Sourcery Interview at Upfront Summit

Thomas Laffont, Coatue's co-founder, sat down with Molly O'Shea on the Sourcery podcast at the Upfront Summit to share his views on how AI is reshaping both private and public markets—and the critical questions investors and founders are grappling with today:

What's driving the explosive adoption of Claude Code across enterprises? How should investors interpret the Citrini "Global Intelligence Crisis" paper? Which private companies could emerge as the next Magnificent 7?

Watch the full conversation with Molly O'Shea here: