Coatue Management, every mention
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every year anyone Brad Gerstner 14Bill Gurley 7
Verbatim, from the transcripts: the passages where Coatue Management comes up
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 32:06 Bill Gurley You look at that Amazon example, when we spoke to the, the, uh, LaFont brothers at Code Two, where they're, they're not keeping up with the, the NVIDIA purchases relative to their AWS share, and so there are a few companies that are back…
- ▶ 55:08 Brad Gerstner I mean, remember Larry Summers at the COTU event?
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 0:34 Brad Gerstner Of course, we're at Cotuzzi East meets West down here in Los Angeles.
- ▶ 2:26 Bill Gurley The Code Two team put it on their website, uh, just a few hours ago, and so if you wanna download it and have that as, as we go through this, it might be helpful.
- ▶ 23:17 Bill Gurley The KOTU team mapped out cloud revenue market share, and you have Oracle at five percent, Amazon, 44 because of the success of AWS, Google, 19, and Microsoft, 30.
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 1:06:20 Brad Gerstner So, uh, Altimeter or KOTU, we're currently in the cap table of ByteDance.
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 19:17 Bill Gurley And let me, let me drive home this point, I think in a very, very stark way, which is, we're borrowing a number from the COTU presentation, but they said there were, what, 1400 unicorns that are still private from what I like to call the…
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 35:24 Bill Gurley Our friends at All In, um, talked about this a little bit on their pod last Friday, and then at their conference, Thomas Lafon of Code Two had a long presentation that I think is where everyone worth looking at that kind of sets this up. 2 times in the scene
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 9:12 Brad Gerstner Um, you know, you said how much signal is there in the fact that you and, you know, KOTU and,
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:37 Bill Gurley We're coming to you live from, uh, Code Two's East Meets West, 20, 24 conference.
- ▶ 1:01 Brad Gerstner You know, we've been doing this for years with COTU down here. 2 times in the scene
- ▶ 3:47 Brad Gerstner You know, a lot of people would think of Altimeter as a competitor to KOTU. 3 times in the scene
- ▶ 7:29 Brad Gerstner In fact, he showed an S-curve saying KOTU's view is that it's going to be even bigger than people currently think.
- ▶ 9:47 Brad Gerstner I think by code two in terms of the positioning of those two. 2 times in the scene
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 10:16 Brad Gerstner Certainly Altimeter and KOTU and others
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 48:07 Brad Gerstner So think about whether you're a long only fund, a capital group or T row, or whether you're altimeter or co two or tiger, et cetera.