Podcast
20VC Podcast
Featuring Coatue's Lucas Swisher
Lucas Swisher, Coatue’s co-head of growth, sat down with Harry Stebbings on the 20VC podcast to share his perspective on how AI is fundamentally changing the investing landscape and tackling the questions that matter most to founders and investors:
What's driving the decline in public SaaS valuations? How should investors evaluate AI revenue durability? What distinguishes AI winners from the pack?
Watch the full conversation with Harry Stebbings here: