Coatue Management, every mention
35 scenes · ← back to Coatue Management
tap a year for its mentions
every year anyone Jason Calacanis 28David Sacks 11Chamath Palihapitiya 11Thomas Laffont 2David Friedberg 2Philippe Laffont 1
Verbatim, from the transcripts: the passages where Coatue Management comes up
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- ▶ 0:09 David Sacks KOTU is one of the most successful hedge funds of the last two decades. 3 times in the scene
- ▶ 9:03 Thomas Laffont And my fundamental view, and we'll kind of call this our Couture Framework, is that the reason is that the quality of SpaceX's business model increases the more you launch.
- ▶ 25:11 Chamath Palihapitiya Um, and these- How do you, as KOTU, you know, your asset base has swelled, you've gone into,
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
- ▶ 35:42 Jason Calacanis Yeah, well, I was gonna say, Gavin, the East-West Conference that our friends at KOTU do was named after, like, this really amazing boom period we had, I mean, 15 to 10 years ago before Americans were not allowed to invest in China, and…
Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
- ▶ 5:19 Jason Calacanis Joining us this week from KOTU Management, yes, we have Philippe Lafont, who is his older brother.
- ▶ 13:46 Philippe Laffont It's actually not that bad of a message, and I'm surprised just in general at how bad sentiment is, but how good the hard data is, and we have this ratio at GOTO where we sort of divide hard news as a numerator and sentiment as a…
- ▶ 31:49 David Friedberg In the reformation of venture capitalists, and I know you're going to talk a little bit about KOTU here in a bit, but so much of the thesis is around traditional businesses being reinvented using AI.
- ▶ 46:49 Jason Calacanis And then if you did that on YouTube, hey, tell me everybody's opinion on KOTU,
Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
- ▶ 2:56 Jason Calacanis Thomas Lafont is the co-founder of Cotu Management.
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey
- ▶ 55:13 Chamath Palihapitiya I think it was Thomas Lafont at Cotu.
Thomas Laffont | All-In Summit 2024
- ▶ 0:00 unnamed speaker Cotu is one of the most successful hedge funds of the last two decades. 4 times in the scene
- ▶ 0:49 Thomas Laffont I work at Cotu.
"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?
- ▶ 5:47 Chamath Palihapitiya Co-founder of Cotu. 2 times in the scene
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
- ▶ 25:09 David Sacks So if you want to pull up, Nick, can you pull up that chart, the quadrants from the KOTU summit?
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
- ▶ 0:01 Jason Calacanis You guys, I saw that you were at a COTU conference or a TPG conference. 6 times in the scene
- ▶ 4:39 Jason Calacanis And KOTU is no different. 10 times in the scene
- ▶ 10:08 Jason Calacanis All right, listen, I think we just going back to the KOTU thing, I know we're in a high interest rate, um, lunch environment.
- ▶ 1:11:09 Jason Calacanis Are also using secondary to growth stakes in their existing investments, doubling down, as it were crossover firms like KOTU, Tiger Global, and even Brad's altimeter are actively searching for deals.
- ▶ 1:32:23 Jason Calacanis They should put that, KOTU should make fake doodoo and put it in the gift bag for All in Summit.
E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee
- ▶ 56:54 Jason Calacanis Everybody from Andreessen Horowitz to KOTU, uh, not surprising there.
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
- ▶ 41:49 Chamath Palihapitiya And that's a really fascinating counterintuitive takeaway, which is that, and, and by the way, what's, what's so interesting about that is Pat Grady, I think had a tweet and it just sums it up so cleanly because he just hired somebody from…
E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
- ▶ 1:01:51 David Friedberg There's over eight billion dollars of capital invested in ByteDance by firms that we know well, like Sequoia Capital, Tiger Global, Co-Two, Susquehanna, and others.
E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
- ▶ 42:08 Jason Calacanis If I may, there was an interesting moment this week when we talk about this discipline that has been lacking the last couple years, a hundred and one million dollar funding led by KOTU, uh, Lightspeed Venture Partners.
E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
- ▶ 5:04 Jason Calacanis Uh, in a round led by KOTU and Paradigm.
E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
- ▶ 23:01 David Sacks Well, let me just speak to this, this, um, this rally in the market for a second, because I think there was a really interesting chart that Philippe LaFont showed at that COTU summit that we talked about on this pod a few months ago.
E88: First principle politics, China chaos & outlook, state of private/public markets & more
- ▶ 1:21:39 Jason Calacanis If you're trying to pick between very large bets, like KOTU and TPG and tiger were doing in the growth space sacks, like now everybody knows that these companies, everybody knows stripes a winner.
E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
- ▶ 44:38 Chamath Palihapitiya This, the nugget for me of this entire summer was what he said about his takeaway from the COTU conference, right? 2 times in the scene
E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
- ▶ 17:51 Chamath Palihapitiya It seems to me like this is sort of akin to what Saks was relaying about that founder at the KOTU conference, which is like, you know, he thinks everybody else is going to
E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
- ▶ 47:23 David Sacks I just got back from the KOTU summit over the past couple of days. 2 times in the scene
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
- ▶ 42:30 David Sacks And then meanwhile, you know, the other big crossover funds, D one, CO two, they are completely risk off.
E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy and more
- ▶ 55:36 Chamath Palihapitiya If you were tiger or co two or D one stepping into the early stage game, 2 times in the scene
E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
- ▶ 7:44 David Sacks That the prices now are coming down, because what I've heard is that the crossover investors like Tiger, like Kotu, who are deploying all this money, they've really, uh, slowed down now.
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
- ▶ 1:00:04 David Sacks Like Tiger and KOTU and D one, I guarantee you, they're all updating their models or valuation models based on the public comps. 2 times in the scene
E29: Coinbase goes public, direct listings vs. IPOs, unions & more with Bestie Guestie Brad Gerstner
- ▶ 20:51 Jason Calacanis The mid market late stage, venture space being a no man's land of vortex, the value being created in the late stage and value being created in the early stage, but the money in the middle becoming a commodity, because of tiger co two and…
E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
- ▶ 52:01 Chamath Palihapitiya Also, it's just, it's all these other big crossover guys that have come down tiger go to durable.