Rangwalla: AI is accelerating at a faster pace today than 1-2 years ago
Jaimin Rangwalla · Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea · May 15, 2026 · at 48:56
Jaimin Rangwalla, CIO of Public Investments at Coatue, discusses navigating public tech market volatility and assessing AI fundamentals with Molly O'Shea.
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“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 talked about for three years, but it is accelerating today than even where it was one or two years ago.”
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