Coatue Management
also referred to as: coatue
21 statements across 6 episodes · 12 bullish · 3 bearish · 5 people on the record · first statement Feb 21, 2025 by Molly O'Shea · said 82 times in 22 episodes since 2024 · across every show →
Mentions by year
brought up most by Molly O'Shea (56), Michael Barton (13), Arielle Zuckerberg (5), Alex Bouaziz (4), Jaimin Rangwalla (2), Lee Jacobs (1), Art Levy (1)
tap a year for its mentions
2026 40 mentions in 13 episodes 3 per episode
- Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7 · Sourcery with Molly O'Shea
- Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
- AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
- Deel Hits $1.4B+ in ARR | CEO Alex Bouaziz Shares Growth Playbook · Sourcery with Molly O'Shea
- The Public Venture Fund That 9x’d in 3 Days (Fundrise VCX) · Sourcery with Molly O'Shea
- Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
- She Bought a Bank for $56M. It's Now Worth $1.5 BILLION · Sourcery with Molly O'Shea
- AssemblyAI Now Handles 4x YouTube's Daily Volume
- 5 more episodes that year, every mention in 2026 →
2025 40 mentions in 7 episodes 6 per episode
- Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
- Arielle Zuckerberg, "The Rizz & Tiz" Winning Founder Recipe · Sourcery with Molly O'Shea
- Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
- Why a16z Bet $15 Million on THIS Controversial Startup · Sourcery with Molly O'Shea
- How Jack Altman Hit 100x Growth | Uncapped, AI, VC, Founders · Sourcery with Molly O'Shea
- Taking on an $80 Billion Dollar Market with Gen Z | Dylan Diamond · Sourcery with Molly O'Shea
- Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea
- every mention in 2025, scene by scene →
2024 2 mentions in 2 episodes 1 per episode
Everything said about Coatue Management, oldest first
Feb 21, 2025 neutral
Mar 14, 2025 neutral
Jun 27, 2025 bullish
O'Shea: Coatue and Altimeter data show OpenAI outpacing viral social platforms
“KOTU and Altimeter did like a bunch of different surveys and data science around OpenAI's traction and daily active users against social platforms. So they're comparing it against like, okay, there's like a resource, like a learning tool for knowledge, and now…”
Oct 23, 2025 neutral
Coatue manages roughly $60B AUM, including $25B in public equities
“Cotu as a whole is probably, it's around sixty billion of assets under management. On the public equities, so we basically have public equities, which is around twenty-five billion, and then you've got a private's business, and then a credit business too.”
Oct 23, 2025 bullish
Oct 23, 2025 bearish
Oct 23, 2025 negative
Barton: Melvin Capital fell 50% in two weeks during GameStop squeeze
“Before I worked at Code Two, I was working at Melvin Capital. And so, you know, many of you guys probably heard of Melvin as the hedge fund that was short GameStop. And so I lived through this period where we went from, at the time, probably The best performin…”
Oct 23, 2025 bullish
Oct 23, 2025 positive
Barton: Coatue's Philippe Laffont actively cuts market exposure 50% during drawdowns
“One of Philippe's amazing qualities is that he is like the best risk manager I've ever seen. And he has this sense of when something is about to go wrong. Like, I've, like, it is incredible. Like, he, and it's really been great for him. I mean, and, you know i…”
Mar 6, 2026 neutral
Laffont: Initial TAM size is irrelevant compared to market expansion potential
“I have a personal view that I've developed, which is actually the size of the TAM is irrelevant. So I never listened to whenever an entrepreneur will pitch me a TAM, I really don't think about the TAM. I think about two things. I think about number one, Whatev…”
Mar 6, 2026 bullish
Laffont: Anthropic grew materially between fundraising kickoff and announcement
“What was interesting about this one is the projections and the scale of the business grew materially. In between the fundraising kind of being discussed to eventually kind of being announced. And I think that speaks to just the incredible adoption of clock cod…”
Mar 6, 2026 bullish
Mar 6, 2026 bullish
Laffont: Coatue plans to hire more investors as AI boosts productivity
“I can tell you for us, we're not looking to cut our investment staff or our you know, in half. We're hoping that they can do significantly more things and analyze more companies and just be better at their job. If that's possible, we'll want to hire more of th…”
Mar 6, 2026 negative
Laffont: Early Coatue models wrongly predicted iPhone prices declining five percent
“And in fact, the number one thing that we got wrong in our analysis of Apple in the early days is we had the price of the phone declining five percent in five years, right? Because that's kind of what you did as an analyst. You had to put declining ASPs. And i…”
May 15, 2026 bullish
Rangwalla: AI Hardware Ratios May Flip to 4 CPUs per GPU
“Now, the ratio is actually moving from, to one CPU to four GPUs, and so it's improved kind of by two x already, and we think it actually has a chance to flip the opposite direction, which is one GPU to four CPUs, and so, and some people, very aggressive, say t…”
May 15, 2026 bullish
Rangwalla: Coatue favors Amazon and Google as hybrid shortage players
“I actually think Amazon and Google are an unusual camp, and those are the two companies that we really like because they are also a bit of a hybrid, in that Google has TPUs that they sell, and Amazon has talked about selling Tranium, or at least openly discuss…”
May 15, 2026 bullish
Rangwalla: AI is accelerating at a faster pace today than 1-2 years ago
“Ultimately what we've concluded at the moment is that the fundamentals are really strong, the market is really resilient, and AI is accelerating its pace. Even though it's hard for me to say that, and maybe someone says you're crazy, like, AI is all everyone's…”
May 15, 2026 bullish
May 15, 2026 neutral
May 15, 2026 neutral
Rangwalla: Market Sentiment Has Zero Correlation With Stock Performance
“We did a an analysis on sentiment and how indicative is sentiment of what's actually happening in the market. And it's basically a coin flip. There is no like correlation between negative sentiment means the market should be down or it's contrary”
May 15, 2026 bullish
Coatue: TSMC is one of our largest holdings
“Even TSMC, which is one of our largest holdings they're taking price too, because they just, like, we have a finite amount of capacity, and so we have to try to figure out how are we gonna make sure that we're generating enough profits, and knowing that if we'…”