People, every show

Max Cook

Sector Head, Coatue Management. On 1 show, 1 appearance. The Shows tab opens the full record on each.

investoranalystcoatue.com ↗

Max Cook leads investments and research at Coatue Management focusing on AI infrastructure, semiconductors, data centers, and power systems. He joined Coatue in 2022 after working on the industrials private equity team at Advent International.

1shows
1appearances
4statements
1resolved
1supported
0contradicted
100%fully supported
2said about them ↓

Everything Max Cook said on any show that made the record, most notable first. Each card names its show and opens the statement there.

SOURCERY Prediction Open · timeframe Jul 2031
Cook: Keyboards and mice will be obsolete within five years
“We're gonna look back in five years and say, of course we're not using keyboards and mice anymore. Like, we've come up with a better way to interact with intelligence.”
Max Cook Jul 19, 2026 ▶ 5:10 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
SOURCERY Prediction Not checkable as stated
Cook: Mobile apps will consolidate to 2-4 agentic AI interfaces
“We're going from a world in which you have 60 to 80 apps to an agentic AI world where you've got a lot fewer than that. Two, three, four apps where everything else plugs in as an API or an MCP.”
Max Cook Jul 19, 2026 ▶ 1:51 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
SOURCERY Assertion Supported
Cook: Enterprise open-source LLM spend dropped from 19% to 11%
“Enterprise LLM spend was 19% open source last year, and it's 11% this year. So it's dropped.”
Max Cook Jul 19, 2026 ▶ 7:33 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
SOURCERY Insight
Cook: Open source rules production, while closed models dominate discovery
“Jesse's explanation, I think, is the correct one, which is that open source is good for production grade, like production scale workflows. Yet we're so early in this AI journey that there's not that many production grade workflows. And so if you are trying to …”
Max Cook Jul 19, 2026 ▶ 7:53 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea

The other half of the tape: Max Cook's own voice is left out of every number here. Other people bring the name up 2 times in 1 episode across the shows. every mention, with the transcript →

Who brings them up most Molly O'Shea 2

Every mention by year

tap a year for its mentions
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0112026episodes it came up in
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Sourcery 2

2026 2 mentions in 1 episode

One line per show, most statements first. The link opens Max's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

ShowRole thereEpsStatementsRecord
SOURCERYLEDGER Sector Head, Coatue Management 1 4 100% 1/1 full record on Sourcery →
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