Coatue Management
also referred to as: coatue
10 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Apr 7, 2026 by Thomas Laffont · said 32 times in 15 episodes since 2025 · across every show →
Mentions by year
brought up most by John Coogan (14), Thomas Laffont (2), Jordi Hays (2), Martin Shkreli (1), Katie Haun (1)
tap a year for its mentions
2026 26 mentions in 11 episodes 2 per episode
- FULL INTERVIEW: Thomas Laffont’s Journey From Hollywood Assistant to Legendary Tech Investor
- Blue Origin Raises Capital, Getty-Shutterstock Deal Dies, GPT-5.6 Launches Tomorrow | Diet TBPN
- Big Tech to Pay for Power, Anthropic Abandons Safety, the Adoption Paradox | Diet TBPN
- Anthropic’s Trust Nuke, OpenAI’s new releases, Google Claims AI Crown | Diet TBPN
- Model Mayhem, GPT-6 Astra, Why Nvidia Bought Hugging Face | Diet TBPN
- Martin Shkreli Breaks Down the Collapse of Situational Awareness
- SpaceX Takes Off, Cursor's Wild Rise, Snap Bets on AR Glasses | Diet TBPN
- Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN
- 3 more episodes that year, every mention in 2026 →
2025 6 mentions in 4 episodes 2 per episode
- Netflix Acquires Warner Brothers, Apple’s Leadership Shakeup, SpaceX Prepares For IPO | Diet TBPN
- DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
- Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
- Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
- every mention in 2025, scene by scene →
Everything said about Coatue Management, oldest first
Apr 7, 2026
Apr 7, 2026
Coatue views its limited partners as its true customers, not founders
“LPs are not talked a lot about in venture, which is kind of interesting. Like we talked a lot about the founder. We talked a lot about the companies, but I would say for us, we are pretty clear that our customer at the end of the day is our LPs.”
Apr 7, 2026
Apr 7, 2026 bullish
Apr 7, 2026 positive
Coatue's analysis of iPod semiconductors led to its early Apple investment
“And pretty soon if you started in semis at the time, all the roads led to one company and that was in Cupertino and it was Apple. Why? Well, because the iPod was starting to really gain traction, and an iPod was a semiconductor product, it had NAM flash, it ha…”
Apr 7, 2026 positive
Apr 7, 2026 neutral
Coatue correctly predicted early iPhone sales but mistakenly modeled declining prices
“When I look back at our old Apple model, I actually think we did a pretty good job on units. Where we were way off is we had the price of the phone declining five to 10% a year, because that's what every consumer electronics product did. And in fact, the ARPU …”
Apr 7, 2026 neutral
Laffont: Meta and Alibaba Sparked Structural Shift by Staying Private Longer
“I think what really changed for us in the early 2010 was meta. Then Facebook and Alibaba staying private for longer. We just never seen companies of that scale who were that important to our research and our market not go public.”
Apr 7, 2026