04.20.2026Chart of the DayCoatueShareCoatue It took 20 years for each internet user to consume 50Gb of memory annually. Could AI 5x that in just 5 years?Latest Takes07.21.2026Chart of the DayCoatue07.09.2026Chart of the DayCoatue07.07.2026Agents Are the New Users of CPUs Nick GagnetFrank Long
04.20.2026Chart of the DayCoatueShareCoatue It took 20 years for each internet user to consume 50Gb of memory annually. Could AI 5x that in just 5 years?