Coatue: Markets reward sellers of AI shortages, not buyers
Coatue Investor Update · Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea · May 15, 2026 · at 42:26
Coatue Investor Update was not on this episode. A recording of them was played into it, so these are their words but not an appearance on Sourcery. It still counts as said, and it is kept out of every score on their page.
A Coatue investor update presentation describes market valuations for suppliers of bottlenecked AI inputs versus buyers.
“You can see that the market is really rewarding the sellers of the shortage, but it is not rewarding the buyers of the shortage because the profits are so high that the market is really focused on grabbing the short term profits.”
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