E402: $92B Coatue: Where the Value in AI Will Accrue

2026-07-13 · 50 min · episode 402 · 7 entities

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Asserted relationships

→ hosted by David Weisburd person

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Feed author/publisher: David Weisburd
→ discusses Business company

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Feed category: Business
→ discusses Investing concept

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evidence rules-v5
Feed category: Investing

Entities found in this episode

concepts 3

mentioned Investing concept

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evidence rules-v5
Feed category: Investing
mentioned $92B Coatue: Where the Value in AI Will Accrue concept

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evidence rules-v5
E402: $92B Coatue: Where the Value in AI Will Accrue
discusses Investing concept

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evidence rules-v5
Feed category: Investing

persons 2

mentioned David Weisburd person

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evidence rules-v5
Feed author/publisher: David Weisburd
hosted by David Weisburd person

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evidence rules-v5
Feed author/publisher: David Weisburd

companys 2

mentioned Business company

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evidence rules-v5
Feed category: Business
discusses Business company

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evidence rules-v5
Feed category: Business

Episode description as stored

Everyone is asking which AI company will win. Lucas Swisher thinks investors are asking the wrong question. The biggest opportunities won't necessarily come from picking a single model or application. They'll come from understanding where durable advantages are created across the AI stack. Drawing on Coatue's investments in companies like OpenAI, Anthropic, Databricks, and SpaceX, Lucas explains why talent compounds, why data infrastructure may outlast today's application boom, why companies become harder—not easier—to disrupt as they scale, and how AI is reshaping the economics of software, semiconductors, and enterprise technology.