SaaStr Disclosures

The views and opinions expressed by Jason Lemkin on SaaStr are his own as of the date of the publication, including with respect to any predictions or forward looking statements regarding the use of AI or any statements regarding particular companies. The analysis does not reflect the views or opinions of Coatue. Neither Coatue nor its affiliates or advisors guarantees the accuracy or completeness of the information. Accordingly, neither Coatue nor any of its affiliates, advisors or employees shall be liable to you or anyone else for any loss or damages from use of the information contained in such third-party posts.

In addition, the third-party post includes an analysis of select slides from Coatue’s East Meets West Conference keynote. Any forward-looking predictions regarding AI and its potential impacts and opportunities are subject to a number of factors and uncertainties. Any characterization of AI is subject to change as additional information becomes available. Given that AI is an emerging technology, assessing the future trajectory of the AI industry is inherently challenging, and views on its success or failure can be subjective and based on incomplete information, limited perspectives, or speculative assumptions. As the third-party blog post does not contain the full context of the keynote, any statements should be reviewed in light of the entire presentation, which can be found here: https://www.coatue.com/blog/company-update/coatues-2025-emw-conference