Philippe Laffont

Philippe Laffont, founder of Coatue Management, dives into the shifting landscape of technology investments. He discusses the Federal Reserve's rate strategy amidst tariff uncertainties and the implications for the tech sector. The conversation turns to Google's struggles with search queries and the rise of AI competitors, emphasizing the need for innovation. Laffont also addresses the evolving dynamics of venture capital, questioning whether traditional models are becoming obsolete while exploring new fund structures that could redefine successful investing.