies have generated 80% of the enterprise value. 20 companies, 80% of the enterprise value. Of all the private companies that exist in the world. And four companies, rig…”
Feb 23, 2026 neutral
Swisher: Public and Private Investing Require Fundamentally Different Skill Sets
“I actually think the public market skill set and the private market skill set is also different, and so having different folks that are focused on different things is really important because there are different parameters, different things that you see all da…”
Feb 23, 2026
Swisher: Coatue's growth test is wanting to re-invest at higher valuations
“I think the more simplistic way that we think about it, and again, this is not a hard and fast rule and it's more qualitative than anything is if I invest in this round of this price and the company executes, do I want to put more at a higher price? That's the…”
Feb 23, 2026 bearish
Swisher: AI's impact on software earnings remains dark for 3-9 months
“For the next three months, six months, nine months, we're not really going to know what's really happening in the world, right? Because things are happening so fast, and all of the earnings that happen are retroactive. Right? So you can only see into the past …”
Feb 23, 2026 negative
Feb 23, 2026