Coatue Management
also referred to as: coatue
5 statements across 2 episodes · 2 bullish · 2 bearish · 3 people on the record · first statement Oct 31, 2024 by Bill Gurley · said 21 times in 9 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (14), Bill Gurley (7)
tap a year for its mentions
2025 6 mentions in 3 episodes 2 per episode
- Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- every mention in 2025, scene by scene →
2024 15 mentions in 6 episodes 3 per episode
- Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Coatue Management, oldest first
Oct 31, 2024 bearish
Jun 20, 2025 bullish
Jun 20, 2025 bearish
Jun 20, 2025
Philippe Laffont: Coatue processes 100 million credit card receipts daily
“As part of the data science that we do, we process probably a hundred million credit card receipts a day. So we have a very fine view of what the US consumer does. And we have another data set where we know what consumers do based on their email receipts.”
Jun 20, 2025 positive
Laffont: Profitable companies growing over 25% should prepare for an IPO
“So our advice being to entrepreneurs that if you are growing over 25%, you are profitable. Time to think about whether you should be public. But that doesn't necessarily mean going public. As you well know, there's a difference between being IPO ready and goin…”