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.

Philippe and Thomas Laffont, co-founders of Coatue Management, explore the cutting-edge of technology investing. They dive into the AI super cycle and its potential to transform markets, consumer behavior, and macroeconomics. The brothers discuss the evolving landscape of cryptocurrency, highlighting stablecoin legislation and institutional strategies. They also analyze the state of IPOs, M&A activity, and the implications of AI on workforce dynamics, providing crucial insights for founders and CEOs navigating today’s fast-paced tech environment.

Philippe Laffont, founder of Coatue and an early investor in Facebook and Netflix, shares his bullish outlook on AI-driven business innovations and the forthcoming entrepreneurial boom. He emphasizes the importance of lifecycle investing and the market’s shift towards private companies. Meanwhile, Michelle Caruso-Cabrera discusses the surprising NYC mayoral primary victory of socialist Zohran Mamdani, unpacking the changing political landscape and its potential effects on local governance. Together, they provide insightful perspectives on investment and politics.