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.

Public Markets Update Deck

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.

Public Markets Update Replay