StarZero All shows Try the podcast clipper →

Coatue Management

also referred to as: coatue

15 statements across 9 episodes · 4 bullish · 4 bearish · 4 people on the record · first statement Jan 29, 2022 by David Sacks · said 59 times in 25 episodes since 2021 · across every show →

Mentions by year

brought up most by Jason Calacanis (28), David Sacks (11), Chamath Palihapitiya (11), Thomas Laffont (2), David Friedberg (2), Philippe Laffont (1)

tap a year for its mentions
001352510202120222023202420252026episodesmentions
0510202120222023202420252026episodes it came up in
002.55510202120222023202420252026episodesmentions per episode
2026 5 mentions in 1 episode
2025 6 mentions in 3 episodes 2 per episode
2024 8 mentions in 3 episodes 3 per episode
2023 23 mentions in 5 episodes 5 per episode
2022 13 mentions in 10 episodes 1 per episode
2021 4 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Coatue Management, oldest first

Jan 29, 2022 bearish
Assertion Supported
Sachs: Crossover investors like Tiger and Coatue have paused venture spending
“What I've heard is that the crossover investors like Tiger, like Kotu, who are deploying all this money, they've really slowed down now. I think they're all kind of licking their wounds. And so like all of this money that was flooding into the venture space is…”
David Sacks Jan 29, 2022 ▶ 7:44 E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
Jun 24, 2022 bearish
Prediction Partly held up
Sacks: Coatue forecasts that venture capital availability will drop 75%
“They're predicting, they're forecasting that capital availability will It's going to decline about 75%. The amount of money that's venture money that's available to the ecosystem down by three quarters.”
David Sacks Jun 24, 2022 ▶ 48:05 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
Jul 14, 2022
Assertion Not publicly verifiable
Sacks: Coatue poll found two-thirds of founders planned to accelerate during downturn
“What KOTU did is they polled all the founders in the audience. The poll results showed that on the one hand, everyone in the audience understood that we were headed for a big downturn and economic conditions and fundraising are going to be much tougher. On the…”
David Sacks Jul 14, 2022 ▶ 45:04 E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
Sep 1, 2022
Assertion Supported
Calacanis: OpenSea raised $300M at $13.3B valuation led by Coatue and Paradigm
“If you remember, OpenSea raised three hundred million at a 13.3 billion dollar valuation December in a round led by KOTU and Paradigm.”
Jason Calacanis Sep 1, 2022 ▶ 4:53 E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
Oct 22, 2022 neutral
Assertion Partly supported
Stability AI raised $101M at a $1B valuation with no commercial product
“A hundred and one million dollar funding led by KOTU Lightspeed Venture Partners. At a one billion dollar valuation for stability AI this is a for-profit company built off the backs of the open source project, stable diffusion. They have no revenue. They have …”
Jason Calacanis Oct 22, 2022 ▶ 42:08 E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
Sep 26, 2024 negative
Disclosure
Laffont: Coatue contributed to the IPO backlog by providing private liquidity
“That we were giving liquidity to secondaries and founders and, you know, companies that should be public by giving them private capital, we were essentially enabling them to stay private longer.”
Thomas Laffont Sep 26, 2024 ▶ 26:05 Thomas Laffont | All-In Summit 2024
Sep 26, 2024
Assertion Supported
Laffont: Coatue counts roughly 1,500 private companies valued over $1B
“There's about 1500 companies, by our count, that are private companies with a last round of greater than a billion.”
Thomas Laffont Sep 26, 2024 ▶ 6:16 Thomas Laffont | All-In Summit 2024
Jan 25, 2025 neutral
Disclosure
Laffont: Coatue valued ByteDance on Chinese business, discounting TikTok US
“We never attributed much value to the, you know, the TikTok US asset in the sense of our analysis was always based on the value of the Chinese business, specifically because it's just hard to know what the, you know, the TikTok asset X China would be worth, ri…”
Thomas Laffont Jan 25, 2025 ▶ 38:31 Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
May 9, 2025
Disclosure
Laffont: Coatue interval fund charges 1.25% management fee and 12% incentive fee
“These are things called interval funds, and it seems like the fees were more like 1.25 and 12. And so we're like, well, can we live at 1.25 and 12? And I was like, yeah, you know, it's a really good deal for other people”
Philippe Laffont May 9, 2025 ▶ 1:21:42 Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
May 9, 2025
Assertion Supported
Laffont: Bezos and Dell families provided $1B to launch Coatue fund
“So I went to see the family offices. I didn't quite see the founders directly, but the family offices for both the Bezos family and then the Dell family. And I sort of pitched them the idea. They liked the idea. Then we pitched it to the founders and then we g…”
Philippe Laffont May 9, 2025 ▶ 1:23:28 Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
May 9, 2025 negative
Opinion
Laffont: Concentrating 80% of portfolio in five stocks is excessive risk
“If you think there's only five, and all these money managers, you know, they have like five stocks that represent 80%, I feel the level of risk that you're taking is too high”
Philippe Laffont May 9, 2025 ▶ 57:08 Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
Jun 4, 2026 bullish
Prediction Not checkable as stated
Laffont: AI ecosystem revenue will hit $300B this year and double next
“We believe that it's about a hundred forty billion today. It'll be about three hundred billion this year, and it'll double in twenty-twenty-seven.”
Thomas Laffont Jun 4, 2026 ▶ 15:06 Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
Jun 4, 2026 positive
Assertion Not checkable as stated
Laffont: Centacorns have a 31% chance of 10x-ing to $1 Trillion
“So the data showed us that if you're a unicorn, the odds of you one day becoming a Decacorn are about eight percent. If you're a Decacorn, so that means you're over ten billion, the odds of you becoming a hundred billion dollar company, not much better. Eight …”
Thomas Laffont Jun 4, 2026 ▶ 11:24 Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
Jun 4, 2026 positive
Assertion Not checkable as stated
Laffont: Launch cadence is top driver of SpaceX valuation
“The number one driver correlated to the valuation of SpaceX is cadence of launches.”
Thomas Laffont Jun 4, 2026 ▶ 8:06 Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
Jun 4, 2026 bullish
Assertion Not checkable as stated
Laffont: Anthropic is scaling faster than any previous tech company
“Anthropic in particular is scaling like no other company that we've ever seen.”
Thomas Laffont Jun 4, 2026 ▶ 10:39 Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 460 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more