Coatue's Thomas Laffont: What Comes After the Magnificent 7? | 2026 Upfront Summit скачать в хорошем качестве

Coatue's Thomas Laffont: What Comes After the Magnificent 7? | 2026 Upfront Summit

Thomas Laffont, co-founder of Coatue, joins Sourcery's Molly O'Shea at the 2026 Upfront Summit for his first interview since leading Anthropic's $30 billion round, sharing how he thinks about big idea investing, navigating public and private markets, and what the next generation of market-defining companies looks like. Thomas breaks down why the ability to endure and compound defines generational investing, whether we're actually in an AI bubble, and why TAM should never be the limiter on a truly transformative idea. Topics covered: Why Coatue chases "BFIs" and what makes an idea big enough to bet on His take on whether we're in an AI bubble What Claude Code's adoption signals about the private market landscape Why AI in the workplace is about making people better, not cutting them What the next Magnificent 7 could look like: SpaceX, OpenAI, Revolut, Databricks Why the public market remains the best valuation mechanism and how to democratize private access