Video
All-In Liquidity Summit
Featuring Coatue's Thomas Laffont
Thomas Laffont, Coatue’s co-founder, presented Coatue’s State of the Union at the Liquidity Summit to share his perspective on how AI is reshaping the unicorn landscape, concentrating capital into a smaller number of breakout companies, and changing how investors evaluate the next generation of category-defining businesses.
Why is AI capturing an outsized share of private-market funding? What do companies like SpaceX, OpenAI, Anthropic, Stripe, and Databricks reveal about where the next major technology winners may come from? How should founders and investors think about liquidity, value creation, and the increasingly extreme power law in private markets?
Watch the full Coatue State of the Union presentation here: