Coatue Management
also referred to as: coatue
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 2, 2025 by Ranjan Roy · said 4 times in 2 episodes since 2025 · across every show →
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brought up most by Alex Kantrowitz (4)
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2025 4 mentions in 2 episodes 2 per episode
Everything said about Coatue Management, oldest first
Apr 2, 2025 bearish
Roy: OpenAI Syndicate Investors Are Paying a 100x Revenue Multiple
“They're on track to make 3.7 billion dollars this year. They're forecasting to triple that next year to 12.5 billion dollars. So first thing, the valuation, and this is kind of what blows my mind, the 2.5 billion dollar syndicate of KOTU, Altimeter, Thrive, Th…”