01.09.2026Chart of the DayCoatueShareCoatue The dot-com boom ran on debt. The AI boom runs on balance sheets. That difference matters. Good take by Goldman Sachs.Latest Takes03.30.2026AI Is Moving from Assistants to AgentsLucas Swisher03.26.2026AI Is Hitting a New Inflection PointLucas Swisher03.20.2026Chart of the DayCoatue
01.09.2026Chart of the DayCoatueShareCoatue The dot-com boom ran on debt. The AI boom runs on balance sheets. That difference matters. Good take by Goldman Sachs.
