Coatue portfolio companies

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 9, 2025 by Philippe Laffont · across every show →

Everything said about Coatue portfolio companies, oldest first

May 9, 2025 negative
Assertion Not checkable as stated
Laffont: Tech companies face a widespread shortage of AI chips
“Everybody has a gigantic shortage of chips right now. That I know for sure from all of our private companies, public companies, there's a shortage of chip, a shortage of compute power.”
Philippe Laffont May 9, 2025 ▶ 29:43 Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
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