Coatue Management, every mention
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every year anyone Molly O'Shea 56Michael Barton 13Arielle Zuckerberg 5Alex Bouaziz 4Jaimin Rangwalla 2Lee Jacobs 1Art Levy 1
Verbatim, from the transcripts: the passages where Coatue Management comes up
AssemblyAI Now Handles 4x YouTube's Daily Volume
- ▶ 18:26 Molly O'Shea I was thinking about it because when we were at the Rays Summit, this was a hot take that Max Cook, who's a sector head at KOTU, said.
BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
- ▶ 15:29 Molly O'Shea We had a conversation with Jamin from Kotu, he's a CIO of public markets over there, and they were talking about what the proliferation of agents memory is only increasing more.
AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
- ▶ 0:21 Molly O'Shea Coming off the heels of the Jamin interview at KOTU, we have Max Cook of KOTU. 6 times in the scene
Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
- ▶ 2:12 Molly O'Shea Um, we did this interview at KOTU and the CIO, uh, over there on public markets, and, and we were talking about the size of which companies went public.
- ▶ 31:48 Molly O'Shea KOTU put out a super-based chart not too long ago that they got like 80 or 90% of their growth and their customers within, it was a really short period of time.
She Bought a Bank for $56M. It's Now Worth $1.5 BILLION · Sourcery with Molly O'Shea
- ▶ 48:15 Molly O'Shea You've raised one hundred and eighty million dollars at a 1.5 billion dollar valuation from some incredible names, which I can't even list off the top of my head because it's a long list, but you've raised from Andreessen Horowitz, Kotu,… 2 times in the scene
Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
- ▶ 1:00 Molly O'Shea So we're in the new, beautifully built out KOTU office.
- ▶ 2:48 Molly O'Shea Okay, so we're here today to talk about your spring COTU investor update. 2 times in the scene
- ▶ 10:13 Jaimin Rangwalla And, you know, started covering semiconductors over time, grew to taking on more sectors, um, having more and more responsibility, and then, um, two years ago I was given the opportunity to run all of our public business with Philippe,…
- ▶ 26:30 Jaimin Rangwalla Like, on our call, um, we had Boris, uh, Cherney, who's former Code Two alum, but also the founder of Cloud Code,
- ▶ 47:10 Molly O'Shea I think this might circle back to the beginning of the conversation, but you've been at KOTU for many cycles, especially in one like this. 2 times in the scene
- ▶ 52:49 Molly O'Shea As the CIO of KOTU's public sector, I would be remiss not to ask you about risks.
The Public Venture Fund That 9x’d in 3 Days (Fundrise VCX) · Sourcery with Molly O'Shea
- ▶ 17:18 Molly O'Shea A-sixteen Z, Sequoia, KOTU, they've all said this.
- ▶ 22:20 Molly O'Shea I, I just interviewed Thomas Lafont of KOTU. 2 times in the scene
How Reddit Went From $12M to $2.2B + Cracked Social Media Monetization · Sourcery with Molly O'Shea
- ▶ 2:31 Molly O'Shea Well, I first want to shout out Michael Barton at KOTU for making the introduction.
Deel Hits $1.4B+ in ARR | CEO Alex Bouaziz Shares Growth Playbook · Sourcery with Molly O'Shea
- ▶ 0:52 Alex Bouaziz Having Mickey and Kouatu and Andreessen dabbling down
- ▶ 9:25 Alex Bouaziz I think there's a, like, again, having Mickey as a, and Quatu and Andreessen dabbling down, I think is priceless. 3 times in the scene
Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea
- ▶ 1:18 Molly O'Shea Was it different than the Kotu interview?
Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7 · Sourcery with Molly O'Shea
- ▶ 1:44 Molly O'Shea KOTU. 4 times in the scene
- ▶ 21:19 Molly O'Shea How are you and Kotu thinking about experimenting with autonomous agents?
- ▶ 26:43 Molly O'Shea So you and your brother, Philippe, run the firm. 4 times in the scene
How Anthropic’s $100M Anthology Fund Works | Menlo Ventures · Sourcery with Molly O'Shea
- ▶ 56:57 Molly O'Shea I just had Michael Barton from COTU on like a couple of weeks ago, and we were talking about that.
I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
- ▶ 18:10 Molly O'Shea I've interviewed a handful of public company CEOs so far this year, and have also interviewed their investors, and so on and so forth, whether it's KOTU, or it's interviewing Keith Raboy, who had just joined Opendoor at the time.
Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea
- ▶ 32:02 Molly O'Shea I recently had Michael Barton, who's a sector head at KOTU on the podcast, and he, he framed this out as there's two camps.
Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
- ▶ 0:04 Michael Barton Before I worked at CodeTwo, I was working at Melvin Capital.
- ▶ 1:35 Michael Barton I work at Code Two, uh, which is an asset manager. 2 times in the scene
- ▶ 2:51 Michael Barton And so before I worked at Code Two, I was working at Melvin Capital.
- ▶ 5:46 Molly O'Shea So, in terms of Cotu's fund, how big is the fund, and what's your main portfolio that you cover? 4 times in the scene
- ▶ 19:57 Michael Barton And the way we sort of do that, and I think it's, it's a unique thing with Code Two, um, but I actually think it's underappreciatedly the most important part of tech investing, is that the best way to figure out what's going to happen in… 3 times in the scene
- ▶ 33:51 Michael Barton And this is something that, like, a big theme of Code Two is we take a lot of the learnings that we see from the public and private companies and how they're implementing tech, and we do it ourselves, right? 4 times in the scene
- ▶ 41:11 Molly O'Shea Because Cotu is concentrated in technology, how do you balance out these market cycles that just so favorable towards AI and what some would say is a bubble?
- ▶ 43:58 Michael Barton I think there are a lot of people that can pick stocks, but what really matters at Code Two is you have to be able to do the analysis. 2 times in the scene
- ▶ 47:02 Molly O'Shea There's so much innovation happening on the private side, but it's not, you know, it's like open AI, it's anthropic, it's all of these, like, research labs, it's models, it's a lot of things on the private side that are impacting the… 2 times in the scene
- ▶ 1:04:38 Molly O'Shea There is some confusion around the name KOTU. 4 times in the scene
Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
- ▶ 14:49 Art Levy But then, as we saw, there was a really fascinating piece on it at the, the recent COTU conference, billion-dollar-plus tech M&A is up 68% year-to-date.
- ▶ 1:28:17 Molly O'Shea Cause like even Brad Gerstner, Bill Gurley, the KOTU guys, they just
Why a16z Bet $15 Million on THIS Controversial Startup · Sourcery with Molly O'Shea
- ▶ 48:37 Molly O'Shea One of the things that I've seen recently with KOTU's East meets West conference, it was fantastic.
- ▶ 1:00:45 Molly O'Shea Okay, so also in KOTU's deck, there, there was a really great chart for Applovin versus Microsoft.
How Jack Altman Hit 100x Growth | Uncapped, AI, VC, Founders · Sourcery with Molly O'Shea
- ▶ 30:33 Molly O'Shea Like, I just did a whole breakdown, um, like, psychotically this morning on the BG-II pod at KOTU, um, 2 times in the scene
Arielle Zuckerberg, "The Rizz & Tiz" Winning Founder Recipe · Sourcery with Molly O'Shea
- ▶ 6:24 Arielle Zuckerberg Yeah, so Hunter Walk, I think famously said in the email when I announced that I was joining Long Journey, he was like, oh, you went from being the weirdest person at KOTU to being the least weird person at Long Journey.
- ▶ 11:39 Molly O'Shea From your time at Kleiner and Cotu, what stage were you working on and what kind of deals were you looking at? 2 times in the scene
- ▶ 15:27 Arielle Zuckerberg I, you know, that wasn't a big focus area of mine at KOTU or Kleiner.
- ▶ 16:33 Arielle Zuckerberg Um, but yeah, definitely wasn't as much of a concern at Cotu. 2 times in the scene
- ▶ 26:43 Arielle Zuckerberg Like I think, you know, KOTU has an excellent brand and their brand kind of is like excellence and prestige.
Taking on an $80 Billion Dollar Market with Gen Z | Dylan Diamond · Sourcery with Molly O'Shea
- ▶ 0:00 Molly O'Shea We have General Catalyst, KOTU, Insight, O-One Advisors, Jeff Bezos, Mark Benioff.
- ▶ 1:54 Molly O'Shea We have General Catalyst, KOTU, Insight, O-One Advisors, Jeff Bezos, Mark Benioff, Dara, Neo, Elad Gill, Dylan Field, and Inspired Capital, and I'm sure there's more.
Cyan Banister & Lee Jacobs: Investing in 'The Magically Weird' | SpaceX, Uber, Anduril · Sourcery with Molly O'Shea
- ▶ 26:26 Lee Jacobs Um, you know, she had a traditional background at KOTU and Kleiner and was used to writing those slightly later stage checks than we are.
Kyle Harrison, GP at Contrary on Techno-Optimism, Talent Vortexes, & Writing “Investing 101” · Sourcery with Molly O'Shea
- ▶ 1:06 Molly O'Shea Kyle has had a storied career with experience at top tier funds like TCV, KOTU, and INDEX, and he's an investor in companies such as Ramp, Replit, Andurl, Armada, and more.