
Perspective
Public Markets Update Deck and Replay
Featuring Coatue’s leadership
We’re pleased to share our latest Public Markets Update. The presentation can be found below, followed by a link to the video recording.
Philippe began the update by addressing the question of whether AI is currently in a bubble. Thomas followed with an overview of emerging trends in the enterprise AI app ecosystem, and Jaimin gave an update on our Fantastic 40 index, which was introduced over the summer.